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Can bring alive strategic environmental finance trends, with rare global inter-generational optic.
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
Helping professional & self-directed investors make better investment & wealth management decisions.
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
Known for helping investors make better decisions through improving their processes and behaviors
A thought leader in professional standards and practice, I bridge theory and practice.
Unique in combining credibility, passion and personality to speak on money empowering people
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
My presentations focus on analyzing investment organizations and improving them.
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
My passion is simplifying the complex world of money.
Asset management for financial results and social impact
Expertise on 'how-to' integrate Environmental, Social and Governance (ESG) in portfolio management
Expert on global corporate earnings with informative and entertaining presentation skills.
Sebastien Page, CFA
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
Pioneer in the cryptocurrency & blockchain industry after a stellar career in finance since 2013
Passionate, Informative and Entertaining
An expert in Asset & Wealth management industry, especially in Asia Pacific Markets
- Bloomberg Television
- Ernst & Young
- CFA (US & Europe)
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
He brings perspective to wealth by exploring the causes and effects of financial success
Intellectually robust content that's also accessible, useful and entertaining.
Dr. Kuzmeski shares examples of powerful strategies for presenting your value and justifying fees.
Find out how the Research Foundation can arrange speakers, help publish content & add member value.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
Brian Resnick, CFA Director and Senior Investment Strategist—Alternatives and Multi-Asset
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
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
Philip is a compelling speaker on tax, wealth management and family business governance issues
I am passionate about the business of asset management, and how it can better serve investors.
Adrienne Penta joined Brown Brothers Harriman in 2008 and is a senior vice president and the executi
I combine years of professional experience with original insights, great energy and engaging style.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families