Public Speaking

Blair is a frequent speaker and panelist on topics ranging from advisory firm practice management to financial planning for millennials. Her past speaking engagements include the CFA Annual Conference and the Morningstar Investment Conference. She is also a moderator, having stepped in with 10 days notice to moderate the entire CFA Wealth Management Conference in March 2018.

For availability and pricing, please contact Blair here.

Upcoming Speaking Engagements


Photo credit: Jason Kephart

Past Speaking Engagements

FPA Gathering, June 3, 2019, New Orleans, LA

2019 Power Up: Women’s Leadership Conference, March 22, 2019, New Orleans, LA

CFA Wealth Management, April 2-3, 2019, Fort Lauderdale, FL

GNO Inc. presents the Emerge Summit, July 26-27, 2018, New Orleans, LA

EBI West, June 24-26, 2018, Dana Point, CA

CFA Wealth Management 2018, Los Angeles (Moderator)

Bloomberg BNA ESG Roundtable, 2017, Washington, DC

IMN Global Indexing and ETFs Conference 2017, Dana Point, CA

70th CFA Institute Annual Conference, 2017, Philadelphia, PA

Inaugural Evidence Based Investing Conference, 2016, New York, NY

Morningstar Investment Conference, 2016, Chicago, IL

IMN Global Indexing and ETFs Conference 2016, Phoenix, AZ

InvestmentNews Women Adviser Summit, 2015, Chicago, IL


Photo credit: Bloomberg BNA

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Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.