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.
I share the proprietary secrets active investment managers need to create α.
Former top-ranked equity research analyst with 10 years of training analysts
Recognized thought leader on culture, teamwork, and leadership in the investment industry
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
He brings perspective to wealth by exploring the causes and effects of financial success
Professor Campbell R.
Making applied behavioural finance fascinating, practical and accessible for any audience.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Vitaliy Katsenelson is known for his uncommon common sense.
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
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
Helping professional & self-directed investors make better investment & wealth management decisions.
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
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
I try and connect the big picture to the small picture through an observer lens
A differentiate research process allows me and my firm to make actionable investment calls.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Sebastien Page, CFA
My sessions are considered lively, engaging and highly interactive in Societies across the country.
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
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.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
I have 35 years of experience covering Asian politics and economies.
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 +
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
A recipient of the financial industry’s prestigious William F.
Triple threat lawyer with expertise in economics, cybersecurity and data privacy.
Presentations combine history, economics and finance. Strong audience engagement.