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 specialize in online content and effective social media use for professionals.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Former top-ranked equity research analyst with 10 years of training analysts
Recognized thought leader on culture, teamwork, and leadership in the investment industry
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
I offer relatable and actionable inspiration for high-performing professionals and organizations.
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
Passionate, Informative and Entertaining
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
He brings perspective to wealth by exploring the causes and effects of financial success
Professor Campbell R.
Let Jeff Bush entertain & educate your audience on all things Washington D.C.!
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
I am a dynamic speaker who can take serious financial services topics and make people get excited!
Vitaliy Katsenelson is known for his uncommon common sense.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
Helping professional & self-directed investors make better investment & wealth management decisions.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Chief Investment officer at SBI Funds management Private Limited (a joint venture between State Bank
TEN related topics define my professional interests:
Money may make the world go 'round, but mergers make markets go up - and have uncorrelated returns
Topical expert on investment performance, standards, and ethics.
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
A reality-based networking coach to business leaders, NFL executives and women who want results.
For expertise on tax, private wealth, and the business case for diversity.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
I am one of only a few people who understand China's pension system.
I'll have your audience laughing one moment and in tears the next!
A differentiate research process allows me and my firm to make actionable investment calls.
I'm an investment pro in a unique position to connect East and West.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Aaron is Principal at Lumen Advisors LLC, a global macro long short asset manager, based in San Fran
Experienced Speaker on Quantitative Topics in Investment Management
My presentations focus on analyzing investment organizations and improving them.
Experienced senior investment leader with expertise in talent and the attributes of top performers
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
CFA Institute qualified speaker on Ethical Decision Making
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
A recipient of the financial industry’s prestigious William F.
Senior professional with over 30 years of experience in investment management in emerging and intern
Triple threat lawyer with expertise in economics, cybersecurity and data privacy.