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.
Let Jeff Bush entertain & educate your audience on all things Washington D.C.!
Making applied behavioural finance fascinating, practical and accessible for any audience.
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
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:
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 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 senior investment leader with expertise in talent and the attributes of top performers
Heather is a passionate and engaging speaker on topics from leadership to investing.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
After more than 1000 speaking engagements globally, I am passionate for inspiring new ideas
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!
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.
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!
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
I make technological disruption accessible and relevant to diverse audiences.
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
Head of Investor Research Center, Amundi
Affilate Professor, Paris Dauphine University
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.
A high energy speaker with practical take-aways focused on Board Governance, Risk and Diversity.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Engaging and funny, although not always intentionally so
John Kay is one of Britain’s leading economists.
Entertaining presenter who emphasizes interactive presentations with audience participation.
Experienced, high energy investment professional with 35 years front line experience in strategy dev