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.
Known for helping investors make better decisions through improving their processes and behaviors
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
My sessions are considered lively, engaging and highly interactive in Societies across the country.
I try and connect the big picture to the small picture through an observer lens
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Thought leader for investment strategy & asset allocation. Regular speaker for conference/TV
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
As a CIO with a global perspective, I have a unique style of connecting with any audience!
Unique insight on investment governance
I am a thought-leader in flood and climate impact adaptation and resiliency technology
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
I bridge the gap between executives and their sons. Google my name to see what I've done.
Passionate, Informative and Entertaining
I am passionate about the business of asset management, and how it can better serve investors.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Presentations combine history, economics and finance. Strong audience engagement.
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
Alex's charisma and refreshing demeanor on stage always surpass the audience’s expectations.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
I am co-CIO of Alpha Architect, LLC, a factor-investing and research firm based in the suburbs of Ph
A differentiate research process allows me and my firm to make actionable investment calls.
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
Chris Romano, CFA Director of Research - ETF Global
I am one of only a few people who understand China's pension system.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
I have spoken at more than 30 investment conferences all over the world on behavioral finance.
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
I have been involved in performance measurement for over 30 years and am still excited by it!
Relentless passion for learning, sharing information & helping people make more informed decisions.
Prescient, razor-sharp and entertaining presentations about the trajectory of the global economy.
Philip is a compelling speaker on tax, wealth management and family business governance issues
We provide a balanced perspective on China's economy and capital markets.
I combine years of professional experience with original insights, great energy and engaging style.
Nicholas Sargen is an international economist, global money manager, and author.
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
Making behavioural finance & decision making fascinating, practical & accessible for any audience.
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Experienced Speaker on Quantitative Topics in Investment Management
National speaker on retirement income planning topics.
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
A thought leader in professional standards and practice, I bridge theory and practice.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.