Boston Investment Professionals

​The BIP is dedicated to promoting educational opportunities to our membership. We are proud of the many industry leaders who have presented to our members as keynote speakers, and more recently, panel discussions that allow for a more intimate, focused environment.

PAST SPEAKERS

2021: Jim Dunn, Verger Capital, Charlie Ruffel, Kudu Advisors

2019: Joe Couglin, MIT AgeLab

2018: Ben Hunt, Salient​

2017: Jay Willoughby - TIFF, Charlie Ruffel, Kudu Advisors

2016: Tim Urban, Wait But Why

2015: Michael Mauboussin, Credit Suisse

2014: The Onion

2013: Dan Fuss, Loomis Sayles

2012: Peter Ricchiuti, Tulane

2011: Consultant Panel - Cambridge, Mercer, NEPC

2010: CIO Panel - John Hancock, MA PRIM, Knights of Columbus

​A tradition at BIP Spring Education Forums started in 1999 with Michael Goldstein and 2000 with Abby Joseph Cohen. Small Group Panels and roundtables commenced in 2014.

PAST PANELS

2021:  Financial Intermediaries - Tim Clift, Envestnet

2021: Consultant Roundtable - Ashby Hatch, Heather Myers, David Pappalardo

2019: Career Roundtable - hosted by Jack Boyce, Insight

2018: OCIO - Bryan Decker, Heather Myers, Dennis Santos​

2017: Financial Intermediaries - Neil Bathon, David Hyman, David Papparlardo

2016: Career Roundtable - hosted by David Bauer​

2015: OCIO - Steve Charlton, Noelle Lang, David Papparlardo