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.
He brings perspective to wealth by exploring the causes and effects of financial success
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Experienced senior investment leader with expertise in talent and the attributes of top performers
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
I love to share positive global insights into how smart women think and act about money!
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Chris Romano, CFA Director of Research - ETF Global
To engage, energize and inspire your members to reach higher levels of success.
Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
I help financial professionals like you increase the impact of your writing on clients and prospects
I have a very energetic speaking style and am passionate about smart beta and factor investing.
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
I am millennial and I tweet a lot.
Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.
Julian joined Fiera Capital (Europe) in 2003 as a director of Fiera Capital (UK) Limited and a membe
Extensive hands-on experience in subject matter, and delivering to any types of audience.
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.
Built a unique financial services innovation platform & network that leverages your competitiveness.