Felipe’s presentation at Ascent sparked a crucial conversation about how our industry can better serve investors. You could see how eager attendees were to implement his strategies, and the overwhelming response was evident—his book signing drew one of the longest lines at the conference. It’s easy to see how his insights left a lasting impression, making his session, and his strategies, a huge standout.
– Rick Williamson, Director of Brand Experience, Orion
Phil (Felipe) Toews, CEO of Toews Asset Management, is a sought-after speaker who brings a unique blend of financial expertise and behavioral insights to audiences. With over 30 years of experience managing portfolios and coaching financial advisors, Phillip offers actionable strategies to improve portfolio outcomes, reduce behavioral challenges, and build resilient practices.
To book Felipe, contact felipe@thebehavioralportfolio.com
Ideal for:
- Financial conferences and workshops
- Investment advisor events
- Corporate leadership meetings
Key topics include:
- The behavioral challenges that undermine investment success
- Designing “all-seasons” portfolios that both capture gains and address potential market crises and stagnation
- Implementing strategies to manage investor behavior and help them understand counter-intuitive approaches
Upcoming Events
- Orion Ascent 2025 Conference
February 2-6, 2025 | Orlando, FL - Barron’s Teams Summit
April 9-11, 2025 | Los Angeles, CA - Wealth Management Edge
June 10-12, 2025 | Boca Raton, FL