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.
Former top-ranked equity research analyst with 10 years of training analysts
Recognized thought leader on culture, teamwork, and leadership in the investment industry
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
Known for helping investors make better decisions through improving their processes and behaviors
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Passionate, Informative and Entertaining
Engaging, dynamic speaker with success in high-stakes business environments; global experience
I am a dynamic speaker who can take serious financial services topics and make people get excited!
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
He brings perspective to wealth by exploring the causes and effects of financial success
Africa will drive global growth for decades. Is your portfolio ready? Let us share our insights.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
Adrienne Penta joined Brown Brothers Harriman in 2008 and is a senior vice president and the executi
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
Philip is a compelling speaker on tax, wealth management and family business governance issues
Helping professional & self-directed investors make better investment & wealth management decisions.
Unique in combining credibility, passion and personality to speak on money empowering people
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
TEN related topics define my professional interests:
Money may make the world go 'round, but mergers make markets go up - and have uncorrelated returns
Topical expert on investment performance, standards, and ethics.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
A reality-based networking coach to business leaders, NFL executives and women who want results.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Portfolio manager with a strong operational background in the natural resources industry.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
I try and connect the big picture to the small picture through an observer lens
A differentiate research process allows me and my firm to make actionable investment calls.
With expertise in Cloud, Internet of Things, and Artificial Intelligence, Rick Hamilton was formerly
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Sebastien Page, CFA
My sessions are considered lively, engaging and highly interactive in Societies across the country.
New Constructs finds it. You benefit.
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
Experienced Speaker on Quantitative Topics in Investment Management
I have been involved in performance measurement for over 30 years and am still excited by it!
My presentations focus on analyzing investment organizations and improving them.
Dave Underhill believes in the power of people expressing their ideas.