Society Speaker Directory

Speakers (18)

Vineet

Vohra

CFA

Practice Leader, Wealth Management, Asia

boutique management consulting firm

Private Wealth Management, Risk Culture, Retail Wealth Management, Behavioural Finance, Advisory Sales Process, Business Ethics and Trust

Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search

Singapore

Global

English

Hindi

Member

Charlotte

Beyer

Author/Entrepreneur

Wealth Management Unwrapped

Wealth Management, Financial Services, Communication

Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.

United States

Global

English

Member

Jason

Hsu

CIO

Rayliant Global Advisors

Due diligence, Behavioral Finance, Organizational culture, Adaptive Leadership, Quantitative Investing, smart Beta

Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator

China

Europe

North America

South-East Asia

Middle East, Africa

Australia & New Zealand

English

Chinese

Member

Barbara

Stewart

CFA

Researcher and Author

Barbara Stewart

Women in Business, Women in Finance, CFA, diversity and investing, Gender and investing, Diversity and Inclusion

I love to share positive global insights into how smart women think and act about money!

Canada

Europe

North America

South-East Asia

Middle East, Africa

English

French

Member

Roy

Cohen

Career Coach, Best-selling Author & Speaker

Roy Cohen www.CareerCoachNY.com

Interview Strategy and Success, Career Transition, Executive Coaching, Negotiations, Leadership Development, Promotion and Mobility

I am a career coach and leading expert in Wall Street job search and career management

United States

Global

English

Member

Robert

Hellmann

MBA

Career Coach & Executive Coach, Speaker

Hellmann Career Consulting

Professional Training, Career Advancement, Career Assessments, career change, Career Development, career branding

Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+

United States

Global

Member

Chester Santos

--- "The International Man of Memory"

Author | Int'l Speaker | Memory Skills Expert

http://www.InternationalManofMemory.com

Professional Training, CFA, CFAI, Executive Coaching, Leadership and Professional Development, Brain Training

Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.

United States

Global

English

Member

Barbara

Mintzer-McMahon, PCC, MCEC, MSW, MFT

Founder & President

Center for Transitional Management

Leadership Development, Strategic Partnering, Women in Leadership, Change Management, Mindfulness, Leaders in Transition

Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker

United States

Global

English

Member

Jim

Steiner

President

Abbot Downing

Portfolio Construction, Asset Management

Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families

United States

North America

Member

Kim Ann

Curtin

Founder

The Wall Street Coach

Management Consulting, Leadership, Finance, Emotional Intelligence, Strategy, Leadership Development

As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted

United States

Global

English

Member

Rebecca

Fender

CFA

Head, Future of Finance

CFA Institute

Investment Management

Presentations on CFA Institute thought leadership content, developed for members and senior execs.

United States

Global

English

Member

Carol

Schleif

CFA

Deputy Chief Investment Officer

BMO Family Office

Women in Investment Management, Communication of investment ideas, Women in Business, Behavioral Finance, Portfolio Construction, Portfolio Management

Engaging and extensively experienced speaker with unconventional insights & extensive media exposure

United States (Minnesota)

Global

English

Member

Alan

Reyes

Member

Alan Reyes Presentations, LLC

Public Speaking

Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?

United States (Georgia)

Global

English

Member

Bobby

Henebry, CFA

Founder

Henebry Blockchain & Cryptocurrency Consulting, LLC

Blockchain, Cryptocurrency, investment industry, Investment Decision Making, Wealth Management, Networking

"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"

United States (Georgia)

Global

English

Member

Sonia

Gandhi, CFA

Director-Ethics Education & Professional Standards

Society Speaker Directory

Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.

United Kingdom

Global

English

Member

Brian

Kozeliski

CFA

Faculty – Advance Investment Management Course

CQA Institute / Wilkes University

Alternative Investments, Chief Investment Officer, Finance and Investment, Mutual Funds, Wealth, Private Wealth Management

I offer talks to investment professionals to improve all aspects of their investment processes.

United States (Michigan)

Global

English

Spanish

Member

Frida

Polli

PhD

CEO and co-founder

pymetrics

HR, HR Technology, Advancing HR Technology, Artificial Intelligence, Artificial Intelligence for Business, Human Resources and Talent

Harvard / MIT neuroscientist turned CEO on a mission to help everyone realize their true potential

United States (New York)

Global

English

Member

Ian

Robertson

CFA

VP, Director, and Portfolio Manager

Odlum Brown Limited

Business, Business Ethics and Trust, Responsible Investing, Corporate Governance, Socially Responsible Investing, ESG investing

Experienced practitioner in corporate governance, disciplinary review, and responsible investment.

Canada

Europe

North America

English

Member