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.
Former top-ranked equity research analyst with 10 years of training analysts
Known for helping investors make better decisions through improving their processes and behaviors
My partner and I remain immersed in energy industry news which is aided by being based in Tulsa.
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
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
Helping professional & self-directed investors make better investment & wealth management decisions.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
TEN related topics define my professional interests:
Expertise in liquidity as well as 'macro-finance', both important but misunderstood topics.
I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
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
Wide variety of topics in the area of finance and risk management. Most up-to-date knowledge
I combine years of professional experience with original insights, great energy and engaging style.
I am a career coach and leading expert in Wall Street job search and career management
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
![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.
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
Presented at 50+ CFA societies. Presentations on alternative investments, crypto, machine learning
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Extensive experience as CFA curriculum writer and consultant; speaker, author, expert witness
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
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.
We provide a balanced perspective on China's economy and capital markets.
John Kay is one of Britain’s leading economists.
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
Söhnke M. Bartram is a Professor of Finance at the University of Warwick.
Unique insight on investment governance
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
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
Want your audience on the edge of their seats in amazement, and learn how to acquire new habits?
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
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
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.