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
National speaker on retirement income planning topics.
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
I am millennial and I tweet a lot.
I bridge the gap between executives and their sons. Google my name to see what I've done.
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.