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.
Former top-ranked equity research analyst with 10 years of training analysts
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.
Passionate, Informative and Entertaining
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.
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
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
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.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
Experienced Speaker on Quantitative Topics in Investment Management
Dave Underhill believes in the power of people expressing their ideas.
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
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
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
CFA Institute qualified speaker on Ethical Decision Making
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
Mythbuster. Why the financial services industry has been failing their clients and what can be done
A recipient of the financial industry’s prestigious William F.
Senior professional with over 30 years of experience in investment management in emerging and intern
Triple threat lawyer with expertise in economics, cybersecurity and data privacy.
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!
MEB FABER, CAIA, CMT, is the portfolio manager at Cambria Investment Management where he manages equ
Engaging, lively speaker with vast experience talking to executives and investors around the world
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Leila is a passionate and dynamic Executive & Team Coach, Tri-lingual Facilitator & Speaker & Mentor
A thought leader in professional standards and practice, I bridge theory and practice.
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.
We provide a balanced perspective on China's economy and capital markets.
Engaging and funny, although not always intentionally so
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
Prescient, razor-sharp and entertaining presentations about the trajectory of the global economy.
It's all about leadership!