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 share the proprietary secrets active investment managers need to create α.
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.
Let Jeff Bush entertain & educate your audience on all things Washington D.C.!
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.
Philip is a compelling speaker on tax, wealth management and family business governance issues
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
TEN related topics define my professional interests:
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.
I'll have your audience laughing one moment and in tears the next!
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Dave Underhill believes in the power of people expressing their ideas.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
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.
Presentations combine history, economics and finance. Strong audience engagement.
I combine years of professional experience with original insights, great energy and engaging style.
I am a career coach and leading expert in Wall Street job search and career management
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
Engaging, lively speaker with vast experience talking to executives and investors around the world
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Specialising in business networking for nearly 20 years, writing 3 books and speaking globally
I explore markets & investing in the context of history, politics, game theory and philosophy.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
We provide a balanced perspective on China's economy and capital markets.
I am passionate about the business of asset management, and how it can better serve investors.
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
John Kay is one of Britain’s leading economists.
Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.
Simon Vetter, CEO of Stand Out International, is a behavioral change expert, working with managers t
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families