Society Speaker Directory

Speakers (21)

Ronald

Florance

President

RMF Consulting, LLC

Investment ethics, Investments, Financial Education, asset allocation, global investments, Goal based investing

My passion is to promote ethics and responsibilities. My goal is to provoke meaning dialogue.

United States

English

Member

Jonathan

Boersma

CFA

CEO

Basis Point Solutions

Investment Performance, Global Investment Performance Standards (GIPS), Ethics and Integrity, Investment Management, Asset Manager Code

Topical expert on investment performance, standards, and ethics.

United States

Global

English

Member

Virginie

Maisonneuve

CFA

Former CIO

Eastspring Investment

Chief Investment Officer, ESG investing, China, Diversity, AI, Disruption

Gl Investment leader with over 30 yrs experience in team and thought leadership, ESG & innovation

Singapore

Global

English

French

Member

Rebecca

Fender

CFA

Head, Future of Finance

CFA Institute

Investment Management

Presentations on CFA Institute thought leadership content, developed for members and senior execs.

United States

Global

English

Member

Brian

Kozeliski

CFA

Faculty – Advance Investment Management Course

CQA Institute / Wilkes University

Alternative Investments, Chief Investment Officer, Finance and Investment, Mutual Funds, Wealth, Private Wealth Management

I offer talks to investment professionals to improve all aspects of their investment processes.

United States (Michigan)

Global

English

Spanish

Member

Ian

Robertson

CFA

VP, Director, and Portfolio Manager

Odlum Brown Limited

Business, Business Ethics and Trust, Responsible Investing, Corporate Governance, Socially Responsible Investing, ESG investing

Experienced practitioner in corporate governance, disciplinary review, and responsible investment.

Canada

Europe

North America

English

Member

Barbara

Stewart

CFA

Researcher and Author

Barbara Stewart

Women in Business, Women in Finance, CFA, diversity and investing, Gender and investing, Diversity and Inclusion

I love to share positive global insights into how smart women think and act about money!

Canada

Europe

North America

South-East Asia

Middle East, Africa

English

French

Member

Jason

Hsu

CIO

Rayliant Global Advisors

Due diligence, Behavioral Finance, Organizational culture, Adaptive Leadership, Quantitative Investing, smart Beta

Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator

China

Europe

North America

South-East Asia

Middle East, Africa

Australia & New Zealand

English

Chinese

Member

Sony

Kapoor

Managing Director

RE-DEFINE

Think Tanks, Business, Climate change and sustainability, behavioural economics, behavioral economics, circular economy

I combine years of professional experience with original insights, great energy and engaging style.

United Kingdom

Global

English

Hindi

Member

Bobby

Henebry, CFA

Founder

Henebry Blockchain & Cryptocurrency Consulting, LLC

Blockchain, Cryptocurrency, investment industry, Investment Decision Making, Wealth Management, Networking

"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"

United States (Georgia)

Global

English

Member

Michael

Falk

Partner

Focus Consulting Group

Behavioral Finance, Retirement Planning, Economic Policy, Investment culture, Investments, Decision-making

Known for helping investors make better decisions through improving their processes and behaviors

United States

Global

English

Member

Joanne M.

Hill

Ph.D.

Chief Adviser for Research and Strategy

Cboe Vest LLC

Investment Decision Making, Risk Management, portfolio management techniques, investment industry, Career Development

Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility

United States

North America

English

Member

Florence

Eid-Oakden

CEO & Chief Economist

Arabia Monitor

Middle East, North Africa, Belt and Road, MENA, Economics, Geopolitics

Leading expert on the economies, markets and geopolitics of MENA and China's Belt & Road Initiative.

United Kingdom

Global

English

Arabic

French

Spanish

Member

Diana

Choyleva

Chief Economist

Enodo Economics

Business and economic considerations, Business economics, China Economy, Capital Markets, Equities, Economics

I have been analysing China and its impact on the world since 2000.

United Kingdom

Global

English

Bulgarian

Norwegian

Spanish

Russian

Member

Charles

Burkhart

CEO

Rosemont Investment Group, LLC

Asset Management, Private Wealth Management, Permanent Capital, Private Equity

see bio

United States

North America

English

Member

Cynthia

Harrington

CFA

Managing Director

Sagespring Associates LLC

Psychometrics, Behavioral Finance, behavioral economics, FinTech, Regulation Crowdfunding, Blockchain

You will walk away inspired and with three action steps to thrive in the innovating world.

United States

Global

English

Spanish

Member

Sameer

Somal, CFA, CFP®, CAIA

Speaker, Entrepreneur & Chief Executive Officer at

Blue Ocean Global Technology

Soft Skills and Emotional Intelligence for Success, Crisis Communications, Reputation Management, How to Use Social Media, Technology

Relentless passion for learning, sharing information & helping people make more informed decisions.

United States

Global

English

Member

Sonia

Gandhi, CFA

Director-Ethics Education & Professional Standards

Society Speaker Directory

Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.

United Kingdom

Global

English

Member

Vineet

Vohra

CFA

Practice Leader, Wealth Management, Asia

boutique management consulting firm

Private Wealth Management, Risk Culture, Retail Wealth Management, Behavioural Finance, Advisory Sales Process, Business Ethics and Trust

Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search

Singapore

Global

English

Hindi

Member

Jim

Steiner

President

Abbot Downing

Portfolio Construction, Asset Management

Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families

United States

North America

Member

Zann

Kwan

CFA

CEO and Co-founder

Bitcoin Exchange

Bitcoin, Blockchain, Cryptocurrency, Decentralization, Decentralization and Blockchain, p2p

Pioneer in the cryptocurrency & blockchain industry after a stellar career in finance since 2013

Singapore

Global

English

Chinese

Mandarin

Member