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.
Pioneer in Arab markets and Sharia compliant investing with the longest industry track record
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
APPLIED BEHAVIORAL FINANCE SPECIALIST
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Asset management for financial results and social impact
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent rese
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
Nicholas Sargen is an international economist, global money manager, and author.
I have been analysing China and its impact on the world since 2000.
see bio
Built a unique financial services innovation platform & network that leverages your competitiveness.
I offer talks to investment professionals to improve all aspects of their investment processes.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
Generalist economists are boring. Inflation is exciting and scary. And no one understands it better.
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.
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
Professor Campbell R.
Let Jeff Bush entertain & educate your audience on all things Washington D.C.!
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.
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
Unique in combining credibility, passion and personality to speak on money empowering people
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
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.
Portfolio manager with a strong operational background in the natural resources industry.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
New Constructs finds it. You benefit.
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
Dave Underhill believes in the power of people expressing their ideas.
Expert on global corporate earnings with informative and entertaining presentation skills.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator