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.
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment r
TEN related topics define my professional interests:
Dr.
Helping professional & self-directed investors make better investment & wealth management decisions.
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.
I offer talks to investment professionals to improve all aspects of their investment processes.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
Professor Campbell R.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
I try and connect the big picture to the small picture through an observer lens
I have been involved in performance measurement for over 30 years and am still excited by it!
Find out how the Research Foundation can arrange speakers, help publish content & add member value.
Sebastien Page, CFA
Unique insight on investment governance
Engaging, lively speaker with vast experience talking to executives and investors around the world
Philip is a compelling speaker on tax, wealth management and family business governance issues
I am a career coach and leading expert in Wall Street job search and career management
Experienced investment professional with expertise in fixed income & disruptive investment themes.
Dynamic, versatile professional with proven track record in the renewable energy industry.
Experienced Speaker on Quantitative Topics in Investment Management
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Former top-ranked equity research analyst with 10 years of training analysts
Relentless passion for learning, sharing information & helping people make more informed decisions.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
MEB FABER, CAIA, CMT, is the portfolio manager at Cambria Investment Management where he manages equ
Recognized thought leader on culture, teamwork, and leadership in the investment industry
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
Leader in business ethics on how to build values-based compliance and speak-up programmes
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
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.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
I cover the latest in global investing including ETFs, alternative investments & fintech/wealthtech
Generalist economists are boring. Inflation is exciting and scary. And no one understands it better.
Asset management for financial results and social impact