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.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
We provide a balanced perspective on China's economy and capital markets.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.
Entertaining presenter who emphasizes interactive presentations with audience participation.
I combine expertise in mortgages with knowledge of cloud transformation
John Kay is one of Britain’s leading economists.
An expert in Asset & Wealth management industry, especially in Asia Pacific Markets
Former top-ranked equity research analyst with 10 years of training analysts
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
Asset management for financial results and social impact
MEB FABER, CAIA, CMT, is the portfolio manager at Cambria Investment Management where he manages equ
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
see bio
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
Leader in business ethics on how to build values-based compliance and speak-up programmes
Nicholas Sargen is an international economist, global money manager, and author.
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Christopher is always the most engaging, informative and thought-provoking speaker at any event
Unique advice about improving investment outcomes through better allocation and risk management.
![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.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Generalist economists are boring. Inflation is exciting and scary. And no one understands it better.
Portfolio manager with a strong operational background in the natural resources industry.
Dave Underhill believes in the power of people expressing their ideas.
I am a career coach and leading expert in Wall Street job search and career management
A recipient of the financial industry’s prestigious William F.
He brings perspective to wealth by exploring the causes and effects of financial success
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
APPLIED BEHAVIORAL FINANCE SPECIALIST
CFA Institute qualified speaker on Ethical Decision Making
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
I help people achieve success by overcoming their self-imposed obstacles through self-awareness.
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
1. Original thinker.
2. Won awards for teaching.
3. Seasoned leader.
TEN related topics define my professional interests: