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.
A differentiate research process allows me and my firm to make actionable investment calls.
Known for helping investors make better decisions through improving their processes and behaviors
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
I combine years of professional experience with original insights, great energy and engaging style.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Dynamic, versatile professional with proven track record in the renewable energy industry.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Experienced, high energy investment professional with 35 years front line experience in strategy dev
I specialize in online content and effective social media use for professionals.
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.
Unique in combining credibility, passion and personality to speak on money empowering people