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.
Find out how the Research Foundation can arrange speakers, help publish content & add member value.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
I make investing topics interesting with stories.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Dave Underhill believes in the power of people expressing their ideas.
Experienced Fintech Investor, Scholar, Advisor
I'm the bulldog ballerina.
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment r
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
A differentiate research process allows me and my firm to make actionable investment calls.
New Constructs finds it. You benefit.
Mythbuster. Why the financial services industry has been failing their clients and what can be done
I have been analysing China and its impact on the world for 19 years.
My presentations focus on analyzing investment organizations and improving them.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Cross border M&A. Career development and Chinese Asset management industry.
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
Expertise on 'how-to' integrate Environmental, Social and Governance (ESG) in portfolio management
1. Original thinker.
2. Won awards for teaching.
3. Seasoned leader.
Portfolio manager with a strong operational background in the natural resources industry.
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Gl Investment leader with over 30 yrs experience in team and thought leadership, ESG & innovation
Macro + Markets + Politics delivered in a clear, accessible and enthusiastic style.
With 2m followers on Linkedin, I can help promote your online event before and after my speech.
Unique in combining credibility, passion and personality to speak on money empowering people
To engage, energize and inspire your members to reach higher levels of success.
It's all about leadership!
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
I'm an investment pro in a unique position to connect East and West.
For expertise on tax, private wealth, and the business case for diversity.
I bring unique content rarely seen at financial conferences, but that is vital for success.
Asset management for financial results and social impact
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
I am co-CIO of Alpha Architect, LLC, a factor-investing and research firm based in the suburbs of Ph
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
A financial industry thought leader, pioneering research into Fintech and financial time series.
Senior member of an investment organization, with experience in assembling, managing and marketing m
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.
David has the ability to simply the complex economic and market issues for financial professionals.
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
Mark is the Head of Hedge Fund Investing and Seeding Strategies at Fiera Capital Inc.