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.
Relentless passion for learning, sharing information & helping people make more informed decisions.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
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.
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
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
My presentations focus on analyzing investment organizations and improving them.
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.
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
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+
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.
Experienced speaker presented at 40+ CFA societies worldwide. Expertise in alternative investments
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
A thought leader in professional standards and practice, I bridge theory and practice.
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
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Chris Romano, CFA Director of Research - ETF Global
We provide a balanced perspective on China's economy and capital markets.
20+ years experience helping motivated professionals advance their careers
It's all about leadership!
Cross border M&A. Career development and Chinese Asset management industry.
Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.
Experienced, high energy investment professional with 35 years front line experience in strategy dev
Intellectually robust content that's also accessible, useful and entertaining.
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
Unique insight on investment governance
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Leader in business ethics on how to build values-based compliance and speak-up programmes
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Macro + Markets + Politics delivered in a clear, accessible and enthusiastic style.
Weekly policy expert and market commentator on Fox Business, CNN, Bloomberg, CNBC, Cheddar, Yahoo.
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
Sonia Gandhi, CFA is Director-Ethics Education & Professional Standards at CFA Institute.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Asset management for financial results and social impact
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.