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.
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.
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Known for helping investors make better decisions through improving their processes and behaviors
Worldwide talks:
- Bloomberg Television
- Ernst & Young
- ILPA
- IPI
- CFA (US & Europe)
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.
Engaging and extensively experienced speaker with unconventional insights & extensive media exposure
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
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.
Dynamic, versatile professional with proven track record in the renewable energy industry.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Entertaining presenter who emphasizes interactive presentations with audience participation.