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.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
Heather is a passionate and engaging speaker on topics from leadership to investing.
Dynamic, versatile professional with proven track record in the renewable energy industry.
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
I make investing topics interesting with stories.
![Chester Santos --- "The International Man of Memory"'s picture](https://societyspeakers.cfainstitute.org/sites/default/files/styles/speaker/public/user/profile_picture/2018/12/19/chester-santos-international-man-memory.jpeg?itok=S9Ao36Dw "Chester Santos --- "The International Man of Memory"'s picture")
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
Topical expert on investment performance, standards, and ethics.
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
Generalist economists are boring. Inflation is exciting and scary. And no one understands it better.
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
Unique in combining credibility, passion and personality to speak on money empowering people
I love to share positive global insights into how smart women think and act about money!
I offer talks to investment professionals to improve all aspects of their investment processes.
Söhnke M. Bartram is a Professor of Finance at the University of Warwick.
I am a career coach and leading expert in Wall Street job search and career management
Intellectually robust content that's also accessible, useful and entertaining.
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
A thought leader in professional standards and practice, I bridge theory and practice.
Pioneer in Arab markets and Sharia compliant investing with the longest industry track record
Known for helping investors make better decisions through improving their processes and behaviors
Philip is a compelling speaker on tax, wealth management and family business governance issues
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
An expert in Asset & Wealth management industry, especially in Asia Pacific Markets
Engaging thought leader on culture, trustee leadership in the pension investment industry.
TEN related topics define my professional interests:
Helping professional & self-directed investors make better investment & wealth management decisions.
I combine expertise in mortgages with knowledge of cloud transformation
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
John Kay is one of Britain’s leading economists.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent rese
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
We provide a balanced perspective on China's economy and capital markets.
Unique insight on investment governance