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Ken Frier - Trainer and instructor
Ken
Frier
CFA
Chief Investment Officer
Atlas Capital Advisors
Institutional Investing, asset allocation, Portfolio Management, Asset Management, Portfolio strategy, Portfolio Construction

Unique advice about improving investment outcomes through better allocation and risk management.

United States (California)
San Francisco

North America
English
Gold

Member
Liz Miller - Trainer and instructor
Liz
Miller
President
Summit Place Financial Advisors
Finance, Banking and Finance, Financial Advising, Retirement Planning, asset allocation, Estate Planning

Experienced wealth manager with a passion for market strategy and goal-oriented investing

United States (New Jersey)
Summit

North America
English

Member
Diana Choyleva - Trainer and instructor
Diana
Choyleva
Chief Economist
Enodo Economics
Business and economic considerations, Business economics, China Economy, Capital Markets, Equities, Economics

I have been analysing China and its impact on the world since 2000.

United Kingdom
London

Global
English
Bulgarian
Norwegian
Spanish
Russian
Gold

Member
Charles-Henry Monchau - Public speaker
Charles-Henry
Monchau
CFA
CIO & CCO
FlowBank
Financial Services, asset allocation, Blockchain, Cryptocurrency, Asset Management, Equities

20y+ experience as CIO & Fund manager in the EMEA region - attended numerous panels & conferences

Switzerland
Geneva

Global
English
French

Member
Larry Cao - Trainer and instructor
Larry
Cao
CFA
Senior Director
CFA Institute
FinTech, Artificial Intelligence, Data Science, multi-asset investing, asset allocation, Banking and FinTech

Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience

United States (Illinois)
Chicago

Global
English
Chinese
Gold

Member
Michael J. Oyster, CFA, CAIA - Trainer and instructor
Michael J.
Oyster, CFA, CAIA
Investment Strategist
Independent
Investments, Stock Market, Behavioral Finance, Mutual Funds, Utilizing Options in Portfolio Management, Avoiding Common Investment Miistakes

Michael is an accomplished researcher, author and frequent presenter on markets and global economy.

United States
Cincinnati

Global
English
Gold

Member
Carlos Dias Jr. - Trainer and instructor
Carlos
Dias Jr.
President
Dias Wealth
Choosing a Financial Professional, Consumer Financial Education, Couples & Family Financial Dynamics, Economics and Financial Markets, Empowering Financial Freedom, Financial

I'm a multilingual financial advisor that can tailor a custom presentation on a variety of topics.

United States (Florida)
Orlando

North America
English
Portuguese
Spanish

Member
Bogdan Bilaus - Trainer and instructor
Bogdan
Bilaus
CFA
CFA Presidents Council Representative
Middle East & Africa
Ethical Decision Making, Portfolio Management, asset allocation, Asset Management, CFA society management

CFA Institute qualified speaker on Ethical Decision Making

Qatar
Doha

Global
English
Romanian
Gold

Member
Sony Kapoor - Trainer and instructor
Sony
Kapoor
Managing Director
RE-DEFINE
Think Tanks, Business, Climate change and sustainability, behavioural economics, behavioral economics, circular economy

I combine years of professional experience with original insights, great energy and engaging style.

United Kingdom
London

Global
English
Hindi
Gold

Member
Eric Bissonnier - Trainer and instructor
Eric
Bissonnier
CFA
Speaker
Society Speaker Directory
Portfolio Management, asset allocation, Risk Management, Due diligence, Manager Selection, Alternative Investments

Extensive hands-on experience in subject matter, and delivering to any types of audience.

Switzerland
Geneva

Europe
North America
Central Asia
Australia & New Zealand
Middle East, Africa
French
English
Gold

Member
James Rickards - Trainer and instructor
James
Rickards
Writer
Central Banks, International Monetary System, Geopolitics, Global macro, Economics, Financial Warfare

NY Times best selling author, economist, lawyer, banker, traveller on 6 continents, hedge funds, CIA

United States
Global
English
Gold

Member
David Carlor - Public speaker
David
Carlor
Founder
Moneytalk Workshops
Investment, Budget and Resources, jewelry, asset allocation

A Brooklyn-born Financial Expert, David passionately shares secrets to beat financial illiteracy.

United States (New York)
New York

North America
English

Member