Philip S.L. Chao

Philip Chao, CPA, AIFA, is a perpetual student who constantly challenges his thinking, proactively anticipates industry trends and innovations, and educates on the fiduciary and investment best practices necessary to help make prudent investment and portfolio decisions.

He approaches his role as thought leader in the retirement and fiduciary space with knowledge, curiosity, and skill, and has traveled to share his experience at events and conferences across the nation.

"Philip has spoken several times at SPARK conferences, on topics that include investment trends and the changing needs of retirement plan sponsors.  My members found Philip engaging, passionate and insightful. His presentation style is charming and full of real world experiences that he draws from his work with clients."

Tim Rouse, Executive Director, The SPARK Institute, Inc. 


Past Thought Leadership

  • Moderator, “Commingled Investment Trusts – Latest Trends in DC Plans,” SPARK Forum, November 2015.
  • Speaker, “‘See Changes: Allocation of Revenue Sharing and Plan Costs in a Transparent World,” National Association of Plan Advisers 2015 National Conference, March 2015.
  • Interviewee, “DC Participants Seek Authority,” PIMCO, DC Dialogue, December 2014.

Keynotes, Seminars, & Panels

  • The Global Macro Economic Environment for Investing
  • Passive vs. Active Investment Management Debate
  • Capital Preservation Options in Defined Contribution Plans
  • Implications of the DOL Fiduciary Ruling
  • Fiduciary Processes and Best Practices
  • Selection and Benchmarking of Target Date Funds
  • Managed Accounts and the Future of QDIA

Book Philip Chao as a Speaker


Interested in booking Philip Chao for your next event or panel? Reach out with your request and we will contact you with more information ASAP.

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