Society Speaker Directory

Speakers (67)

Jim

Ware

CFA

Founder

Focus Consulting Group, Inc

Financial Services, Investment leadership, Investment collaboration, Investment teamwork, Conflict resolution, Behavioral Finance

Recognized thought leader on culture, teamwork, and leadership in the investment industry

United States

Global

English

Member

Sony

Kapoor

Managing Director

RE-DEFINE

Think Tanks, Business, Climate change and sustainability, behavioural economics, behavioral economics, circular economy

I combine years of professional experience with original insights, great energy and engaging style.

United Kingdom

Global

English

Hindi

Member

Kim Ann

Curtin

Founder

The Wall Street Coach

Management Consulting, Leadership, Finance, Emotional Intelligence, Strategy, Leadership Development

As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted

United States

Global

English

Member

Jason

Hsu

CIO

Rayliant Global Advisors

Due diligence, Behavioral Finance, Organizational culture, Adaptive Leadership, Quantitative Investing, smart Beta

Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator

China

Europe

North America

South-East Asia

Middle East, Africa

Australia & New Zealand

English

Chinese

Member

Susan

Spinner

CFA

CEO

CFA Society Germany

Business Ethics

Germany

English

German

Member

Brian

Kozeliski

CFA

Faculty – Advance Investment Management Course

CQA Institute / Wilkes University

Alternative Investments, Chief Investment Officer, Finance and Investment, Mutual Funds, Wealth, Private Wealth Management

I offer talks to investment professionals to improve all aspects of their investment processes.

United States (Michigan)

Global

English

Spanish

Member

Chester Santos

--- "The International Man of Memory"

Author | Int'l Speaker | Memory Skills Expert

http://www.InternationalManofMemory.com

Professional Training, CFA, CFAI, Executive Coaching, Leadership and Professional Development, Brain Training

Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.

United States

Global

English

Member

Paul

Bouchey

CIO

Parametric

Portfolio Management, Quantitative Investing, Portfolio strategy, Diversification and portfolio strategies, Emerging Markets, Commodity market analysis

Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.

United States

Europe

North America

Australia & New Zealand

English

Member

Robert

Stammers

CFA

Director, Investor Engagement

CFA Institute

Investment Management, Retirement Planning, Personal Finances, Choosing a Financial Professional, Building Trust, The Future of the Investment Profession

Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.

United States

Global

Italian

Spanish

Member

Bill

Hortz

Founder and Dean

Institute for Innovation Development

Innovation, Financial Services, Business Innovation, FinTech, Business Model Innovation, Business and Innovation

Built a unique financial services innovation platform & network that leverages your competitiveness.

United States (Florida)

North America

English

Member

Vineet

Vohra

CFA

Practice Leader, Wealth Management, Asia

boutique management consulting firm

Private Wealth Management, Risk Culture, Retail Wealth Management, Behavioural Finance, Advisory Sales Process, Business Ethics and Trust

Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search

Singapore

Global

English

Hindi

Member

Jonathan

Clark

Founder, Senior Consultant

Coriolis Consulting Group

Corporate Leadership Development

Our work creates high-functioning, empowered cultures of effective leadership in any organization.

United States (Florida)

North America

Europe

Australia & New Zealand

English

Member

Karolien

Notebaert

Managing Director

Notebaert Consulting - One Step Ahead

Business Speakers, Ideas that inspire, mindfulness applied, Neuroscience of Leadership, Business change, Brain and neuroscience

With an inspiring and humourful speech, this bestseller author will forever change the way you think

Germany

Global

English

German

Dutch

Member

Binod

Shankar

CFA

CEO

Elevation FZE

Authentic Leadership, Skill gaps, Soft Skills and Emotional Intelligence for Success, Automation and the future of workforce, Employability, Career Advice

CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.

United Arab Emirates

Global

English

Member

Avery

Blank, JD

Principal & Owner

Avery Blank Consulting

Leadership, career women, Millennials, Management Consulting, Assertive Communication, Public Relations

I'm the bulldog ballerina.

United States

Global

English

Spanish

Member

Red

Katz

Motivational Speaker

Red Inspires

Passion, Business Success, Leadership, Profitability, Business Communication

I help people achieve success by overcoming their self-imposed obstacles through self-awareness.

United States (New York)

North America

English

Member

Michael

Falk

Partner

Focus Consulting Group

Behavioral Finance, Retirement Planning, Economic Policy, Investment culture, Investments, Decision-making

Known for helping investors make better decisions through improving their processes and behaviors

United States

Global

English

Member

Foad

Forghani

Owner

FORGHANI NEGOTIATIONS

Negotiation, Best Practices in PPA Negotiation, Commercial Contract Negotiation, Contract Negotiations, Negotiating, Negotiating Politics

As a Shadow Negotiator i have over 13 years of experience in extreme negotiation cases.

Germany

Global

German

English

Member

Cary Wingfield

Raditz

CFA

Director

EMRG INC

Ethics, mindfulness meditation, Investment Management

How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.

United States (Maryland)

Global

English

Member