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.
I specialize in online content and effective social media use for professionals.
Relentless passion for learning, sharing information & helping people make more informed decisions.
I share the proprietary secrets active investment managers need to create α.
Recognized thought leader on culture, teamwork, and leadership in the investment industry
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.
He brings perspective to wealth by exploring the causes and effects of financial success
National speaker on retirement income planning topics.
Making applied behavioural finance fascinating, practical and accessible for any audience.
We possess a unique perspective on taxes and their effect on individual investors after tax returns.
Philip is a compelling speaker on tax, wealth management and family business governance issues
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.
Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
My presentations focus on analyzing investment organizations and improving them.
Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +
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
NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA
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.
Specialising in business networking for nearly 20 years, writing 3 books and speaking globally
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
We provide a balanced perspective on China's economy and capital markets.
An evidence-based approach to making you a magnet for exactly the right clients.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
I am millennial and I tweet a lot.
Leading expert on the economies, markets and geopolitics of MENA and China's Belt & Road Initiative.
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
I bridge the gap between executives and their sons. Google my name to see what I've done.
Michael is an accomplished researcher, author and frequent presenter on markets and global economy.
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
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
A member of the firm’s investment management practice group, Ed leads Hirschler’s representation of
Asset management for financial results and social impact
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent res
Expert on Fed policy and markets, as well as value investing. Former Deputy CEO of CFA Institute.
My superpower is helping others excavate the greatness within themselves.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery