Speaking Engagements
Evidence-based, practical talks on markets, macro, and planning—built for financial professionals and serious investors.
Press & Praise
“I can count on one hand the number of people whose views on the economy and portfolio construction I pay attention to. Cullen Roche is one of them.”
“When you read Cullen Roche, you learn how the world works… clear, easy-to-decipher language.”
“One of the most influential economic thinkers today.”
“While Ben Graham was the consummate ‘bottoms up’ investor, it could be said that Cullen Roche is the consummate ‘top down’ investor.”
Prior appearances include AAII, CFA societies, and university events.
Signature Topics
Each talk is customized to your audience and time slot. Typical lengths: 30–60 minute keynote, 40-minute fireside + Q&A, or 90-minute workshop.
Defined Duration™ Investing
How asset–liability matching portfolios improve planning clarity and behavioral durability. Covers specifics on implementing ALM sleeves and how advisors and investors can apply this framework.
- Tools to map assets to liabilities
- How to explain duration to clients
Monetary Mechanics, Explained
As the author of the famous paper “Understanding the Modern Monetary System,” Cullen provides a practitioner’s tour of the monetary system—what actually happens inside banks, the Treasury, and the Fed—and why it matters for asset pricing and the economy.
- Operational plumbing vs. narratives
- Implications for allocators
Macroeconomic & Investing Outlook
Cullen takes you on a data-driven tour of the future of economics and investing through understanding secular trends, growth, inflation, policy, and market internals tailored to your audience and sector focus.
- Scenario ranges, not point forecasts
- What to watch next
Formats
Keynote
30–60 minutes + Q&A. Conference general sessions or client events.
Workshop
60–120 minutes with frameworks, exercises, and take-home templates.
Fireside / Panel
Moderated conversation with prepared prompts and audience Q&A.
Virtual
Studio-quality remote delivery via Zoom/Teams, recorded if requested.
Private Briefing
Closed-door session for investment teams and committees.
Who It’s For
RIAs & Wealth Firms
Client events, advisor training, offsites.
Universities
Guest lectures, finance/econ clubs, seminars.
Institutions
CIO teams, pensions, OCIOs, family offices.
Conferences
Keynotes, breakouts, panels.
What Audiences Gain
Practical Frameworks
Models and language planners can use with clients the next day.
Clear Mental Models
Discuss some of the most confusing topics in macro and investing in clear language that anyone can understand.
Better Client Conversations
Expectation-setting, behavior-proofing, and alignment to goals.
FAQ
What are your speaking fees?
Fees vary by format, location, and customization. Share your event details below and we’ll provide a flat quote within one business day.
Will you customize content for our audience?
Yes—every talk is tailored. We’ll review agenda, audience profile, and desired outcomes to align content and takeaways.
Do you do virtual events?
Yes—Zoom/Teams with studio-quality audio/video. Recording is available on request.
Booking & Availability
Request a Date
Tell us about your event and preferred dates. We’ll confirm availability and send a quote.
What We’ll Ask
- Event name, date(s), location/time zone
- Audience size, roles, and desired outcomes
- Format (keynote, fireside, workshop, virtual)
- AV setup and recording policy
Educational content only. Nothing herein is investment advice or a recommendation to buy or sell any security. Views are the speaker’s and may change without notice.