Live & Virtual Presentations that Connect & Engage

In an era defined by volatility, uncertainty, and emotional stress, investors need more than traditional portfolio theory—they need a resilient investing framework built on trust, discipline, and clear communication.

As CEO, portfolio manager and author of the Behavioral Portfolio®, Phillip Toews brings a dynamic blend of wit, and behavioral insights to your audience, plus over 30 years of investing experience helping advisors and investors successfully navigate the toughest markets. His presentations equip investors with breakthrough strategies and education to help manage risk wisely and invest with unshakeable confidence.

Ideal for:

• Conferences and workshops
• Investment advisor events
• Corporate leadership meetings
• Institutional Investor events
• Investment committees & boards
• Client education events

Formats Offered:


• Live or Virtual Customized Keynote
• Breakout Session
• Workshop
• Master Class
• Fireside Chat / Panel

Audience Benefits / Outcomes:

1. Framework for Resilient Portfolios – In All Types of Markets
   
Learn how to help clients stay invested through uncertainty and build portfolios that thrive even when markets don’t cooperate.
2. Retain Clients, Reduce Reactions

   Understand why investors abandon their strategy at the worst possible time —and learn how top advisors keep them aligned for the long run to help position your firm as a true fiduciary partner, not just a portfolio provider.
3. Rethink Risk

   Most investors misunderstand risk. This presentation helps advisors redefine it—shifting the focus from short-term volatility to the real risk that matters: failing to meet long-term objectives.
4. Communicate with Confidence

   Anticipate fears, lead the conversation, and replace panic with trust.
5. Educate to Empower

   Use The Investment Owner’s Manual—a powerful tool for aligning expectations, improving financial literacy, and reducing emotional decision-making.
6. Close the Advisor–Investor Gap
   
Understand why investors abandon their strategy at the worst possible time —and learn how top advisors keep them aligned for the long run to help position your firm as a true fiduciary partner, not just a portfolio provider.
7. Measure the Real Risk in Your Investment Approach

   Go beyond beta. Expose hidden risks and build true portfolio resilience.
8. The Edge That Endures
   
Learn how to assess the hidden vulnerabilities that traditional portfolios models often miss.