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.
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
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.
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:
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
A differentiate research process allows me and my firm to make actionable investment calls.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
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, speaker on AI, big data and multi-asset strategies; 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
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
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
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
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
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!
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
A thought leader in professional standards and practice, I bridge theory and practice.
Head of Investor Research Center, Amundi
Affilate Professor, Paris Dauphine University