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.
I specialize in online content and effective social media use for professionals.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Known for helping investors make better decisions through improving their processes and behaviors
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
I am a dynamic speaker who can take serious financial services topics and make people get excited!
Unique in combining credibility, passion and personality to speak on money empowering people
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
A differentiate research process allows me and my firm to make actionable investment calls.
I combine years of professional experience with original insights, great energy and engaging style.
Entertaining presenter who emphasizes interactive presentations with audience participation.
Experienced, high energy investment professional with 35 years front line experience in strategy dev
Dynamic, versatile professional with proven track record in the renewable energy industry.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.