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.
Known for helping investors make better decisions through improving their processes and behaviors
Engaging, lively speaker with vast experience talking to executives and investors around the world
![Chester Santos --- "The International Man of Memory"'s picture](https://societyspeakers.cfainstitute.org/sites/default/files/styles/speaker/public/user/profile_picture/2018/12/19/chester-santos-international-man-memory.jpeg?itok=S9Ao36Dw "Chester Santos --- "The International Man of Memory"'s picture")
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
Engaging thought leader on culture, trustee leadership in the pension investment industry.
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
I share the proprietary secrets active investment managers need to create α.
Conversations matter: if we are what we say, what do our interactions say about us? Let's find out.
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
Author of "Small Actions: leading your career to big success" with 2 millions followers on LinkedIn.
Expert on Fed policy and markets, as well as value investing. Former Deputy CEO of CFA Institute.
Making behavioural finance & decision making fascinating, practical & accessible for any audience.
Philip is a compelling speaker on tax, wealth management and family business governance issues
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
TEN related topics define my professional interests:
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
I combine expertise in mortgages with knowledge of cloud transformation
CFA Institute qualified speaker on Ethical Decision Making
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
I am a thought-leader in flood and climate impact adaptation and resiliency technology
We provide a balanced perspective on China's economy and capital markets.
I am a career coach and leading expert in Wall Street job search and career management
I combine years of professional experience with original insights, great energy and engaging style.
APPLIED BEHAVIORAL FINANCE SPECIALIST
An expert in Asset & Wealth management industry, especially in Asia Pacific Markets
Experienced investment professional with expertise in fixed income & disruptive investment themes.
A thought leader in professional standards and practice, I bridge theory and practice.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Simon Vetter, CEO of Stand Out International, is a behavioral change expert, working with managers t
Thomas is a top-ranking Wall Street equity strategist and thought leader in the digital assets space
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Helping professional & self-directed investors make better investment & wealth management decisions.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Passionate, Informative and Entertaining
Pioneer in Arab markets and Sharia compliant investing with the longest industry track record
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA