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.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Known for helping investors make better decisions through improving their processes and behaviors
I am a dynamic speaker who can take serious financial services topics and make people get excited!
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
Unique in combining credibility, passion and personality to speak on money empowering people
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
A differentiate research process allows me and my firm to make actionable investment calls.
I combine years of professional experience with original insights, great energy and engaging style.
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Engaging and extensively experienced speaker with unconventional insights & extensive media exposure
Dynamic, versatile professional with proven track record in the renewable energy industry.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.