Navigating the Future of Wealth Management
Inspirational Keynotes on Leadership, Innovation, and Resilience.
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John O'Connell
Keynote Speaker
For nearly 30 years, I've worked in global capital markets. Today's investors, shaped by powerful social movements, want their money to reflect their values. I show investors how to harness their collective shareholder power—choosing boards and influencing CEOs—to create real, meaningful change in companies. My speaking engagements inspire both individual investors and financial advisors to become effective activist investors and advocates.
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Featured Conferences
Speaking Topics
Technology Selection
Master a proven framework for technology procurement—from identifying needs and evaluating vendors to negotiating favorable terms with confidence.
AI Implementation
Discover practical AI applications across the client lifecycle with live demos of Claude, ChatGPT, and CoPilot you can implement immediately.
AI Governance
Position AI as essential technology with a framework for safe adoption, governance policies, and a 30-60-90 day implementation plan.
Cybersecurity
Learn how cybercriminals weaponize AI and deepfakes to target wealth firms, with practical strategies to defend against emerging threats.
Featured Book
The Rise of the Activist Investor
Today’s retail activist investors stand at a critical juncture, as unprecedented opportunities to influence publicly traded companies are at their fingertips. The 2021 Meme Stock revolution revealed that individuals have the power to impact capital markets and create meaningful change for the companies they admire.
However, the path to activism isn’t all that clear.  In his debut book, author John O’Connell seeks to help activist investors determine the path to successfully connecting their values and their investments.
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John's Experience
John, Founder and CEO of The Oasis Group, leverages 30+ years of leadership from global capital markets—including executive roles at Merrill Lynch, KPMG, and Oracle—to solve the complex growth challenges faced by wealth management and financial technology firms.
This deep industry expertise directly informs John's speaking engagements. Whether addressing technology procurement, AI implementation, cybersecurity threats, or activist investing, John delivers real-world insights and practical frameworks honed from working with the industry's leading firms.
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