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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)
North America
English
Portuguese
Spanish

Member
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
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
Global
English
Romanian
Gold

Member
Christopher K. Merker - Trainer and instructor
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
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
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
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
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
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
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
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
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