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.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
A thought leader in professional standards and practice, I bridge theory and practice.
TEN related topics define my professional interests:
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Unique insight on investment governance
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
My sessions are considered lively, engaging and highly interactive in Societies across the country.
I am a career coach and leading expert in Wall Street job search and career management
Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.
see bio
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
As a Shadow Negotiator i have over 13 years of experience in extreme negotiation cases.
An expert in Asset & Wealth management industry, especially in Asia Pacific Markets
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Portfolio manager with a strong operational background in the natural resources industry.
We provide a balanced perspective on China's economy and capital markets.
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
Dave Underhill believes in the power of people expressing their ideas.
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
I combine expertise in mortgages with knowledge of cloud transformation
Engaging, lively speaker with vast experience talking to executives and investors around the world
Alex's charisma and refreshing demeanor on stage always surpass the audience’s expectations.
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Philip is a compelling speaker on tax, wealth management and family business governance issues
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
David has the ability to simply the complex economic and market issues for financial professionals.
Nicholas Sargen is an international economist, global money manager, and author.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
1. Original thinker.
2. Won awards for teaching.
3. Seasoned leader.
Known for helping investors make better decisions through improving their processes and behaviors
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
Söhnke M. Bartram is a Professor of Finance at the University of Warwick.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
APPLIED BEHAVIORAL FINANCE SPECIALIST
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
I help people achieve success by overcoming their self-imposed obstacles through self-awareness.
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.