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.
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Passionate, Informative and Entertaining
I am a dynamic speaker who can take serious financial services topics and make people get excited!
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:
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
A differentiate research process allows me and my firm to make actionable investment calls.
I'm an investment pro in a unique position to connect East and West.
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.
Heather is a passionate and engaging speaker on topics from leadership to investing.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Extensive experience speaking to a variety of global audiences about ethics and ethical behavior.
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.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
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+
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
Engaging, lively speaker with vast experience talking to executives and investors around the world
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
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
I explore markets & investing in the context of history, politics, game theory and philosophy.
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Chris Romano, CFA Director of Research - ETF Global
Engaging and funny, although not always intentionally so
20+ years experience helping motivated professionals advance their careers
Cross border M&A. Career development and Chinese Asset management industry.
John Kay is one of Britain’s leading economists.
Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Experienced, high energy investment professional with 35 years front line experience in strategy dev
Intellectually robust content that's also accessible, useful and entertaining.
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
Söhnke M. Bartram is a Professor of Finance at the University of Warwick.
I am a thought-leader in flood and climate impact adaptation and resiliency technology
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
Unique insight on investment governance
Over the last 19 years, Ray has delivered more than 160 investment lectures across the US & Canada.
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets