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.
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 am a dynamic speaker who can take serious financial services topics and make people get excited!
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.
I try and connect the big picture to the small picture through an observer lens
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Sebastien Page, CFA
Experienced Speaker on Quantitative Topics in Investment Management
I have been involved in performance measurement for over 30 years and am still excited by it!
My presentations focus on analyzing investment organizations and improving them.
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.
20+ years experience helping motivated professionals advance their careers
It's all about leadership!
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.
Can bring alive strategic environmental finance trends, with rare global inter-generational optic.
I bring unique content rarely seen at financial conferences, but that is vital for success.