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
I offer relatable and actionable inspiration for high-performing professionals and organizations.
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
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.
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!
Vitaliy Katsenelson is known for his uncommon common sense.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
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.
TEN related topics define my professional interests:
Money may make the world go 'round, but mergers make markets go up - and have uncorrelated returns
Topical expert on investment performance, standards, and ethics.
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
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.
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
My presentations focus on analyzing investment organizations and improving them.
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.
Senior professional with over 30 years of experience in investment management in emerging and intern
Presentations combine history, economics and finance. Strong audience engagement.
I combine years of professional experience with original insights, great energy and engaging style.