
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.
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
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.
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:
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
Experienced Speaker on Quantitative Topics in Investment Management
Author and speaker in fintech and multi-asset investing; unbiased perspective; global experience
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
I combine years of professional experience with original insights, great energy and engaging style.
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
Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve
Deborah Fuhr is an early global pioneer in ETFs. Started writing research in 1997
I explore markets & investing in the context of history, politics, game theory and philosophy.
Chris Romano, CFA Director of Research - ETF Global
We provide a balanced perspective on China's economy and capital markets.
Entertaining presenter who emphasizes interactive presentations with audience participation.
Engaging and extensively experienced speaker with unconventional insights & extensive media exposure
Intellectually robust content that's also accessible, useful and entertaining.
Blogs have changed how we communicate about investing. Tadas has been at the center of that trend.
Over the last 19 years, Ray has delivered more than 160 investment lectures across the US & Canada.
Unique insight on investment governance
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
Leading expert on the economies, markets and geopolitics of MENA and China's Belt & Road Initiative.
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Kati Eriksson, CFA, is the head of investments at Aalto University Endowment, where she has overall
Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments
David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.
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.
Asset management for financial results and social impact
Thought leader for investment strategy & asset allocation. Regular speaker for conference/TV
I offer talks to investment professionals to improve all aspects of their investment processes.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Unique advice about improving investment outcomes through better allocation and risk management.
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent rese