‍ ‍Perspectives & Industry Writing

Keynote & Panel Topics

Available for executive discussions, board retreats, founder summits, and industry events on:

• AI Governance in Regulated Industries: Practical board oversight and commercial growth strategies for insurance and financial services

• Founder Discipline & Board Readiness: Transitioning from early-stage growth to formal governance

• Navigating Market Disruption: Lessons from six financial crises on managing liquidity and enterprise risk

• Capital Allocation: Maintaining long-horizon discipline in fast-changing environments

Selected Insights

Over the years, I’ve had the opportunity to sit down with founders, investors, executives,
and market professionals to explore the issues that matter — from capital markets and
entrepreneurship to leadership, governance, risk, and the evolving role of AI

Appearances include discussions on leadership, capital markets, AI, and long-term value
creation across executive forums and podcasts such as:

Leadership Quotient
Always Asking for the Ball: A Trader’s Guide to Leadership
Leadership principles forged on Wall Street trading floors and applied to startup venture creation

Bootstrapping to Billions
Behind The Wall Street Exit: How Market Makers Really Make Money
Deconstructing market making, Wall Street liquidity, and transitioning into startup investment

EisnerAmper - Deep Tech & Healthcare
Seed Investing in Deep Tech & Brain Health
Analyzing opportunities, key challenges, and AI's long-term role in deep tech and brain health ventures

Unfinished Business Podcast
Getting Your Business to the Endzone
Insights into day trading, scaling businesses, modern AI in business operations, & the founding story of Gildre

For a broader look at my podcast conversations on markets, leadership, entrepreneurship,
governance, and AI, see my LinkedIn featured post

For speaking or executive session inquiries, please connect via the Engagement and Contact