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.
Chris Romano, CFA Director of Research - ETF Global
I have spoken at more than 30 investment conferences all over the world on behavioral finance.
Thought leader for investment strategy & asset allocation. Regular speaker for conference/TV
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
20 years - equality advisor to finance, tech and legal firms, author of 3 books & PhD on the topic.
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
A thought leader in professional standards and practice, I bridge theory and practice.
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
TEN related topics define my professional interests:
Leader in business ethics on how to build values-based compliance and speak-up programmes
Unique advice about improving investment outcomes through better allocation and risk management.
I am a career coach and leading expert in Wall Street job search and career management
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.
I have been analysing China and its impact on the world since 2000.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
My presentations focus on analyzing investment organizations and improving them.
I share the proprietary secrets active investment managers need to create α.
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
Presentations on CFA Institute thought leadership content, developed for members and senior execs.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Unique insight on investment governance
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
CFA Institute qualified speaker on Ethical Decision Making
Cross border M&A. Career development and Chinese Asset management industry.
Sonya masterfully brings thought provoking content to the stage using proven engagement techniques.
Helping professional & self-directed investors make better investment & wealth management decisions.
I combine years of professional experience with original insights, great energy and engaging style.
I offer talks to investment professionals to improve all aspects of their investment processes.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Former top-ranked equity research analyst with 10 years of training analysts
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
I am a thought-leader in flood and climate impact adaptation and resiliency technology
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
It's all about leadership!
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
20+ years experience helping motivated professionals advance their careers
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent rese
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Kati Eriksson, CFA, is the head of investments at Aalto University Endowment, where she has overall
Experienced Speaker on Quantitative Topics in Investment Management
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.