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.
Relentless passion for learning, sharing information & helping people make more informed decisions.
I share the proprietary secrets active investment managers need to create α.
Former top-ranked equity research analyst with 10 years of training analysts
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
Known for helping investors make better decisions through improving their processes and behaviors
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
Passionate, Informative and Entertaining
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
Professor Campbell R.
Africa will drive global growth for decades. Is your portfolio ready? Let us share our insights.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
I am a dynamic speaker who can take serious financial services topics and make people get excited!
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
Philip is a compelling speaker on tax, wealth management and family business governance issues
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
TEN related topics define my professional interests:
Topical expert on investment performance, standards, and ethics.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
For expertise on tax, private wealth, and the business case for diversity.
I try and connect the big picture to the small picture through an observer lens
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Sebastien Page, CFA
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
Experienced Speaker on Quantitative Topics in Investment Management
I have been involved in performance measurement for over 30 years and am still excited by it!
Dave Underhill believes in the power of people expressing their ideas.
Heather is a passionate and engaging speaker on topics from leadership to investing.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Senior member of an investment organization, with experience in assembling, managing and marketing m
I have 35 years of experience covering Asian politics and economies.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Expert on global corporate earnings with informative and entertaining presentation skills.
Paul Schulte is the founder and editor of Schulte Research, a service providing research on banks, f
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
CFA Institute qualified speaker on Ethical Decision Making
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
Mythbuster. Why the financial services industry has been failing their clients and what can be done
A recipient of the financial industry’s prestigious William F.
Senior professional with over 30 years of experience in investment management in emerging and intern
Triple threat lawyer with expertise in economics, cybersecurity and data privacy.
I combine years of professional experience with original insights, great energy and engaging style.
I love to share positive global insights into how smart women think and act about money!
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+