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.
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.
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
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.
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.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
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
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
Portfolio manager with a strong operational background in the natural resources industry.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
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.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
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
My sessions are considered lively, engaging and highly interactive in Societies across the country.
New Constructs finds it. You benefit.
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.
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.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
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.
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.