Rick Lake, CAIA, CETF, CBDA, is a keynote speaker, strategist, and thought leader at the intersection of investing, storytelling, and technology. A pioneer in the democratization of alternative investments and recent Lecturer at Boston University’s Digital Business Institute, Rick has advised and collaborated with leading and boutique asset managers, ETF issuers, and fintech innovators.
As the creator of the Promptwright™ framework and the 7 Prompt Archetypes, Rick helps financial marketers harness generative AI to accelerate growth while remaining compliant. His work bridges narrative intelligence and digital transformation—turning prompting from an experimental tool into a scalable, go-to-market advantage.
Rick has been a featured speaker the Morningstar Investment Conference and the Aon Investment Management Symposium. He has been an invited presenter at MIT, Yale, and the London Business School. Media highlights include Barron’s and Bloomberg TV.
A Harvard graduate in Folklore & Mythology, Rick brings a lifelong understanding of archetypes to his work—recasting ancient storytelling patterns as practical tools for the age of AI
