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.
Passionate, Informative and Entertaining
He brings perspective to wealth by exploring the causes and effects of financial success
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Helping professional & self-directed investors make better investment & wealth management decisions.
TEN related topics define my professional interests:
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
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
Specialties: Marketing of options strategies to institutional investors for purposes of risk managem
Senior member of an investment organization, with experience in assembling, managing and marketing m
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Use social media to inspire trust, build partnerships and accomplish your professional goals.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
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!
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
I explore markets & investing in the context of history, politics, game theory and philosophy.
Engaging and extensively experienced speaker with unconventional insights & extensive media exposure
Over the last 19 years, Ray has delivered more than 160 investment lectures across the US & Canada.
Unique insight on investment governance
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
I'm the bulldog ballerina.
Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.
Anindya is the lead portfolio manager of the Fiera Capital Emerging Markets strategy.
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
David has the ability to simply the complex economic and market issues for financial professionals.
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Asset management for financial results and social impact
Thought leader for investment strategy & asset allocation. Regular speaker for conference/TV
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
5x Dow And Founders Award Winning Author. Publisher Of The Lead-Lag Report.
Asian stock markets. Investing strategy. Jakarta history. Over 30 years in Asia.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Unique advice about improving investment outcomes through better allocation and risk management.
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent rese
I have been analysing China and its impact on the world for 19 years.
I am a dynamic speaker who can take serious financial services topics and make people get excited!