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 passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
I am a dynamic speaker who can take serious financial services topics and make people get excited!
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
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
TEN related topics define my professional interests:
Topical expert on investment performance, standards, and ethics.
A reality-based networking coach to business leaders, NFL executives and women who want results.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Heather is a passionate and engaging speaker on topics from leadership to investing.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
I am a career coach and leading expert in Wall Street job search and career management
Use social media to inspire trust, build partnerships and accomplish your professional goals.
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
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
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
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
To engage, energize and inspire your members to reach higher levels of success.
Engaging and funny, although not always intentionally so
It's all about leadership!
Experienced, high energy investment professional with 35 years front line experience in strategy dev
Unique insight on investment governance
Over the last 19 years, Ray has delivered more than 160 investment lectures across the US & Canada.
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
I'm the bulldog ballerina.
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
Can bring alive strategic environmental finance trends, with rare global inter-generational optic.
Mark is the Head of Hedge Fund Investing and Seeding Strategies at Fiera Capital Inc.
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
APPLIED BEHAVIORAL FINANCE SPECIALIST
Asset management for financial results and social impact
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent res
I have been analysing China and its impact on the world for 19 years.
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.
Built a unique financial services innovation platform & network that leverages your competitiveness.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
Find out how the Research Foundation can arrange speakers, help publish content & add member value.
5x Dow And Founders Award Winning Author. Publisher Of The Lead-Lag Report.