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  • Michael Gayed - Public speaker
    Michael Gayed's picture
    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)

    New York

    Global
    English
    Gold
    Member
  • Ken Frier - Trainer and instructor
    Ken Frier's picture
    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
  • Mark W. Guthner - Trainer and instructor
    Mark W. Guthner's picture
    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)

    Summit

    Global
    English
    Gold
    Member
  • Carol Schleif - Trainer and instructor
    Carol Schleif's picture
    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)

    Minneapolis

    Global
    English
    Gold
    Member
  • David Teten - Trainer and instructor
    David Teten's picture
    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)

    New York

    Global
    English
    Hebrew
    French
    Gold
    Member
  • Rodolphe Bocquet - Public speaker
    Rodolphe Bocquet's picture
    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

    Paris

    Global
    French
    English
    German
    Gold
    Member
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