
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.
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.
Nicholas Sargen is an international economist, global money manager, and author.
Leader in business ethics on how to build values-based compliance and speak-up programmes
Relentless passion for learning, sharing information & helping people make more informed decisions.
Unique advice about improving investment outcomes through better allocation and risk management.
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Unique in combining credibility, passion and personality to speak on money empowering people
I combine years of professional experience with original insights, great energy and engaging style.
I speak from my heart, I aspire to inspire change. My voice & my story are my platforms for that.
TEN related topics define my professional interests:
He brings perspective to wealth by exploring the causes and effects of financial success
I am one of only a few people who understand China's pension system.
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
Macro + Markets + Politics delivered in a clear, accessible and enthusiastic style.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
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.
Engaging and funny, although not always intentionally so
Head of Investor Research Center, Amundi
Affilate Professor, Paris Dauphine University
A differentiate research process allows me and my firm to make actionable investment calls.
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
I have been analysing China and its impact on the world since 2000.
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Chris Romano, CFA Director of Research - ETF Global
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
Unique insight on investment governance
We provide a balanced perspective on China's economy and capital markets.
I'm the bulldog ballerina.
I combine expertise in mortgages with knowledge of cloud transformation
My presentations focus on analyzing investment organizations and improving them.
Philip is a compelling speaker on tax, wealth management and family business governance issues
Heather is a passionate and engaging speaker on topics from leadership to investing.
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
John Kay is one of Britain’s leading economists.
I offer talks to investment professionals to improve all aspects of their investment processes.
I have been involved in performance measurement for over 30 years and am still excited by it!
A thought leader in professional standards and practice, I bridge theory and practice.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness