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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
Georges van Hoegaerden - Public speaker
Georges
van Hoegaerden
Managing Director
methodeva
ESG, Asset Management, Policy, Capital, Innovation, Risk

I am the inventor of a new operating system for humanity, improving policy, capital, and innovation.

United States
Palo Alto

Global
English
Dutch

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
Dan King - Public speaker
Dan
King
MBA
President
Clarity Roof Consulting, LLC
Roofing, Solar Energy, Commercial Real Estate, Waterproofing, Asset Management, Property management

A unique perspective on sustainable roof management that has proven itself in real world application

United States
Sacramento

North America
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
Toronto

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)
New York

Global
English

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)
San Francisco

North America
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
Earlysville

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
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)
Keswick

Global
English
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
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