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.
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Former top-ranked equity research analyst with 10 years of training analysts
Mythbuster. Why the financial services industry has been failing their clients and what can be done
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
My passion is simplifying the complex world of money.
Ray an investment strategist for AAII has delivered more than 180 investment lectures across the US.
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Philip is a compelling speaker on tax, wealth management and family business governance issues
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.
Relentless passion for learning, sharing information & helping people make more informed decisions.
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
Experienced investment professional with expertise in fixed income & disruptive investment themes.
1. Original thinker.
2. Won awards for teaching.
3. Seasoned leader.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
It's all about leadership!
Victoria McLean is the founder and CEO of City CV, an international career consultancy firm.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
Helping professional & self-directed investors make better investment & wealth management decisions.
I love to share positive global insights into how smart women think and act about money!
![Chester Santos --- "The International Man of Memory"'s picture](https://societyspeakers.cfainstitute.org/sites/default/files/styles/speaker/public/user/profile_picture/2018/12/19/chester-santos-international-man-memory.jpeg?itok=S9Ao36Dw "Chester Santos --- "The International Man of Memory"'s picture")
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
I explore markets & investing in the context of history, politics, game theory and philosophy.
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