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.

For availability and pricing, please contact Blair here.

Upcoming Speaking Engagements

CFA Society Spokane Annual Forecast Dinner – March 2, 2023

CFA Institute Asset & Risk Allocation – May 2-3, 2023, Washington, DC

Photo credit: Jason Kephart

Past Speaking Engagements

FutureProof Festival, September 2022, Huntingdon Beach, CA

FPA of Middle Tennessee Annual Symposium, October 2020, (virtual)

Sharesies Lunch Money Webinar, November 2020, New Zealand (virtual)

Dimensional Virtual Applied Business Strategy Workshop, November 2020

JLNO Women’s Leadership Summit, October 2020, New Orleans (virtual)

WealthStack, September 2019, Scottsdale, AZ

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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