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.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Former top-ranked equity research analyst with 10 years of training analysts
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Known for helping investors make better decisions through improving their processes and behaviors
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
He brings perspective to wealth by exploring the causes and effects of financial success
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Helping professional & self-directed investors make better investment & wealth management decisions.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
TEN related topics define my professional interests:
Topical expert on investment performance, standards, and ethics.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
I try and connect the big picture to the small picture through an observer lens
A differentiate research process allows me and my firm to make actionable investment calls.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Sebastien Page, CFA
My sessions are considered lively, engaging and highly interactive in Societies across the country.
I have been involved in performance measurement for over 30 years and am still excited by it!
Dave Underhill believes in the power of people expressing their ideas.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
I have 35 years of experience covering Asian politics and economies.
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
A recipient of the financial industry’s prestigious William F.
I combine years of professional experience with original insights, great energy and engaging style.
I am a career coach and leading expert in Wall Street job search and career management
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
I specialize in providing individuals/groups with extremely practical, real-world career advice
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
Engaging, lively speaker with vast experience talking to executives and investors around the world
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Andrew is the CIO of Futuregrowth, South Africa's largest specialist fixed interest manager.
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
I explore markets & investing in the context of history, politics, game theory and philosophy.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Chris Romano, CFA Director of Research - ETF Global
We provide a balanced perspective on China's economy and capital markets.