
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.
David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.
Acclaimed TED speaker and one of very few leadership researchers with experience as a corporate CEO.
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
Inspirational, engaging, motivational, and informational speaking style on a key topic - investing.
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Asset management for financial results and social impact
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
Nicholas Sargen is an international economist, global money manager, and author.
I have been analysing China and its impact on the world since 2000.
Sonya masterfully brings thought provoking content to the stage using proven engagement techniques.
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.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
My superpower is helping others excavate the greatness within themselves.
Harvard / MIT neuroscientist turned CEO on a mission to help everyone realize their true potential
I speak from my heart, I aspire to inspire change. My voice & my story are my platforms for that.
I share the proprietary secrets active investment managers need to create α.
Former top-ranked equity research analyst with 10 years of training analysts
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
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.!
Making behavioural finance & decision making fascinating, practical & accessible for any audience.
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.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
I'll have your audience laughing one moment and in tears the next!
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
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
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.