Speaking


I am an expert speaker in many perennial investment topics like financial statement analysis and valuation, and in rarer ones like deception detection, idea generation, the limits of mental models, frontiers of behavioral finance, creativity, intuition, and meditation.

 

 

 

 

“Thank you for giving us an excellent presentation at the Economics Club. Your talk made numerous good points, and the whole thing was very thought-provoking. It is clear that the financial industry will be changing substantially.”

 

 

Presentations, speeches, and workshops that I deliver, include:

  • Equity portfolio management
  • Skills that separate you as an investment manager
  • Alpha Wounds – things our industry does that hurt active management returns
  • Financial statement analysis
  • Valuation
  • Behavioral finance
  • Mental models
  • Frontiers of behavioral finance
  • Investment idea generation
  • Lie detection
  • Intuition
  • Creativity
  • Meditation
  • Geopolitics
  • How to become a research analyst

Reach out to me and we can discuss you, your firm’s, or your event’s needs.

 

 

 

 



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