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.
I specialize in online content and effective social media use for professionals.
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
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Passionate, Informative and Entertaining
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
Let Jeff Bush entertain & educate your audience on all things Washington D.C.!
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
I am a dynamic speaker who can take serious financial services topics and make people get excited!
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Philip is a compelling speaker on tax, wealth management and family business governance issues
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:
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
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.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
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.
Sebastien Page, CFA
Experienced Speaker on Quantitative Topics in Investment Management
I have been involved in performance measurement for over 30 years and am still excited by it!
My presentations focus on analyzing investment organizations and improving them.
Heather is a passionate and engaging speaker on topics from leadership to investing.
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.
CFA Institute qualified speaker on Ethical Decision Making
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
Presentations combine history, economics and finance. Strong audience engagement.
I combine years of professional experience with original insights, great energy and engaging style.
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.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
MEB FABER, CAIA, CMT, is the portfolio manager at Cambria Investment Management where he manages equ
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
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
NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor