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.
Expertise on 'how-to' integrate Environmental, Social and Governance (ESG) in portfolio management
My presentations focus on analyzing investment organizations and improving them.
Distinguished finance career encompasses international buy-side/sell-side experience directing ass
Experienced speaker presented at 40+ CFA societies worldwide. Expertise in alternative investments
Making applied behavioural finance fascinating, practical and accessible for any audience.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
I speak with expertise and humor on commodities and VIX trading, and for CFAI for 15+ years.
Heather is a passionate and engaging speaker on topics from leadership to investing.
Sebastien Page, CFA
Intellectually robust content that's also accessible, useful and entertaining.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
I am an author, researcher, and speaker on Behavioral Governance and Neuro-fiduciary.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
National speaker on retirement income planning topics.
I offer relatable and actionable inspiration for high-performing professionals and organizations.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Simon Vetter, CEO of Stand Out International, is a behavioral change expert, working with managers t
You will walk away inspired and with three action steps to thrive in the innovating world.
Find out how the Research Foundation can arrange speakers, help publish content & add member value.
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent res
Entertaining presenter who emphasizes interactive presentations with audience participation.
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
Senior member of an investment organization, with experience in assembling, managing and marketing m
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
A recipient of the financial industry’s prestigious William F.
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
Chris Romano, CFA Director of Research - ETF Global
Leader in business ethics on how to build values-based compliance and speak-up programmes
APPLIED BEHAVIORAL FINANCE SPECIALIST
Triple threat lawyer with expertise in economics, cybersecurity and data privacy.
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
Our work creates high-functioning, empowered cultures of effective leadership in any organization.
If you are looking for an engaging, well-round, and fresh perspective Floyd is that your guy!
Experienced senior investment leader with expertise in talent and the attributes of top performers
Unique in combining credibility, passion and personality to speak on money empowering people