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
Known for helping investors make better decisions through improving their processes and behaviors
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
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.
Unique in combining credibility, passion and personality to speak on money empowering people
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Topical expert on investment performance, standards, and ethics.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
A differentiate research process allows me and my firm to make actionable investment calls.
New Constructs finds it. You benefit.
Experienced Speaker on Quantitative Topics in Investment Management
Senior professional with over 30 years of experience in investment management in emerging and intern
I combine years of professional experience with original insights, great energy and engaging style.
Use social media to inspire trust, build partnerships and accomplish your professional goals.
Engaging, lively speaker with vast experience talking to executives and investors around the world
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
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.
Leila is a passionate and dynamic Executive & Team Coach, Tri-lingual Facilitator & Speaker & Mentor
A thought leader in professional standards and practice, I bridge theory and practice.
Head of Investor Research Center, Amundi
Affilate Professor, Paris Dauphine University
Engaging and funny, although not always intentionally so
It's all about leadership!
Cross border M&A. Career development and Chinese Asset management industry.
Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
Unique insight on investment governance
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
I have a very energetic speaking style and am passionate about smart beta and factor investing.
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
I'm the bulldog ballerina.
Can bring alive strategic environmental finance trends, with rare global inter-generational optic.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.
Mark is the Head of Hedge Fund Investing and Seeding Strategies at Fiera Capital Inc.
Experienced investment professional with expertise in fixed income & disruptive investment themes.
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Kati Eriksson, CFA, is the head of investments at Aalto University Endowment, where she has overall
Engaging thought leader on culture, trustee leadership in the pension investment industry.
Weekly policy expert and market commentator on Fox Business, CNN, Bloomberg, CNBC, Cheddar, Yahoo.
Pioneer in Arab markets and Sharia compliant investing with the longest industry track record
APPLIED BEHAVIORAL FINANCE SPECIALIST
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Asset management for financial results and social impact