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.
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
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.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
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.
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
TEN related topics define my professional interests:
Money may make the world go 'round, but mergers make markets go up - and have uncorrelated returns
Topical expert on investment performance, standards, and ethics.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Portfolio manager with a strong operational background in the natural resources industry.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
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.
With expertise in Cloud, Internet of Things, and Artificial Intelligence, Rick Hamilton was formerly
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.
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
Experienced Speaker on Quantitative Topics in Investment Management
I have been involved in performance measurement for over 30 years and am still excited by it!
My presentations focus on analyzing investment organizations and improving them.
Dave Underhill believes in the power of people expressing their ideas.
Expert on global corporate earnings with informative and entertaining presentation skills.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
I have 35 years of experience covering Asian politics and economies.
Financial services public policy analysis and insight
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.
CFA Institute qualified speaker on Ethical Decision Making
Ethical Trainer Board of Directors CFA Society Otttawa
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.
Triple threat lawyer with expertise in economics, cybersecurity and data privacy.
I combine years of professional experience with original insights, great energy and engaging style.