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.
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent res
TEN related topics define my professional interests:
New Constructs finds it. You benefit.
Pioneer in Arab markets and Sharia compliant investing with the longest industry track record
Expertise on 'how-to' integrate Environmental, Social and Governance (ESG) in portfolio management
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Philip is a compelling speaker on tax, wealth management and family business governance issues
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
David has the ability to simply the complex economic and market issues for financial professionals.
Africa will drive global growth for decades. Is your portfolio ready? Let us share our insights.
Portfolio manager with a strong operational background in the natural resources industry.
Topical expert on investment performance, standards, and ethics.
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
I'm an investment pro in a unique position to connect East and West.
I explore markets & investing in the context of history, politics, game theory and philosophy.
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Unique insight on investment governance
Dave Underhill believes in the power of people expressing their ideas.
Built a unique financial services innovation platform & network that leverages your competitiveness.
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
Harvard / MIT neuroscientist turned CEO on a mission to help everyone realize their true potential
A natural public speaker , keenly interested in my subject on financial markets and ethics
A recipient of the financial industry’s prestigious William F.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Andrew is the CIO of Futuregrowth, South Africa's largest specialist fixed interest manager.
I combine expertise in mortgages with knowledge of cloud transformation
We provide a balanced perspective on China's economy and capital markets.
He brings perspective to wealth by exploring the causes and effects of financial success
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Alex's charisma and refreshing demeanor on stage always surpass the audience’s expectations.
I have been analysing China and its impact on the world for 19 years.
APPLIED BEHAVIORAL FINANCE SPECIALIST