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
TEN related topics define my professional interests:
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
I combine years of professional experience with original insights, great energy and engaging style.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA
I am passionate about the business of asset management, and how it can better serve investors.
Unique insight on investment governance
Engaging thought leader on culture, trustee leadership in the pension investment industry.
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.