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.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
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
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
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.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
I try and connect the big picture to the small picture through an observer lens
A differentiate research process allows me and my firm to make actionable investment calls.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Sebastien Page, CFA
I have been involved in performance measurement for over 30 years and am still excited by it!
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.
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.
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
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Head of Investor Research Center, Amundi
Affilate Professor, Paris Dauphine University
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
We provide a balanced perspective on China's economy and capital markets.
It's all about leadership!
Cross border M&A. Career development and Chinese Asset management industry.
John Kay is one of Britain’s leading economists.
Experienced, high energy investment professional with 35 years front line experience in strategy dev
Intellectually robust content that's also accessible, useful and entertaining.
As a Shadow Negotiator i have over 13 years of experience in extreme negotiation cases.
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.