Society Speaker Directory

Speakers (22)

Sameer

Somal, CFA, CFP®, CAIA

Speaker, Entrepreneur & Chief Executive Officer at

Blue Ocean Global Technology

Soft Skills and Emotional Intelligence for Success, Crisis Communications, Reputation Management, How to Use Social Media, Technology

Relentless passion for learning, sharing information & helping people make more informed decisions.

United States

Global

English

Member

Michael

Falk

Partner

Focus Consulting Group

Behavioral Finance, Retirement Planning, Economic Policy, Investment culture, Investments, Decision-making

Known for helping investors make better decisions through improving their processes and behaviors

United States

Global

English

Member

Greg

Davies

PhD

Head of Behavioural Finance

Oxford Risk

Behavioural Finance, behavioural economics, Investment Decision Making, Decision Science, Finance and Investment, Wealth Management

Making behavioural finance & decision making fascinating, practical & accessible for any audience.

United Kingdom

Global

Member

Meredith

Jones

Author

Women of The Street

Gender and investing, diversity and investing, Socially Responsible Investing, Alternative Investments, Hedge Funds, gender equality in careers

Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.

United States

Global

English

Member

April

Rudin

Founder and CEO

The Rudin Group

Financial Services, Wealth, nextgen, Millennials, FinTech, Private Wealth Management

I am a dynamic speaker who can take serious financial services topics and make people get excited!

United States

Global

English

Member

Hansi

Mehrotra

CFA

Financial educator, Founder

The Money Hans

Financial Education, Personal Finances, Wealth Management, robo advice, Explore Investment, Women in Finance

Unique in combining credibility, passion and personality to speak on money empowering people

India

Global

English

Hindi

Member

Charlotte

Beyer

Author/Entrepreneur

Wealth Management Unwrapped

Wealth Management, Financial Services, Communication

Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.

United States

Global

English

Member

Keith

McCullough

CEO & Founder

Hedgeye Risk Management

Investing, Risk Management, Hedge Funds, Trading, Currencies, Central Banks

A differentiate research process allows me and my firm to make actionable investment calls.

United States

Global

English

Member

Sony

Kapoor

Managing Director

RE-DEFINE

Think Tanks, Business, Climate change and sustainability, behavioural economics, behavioral economics, circular economy

I combine years of professional experience with original insights, great energy and engaging style.

United Kingdom

Global

English

Hindi

Member

Don

Chance

James C. Flores Endowed Chair of MBA Studies

Louisiana State University

Risk Management, Derivatives, index and passive investing, Financial Markets, Economics

Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness

United States

Global

Member

James

Rickards

Writer

Central Banks, International Monetary System, Geopolitics, Global macro, Economics, Financial Warfare

NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA

United States

Global

English

Member

Joachim

Klement

Head of Investment Research

Fidante Partners

Behavioral Finance, Alternative Investments, Closed end funds/investment trusts, Private Wealth Management, Retail Wealth Management, Renewable Energy

Entertaining presenter who emphasizes interactive presentations with audience participation.

United Kingdom

Global

English

German

Member

Carol

Schleif

CFA

Deputy Chief Investment Officer

BMO Family Office

Women in Investment Management, Communication of investment ideas, Women in Business, Behavioral Finance, Portfolio Construction, Portfolio Management

Engaging and extensively experienced speaker with unconventional insights & extensive media exposure

United States (Minnesota)

Global

English

Member

Rishi

Ganti

Worldwide talks:
- Bloomberg Television
- Ernst & Young
- ILPA
- IPI
- CFA (US & Europe)

United States (New York)

Member

Filinto

Martins

Chief Investment Officer

Smartenergy Invest AG

Renewables and Environment, Development Projects, Project Valuation, Wind Energy, Solar Energy, Project M&A

Dynamic, versatile professional with proven track record in the renewable energy industry.

Switzerland

Global

English

Portuguese

Spanish

Member

Bobby

Henebry, CFA

Founder

Henebry Blockchain & Cryptocurrency Consulting, LLC

Blockchain, Cryptocurrency, investment industry, Investment Decision Making, Wealth Management, Networking

"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"

United States (Georgia)

Global

English

Member

True

Tamplin

Entrepreneur, Speaker, and #1 Bestselling Author

Google Me To See What I've Done :)

Leadership, Business Success, Estate Planning, SEO, Executive Business Coach, College Planning

I bridge the gap between executives and their sons. Google my name to see what I've done.

United States (California)

North America

English

Member

Brian

Portnoy

CFA

Founder

Shaping Wealth

Financial Health & Well-Being, The Psychology of Money, Investment Decision Making

My passion is simplifying the complex world of money.

United States (Illinois)

Global

English

Member

Cary Wingfield

Raditz

CFA

Director

EMRG INC

Ethics, mindfulness meditation, Investment Management

How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.

United States (Maryland)

Global

English

Member

David

Teten

MBA

Venture Partner

HOF Capital

Private Equity, Venture Capital, Angel investing, Investing, investment industry, portfolio management techniques

David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.

United States (New York)

Global

English

Hebrew

French

Member

Binod

Shankar

CFA

CEO

Elevation FZE

Authentic Leadership, Skill gaps, Soft Skills and Emotional Intelligence for Success, Automation and the future of workforce, Employability, Career Advice

CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.

United Arab Emirates

Global

English

Member

Ian

Robertson

CFA

VP, Director, and Portfolio Manager

Odlum Brown Limited

Business, Business Ethics and Trust, Responsible Investing, Corporate Governance, Socially Responsible Investing, ESG investing

Experienced practitioner in corporate governance, disciplinary review, and responsible investment.

Canada

Europe

North America

English

Member