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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
Kevin O'Leary - Trainer and instructor
Kevin
O'Leary
Contributor/Investor
CNBC
Investment, Startup, Strategic Partnerships, Business Development, Asset Management

Kevin O'Leary's success story starts where most entrepreneurs begin: with a big idea and zero cash.
Canada
Global
Celebrity

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
Global
English
Hindi
Gold

Member
Ken Frier - Trainer and instructor
Ken
Frier
Partner
SECOR Asset Management
Institutional Investing, asset allocation, Portfolio Management, Asset Management, Portfolio strategy, Portfolio Construction

Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.

United States (California)
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
Global
English

Member
Lara Coviello - Trainer and instructor
Lara
Coviello
Executive Director, Senior Portfolio Specialist
FS Investments
Alternative Investments, Asset Management, Wealth Management, Behavioral Finance, RIA

Lara is a dynamic and engaging speaker who appeals to a wide range of audiences.

United States (Pennsylvania)
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
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
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 trilingual financial advisor that can tailor a custom presentation on a variety of topics.

United States (Florida)
North America
English
Portuguese
Spanish

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
Greg Voegtle - Trainer and instructor
Greg
Voegtle
Political Consultant
Political Consulting
Political Communication, Communication Strategy, Strategic Communications, Political Consulting, behavioural analysis, Motivational speaker

-U.S. Political Consultant: Trained by PM Tony Blair's Political Adviser
-Geopolitical Consultant

Poland
Europe
English
Spanish

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