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.
Nicholas Sargen is an international economist, global money manager, and author.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
Asset management for financial results and social impact
I offer talks to investment professionals to improve all aspects of their investment processes.
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Unique insight on investment governance
John Kay is one of Britain’s leading economists.
I combine years of professional experience with original insights, great energy and engaging style.
We provide a balanced perspective on China's economy and capital markets.
Entertaining presenter who emphasizes interactive presentations with audience participation.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Former top-ranked equity research analyst with 10 years of training analysts
Find out how the Research Foundation can arrange speakers, help publish content & add member value.
Engaging thought leader on culture, trustee leadership in the pension investment industry.
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
My passion is simplifying the complex world of money.
Thought leader for investment strategy & asset allocation. Regular speaker for conference/TV
Joel Litman is President and CEO of Valens Research, a global corporate performance and investment r
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
I combine expertise in mortgages with knowledge of cloud transformation
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
I am a thought-leader in flood and climate impact adaptation and resiliency technology
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Mixing academic rigor & entrepreneurial spirit. Built world-class FinTech publication & accelerator
Topical expert on investment performance, standards, and ethics.
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.
APPLIED BEHAVIORAL FINANCE SPECIALIST
Sebastien Page, CFA
Recognized thought leader on culture, teamwork, and leadership in the investment industry
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
Helping professional & self-directed investors make better investment & wealth management decisions.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
If you are looking for an engaging, well-round, and fresh perspective Floyd is that your guy!
NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
An expert in Asset & Wealth management industry, especially in Asia Pacific Markets
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
I am a career coach and leading expert in Wall Street job search and career management
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.