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  3. Sameer Somal, CFA, CFP®, CAIA
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Sameer Somal, CFA, CFP®, CAIA's picture

Sameer Somal, CFA, CFP®, CAIA

Speaker, Entrepreneur & Chief Executive Officer at
Blue Ocean Global Technology
Country or state 
United States
Available to 
Global
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes

Personal Details

Bio

Sameer Somal is the CEO & Co-Founder of Blue Ocean Global Technology. He is a frequent speaker at conferences on digital transformation, online reputation management, search engine optimization, relationship capital and ethics. Fundamental to his work at Blue Ocean Global Technology, Sameer leads collaboration with an exclusive group of PR, Law, Digital Marketing, and Web-Development agency partners. He helps clients build, monitor and repair their digital presence. Sameer is a published writer and Internet Defamation subject matter expert witness. In collaboration with the Philadelphia Bar Foundation, he authors continuing legal education (CLE) programs and is a member of the Legal Marketing Association (LMA) 2030 Task Force. Sameer proudly serves on the board of the CFA Institute Seminar for Global Investors, College Possible and Girl Power Talk. He is an active member of the Society of International Business Fellows

Current positions with CFA Institute & CFP Board:

• CFAI Institute Talkshow: The Topic @ Hand, Host

• CFA Institute Financial Analysts Seminar, Board of Regents

• CFA Institute Global Approved Speakers List (ASL), Member

• CFA Institute Exam Grading, Senior Grader

• CFP Board Council on Education, Member

• CFP Board Women’s Initiative (WIN), Advocate

Blue Ocean Global Technology serves clients and agency partners in 40+ countries. Kodak and Blockbuster exemplify how quickly the average lifespan of a company listed in the S&P 500 significantly decreased from 67 years in the 1920's to 15 years today. We have completed 3000+ web development, portal, eCommerce, and software projects over the past 15 years. We are Online Reputation (ORM) Experts, which includes building a positive reputation around select key words and mitigating a negative reputation on google.

Recent Speaking Engagements include:

New York State Bar (Albany, NY)

Scotiabank Executive Strategy Retreat (Grand Cayman, Cayman Islands)

Project Management Institute (Los Angeles, CA)

Montgomery County Paralegals Association (Bluebell, PA)

Legal Marketing Association (Orlando, FL)

Empowering A Billion Women (Austin, TX)

Legal Marketing Association (Philadelphia, PA)

CFA Institute VBA Netherlands (Amsterdam, Netherlands)

Clear Law Institute (Arlington, VA)

Mobile Growth Summit (New York, NY)

FPA National BE Conference (Baltimore, MD)

Benchbar Conference (Atlantic City, NJ)

Legal Week (New York, NY)

The US State Department’s Foreign Service Institute (McLean, VA)

Global Digital Marketing Summit, Mick Law (Phoenix, AZ)

Dimensional Fund Advisors (Austin, TX)

SEI Investments (Oaks, PA)

The Pennsylvania Bar Institute (Philadelphia, PA)

The Philippines HR Summit (Manilla, Philippines)

Women Economic Forum (Delhi, India)

CFA Institute Leaders Conference (San Jose)

The LavaCon Content Strategy Conference (Las Vegas, NV)

Georgetown University (Washington, D.C.)

NAPFA Annual Conference (Phoenix, AZ)

Finance Logix Technology Conference (Las Vegas, NV)

FPA of New York (New York, NY)

Current position (1)

Speaker, Entrepreneur & Chief Executive Officer at

Blue Ocean Global Technology

Presentations

Presentations (5)
The New Networking: Building Relationship Capital

The Digital Revolution is accelerating our access to knowledge and revolutionized how we communicate. Finance is grounded on quantifiable metrics and knowledge gained through the rigors of academic & professional development programs. While a technical framework is required and fundamental to a successful career in finance, we overlook the importance of what we can only measure qualitatively, including networking. Success in life is a function of our interpersonal relationships.

Networking is a learned skill and does not require the personality of an extrovert. A memorable introductory conversation and exchange of business cards will increase relationship capital after applying a process for patient and purposeful follow-up. Creating a network of trusted friends and colleagues, who will provide information, introductions, mentoring and partnership, will expand your personal and professional opportunity set. Results follow planning, practice, and commitment.

An Entrepreneurial Mindset & The Intangibles of Success

An entrepreneurial mindset represents a truly unique opportunity for today’s students and tomorrow’s leaders. Flexibility, creativity, and intellectual freedom often catalyze an entrepreneur’s desire to start a business. Entrepreneurship, a fundamental driver of our global economy, is defined by French Economist, J. B. Say [1767–1832], as a shift of economic resources out of an area of lower productivity into an area of higher productivity and yield. This is also true of intrapreneurs, defined as those who apply an entrepreneurial to their employment culture. Intrapreneurs often become entrepreneurs.

The intangibles or "soft skills", represent the tipping point between achieving great success and simply remaining average. These skills are rarely taught in college or graduate school. How does one quantify trust, relationships, communication and emotional intelligence? The interdependent of our global economy places a premium on these soft skills.

The Fintech Revolution

Every day people are empowered with unfiltered information and global communication access from a device that fits comfortably in our pocket. It took the Internet 12 years to gather its first billion users, and a third of that time to reach three billion.

The Digital FinTech Revolution is accelerating our access to knowledge, transforming how we communicate, and creating a wave of digital disruption that will reshape the financial services industry. As regulators and banks refocus on updating their policies and operating models, the next generation of Fintech platforms, including robo advisory, blockchain, digital payment, Bank in a box, security, and P2P lending, are already off to the races.

Global investment in financial technology rapidly increased by 3,770% from $930 million in 2008 to $36 billion in 2016. The opportunity to innovate for quantitative finance professionals has never been more compelling than it is today.

The Power of Social Media

By 2025, digital computing and communication technology will connect eight billion people to one online community.

Never before in history have consumers had so much influence and power at their fingertips; businesses large and small must learn how to adapt and embrace such change. Kodak and Blockbuster exemplify how quickly the average lifespan of a company listed in the S&P 500 significantly decreased from 67 years in the 1920's to 15 years today.

Social media is a transformational platform for cultivating trust, increasing engagement, and expanding market share across both demographic and geographic boundaries. Social media is not about selling, its about developing connections and communicating effectively. Great content drives engagement and marketing.

Digital Revolution & The Technology Planning Process

Technology pervades every aspect of an organization and must be coordinated with a strategic plan. The rate at which technology evolves creates choice, which can be overwhelming and confusing. Leaders require a transparent, accountable, and proactive technology partner.

A rapidly changing technology landscape necessitates technology planning and has never been more critical to the growth and sustainability of a business. The right technology decisions improve performance; the wrong technology decisions exacerbate challenges. Technology planning is the process of meeting your organizational goals with a prudent allocation of your technological resources. Efficient and effective technology planning integrates strategy, branding, and execution across an organization.

Past talks (9)
The Demographic Dividend
The US State Department’s Foreign Service Institute
Virginia, USA
2017
An Entrepreneurial Mindset & Intangibles of Success
Women Economic Forum
New Delhi, India
2017
Digital Revolution & The Technology Planning Process
Scotiabank Executive Strategy Retreat
Grand Caymans, Cayman Islands
2017
The New Networking: Building Relationship Capital
CFA Institute Leaders Conference
San Jose, Caifornia
2017
The FinTech Revolution
CFA community Vietnam
Vietnam (Ho Chi Minh & Hanoi)
2017
The FinTech Revolution
CFA Society Bangladesh
Bangladesh, Dhaka
2017
The Power of Social Media
The LavaCon Content Strategy Conference
Las Vegas, USA
2016
The Digital Revolution
National Institute of Securities Markets (NISM), CFAI, & City of
Mumbai, India
2017
An Entrepreneurial Mindset & Intangibles of Success
Indian Institute of Technology (IIT)
Kharagpur, India
2017
  • All (23)
  • Videos (8)
  • Photos (15)
Keynote Speaker Sameer Somal | Client Testimonials
Sameer Somal Speaks on Innovating for Education, Skills & Human Empowerment
#HerStory: Why Women’s Issues Are Issues for All | Sameer Somal
Laura Virili Interviews Sameer Somal, CFO, Blue Ocean Global Technology
How to Successfully Engage a New Mentor- Sameer Somal
How to Make Memorable First Impressions- Sameer Somal
CFA Orange County Wealth Management Symposium Preview | Sameer Somal, CFA
CFA Institute: Why We Volunteer | Sameer Somal
Scotiabank Retreat, Grand Cayman
Scotiabank Retreat, Grand Cayman
Sameer Somal at Women Economic Forum
Sameer Somal at Women Economic Forum
Sameer speaks at CFA Society, Bangladesh
Sameer speaks at CFA Society, Bangladesh
Symmetry Partners, Puerto Rico
Symmetry Partners, Puerto Rico
Sameer presents at US State Department
Sameer presents at US State Department
Topic @ Hand Episode 1
Topic @ Hand Episode 1
Future Business Leaders of America
Future Business Leaders of America
FPA New York
FPA New York
National Student Leadership Conference
National Student Leadership Conference
Sameer speaks at CFA India
Sameer speaks at CFA India
NAPFA Conference
NAPFA Conference
Sameer presents in Delhi, India
Sameer presents in Delhi, India
Sameer Somal presents
Sameer Somal presents
CAIA conference India
CAIA conference India
Sameer speaks at CFA Society Vietnam
Sameer speaks at CFA Society Vietnam
This speaker hasn't uploaded any slides yet.
This speaker hasn't uploaded any one sheet yet.
This speaker hasn't uploaded any press information yet.

Books & Articles (6)

The Intangibles of Having Your Own Firm
Five Reasons to Start Your Own Firm and Four Steps to Take to Do It
7 Steps to Successfully Managing your Online Reputation
7 Reasons How Emotional Intelligence Underpins To Leadership Success
10 Must-Have Social Media Marketing Tips For Small Business
How B2B Companies Can Use Social Media to Combat Negative Reviews

Expertise (10)

Technology
Leadership
Education
Media & Marketing
PR & Communications
Soft Skills and Emotional Intelligence for Success Crisis Communications Reputation Management How to Use Social Media Technology

Reviews

Testimonials (18)
  • Not only is it a pleasure to work with Sameer Somal, but knowing that he turns tough topics into engaging ones is a testament to his talent as a professional speaker! As a speaker agent, we look for speakers who "walk their talk" and Sameer definitely does that -- his preparation for each presentation goes above and beyond what most hiring parties expect, but that is who Sameer is -- he will deliver an exceptional presentation every single time!
    Kim Tracy
    Director of Advisor Success
    Clearnomics
    Verified
  • Sameer- Thank you for your engaging and interactive presentation on the topic of digital transformation at our executive strategy retreat in the Cayman Islands. Your session allowed us to learn how technology has rapidly evolved across geographies and how it is changing our way of thinking. We enjoyed your presentation which proved insightful, enriching, and highly participative. We look forward to having you again speak on such a vibrant topic which is transforming lives.
    Marcelo Suarez
    Member, Steering Committee
    CFA Community Vietnam
    Verified
  • I just had the pleasure of attending Sameer's networking presentation at the CFA SLC in San Jose in October 2017. It was the very definition of engaging. Sameer has a rare talent of speaking both intelligently and enthusiastically about a topic. I was hooked for the entirety of the presentation and came away with actionable ideas as well as new connections with the other attendees. I highly recommend Sameer!
    Lisa Brignoni
    Managing consultant
    Loud & Clear voice coaching
    Verified
  • Sameer Somal is truly a great speaker who is passionate about education & human empowerment. I was privileged to meet him as a fellow speaker at the 2017 Annual Global Women Economic Forum (WEF) in India, where his passion came forth. Worthy of note, is that he's truly an expert who represents Authenticity. His understanding of Relationship Investments are one of his many charms. He knows how to follow through. If you're looking for an exceptional speaker, he belongs on your list & your stage.
    Alex Okoroji
    Director
    Women in Finance Committee Chairperson
    Verified
  • Besides your expertise & knowledge on Fintech shared with us at the Hanoi event, we realized you have such an amazing character. Our audience was excited by the delivered knowledge. Our Hanoi organizing team confirmed success by all the positive feedback from attendees. You gave us a lot of inspiration and helped prepare us for the coming opportunities & challenges. We were genuinely thankful & wish to have more time sharing.
    Nguyen Tung, CFA
    Verified
  • As a speaker myself & having shared the Womens Economic Forum stage with Sameer Somal this year I can honestly say that there are very few speakers out there who I find to anywhere near as authentic and engaging as him. He speaks passionately from the heart & with regard to the matter of educational empowerment globally which we were highlighting. His knowledge & expertise are second to none but his compassion and commitment are tangible. I look forward to working with him again very soon
    Sue Curr
    Verified
  • Sameer is an outstanding human being, Socialpreneur, speaker and leader. I love that I am able to recommend him so highly.
    Frankie Picasso
    Verified
  • If every speaker and educator was as dynamic, engaging and knowledgeable as Sameer, no-one would ever find themselves drifting off in a presentation again. Whenever I listen to Sameer talk about leadership, reputation, financial literacy, character, I find myself thinking, "now that's a great idea, I need to do that more." Everyone I know who has had the luck to learn from him or work with him will tell you that he's a passionate, smart and genuine professional who loves to teach and connect.
    Jo Leonard
    Verified
  • Sameer is a highly energetic and articulate speaker. His session on networking shares his own experience - and he's a great networker.
    Hansi Mehrotra
    Verified
  • I have worked with Sameer on several projects in last 2 years. He is an exceptional individual with highly infectious energy. His passion and love for his work is exuberated in his presentations and workshops. I had the privilege to have Sameer do a keynote and a highly interactive workshop on - The Intangibles for Success in India. The clarity with which he presents his ideas using story-telling and anecdotes is absolutely remarkable. I highly recommend him for inspiring your audience.
    Dhairya Pujara
    Verified
  • I was fortunate to make contact with Sameer via social media a couple of years ago. As an experienced Voice and Public Speaking coach I was interested to learn about his extensive experience of speaking in front of large business audiences around the world. I have been very impressed by his natural spontaneous style, his strong conviction speaking about education as well as his vocal clarity and range. If you want a memorable speaker for your next conference I highly recommend Sameer Somal
    Priscilla Morris
    Verified
  • I really enjoyed your session on networking and relationship building. It certainly is a topic that many folks in our industry can benefit from, including myself, so I was grateful to have the opportunity to hear your thoughtful insights and very useful tips. One thing I took away from your session is to be more intentional around my networking efforts. Hope our paths cross again soon!
    Tina Schackman, CFA
    Verified
  • Sameer has a speaker's uniqueness that encompasses genuineness and passion in his delivery regardless of his topic and audience. He understands the road to entrepreneurship and the role of relationship building. His unique ability in identifying opportunities for today's youth and the empowerment of women, is contributory to his global interacting on a diverse scale. It was my pleasure to meet Sameer in person at WEF 2017 in India and to witness his effectiveness as a speaker.
    Cheryl Collins
    Verified
  • Last but not the least... it couldn't be more true. I stumbled upon Sameer in my last session of the 2017 CFA SLC in San Jose. From gluing everyone to their seats while managing time and creating an atmosphere where I was willing to make myself vulnerable, Sameer's session impacted me immensly. As a speaker, he listened to anyone who wanted to participate. He gave very inspiring real-life examples and never left the audience in a one minute no-laugh drought. So glad our paths crossed!
    Tiago Lage, CFA, MBA
    Verified
  • I attended a presentation by Sameer on Networking in October 2017. The energy that he brought to the room was incredible. It negated any thoughts of needing coffee to get through the mid-afternoon session. His stories were captivating. I left with several nuggets that I have been successful in applying. I am currently working to bring Sameer to present to a group of local professionals and university finance students because I think his presentation will be invaluable to the group.
    Todd Wulfson
    Verified
  • I have had the privilege to share stage with Sameer Somal at Women Economic Forum 2017. Sameer is an energetic and captivating speaker. He is a natural when it comes to engaging & connecting with the audience. His passion for empowering leaders with inspiration & information to make right decisions is reflected in both his words & actions. He gives without remembering & receives without forgetting. He is an exemplary networker as well. Sameer has my highest recommendation!
    Sindu Sreebhavan
    Verified
  • I had the privilege of seeing Sameer speak. He provided a dynamic program to the Future Business Leaders of America. He was engaging, thought provoking and inspiring! Sameer's expert knowledge provided answers and a call to action for the adult leadership. I impressed with his preparation, program and pleasing personality! Excellent A+++++
    Connie Pheiff
    Verified
  • I have seen Sameer speak numerous times, and have co-presented with him as well on technology and blockchain. He is smart, sincere, engaging, well-connected, and full of wisdom! I would recommend him for any professional group looking for a dynamic speaker. In addition, his company, Blue Ocean Global Technology, built my company website this year, and they did a first-class job! Sameer is someone you need to know, so pay attention and engage him as soon as you can.
    Bobby Henebry, CFA
    Verified
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