
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.
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.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
I cover the latest in global investing including ETFs, alternative investments & fintech/wealthtech
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
I bridge the gap between executives and their sons. Google my name to see what I've done.
John Kay is one of Britain’s leading economists.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Our work creates high-functioning, empowered cultures of effective leadership in any organization.
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
Leader in business ethics on how to build values-based compliance and speak-up programmes
A thought leader in professional standards and practice, I bridge theory and practice.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Triple threat lawyer with expertise in economics, cybersecurity and data privacy.
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.
I try and connect the big picture to the small picture through an observer lens
Unique advice about improving investment outcomes through better allocation and risk management.
Mark is the Head of Hedge Fund Investing and Seeding Strategies at Fiera Capital Inc.
I combine years of professional experience with original insights, great energy and engaging style.
I offer talks to investment professionals to improve all aspects of their investment processes.
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
I have 35 years of experience covering Asian politics and economies.
Unique insight on investment governance
I am an experienced empirical market structure analyst (equity markets and fintech) with significant
I have been involved in performance measurement for over 30 years and am still excited by it!
I combine expertise in mortgages with knowledge of cloud transformation
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Asset management for financial results and social impact
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
I am a thought-leader in flood and climate impact adaptation and resiliency technology
Built a unique financial services innovation platform & network that leverages your competitiveness.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
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.
I am a career coach and leading expert in Wall Street job search and career management
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
As a CIO with a global perspective, I have a unique style of connecting with any audience!
My presentations focus on analyzing investment organizations and improving them.
see bio
I'll have your audience laughing one moment and in tears the next!
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
Known for helping investors make better decisions through improving their processes and behaviors