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.
Known for helping investors make better decisions through improving their processes and behaviors
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.
I combine years of professional experience with original insights, great energy and engaging style.
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
It's all about leadership!
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!"
Mark is the Head of Hedge Fund Investing and Seeding Strategies at Fiera Capital Inc.
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.
Built a unique financial services innovation platform & network that leverages your competitiveness.