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.
I share the proprietary secrets active investment managers need to create α.
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
Known for helping investors make better decisions through improving their processes and behaviors
Passionate, Informative and Entertaining
Engaging, dynamic speaker with success in high-stakes business environments; global experience
He brings perspective to wealth by exploring the causes and effects of financial success
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.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
TEN related topics define my professional interests:
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.
I am one of only a few people who understand China's pension system.
I try and connect the big picture to the small picture through an observer lens
Sebastien Page, CFA
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Experienced Speaker on Quantitative Topics in Investment Management
Experienced senior investment leader with expertise in talent and the attributes of top performers
Heather is a passionate and engaging speaker on topics from leadership to investing.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
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.
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.
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.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
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
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA
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
I explore markets & investing in the context of history, politics, game theory and philosophy.
A high energy speaker with practical take-aways focused on Board Governance, Risk and Diversity.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Chris Romano, CFA Director of Research - ETF Global
Engaging and funny, although not always intentionally so
20+ years experience helping motivated professionals advance their careers
I am an author, researcher, and speaker on Behavioral Governance and Neuro-fiduciary.
I am passionate about the business of asset management, and how it can better serve investors.
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
Mixing academic rigor & entrepreneurial spirit. Built world-class FinTech publication & accelerator