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.
I specialize in online content and effective social media use for professionals.
Relentless passion for learning, sharing information & helping people make more informed decisions.
I share the proprietary secrets active investment managers need to create α.
Former top-ranked equity research analyst with 10 years of training analysts
Recognized thought leader on culture, teamwork, and leadership in the investment industry
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
He brings perspective to wealth by exploring the causes and effects of financial success
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!
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
TEN related topics define my professional interests:
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
A differentiate research process allows me and my firm to make actionable investment calls.
I'm an investment pro in a unique position to connect East and West.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Experienced Speaker on Quantitative Topics in Investment Management
My presentations focus on analyzing investment organizations and improving them.
Heather is a passionate and engaging speaker on topics from leadership to investing.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
CFA Institute qualified speaker on Ethical Decision Making
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
I combine years of professional experience with original insights, great energy and engaging style.
I love to share positive global insights into how smart women think and act about money!
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
MEB FABER, CAIA, CMT, is the portfolio manager at Cambria Investment Management where he manages equ
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
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.
Head of Investor Research Center, Amundi
Affilate Professor, Paris Dauphine University
I explore markets & investing in the context of history, politics, game theory and philosophy.
Presentations on CFA Institute thought leadership content, developed for members and senior execs.
A high energy speaker with practical take-aways focused on Board Governance, Risk and Diversity.
Chris Romano, CFA Director of Research - ETF Global
We provide a balanced perspective on China's economy and capital markets.