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
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
Known for helping investors make better decisions through improving their processes and behaviors
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Passionate, Informative and Entertaining
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
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.
Unique in combining credibility, passion and personality to speak on money empowering people
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
TEN related topics define my professional interests:
Topical expert on investment performance, standards, and ethics.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
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.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
CFA Institute qualified speaker on Ethical Decision Making
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
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+
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
MEB FABER, CAIA, CMT, is the portfolio manager at Cambria Investment Management where he manages equ
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
Engaging, lively speaker with vast experience talking to executives and investors around the world
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
A thought leader in professional standards and practice, I bridge theory and practice.
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.
We provide a balanced perspective on China's economy and capital markets.
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
Cross border M&A. Career development and Chinese Asset management industry.