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.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
I am passionate about the business of asset management, and how it can better serve investors.
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Senior professional with over 30 years of experience in investment management in emerging and intern
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent res
Relentless passion for learning, sharing information & helping people make more informed decisions.
Sonya masterfully brings thought provoking content to the stage using proven engagement techniques.
Passionate, Informative and Entertaining
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Experienced Head of Quantitative Research with a demonstrated history of working in the financial se
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment r
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
I explore markets & investing in the context of history, politics, game theory and philosophy.
Söhnke M. Bartram is a Professor of Finance at the University of Warwick.
Expert on Fed policy and markets, as well as value investing. Former Deputy CEO of CFA Institute.
Asset management for financial results and social impact
Thomas is a top-ranking Wall Street equity strategist and thought leader in the digital assets space
David has the ability to simply the complex economic and market issues for financial professionals.
I'm an investment pro in a unique position to connect East and West.
TEN related topics define my professional interests:
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Vitaliy Katsenelson is known for his uncommon common sense.
David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Mixing academic rigor & entrepreneurial spirit. Built world-class FinTech publication & accelerator
I have 35 years of experience covering Asian politics and economies.
Professor Campbell R.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Use social media to inspire trust, build partnerships and accomplish your professional goals.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Topical expert on investment performance, standards, and ethics.
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
A high energy speaker with practical take-aways focused on Board Governance, Risk and Diversity.
Conversations matter: if we are what we say, what do our interactions say about us? Let's find out.
I make technological disruption accessible and relevant to diverse audiences.
Leila is a passionate and dynamic Executive & Team Coach, Tri-lingual Facilitator & Speaker & Mentor
I specialize in providing individuals/groups with extremely practical, real-world career advice
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Can bring alive strategic environmental finance trends, with rare global inter-generational optic.