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Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
I make technological disruption accessible and relevant to diverse audiences.
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
A financial industry thought leader, pioneering research into Fintech and financial time series.
I have a very energetic speaking style and am passionate about smart beta and factor investing.
Over the last 19 years, Ray has delivered more than 160 investment lectures across the US & Canada.
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.
I am a widely recognized expert on predicting the global economy and financial markets.
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.