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  • Carlos Dias Jr. - Trainer and instructor
    Carlos Dias Jr.'s picture
    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)
    North America
    English
    Portuguese
    Spanish
    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)
    North America
    English
    Gold
    Member
  • Bogdan Bilaus - Trainer and instructor
    Bogdan Bilaus's picture
    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
    Global
    English
    Romanian
    Gold
    Member
  • Christopher K. Merker - Trainer and instructor
    Christopher K. Merker's picture
    Christopher K.
    Merker
    Ph.D., CFA
    Executive Director
    Fund Governance Analytics, LLC
    Investment Management, Portfolio Management, Asset Management, Wealth Management, Finance, Startup

    All things related to governance and sustainability in investment management look no further.

    United States
    Global
    German
    English
    Member
  • Harry Marmer - Trainer and instructor
    Harry Marmer's picture
    Harry
    Marmer
    CFA
    EVP & Partner
    Hillsdale Investment Management
    Investments, Investment Strategy, Asset Management, Business, Finance

    Prior to joining Hillsdale, Harry led the Canadian institutional business of Franklin Templeton Inve

    Canada
    Global
    English
    Gold
    Member
  • Jonathan Boersma, CFA - Trainer and instructor
    Jonathan Boersma, CFA's picture
    Jonathan
    Boersma, CFA
    Founder & CEO
    Basis Point Solutions
    Investment Management, Investment Performance, Global Investment Performance Standards (GIPS), Asset Management, Asset Manager Code, Ethics

    Globally recognized authority on investment performance, the GIPS standards, and ethics.

    United States
    Global
    English
    Member
  • Nicholas Sargen - Trainer and instructor
    Nicholas Sargen's picture
    Nicholas
    Sargen
    Ph.D.
    Economic Consultant
    Society Speaker Directory
    Business economics, Business and economic considerations, Development Economics, Investments, Asset Management

    Nicholas Sargen is an international economist, global money manager, and author.

    United States (Virginia)
    Global
    English
    Gold
    Member
  • George Dfouni - Trainer and instructor
    George Dfouni's picture
    George
    Dfouni
    Founder
    George Dfouni
    Asset Management, forecasting, George Dfouni, BUDGET DEVELOPMENT, New Business Development, Strategic Planning

    Online Reputation

    United States (New York)
    Global
    English
    Member
  • Tarun Ramadorai - Trainer and instructor
    Tarun Ramadorai's picture
    Tarun
    Ramadorai
    Professor of Financial Economics
    Imperial College-London
    Household Finance, Asset Management, Finance, Economics, Financial Economics, Mathematics

    Tarun Ramadorai is Professor of Financial Economics at Imperial College London.

    United Kingdom
    Global
    English
    Hindi
    Member
  • Elda Sinani - Public speaker
    Elda Sinani's picture
    Elda
    Sinani
    Dr.
    Elda Sinani, Dr. Elda Sinani, Law, leader, Access Management, Asset Management

    Dr. Sinani is very proud of her Albanian heritage and organized the city’s and state’s.

    United States (Connecticut)
    Global
    English
    Member
  • Matt Salin - Public speaker
    Matt Salin's picture
    Matt
    Salin
    Financial Advisor
    Edward Jones
    Strategic Financial Planning, Investing, Asset Management, Retirement Planning, College Planning, Economics and Financial Markets

    Matt leads audiences through a self-discovery process that aligns their money with their values.

    United States (Missouri)
    North America
    English
    Member
  • Charles-Henry Monchau - Public speaker
    Charles-Henry Monchau's picture
    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
    Global
    English
    French
    Member
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