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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

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

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