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.
Engaging and funny, although not always intentionally so
I combine years of professional experience with original insights, great energy and engaging style.
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Expertise on 'how-to' integrate Environmental, Social and Governance (ESG) in portfolio management
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
Known for helping investors make better decisions through improving their processes and behaviors
Can bring alive strategic environmental finance trends, with rare global inter-generational optic.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Gl Investment leader with over 30 yrs experience in team and thought leadership, ESG & innovation
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
I offer relatable and actionable inspiration for high-performing professionals and organizations.
I make technological disruption accessible and relevant to diverse audiences.
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
I am millennial and I tweet a lot.
A natural public speaker , keenly interested in my subject on financial markets and ethics