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
Recognized thought leader on culture, teamwork, and leadership in the investment industry
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
I offer relatable and actionable inspiration for high-performing professionals and organizations.
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.
Engaging, dynamic speaker with success in high-stakes business environments; global experience
I am a dynamic speaker who can take serious financial services topics and make people get excited!
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.
For expertise on tax, private wealth, and the business case for diversity.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
I'll have your audience laughing one moment and in tears the next!
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
Experienced Speaker on Quantitative Topics in Investment Management
My presentations focus on analyzing investment organizations and improving them.
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
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
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
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
A thought leader in professional standards and practice, I bridge theory and practice.
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
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.