Master The Future
with Rick Lake

Rick Lake equips financial professionals to navigate change and seize opportunity. Through keynotes, talks, and media appearances, he delivers actionable insights in alternative investing, digital marketing & Al, and storytelling.

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Visionary Speaker. Educator. Investment Executive.

Rick Lake, CAIA®, CETF®, CBDA, is an award-winning writer, speaker, and investment executive. From co-founding Lake Partners with over $5 billion in advisory assets, to lecturing at Boston University, to pioneering digital marketing & Al in financial services, Rick brings a rare blend of technical expertise and communication skill.

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Talks That Move Audiences to Act

Singer of Code

Just as Darwin showed that life emerges through biological evolution rather than divine fiat, Parry demonstrated that epic poetry emerges through narrative evolution—traditional oral composition across generations—rather than lone effort.

From Chatbot to Killbot

Last week, Anthropic refused to let the Pentagon use its AI without restrictions on autonomous killing and mass surveillance of Americans. Within hours, the Trump administration blacklisted the company as a national security threat, a designation normally reserved for foreign adversaries. On Friday night, OpenAI announced it had struck a deal with the recently renamed Department of War (DoW) to deploy its models on classified networks.

7 AI Prompt Archetypes for Financial Advisor and Client Success

Two advisors. Same AI tool. One drafts quarterly client reviews in 30 minutes with exceptional personalization. The other struggles for hours and produces generic results. The difference? Prompting mastery.

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Struggling to refresh your fund’s marketing?

Many fund sponsors and managers face the challenge of redoing offering kits, entering new markets, or reaching new audiences. That’s where Narrative Alpha comes in.

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