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Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA
Over 20 years experience as a Leadership Development Consultant, Executive Coach, Keynote Speaker
San Francisco Bay Area
I have spoken at more than 30 investment conferences all over the world on behavioral finance.
Washington D.C.
We provide a balanced perspective on China's economy and capital markets.
New York City
Portfolio manager with a strong operational background in the natural resources industry.
Duncan explains the forces driving economic growth and the financial markets in the 21st Century.
Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery
Unique in combining credibility, passion and personality to speak on money empowering people
Mumbai
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
Philadelphia
Generalist economists are boring. Inflation is exciting and scary. And no one understands it better.
Morristown
Recognized thought leader on culture, teamwork, and leadership in the investment industry
Relentless passion for learning, sharing information & helping people make more informed decisions.
Philip is a compelling speaker on tax, wealth management and family business governance issues
I love to share positive global insights into how smart women think and act about money!
Toronto
Meredith is an expert in gender & investing, cognitive & behavioral alpha & alternative investments.
5x Dow And Founders Award Winning Author. Publisher Of The Lead-Lag Report.
New York
David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.
New York
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.
I am a thought-leader in flood and climate impact adaptation and resiliency technology
Plantation
CFA Institute qualified speaker on Ethical Decision Making
Doha
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent rese
Stamford
I have been analysing China and its impact on the world since 2000.
London
I speak from my heart, I aspire to inspire change. My voice & my story are my platforms for that.
Manama
I combine years of professional experience with original insights, great energy and engaging style.
London
Colin McLean MA (Hons), MBA, FSIP, FCSI, FIA
Edinburgh
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
I embrace opportunities to increase market transparency by sharing my expertise in market structure.
He brings perspective to wealth by exploring the causes and effects of financial success
New York
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
London
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.
Philadelphia
Our work creates high-functioning, empowered cultures of effective leadership in any organization.
Tampa
I help people achieve success by overcoming their self-imposed obstacles through self-awareness.
New York
Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech
Boston MA
Experienced Speaker on Quantitative Topics in Investment Management
Intellectually robust content that's also accessible, useful and entertaining.
New York
Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.
Conshohocken
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
Boston
Top survey scores e.g. 76% 4/4, 23% 3/4 & "brilliant...motivating" from recent exec audience of 100+
Former top-ranked equity research analyst with 10 years of training analysts
I have a very energetic speaking style and am passionate about smart beta and factor investing.
Glastonbury
Author of "Small Actions: leading your career to big success" with 2 millions followers on LinkedIn.
Singapore
If you are looking for an engaging, well-round, and fresh perspective Floyd is that your guy!
Philadelphia
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
Paris
Experienced practitioner in corporate governance, disciplinary review, and responsible investment.
Vancouver
Head of Investor Research Center, Amundi
Affilate Professor, Paris Dauphine University
20 years - equality advisor to finance, tech and legal firms, author of 3 books & PhD on the topic.
Edinburgh