Society Speaker Directory

Speakers (19)

Sameer

Somal, CFA, CFP®, CAIA

Speaker, Entrepreneur & Chief Executive Officer at

Blue Ocean Global Technology

Soft Skills and Emotional Intelligence for Success, Crisis Communications, Reputation Management, How to Use Social Media, Technology

Relentless passion for learning, sharing information & helping people make more informed decisions.

United States

Global

English

Member

April

Rudin

Founder and CEO

The Rudin Group

Financial Services, Wealth, nextgen, Millennials, FinTech, Private Wealth Management

I am a dynamic speaker who can take serious financial services topics and make people get excited!

United States

Global

English

Member

Wade

Pfau

Professor of Retirement Income

The American College

Higher Education

National speaker on retirement income planning topics.

United States

North America

English

Member

Karolien

Notebaert

Managing Director

Notebaert Consulting - One Step Ahead

Business Speakers, Ideas that inspire, mindfulness applied, Neuroscience of Leadership, Business change, Brain and neuroscience

With an inspiring and humourful speech, this bestseller author will forever change the way you think

Germany

Global

English

German

Dutch

Member

Paul

Donehue

President

Paul Charles & Associates

Communication, Career Coach, Consulting opportunities, Business, Creativity

Unique stories of perseverance & success, inspiring people to adopt fresh ideas for self improvement

United States

Europe

North America

English

Member

Paul

Bouchey

CIO

Parametric

Portfolio Management, Quantitative Investing, Portfolio strategy, Diversification and portfolio strategies, Emerging Markets, Commodity market analysis

Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.

United States

Europe

North America

Australia & New Zealand

English

Member

John

Purkiss

Director

Purkiss&Company Ltd

Building your personal brand, letting go, Meditation, Executive Search

I help people to (a) build their personal brands, and (b) let go, so everything happens more easily.

United Kingdom

Global

French

Member

Andrew

Stotz

PhD, CFA

CEO

A. Stotz Investment Research

Financial Services, Business Management, stock analysis, stock picking, Business Value, Investments

I'll have your audience laughing one moment and in tears the next!

Thailand

Global

English

Member

Roy

Cohen

Career Coach, Best-selling Author & Speaker

Roy Cohen www.CareerCoachNY.com

Interview Strategy and Success, Career Transition, Executive Coaching, Negotiations, Leadership Development, Promotion and Mobility

I am a career coach and leading expert in Wall Street job search and career management

United States

Global

English

Member

Chester Santos

--- "The International Man of Memory"

Author | Int'l Speaker | Memory Skills Expert

http://www.InternationalManofMemory.com

Professional Training, CFA, CFAI, Executive Coaching, Leadership and Professional Development, Brain Training

Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.

United States

Global

English

Member

Robert

Stammers

CFA

Director, Investor Engagement

CFA Institute

Investment Management, Retirement Planning, Personal Finances, Choosing a Financial Professional, Building Trust, The Future of the Investment Profession

Robert Stammers, CFA, is director of Investor Engagement for CFA Institute.

United States

Global

Italian

Spanish

Member

Carol

Schleif

CFA

Deputy Chief Investment Officer

BMO Family Office

Women in Investment Management, Communication of investment ideas, Women in Business, Behavioral Finance, Portfolio Construction, Portfolio Management

Engaging and extensively experienced speaker with unconventional insights & extensive media exposure

United States (Minnesota)

Global

English

Member

Avery

Blank, JD

Principal & Owner

Avery Blank Consulting

Leadership, career women, Millennials, Management Consulting, Assertive Communication, Public Relations

I'm the bulldog ballerina.

United States

Global

English

Spanish

Member

Bobby

Henebry, CFA

Founder

Henebry Blockchain & Cryptocurrency Consulting, LLC

Blockchain, Cryptocurrency, investment industry, Investment Decision Making, Wealth Management, Networking

"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"

United States (Georgia)

Global

English

Member

True

Tamplin

Entrepreneur, Speaker, and #1 Bestselling Author

Google Me To See What I've Done :)

Leadership, Business Success, Estate Planning, SEO, Executive Business Coach, College Planning

I bridge the gap between executives and their sons. Google my name to see what I've done.

United States (California)

North America

English

Member

Eric

Sim

CFA

Founder

Institute of Life

Personal Branding, Executive Online Presence, Life and career skills, Career Development, Soft Skills Development

Author of "Small Actions: leading your career to big success" with 2 millions followers on LinkedIn.

Singapore

Global

English

Chinese

Member

James

Cheo

Society Speaker Directory

market strategy, Investment Strategy, Thought Leadership

Thought leader for investment strategy & asset allocation. Regular speaker for conference/TV

Singapore

Global

English

Member

Binod

Shankar

CFA

CEO

Elevation FZE

Authentic Leadership, Skill gaps, Soft Skills and Emotional Intelligence for Success, Automation and the future of workforce, Employability, Career Advice

CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.

United Arab Emirates

Global

English

Member

Brian

Kozeliski

CFA

Faculty – Advance Investment Management Course

CQA Institute / Wilkes University

Alternative Investments, Chief Investment Officer, Finance and Investment, Mutual Funds, Wealth, Private Wealth Management

I offer talks to investment professionals to improve all aspects of their investment processes.

United States (Michigan)

Global

English

Spanish

Member