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.
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent res
David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.
I try and connect the big picture to the small picture through an observer lens
Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.
Experienced investment professional with expertise in fixed income & disruptive investment themes.
My passion is simplifying the complex world of money.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
I specialize in providing individuals/groups with extremely practical, real-world career advice
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
Experienced Speaker on Quantitative Topics in Investment Management
Engaging, lively speaker with vast experience talking to executives and investors around the world
You will walk away inspired and with three action steps to thrive in the innovating world.
Thomas is a top-ranking Wall Street equity strategist and thought leader in the digital assets space
Unique insight on investment governance
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment r
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Experienced senior investment leader with expertise in talent and the attributes of top performers
Known for helping investors make better decisions through improving their processes and behaviors
Kati Eriksson, CFA, is the head of investments at Aalto University Endowment, where she has overall
Engaging and funny, although not always intentionally so
Head of Investor Research Center, Amundi
Affilate Professor, Paris Dauphine University
Entertaining presenter who emphasizes interactive presentations with audience participation.
Asset management for financial results and social impact
Experienced Fintech Investor, Scholar, Advisor
With expertise in Cloud, Internet of Things, and Artificial Intelligence, Rick Hamilton was formerly
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
A thought leader in professional standards and practice, I bridge theory and practice.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
Mark is the Head of Hedge Fund Investing and Seeding Strategies at Fiera Capital Inc.
New Constructs finds it. You benefit.
Topical expert on investment performance, standards, and ethics.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Specialising in business networking for nearly 20 years, writing 3 books and speaking globally
Expert on Fed policy and markets, as well as value investing. Former Deputy CEO of CFA Institute.
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Acclaimed TED speaker and one of very few leadership researchers with experience as a corporate CEO.
- Bloomberg Television
- Ernst & Young
- CFA (US & Europe)
I'm the bulldog ballerina.
Former top-ranked equity research analyst with 10 years of training analysts
A differentiate research process allows me and my firm to make actionable investment calls.