847.853.8251 email linkedin twitter


Past Conferences and Events


  • AIMSE Chicago
  • Barron’s Top Independent Advisors Summit
  • Barron’s Top Women Advisors Summit
  • CFA Annual Conference
  • CFA Society presentations:
  • Boston
  • Chicago
  • Dallas
  • Edmonton
  • Hartford
  • Houston
  • Indianapolis
  • Japan
  • Los Angeles
  • Madison
  • Miami
  • Milwaukee
  • Montreal
CFA Society presentations: (cont)

  • Moscow
  • Naples
  • Nashville
  • New Mexico
  • New York
  • Philadelphia
  • Rochester
  • San Antonio
  • San Francisco
  • Seattle
  • South Africa
  • Southeast Florida
  • Southwest Career Conference
  • Stamford
  • Texas Career Conference
  • Toledo
  • Toronto
  • UK
  • Vancouver
  • Victoria
  • Financial Analysts Seminar
  • IAA Annual Conference
  • IMCA Winter Conference
  • Kellogg Graduate School of Management
  • NAPFA Annual Conference
  • NAPFA Larger Firm Exchange
  • 100 Women in Hedge Funds
  • PAICR Annual Conference
  • Portfolio Management Association of Canada (formerly, ICAA)
  • Tiburon CEO Summit (Breakout)
  • Women Investment Professionals (WIP) Chicago
Renee Robins Quote

“Thank you for your memorable, high energy presentation this morning at NYSSA…Thanks to your team format, you created a buzz that will last much longer than your presentation.”

Janet J. Mangana, Vice Chair,
Wealth Management Committee
New York Society of Security Analysts (NYSSA)


I had great expectations and high hopes and you handily exceeded them. Your candor, energy and authenticity as well as your knowledge and experience allowed us to achieve more in 3.5 hours together than we would likely gain in two years on our own. Your input was tremendous.

Phil Keating, CFA, President,
CFA Society of South Florida


You are an incredible presenter. As valuable as the information in your presentation was, I was just as impressed by your grace and composure in handling “Murphy’s Law.” Many thanks!

Mark Dodson, CFA, Director of Research, Hays Advisory