
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.
David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.
Pioneer in Arab markets and Sharia compliant investing with the longest industry track record
Acclaimed TED speaker and one of very few leadership researchers with experience as a corporate CEO.
Author of "Small Actions: leading your career to big success" with 2 millions followers on LinkedIn.
Yoshi has multi-asset portfolio manager and technology background.
See https://cfa.is/2McRLyf.
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
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Asset management for financial results and social impact
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent rese
Expert on Fed policy and markets, as well as value investing. Former Deputy CEO of CFA Institute.
As Head of Responsible Investing, I assist clients in creating portfolios that make sense for them.
Nicholas Sargen is an international economist, global money manager, and author.
I have been analysing China and its impact on the world since 2000.
Built a unique financial services innovation platform & network that leverages your competitiveness.
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.
My superpower is helping others excavate the greatness within themselves.
Former top-ranked equity research analyst with 10 years of training analysts
A retirement industry thought leader focused on behavioral economics. Inspirational keynote speaker
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.
Passionate, Informative and Entertaining
Engaging, dynamic speaker with success in high-stakes business environments; global experience
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
He brings perspective to wealth by exploring the causes and effects of financial success
Let Jeff Bush entertain & educate your audience on all things Washington D.C.!
National speaker on retirement income planning topics.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
Christopher is always the most engaging, informative and thought-provoking speaker at any event
Philip is a compelling speaker on tax, wealth management and family business governance issues
With an inspiring and humourful speech, this bestseller author will forever change the way you think
Helping professional & self-directed investors make better investment & wealth management decisions.
Vikram Mansharamani, PhD Global Trend-Watcher, Harvard University Lecturer, & Investor
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:
Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
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!
Named “Most Accurate Strategist in China” & “the Man Who Called China’s Boom and Bust" by Bloomberg
Experienced senior investment leader with expertise in talent and the attributes of top performers
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience