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.
I combine years of professional experience with original insights, great energy and engaging style.
Mark is the Head of Hedge Fund Investing and Seeding Strategies at Fiera Capital Inc.
I help people achieve success by overcoming their self-imposed obstacles through self-awareness.
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
Dave Underhill believes in the power of people expressing their ideas.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Built a unique financial services innovation platform & network that leverages your competitiveness.
Portfolio manager with a strong operational background in the natural resources industry.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
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Our work creates high-functioning, empowered cultures of effective leadership in any organization.
Topical expert on investment performance, standards, and ethics.
I bridge the gap between executives and their sons. Google my name to see what I've done.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Relentless passion for learning, sharing information & helping people make more informed decisions.
Engaging thought leader on culture, trustee leadership in the pension investment industry.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
Known for helping investors make better decisions through improving their processes and behaviors
![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 offer talks to investment professionals to improve all aspects of their investment processes.
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+
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
1. Original thinker.
2. Won awards for teaching.
3. Seasoned leader.
I'll have your audience laughing one moment and in tears the next!
I am a career coach and leading expert in Wall Street job search and career management
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Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"