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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)
North America
English
Gold

Member
David Teten - Trainer and instructor
David
Teten
MBA
Venture Partner
HOF Capital
Private Equity, Venture Capital, Angel investing, Investing, investment industry, portfolio management techniques

David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.

United States (New York)
Global
English
Hebrew
French
Gold

Member
Rodolphe Bocquet - Public speaker
Rodolphe
Bocquet
CEO & Co-founder
Beyond Ratings
Climate change and sustainability, Risk Management, ESG, Credit Risk, Sovereign Wealth, ESG investing

Expertise in finance, climate change & sustainable development. Bridging the gap between these areas

France
Global
French
English
German
Gold

Member
Carol Schleif - Trainer and instructor
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
Gold

Member
Michael Gayed - Public speaker
Michael
Gayed
CFA
Portfolio Manager
Toroso Investments, LLC
Investing, Tactical Investing, investment industry, portfolio management techniques, Asset classes and valuation, Wealth Management

5x Dow And Founders Award Winning Author. Publisher Of The Lead-Lag Report.

United States (New York)
Global
English
Gold

Member
Mark W. Guthner - Trainer and instructor
Mark W.
Guthner
CFA
Partner
Timeline Partners LLC
Stock Options, Equity Analysis, Risk Management, Credit Analysis, Asset classes and valuation, Portfolio Management

Helping professional & self-directed investors make better investment & wealth management decisions.

United States (New Jersey)
Global
English
Gold

Member