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.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Thought leader for investment strategy & asset allocation. Regular speaker for conference/TV
I am a career coach and leading expert in Wall Street job search and career management
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
Helping professional & self-directed investors make better investment & wealth management decisions.
Asset management for financial results and social impact
A differentiate research process allows me and my firm to make actionable investment calls.
Experienced Speaker on Quantitative Topics in Investment Management
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
Expert on Fed policy and markets, as well as value investing. Former Deputy CEO of CFA Institute.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Known for helping investors make better decisions through improving their processes and behaviors
A thought leader in professional standards and practice, I bridge theory and practice.
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Dynamic, versatile professional with proven track record in the renewable energy industry.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
Alex's charisma and refreshing demeanor on stage always surpass the audience’s expectations.
John Kay is one of Britain’s leading economists.
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
![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.
Pioneer in Arab markets and Sharia compliant investing with the longest industry track record
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
CFA Institute qualified speaker on Ethical Decision Making
TEN related topics define my professional interests:
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience
Engaging, lively speaker with vast experience talking to executives and investors around the world
Unique advice about improving investment outcomes through better allocation and risk management.
He brings perspective to wealth by exploring the causes and effects of financial success
My presentations focus on analyzing investment organizations and improving them.
National speaker on retirement income planning topics.
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
I'll have your audience laughing one moment and in tears the next!
Mixing academic rigor & entrepreneurial spirit. Built world-class FinTech publication & accelerator
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
I bridge the gap between executives and their sons. Google my name to see what I've done.
I combine years of professional experience with original insights, great energy and engaging style.
As a CIO with a global perspective, I have a unique style of connecting with any audience!