Presentations & Publications


Invited Address: “Doing Business with Entrepreneurs in the USA”; US State Department & US Embassy, Spain

Keynote Address: “Family Enterprising”; Technologica de Monterrey, Guadalajara, Mexico

Invited Address: “Choosing Advisory Boards”; G.R.O.W. Conference, Portland, Oregon,

Keynote Address: “Innovation, Entrepreneurship & Strategy”; Valparaiso, Chile – Chamber of Commerce + U. Catholica, Santiago, Chile

Invited Address: “Wealth Management: Strategies for Success”; Reuters Bright Spot Conference, NYC, NY

Invited Address: “Investor Mindset in a Post Bull Run Economy:; ABA Wealth Management Seminar, NYC, NY

Keynote Address: “Wealth Management Wall Street & Technology”; Financial Technology Expo, NYC, NY

Babson College:

“Pathways To Growth: The Role of Marketing, Management and Money” – Business Horizons, (Co-authored with Candy Brush)


“Demystifying Wealth Management: Relationships Rule” (Chaired and Edited Comprehensive Cross-Industry Review)

“The Money’s Under the Mattress: And It Ain’t Coming Out Anytime Soon”

“The Magnificent Seven Business & Technology Drivers Facing the Retail Brokerage Industry”

“Who’s Trading Now?” (A Fresh Look at Active Retail Trading)

“Trade Like the Pros: High-Powered Analytic Software Enables Active Retail Traders”

“Wireless Brokerage: A Technology in Search of a Strategy”