Speaking
Behavioral finance for people who have to decide.
I keynote for banks, insurers, wealth firms, and financial-industry associations on how consequential decisions actually get made.
Under pressure. Without certainty. With real money and real trust on the line.
Audiences leave with a sharper way to think—not a set of slogans they’ll forget by the parking lot.
The Talks
Every talk is built for the audience and the decisions they’re actually facing.
The Uncertainty E.D.G.E.™ — deciding when the path isn't clear
The tension every operator knows: move too fast and it's irreversible; wait too long and the opportunity erodes. What behavioral finance reveals about the pull between haste and hesitation — and the framework Sam uses to help a room act with clarity when certainty won't come.
The Human E.D.G.E.™ — winning where AI can't compete
As machines commoditize business, the human call becomes the premium. Empathy, trust, and judgment — the parts of the work no algorithm makes — are where durable value now lives. Why competing on judgment beats competing on price, and what people and firms must do to build an edge a machine can't.
Where I speak
Industry associations and conferences
Leadership offsites and executive gatherings
Banks, insurers, and financial institutions
Wealth and asset-management firms
I take a small number of engagements a year. Each one is tailored for the room in front of me, not delivered off the shelf.
★★★★★“Sam’s delivery was excellent and his core messages landed with real clarity. He brings insight and presence to the stage that makes the experience both engaging and impactful. I’d absolutely welcome the chance to hear him speak again.”
— Sean Downey, President, Financial Horizons
Not just a speaker who studied this. A practitioner who lived it.
$40B+ in cross-border M&A.
Three wealth firms built and led, $80B+ in client assets.
A doctorate in behavioral finance.
"When I talk about deciding under pressure, it’s from the boardroom table, not the lectern. “
Bring this to your audience.
Tell me about your event and the decisions your audience is facing, and I’ll tell you honestly whether I’m the right fit.