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.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
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+
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
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.
Engaging and extensively experienced speaker with unconventional insights & extensive media exposure
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
I'm the bulldog ballerina.
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
I make investing topics interesting with stories.
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.
Built a unique financial services innovation platform & network that leverages your competitiveness.
I offer talks to investment professionals to improve all aspects of their investment processes.
Harvard / MIT neuroscientist turned CEO on a mission to help everyone realize their true potential
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.