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.
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.
Africa will drive global growth for decades. Is your portfolio ready? Let us share our insights.
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.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
New Constructs finds it. You benefit.
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.
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
A thought leader in professional standards and practice, I bridge theory and practice.
Engaging and funny, although not always intentionally so
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.
"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.
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
Victoria McLean is the founder and CEO of City CV, an international career consultancy firm.
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
Built a unique financial services innovation platform & network that leverages your competitiveness.
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent res
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.