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
Engaging thought leader on culture, trustee leadership in the pension investment industry.
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
Engaging, lively speaker with vast experience talking to executives and investors around the world
Helping professional & self-directed investors make better investment & wealth management decisions.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
APPLIED BEHAVIORAL FINANCE SPECIALIST
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
Professor Campbell R.
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
Experienced speaker presented at 40+ CFA societies worldwide. Expertise in alternative investments
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Leading expert on the economies, markets and geopolitics of MENA and China's Belt & Road Initiative.
1. Original thinker.
2. Won awards for teaching.
3. Seasoned leader.
I am one of only a few people who understand China's pension system.
National speaker on retirement income planning topics.
Former top-ranked equity research analyst with 10 years of training analysts
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Söhnke M. Bartram is a Professor of Finance at the University of Warwick.
I am a thought-leader in flood and climate impact adaptation and resiliency technology
Head of Investor Research Center, Amundi
Affilate Professor, Paris Dauphine University
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
For expertise on tax, private wealth, and the business case for diversity.
Expert on Fed policy and markets, as well as value investing. Former Deputy CEO of CFA Institute.
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
TEN related topics define my professional interests:
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Unique insight on investment governance
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
I try and connect the big picture to the small picture through an observer lens