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.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Dave Underhill believes in the power of people expressing their ideas.
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I am a career coach and leading expert in Wall Street job search and career management
Acclaimed TED speaker and one of very few leadership researchers with experience as a corporate CEO.
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
I help people achieve success by overcoming their self-imposed obstacles through self-awareness.
Built a unique financial services innovation platform & network that leverages your competitiveness.
You will walk away inspired and with three action steps to thrive in the innovating world.
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
I combine years of professional experience with original insights, great energy and engaging style.
Engaging thought leader on culture, trustee leadership in the pension investment industry.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Presentations on CFA Institute thought leadership content, developed for members and senior execs.
Gl Investment leader with over 30 yrs experience in team and thought leadership, ESG & innovation
My superpower is helping others excavate the greatness within themselves.
I bring unique content rarely seen at financial conferences, but that is vital for success.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
I'm the bulldog ballerina.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Experienced Speaker on Quantitative Topics in Investment Management
I have been analysing China and its impact on the world since 2000.
Conversations matter: if we are what we say, what do our interactions say about us? Let's find out.
Pioneer in the cryptocurrency & blockchain industry after a stellar career in finance since 2013
I offer relatable and actionable inspiration for high-performing professionals and organizations.
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
Portfolio manager with a strong operational background in the natural resources industry.
I offer talks to investment professionals to improve all aspects of their investment processes.
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
![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.
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
I make investing topics interesting with stories.
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
I am a thought-leader in flood and climate impact adaptation and resiliency technology
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
Known for helping investors make better decisions through improving their processes and behaviors
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
Can bring alive strategic environmental finance trends, with rare global inter-generational optic.
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?