
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.
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.
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
Kati Eriksson, CFA, is the head of investments at Aalto University Endowment, where she has overall
CFA Institute qualified speaker on Ethical Decision Making
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
My mission is to leave my audience as awestruck by the brain as I am.
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Helping professional & self-directed investors make better investment & wealth management decisions.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
Entertaining presenter who emphasizes interactive presentations with audience participation.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
As a Shadow Negotiator i have over 13 years of experience in extreme negotiation cases.
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Intellectually robust content that's also accessible, useful and entertaining.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Former top-ranked equity research analyst with 10 years of training analysts
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Known for helping investors make better decisions through improving their processes and behaviors
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent rese
I combine expertise in mortgages with knowledge of cloud transformation
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
I am a career coach and leading expert in Wall Street job search and career management
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
I make investing topics interesting with stories.
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Dynamic, versatile professional with proven track record in the renewable energy industry.
Unique in combining credibility, passion and personality to speak on money empowering people
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
John Kay is one of Britain’s leading economists.
Asset management for financial results and social impact
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
Leader in business ethics on how to build values-based compliance and speak-up programmes
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
Pioneer in the cryptocurrency & blockchain industry after a stellar career in finance since 2013
Macro + Markets + Politics delivered in a clear, accessible and enthusiastic style.
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
Unique insight on investment governance
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
I'm the bulldog ballerina.