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.
Dynamic, versatile professional with proven track record in the renewable energy industry.
Nicholas Sargen is an international economist, global money manager, and author.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
Built a unique financial services innovation platform & network that leverages your competitiveness.
Former top-ranked equity research analyst with 10 years of training analysts
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Engaging, lively speaker with vast experience talking to executives and investors around the world
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
Unique insight on investment governance
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Passionate, Informative and Entertaining
A differentiate research process allows me and my firm to make actionable investment calls.
John Kay is one of Britain’s leading economists.
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
Asset management for financial results and social impact
Entertaining presenter who emphasizes interactive presentations with audience participation.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
I combine years of professional experience with original insights, great energy and engaging style.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
I am co-CIO of Alpha Architect, LLC, a factor-investing and research firm based in the suburbs of Ph
I have been involved in performance measurement for over 30 years and am still excited by it!
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Pioneer in Arab markets and Sharia compliant investing with the longest industry track record
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
I explore markets & investing in the context of history, politics, game theory and philosophy.
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Alex's charisma and refreshing demeanor on stage always surpass the audience’s expectations.
Söhnke M. Bartram is a Professor of Finance at the University of Warwick.
My presentations focus on analyzing investment organizations and improving them.
![Chester Santos --- "The International Man of Memory"'s picture](https://societyspeakers.cfainstitute.org/sites/default/files/styles/speaker/public/user/profile_picture/2018/12/19/chester-santos-international-man-memory.jpeg?itok=S9Ao36Dw "Chester Santos --- "The International Man of Memory"'s picture")
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Known for helping investors make better decisions through improving their processes and behaviors
20+ years experience helping motivated professionals advance their careers
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +