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.
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
My presentations focus on analyzing investment organizations and improving them.
Nicholas Sargen is an international economist, global money manager, and author.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
I offer talks to investment professionals to improve all aspects of their investment processes.
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
A thought leader in professional standards and practice, I bridge theory and practice.
John Kay is one of Britain’s leading economists.
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
Presentations on CFA Institute thought leadership content, developed for members and senior execs.
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
I am a career coach and leading expert in Wall Street job search and career management
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
My sessions are considered lively, engaging and highly interactive in Societies across the country.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
Helping professional & self-directed investors make better investment & wealth management decisions.
![Chester Santos --- "The International Man of Memory"'s picture](https://societyspeakers.cfainstitute.org/sites/default/files/styles/speaker/public/user/profile_picture/2018/12/19/chester-santos-international-man-memory.jpeg?itok=S9Ao36Dw "Chester Santos --- "The International Man of Memory"'s picture")
Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
Philip is a compelling speaker on tax, wealth management and family business governance issues
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
Macro + Markets + Politics delivered in a clear, accessible and enthusiastic style.
CFA Institute qualified speaker on Ethical Decision Making
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Harvard / MIT neuroscientist turned CEO on a mission to help everyone realize their true potential
Asset management for financial results and social impact
I have been analysing China and its impact on the world since 2000.
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Leader in business ethics on how to build values-based compliance and speak-up programmes
Dynamic, versatile professional with proven track record in the renewable energy industry.
TEN related topics define my professional interests:
Cross border M&A. Career development and Chinese Asset management industry.
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
Heather is a passionate and engaging speaker on topics from leadership to investing.
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience
Kati Eriksson, CFA, is the head of investments at Aalto University Endowment, where she has overall
Unique in combining credibility, passion and personality to speak on money empowering people
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted