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.
Former top-ranked equity research analyst with 10 years of training analysts
My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
Mythbuster. Why the financial services industry has been failing their clients and what can be done
I love to share positive global insights into how smart women think and act about money!
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
I explore markets & investing in the context of history, politics, game theory and philosophy.
It's all about leadership!
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
My passion is simplifying the complex world of money.
Weekly policy expert and market commentator on Fox Business, CNN, Bloomberg, CNBC, Cheddar, Yahoo.
Expert opinion on factor investing, liability-driven/goal-based investing and sustainable investing
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.