Maryland & Virginia Bankers Association Annual Convention

Amelia Island, Georgia

June 3, 2024 - Who doesn’t like going to Amelia Island? What a wonderful venue, only surpassed by the 500 bankers from Maryland and Virginia who are dedicated to the growth and security of their clients. The speakers were superb - and I was honored to follow Bank of America CEO Brian Moynihan. You can access my presentation below.

CFA Society of Dallas-Fort Worth Lunch Presentation…

I was delighted and honored to have the chance to speak to the CFA Society of Dallas-Fort Worth this week. Thank you very much for having me. The many thoughtful, insightful questions and the opportunity to talk with folks afterward were truly rewarding for me. A number of folks have asked for my presentation. Here you go - thank you again for coming out to hear me, and I hope you find this useful.