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.
Former top-ranked equity research analyst with 10 years of training analysts
Recognized thought leader on culture, teamwork, and leadership in the investment industry
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
I am a dynamic speaker who can take serious financial services topics and make people get excited!
He brings perspective to wealth by exploring the causes and effects of financial success
Let Jeff Bush entertain & educate your audience on all things Washington D.C.!
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.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
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.
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
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
TEN related topics define my professional interests:
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
For expertise on tax, private wealth, and the business case for diversity.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
I am one of only a few people who understand China's pension system.
I'll have your audience laughing one moment and in tears the next!
A differentiate research process allows me and my firm to make actionable investment calls.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Experienced Speaker on Quantitative Topics in Investment Management
I have been involved in performance measurement for over 30 years and am still excited by it!
My presentations focus on analyzing investment organizations and improving them.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Heather is a passionate and engaging speaker on topics from leadership to investing.
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
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
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.
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+
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
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
As a CIO with a global perspective, I have a unique style of connecting with any audience!