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.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
He brings perspective to wealth by exploring the causes and effects of financial success
Expert on Fed policy and markets, as well as value investing. Former Deputy CEO of CFA Institute.
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Adrienne Penta joined Brown Brothers Harriman in 2008 and is a senior vice president and the executi
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
Kati Eriksson, CFA, is the head of investments at Aalto University Endowment, where she has overall
I try and connect the big picture to the small picture through an observer lens
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
Known for helping investors make better decisions through improving their processes and behaviors
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Philip is a compelling speaker on tax, wealth management and family business governance issues
Relentless passion for learning, sharing information & helping people make more informed decisions.
An evidence-based approach to making you a magnet for exactly the right clients.
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
I am one of only a few people who understand China's pension system.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Making applied behavioural finance fascinating, practical and accessible for any audience.
I am millennial and I tweet a lot.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Experienced speaker presented at 40+ CFA societies worldwide. Expertise in alternative investments
I bring unique content rarely seen at financial conferences, but that is vital for success.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
My presentations focus on analyzing investment organizations and improving them.
I bridge the gap between executives and their sons. Google my name to see what I've done.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
A thought leader in professional standards and practice, I bridge theory and practice.
I share the proprietary secrets active investment managers need to create α.
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.
Specialising in business networking for nearly 20 years, writing 3 books and speaking globally
National speaker on retirement income planning topics.
Gl Investment leader with over 30 yrs experience in team and thought leadership, ESG & innovation
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
I am passionate about the business of asset management, and how it can better serve investors.
Use social media to inspire trust, build partnerships and accomplish your professional goals.