Society Speaker Directory

Speakers (12)

Larry

Speidell

CFA

Chief Investment Officer

Frontier Global Partners

Passionate, Informative and Entertaining

United States

Global

English

Member

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

Adrian

Cronje

Founding Partner and Chief Investment Officer

Balentine

Tax Reform, Business Entrepreneurs, Practice Management, small business owner, Industry Ethics

My sessions are considered lively, engaging and highly interactive in Societies across the country.

United States

North America

Member

Tom

Brakke

CFA

Principal

tjb research

Due diligence, Organizational Design, Investment process, Communication of investment ideas, Competitive Analysis

My presentations focus on analyzing investment organizations and improving them.

United States

Global

English

Member

Larry

Cao

CFA

Director

CFA Institute

FinTech, multi-asset investing, Banking and FinTech, Artificial Intelligence, Blockchain, peer-to-peer lending

Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience

Hong Kong S.A.R. (China)

Global

English

Chinese

Mandarin

Member

Don

Chance

James C. Flores Endowed Chair of MBA Studies

Louisiana State University

Risk Management, Derivatives, index and passive investing, Financial Markets, Economics

Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness

United States

Global

Member

Mary

Leung

Head, Advocacy, APAC

CFA Institute

Corporate Governance, Capital markets policy, ESG, Green and sustainability, Investor education, Choosing a Financial Professional

Engaging and funny, although not always intentionally so

Hong Kong S.A.R. (China)

Central Asia

South-East Asia

Australia & New Zealand

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

Duncan

Lamont

Head of Research and Analytics

Schroders

Investment Management, Future of Investment Management, Pensions, multi-asset investing, Equities, fixed income

Passionate, engaging and highly regarded public speaker with asset allocation & pensions background

United Kingdom

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

Michael J.

Oyster, CFA, CAIA

Investment Strategist

Independent

Investments, Stock Market, Behavioral Finance, Mutual Funds, Utilizing Options in Portfolio Management, Avoiding Common Investment Miistakes

Michael is an accomplished researcher, author and frequent presenter on markets and global economy.

United States

Global

English

Member

Yoshimasa

Satoh, CFA

Vice President, Product Strategist

eVestment (a Nasdaq company)

CFA, Finance, Investment Management, Technology, Artificial Intelligence, Machine Learning

Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.

Japan

Global

English

Japanese

Member