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.
Former top-ranked equity research analyst with 10 years of training analysts
Recognized thought leader on culture, teamwork, and leadership in the investment industry
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
Known for helping investors make better decisions through improving their processes and behaviors
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
He brings perspective to wealth by exploring the causes and effects of financial success
Africa will drive global growth for decades. Is your portfolio ready? Let us share our insights.
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!
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
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
Portfolio manager with a strong operational background in the natural resources industry.
TEN related topics define my professional interests:
Topical expert on investment performance, standards, and ethics.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
A reality-based networking coach to business leaders, NFL executives and women who want results.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
I try and connect the big picture to the small picture through an observer lens
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.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Sebastien Page, CFA
New Constructs finds it. You benefit.
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
My presentations focus on analyzing investment organizations and improving them.
Dave Underhill believes in the power of people expressing their ideas.
Life is short. You only get to live once. Make the best out of it!
Heather is a passionate and engaging speaker on topics from leadership to investing.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
I have 35 years of experience covering Asian politics and economies.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
Financial services public policy analysis and insight
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Expert on global corporate earnings with informative and entertaining presentation skills.
Paul Schulte is the founder and editor of Schulte Research, a service providing research on banks, f