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 am a dynamic speaker who can take serious financial services topics and make people get excited!
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Known for helping investors make better decisions through improving their processes and behaviors
Unique in combining credibility, passion and personality to speak on money empowering people
Experienced, high energy investment professional with 35 years front line experience in strategy dev
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
- Bloomberg Television
- Ernst & Young
- CFA (US & Europe)
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
I specialize in online content and effective social media use for professionals.
I combine years of professional experience with original insights, great energy and engaging style.
Relentless passion for learning, sharing information & helping people make more informed decisions.
A differentiate research process allows me and my firm to make actionable investment calls.
Dynamic, versatile professional with proven track record in the renewable energy industry.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.