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.
Former top-ranked equity research analyst with 10 years of training analysts
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
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
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
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
Philip is a compelling speaker on tax, wealth management and family business governance issues
Helping professional & self-directed investors make better investment & wealth management decisions.
Unique in combining credibility, passion and personality to speak on money empowering people
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
TEN related topics define my professional interests:
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
I'm an investment pro in a unique position to connect East and West.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Heather is a passionate and engaging speaker on topics from leadership to investing.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
CFA Institute qualified speaker on Ethical Decision Making
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
Presentations combine history, economics and finance. Strong audience engagement.
I combine years of professional experience with original insights, great energy and engaging style.
I love to share positive global insights into how smart women think and act about money!
I am a career coach and leading expert in Wall Street job search and career management
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
MEB FABER, CAIA, CMT, is the portfolio manager at Cambria Investment Management where he manages equ
Experienced speaker presented at 40+ CFA societies worldwide. Expertise in alternative investments
Engaging, lively speaker with vast experience talking to executives and investors around the world
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
A thought leader in professional standards and practice, I bridge theory and practice.
I explore markets & investing in the context of history, politics, game theory and philosophy.
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Presentations on CFA Institute thought leadership content, developed for members and senior execs.
We provide a balanced perspective on China's economy and capital markets.