
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.
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.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
Triple threat lawyer with expertise in economics, cybersecurity and data privacy.
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
A recipient of the financial industry’s prestigious William F.
David has the ability to simply the complex economic and market issues for financial professionals.
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
I explore markets & investing in the context of history, politics, game theory and philosophy.
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
I help people achieve success by overcoming their self-imposed obstacles through self-awareness.
TEN related topics define my professional interests:
Nicholas Sargen is an international economist, global money manager, and author.
Leader in business ethics on how to build values-based compliance and speak-up programmes
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
I am a career coach and leading expert in Wall Street job search and career management
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Known for helping investors make better decisions through improving their processes and behaviors
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
I combine years of professional experience with original insights, great energy and engaging style.
Asset management for financial results and social impact
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
I combine expertise in mortgages with knowledge of cloud transformation
Built a unique financial services innovation platform & network that leverages your competitiveness.
We provide a balanced perspective on China's economy and capital markets.
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Helping professional & self-directed investors make better investment & wealth management decisions.
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Experienced investment professional with expertise in fixed income & disruptive investment themes.
APPLIED BEHAVIORAL FINANCE SPECIALIST
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
I speak with expertise and humor on commodities and VIX trading, and for CFAI for 15+ years.
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning