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.
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment r
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent res
Unique insight on investment governance
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
I am an author, researcher, and speaker on Behavioral Governance and Neuro-fiduciary.
A natural public speaker , keenly interested in my subject on financial markets and ethics
I am a widely recognized expert on predicting the global economy and financial markets.
Dave Underhill believes in the power of people expressing their ideas.
Find out how the Research Foundation can arrange speakers, help publish content & add member value.
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
I'm the bulldog ballerina.
Prescient, razor-sharp and entertaining presentations about the trajectory of the global economy.
Passionate, Informative and Entertaining
You will walk away inspired and with three action steps to thrive in the innovating world.
Experienced, high energy investment professional with 35 years front line experience in strategy dev
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
Django Davidson, Multi-Counsellor University of Oxford, B.A., 2002
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
Sonya masterfully brings thought provoking content to the stage using proven engagement techniques.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
I specialize in online content and effective social media use for professionals.
New Constructs finds it. You benefit.
Mark is the Head of Hedge Fund Investing and Seeding Strategies at Fiera Capital Inc.
Dynamic, versatile professional with proven track record in the renewable energy industry.
I am one of only a few people who understand China's pension system.
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
I specialize in providing individuals/groups with extremely practical, real-world career advice
John Kay is one of Britain’s leading economists.
Nicholas Sargen is an international economist, global money manager, and author.
We provide a balanced perspective on China's economy and capital markets.
Leading expert on the economies, markets and geopolitics of MENA and China's Belt & Road Initiative.
Engaging thought leader on culture, trustee leadership in the pension investment industry.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
An expert in Asset & Wealth management industry, especially in Asia Pacific Markets
Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.
I cover the latest in global investing including ETFs, alternative investments & fintech/wealthtech
I make technological disruption accessible and relevant to diverse audiences.
Conversations matter: if we are what we say, what do our interactions say about us? Let's find out.
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge