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.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Known for helping investors make better decisions through improving their processes and behaviors
Philip is a compelling speaker on tax, wealth management and family business governance issues
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
TEN related topics define my professional interests:
I am one of only a few people who understand China's pension system.
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
I have 35 years of experience covering Asian politics and economies.
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 +
Triple threat lawyer with expertise in economics, cybersecurity and data privacy.
Presentations combine history, economics and finance. Strong audience engagement.
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+
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
I explore markets & investing in the context of history, politics, game theory and philosophy.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
I am an author, researcher, and speaker on Behavioral Governance and Neuro-fiduciary.
I am passionate about the business of asset management, and how it can better serve investors.
Simon Vetter, CEO of Stand Out International, is a behavioral change expert, working with managers t
Entertaining presenter who emphasizes interactive presentations with audience participation.
As a Shadow Negotiator i have over 13 years of experience in extreme negotiation cases.
Söhnke M. Bartram is a Professor of Finance at the University of Warwick.
I have spoken at more than 30 investment conferences all over the world on behavioral finance.
I am a thought-leader in flood and climate impact adaptation and resiliency technology
Unique insight on investment governance
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
Leader in business ethics on how to build values-based compliance and speak-up programmes
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Engaging thought leader on culture, trustee leadership in the pension investment industry.
Weekly policy expert and market commentator on Fox Business, CNN, Bloomberg, CNBC, Cheddar, Yahoo.
APPLIED BEHAVIORAL FINANCE SPECIALIST
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
Making applied behavioural finance fascinating, practical and accessible for any audience.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.