Speaking & Executive Engagements
I speak with boards, executive teams, investors, and founder communities on leadership, governance,
capital allocation, and technology oversight
Engagements range from private board sessions and investor meetings to industry
conferences and curated leadership forums.
The perspective shared is drawn from:
Managing capital through structural market crises
Building and exiting a regulated financial firm
Designing real-time risk infrastructure
Advising founders, family offices, and long-horizon capital
Governing under uncertainty
The focus is on durable enterprise value — not performance narratives
Speaking Formats
Private board briefings
PE portfolio company leadership sessions
Family office & generational wealth forums
ESOP governance workshops
Industry conferences & capital markets events
Moderated panels and keynote discussions
Select podcasts and media appearances
Core Speaking Themes
Governance Under Pressure
How boards identify early signals, challenge assumptions, and avoid structural fragility
Capital Allocation in Uncertain Markets
Lessons from crisis environments applied to modern enterprises and portfolio oversight.
AI & Technology: Oversight Without Hype
How boards separate narrative from risk exposure and protect long-term enterprise value
Family Enterprise & Generational Stewardship
Balancing growth, liquidity, governance, and legacy
Reinvention & Second Acts
Building again after success — sustaining relevance and purpose
Selected Conversations
Appearances include discussions on leadership, capital, AI, and long-term value
creation across executive forums and podcasts such as:
Cut The Tie - Own Your Success
Retirement Is a Death Sentence: Staying Sharp, Giving Back, and Building Again
Life after the trading floor, mentorship, community, and building purpose beyond financial success
Seed Investing in Deep Tech & Brain Health
Opportunities, Challenges & AI’s Role in long-term impact on companies
Unfinished Business Podcast: Getting Your Business to the Endzone
Day trading to scaling businesses, AI in modern business, and the creation of Gildre
Additional Appearances: Grow Yours Media, Providers Edge, CEO Wisdom,
Humans of Fuzia, Successful Minds, Leadership Quotient
Booking & Inquiries
Available for:
Conference keynote or moderated discussion
PE annual meetings
Investor summits
Executive off-sites
Governance workshops
For speaking or executive session inquiries, please connect via the Contact page