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.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
I am a widely recognized expert on predicting the global economy and financial 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
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
Julian joined Fiera Capital (Europe) in 2003 as a director of Fiera Capital (UK) Limited and a membe
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
Specialising in business networking for nearly 20 years, writing 3 books and speaking globally
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
I speak with expertise and humor on commodities and VIX trading, and for CFAI for 15+ years.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Author of "Small Actions: leading your career to big success" with 2 millions followers on LinkedIn.
I am passionate about the business of asset management, and how it can better serve investors.
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
I have spoken at more than 30 investment conferences all over the world on behavioral finance.
Unique insight on investment governance
My sessions are considered lively, engaging and highly interactive in Societies across the country.
![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.
Generalist economists are boring. Inflation is exciting and scary. And no one understands it better.
We provide a balanced perspective on China's economy and capital markets.
Vitaliy Katsenelson is known for his uncommon common sense.
Helping professional & self-directed investors make better investment & wealth management decisions.
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
He brings perspective to wealth by exploring the causes and effects of financial success
see bio
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
A recipient of the financial industry’s prestigious William F.
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
Alex's charisma and refreshing demeanor on stage always surpass the audience’s expectations.
Known for helping investors make better decisions through improving their processes and behaviors
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
Unique advice about improving investment outcomes through better allocation and risk management.
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
TEN related topics define my professional interests:
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
Built a unique financial services innovation platform & network that leverages your competitiveness.
Engaging, lively speaker with vast experience talking to executives and investors around the world
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
I combine expertise in mortgages with knowledge of cloud transformation
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
I help people achieve success by overcoming their self-imposed obstacles through self-awareness.