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.
Unique in combining credibility, passion and personality to speak on money empowering people
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
I combine years of professional experience with original insights, great energy and engaging style.
I am millennial and I tweet a lot.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
I have a very energetic speaking style and am passionate about smart beta and factor investing.
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment r
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
My presentations focus on analyzing investment organizations and improving them.
5x Dow And Founders Award Winning Author. Publisher Of The Lead-Lag Report.
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Making applied behavioural finance fascinating, practical and accessible for any audience.
Engaging and funny, although not always intentionally so
I am one of only a few people who understand China's pension system.
I'll have your audience laughing one moment and in tears the next!
- Bloomberg Television
- Ernst & Young
- CFA (US & Europe)
Mark is the Head of Hedge Fund Investing and Seeding Strategies at Fiera Capital Inc.
David has the ability to simply the complex economic and market issues for financial professionals.
Known for helping investors make better decisions through improving their processes and behaviors
I bring unique content rarely seen at financial conferences, but that is vital for success.
Paul Schulte is the founder and editor of Schulte Research, a service providing research on banks, f
Portfolio manager with a strong operational background in the natural resources industry.
A thought leader in professional standards and practice, I bridge theory and practice.
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
I speak with expertise and humor on commodities and VIX trading, and for CFAI for 15+ years.
APPLIED BEHAVIORAL FINANCE SPECIALIST
CFA Institute qualified speaker on Ethical Decision Making
Engaging thought leader on culture, trustee leadership in the pension investment industry.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Over the last 19 years, Ray has delivered more than 160 investment lectures across the US & Canada.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Prescient, razor-sharp and entertaining presentations about the trajectory of the global economy.
Intellectually robust content that's also accessible, useful and entertaining.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Engaging, lively speaker with vast experience talking to executives and investors around the world
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
Anindya is the lead portfolio manager of the Fiera Capital Emerging Markets strategy.
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Cross border M&A. Career development and Chinese Asset management industry.
Experienced speaker presented at 40+ CFA societies worldwide. Expertise in alternative investments
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor