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.
Former top-ranked equity research analyst with 10 years of training analysts
Known for helping investors make better decisions through improving their processes and behaviors
Passionate, Informative and Entertaining
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Helping professional & self-directed investors make better investment & wealth management decisions.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
TEN related topics define my professional interests:
Topical expert on investment performance, standards, and ethics.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Heather is a passionate and engaging speaker on topics from leadership to investing.
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
I combine years of professional experience with original insights, great energy and engaging style.
I am a career coach and leading expert in Wall Street job search and career management
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
Engaging, lively speaker with vast experience talking to executives and investors around the world
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
I explore markets & investing in the context of history, politics, game theory and philosophy.
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Presentations on CFA Institute thought leadership content, developed for members and senior execs.
Cross border M&A. Career development and Chinese Asset management industry.
Experienced, high energy investment professional with 35 years front line experience in strategy dev
Intellectually robust content that's also accessible, useful and entertaining.
Unique insight on investment governance
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
I combine expertise in mortgages with knowledge of cloud transformation
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
I'm the bulldog ballerina.
Dynamic, versatile professional with proven track record in the renewable energy industry.
I bring unique content rarely seen at financial conferences, but that is vital for success.
Pioneer in the cryptocurrency & blockchain industry after a stellar career in finance since 2013
I make investing topics interesting with stories.
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Pioneer in Arab markets and Sharia compliant investing with the longest industry track record
APPLIED BEHAVIORAL FINANCE SPECIALIST
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
Asset management for financial results and social impact
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent res
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.