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.
I share the proprietary secrets active investment managers need to create α.
Former top-ranked equity research analyst with 10 years of training analysts
I offer relatable and actionable inspiration for high-performing professionals and organizations.
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.
Passionate, Informative and Entertaining
He brings perspective to wealth by exploring the causes and effects of financial success
I am a dynamic speaker who can take serious financial services topics and make people get excited!
Adrienne Penta joined Brown Brothers Harriman in 2008 and is a senior vice president and the executi
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
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.
With an inspiring and humourful speech, this bestseller author will forever change the way you think
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
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.
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
A reality-based networking coach to business leaders, NFL executives and women who want results.
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
Sebastien Page, CFA
Experienced Speaker on Quantitative Topics in Investment Management
I have been involved in performance measurement for over 30 years and am still excited by it!
My presentations focus on analyzing investment organizations and improving them.
Dave Underhill believes in the power of people expressing their ideas.
Specialties: Marketing of options strategies to institutional investors for purposes of risk managem
Heather is a passionate and engaging speaker on topics from leadership to investing.
Senior member of an investment organization, with experience in assembling, managing and marketing m
I have 35 years of experience covering Asian politics and economies.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Paul Schulte is the founder and editor of Schulte Research, a service providing research on banks, f
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
Mythbuster. Why the financial services industry has been failing their clients and what can be done
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.
I am a career coach and leading expert in Wall Street job search and career management
Use social media to inspire trust, build partnerships and accomplish your professional goals.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
Alexander Kazan is Eurasia Group's lead emerging markets strategist and also directs the firm's comp
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
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness