- Available to speak on business strategies and opportunities for investment management firms
- Financial Research Associates in San Francisco, CA on "Insider Insights on What Makes a Winning RFP Response"
- Investment Management Institute in San Francisco, CA on "Retaining Clients After Poor Performance"
- Financial Research Associates in Las Vegas, NV on "How to Monitor Your OCIO"
- US Institute in Boston, MA on "The CEO: Up Close and Personal"
- European Institute in Munich, Germanuy on "Diminishing Role of the COO"
- US Institute in Chicago, Il on "Building Ties That Bind With Internal Partners"
- Alternative Investor Institute - Senior Delegates Roundtable in Miami, FL on "Our Boss is the Brand"
- Institutional Investor Institute - Senior Delegates Roundtable in Avon, CO on "Is Branding Just About Content Creation"
- European Institutional Investor Institute - Senior Delegates Research Summit in Paris, France on "Real Life as a Sales Leader"
- US Institute CFO Conference in Chicago, IL on "The CFO's Role on Fees"
- European Institute CEO Roundtable in Budapest, Hungary on "Chief Executive Officer Challenges"
- European Institute COO Roundtable in Madrid, Spain on "The Changing Role of the European COO"
- US Institute COO Conference in Washington, DC on "Expanding Role of the COO: Helping Find Solutions to Challenges"
- US Institute CFO Conference in Chicago, IL on "Spend it Wisely: Setting Priorities for Growth Initiatives"
- UNLV in Las Vegas, NV "A Life in Asset Management"
- Keynote speaker at Boardroom Development Partners conference in San Diego, CA on "4 Relationships For Long - Term Success"
- Financial Research Associates conference in NY, NY on "The New Business Risks of Non - Traditional Fixed Income"
- US Institute COO Conference in Boston, MA on international expansion - "Go Big Internationally or Stay Home"
- Private event on the qualitative changes required in a firm when "Growing to 5X Your Current Size"
- US Institute CFO Conference in Chicago, IL on "The Cultural Aspects of Your Offer to Acquire Another Firm"
- Webinar/Conversation with Jim Ware on what he calls, "Red X" portfolio managers. I call this talent "Gold A-Players" instead! "How to Treat Portfolio Managers Better and Retain Them" Transcript or Link to webinar
- US Institute COO Conference in Toronto, Canada, on "Corporate Governance-Money Managers to Practice What They Preach"
- CFA Society in Madison, WI on “Leading an Investment Organization”
- Financial Research Conference in Las Vegas, NV on “When to Fire Your Investment Manager”
- Institutional Investor Conference in Avon, CO on “All Change: The State of the Investment Management Industry”