CFA Institute has partnered with SpeakerHub to help member societies identify and recruit potential speakers for educational programs.
The Society Speaker Directory is for the exclusive use of member societies.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Conversations matter: if we are what we say, what do our interactions say about us? Let's find out.
He brings perspective to wealth by exploring the causes and effects of financial success
To engage, energize and inspire your members to reach higher levels of success.
Making applied behavioural finance fascinating, practical and accessible for any audience.
Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.
I offer talks to investment professionals to improve all aspects of their investment processes.
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
A thought leader in professional standards and practice, I bridge theory and practice.
Simon Vetter, CEO of Stand Out International, is a behavioral change expert, working with managers t
A differentiate research process allows me and my firm to make actionable investment calls.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
Experienced senior investment leader with expertise in talent and the attributes of top performers
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.
Cross border M&A. Career development and Chinese Asset management industry.
I try and connect the big picture to the small picture through an observer lens
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
A recipient of the financial industry’s prestigious William F.
Extensive hands-on experience in subject matter, and delivering to any types of audience.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
If you are looking for an engaging, well-round, and fresh perspective Floyd is that your guy!
Built a unique financial services innovation platform & network that leverages your competitiveness.
Presentations on CFA Institute thought leadership content, developed for members and senior execs.
With 2m followers on Linkedin, I can help promote your online event before and after my speech.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
I speak with expertise and humor on commodities and VIX trading, and for CFAI for 15+ years.
For expertise on tax, private wealth, and the business case for diversity.
Use social media to inspire trust, build partnerships and accomplish your professional goals.
APPLIED BEHAVIORAL FINANCE SPECIALIST
I bring unique content rarely seen at financial conferences, but that is vital for success.
Asian stock markets. Investing strategy. Jakarta history. Over 30 years in Asia.
I offer relatable and actionable inspiration for high-performing professionals and organizations.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
Unique in combining credibility, passion and personality to speak on money empowering people
I'll have your audience laughing one moment and in tears the next!
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment r
Leader in business ethics on how to build values-based compliance and speak-up programmes
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Nicholas Sargen is an international economist, global money manager, and author.
Entertaining presenter who emphasizes interactive presentations with audience participation.