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Carol Schleif - Trainer and instructor
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)
Global
English
Gold

Member
Erin Schmidt, MS - Trainer and instructor
Erin
Schmidt, MS
IAR
VP, Financial Advisor and Investment Advisor
Brady Wealth Management
Avoiding Common Investment Miistakes, Breakthroughs for Women, Women, Personal Finances, badass women, Investments

I'm on a mission to help people, espec. women, find their power with money and financial freedom!

United States
North America
English

Member
Araceliz Gomes - Public speaker
Araceliz
Gomes
The Latina Investor
CEO
Gender and investing, Retirement Investing, diversity and investing, Crypto/Blockchain, Abundance Mindset, Manifestation

I am here to empower Latinx & BIPOC to build wealth in alignment with their most authentic self.

United States
Global
English

Member
Michael J. Oyster, CFA, CAIA - Trainer and instructor
Michael J.
Oyster, CFA, CAIA
Investment Strategist
Independent
Investments, Stock Market, Behavioral Finance, Mutual Funds, Utilizing Options in Portfolio Management, Avoiding Common Investment Miistakes

Michael is an accomplished researcher, author and frequent presenter on markets and global economy.

United States
Global
English
Gold

Member
Alex Felman - Trainer and instructor
Alex
Felman
MSc
Managing Director
Felman Family Office
Alternative Investing, Avoiding Common Investment Miistakes, Communication of investment ideas, Early Stage Investing, Generational Differences, Generational Differences in the Digital Age

I use my unique experience to reveal new links to help audiences see topics in a different way.

Latvia
Global
English
Portuguese

Member
Bob Hampton - Public speaker
Bob
Hampton
President
Impart Financial, LLC
Personal Finances, Avoiding Common Investment Miistakes

I am a seasoned financial pro who can address complex financial concepts with humor and clarity.

United States (Texas)
North America
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)
North America
English
Gold

Member
Brian Kozeliski - Trainer and instructor
Brian
Kozeliski
CFA
Faculty – Advance Investment Management Course
CQA Institute / Wilkes University
Alternative Investments, Chief Investment Officer, Finance and Investment, Mutual Funds, Wealth, Private Wealth Management

I offer talks to investment professionals to improve all aspects of their investment processes.

United States (Michigan)
Global
English
Spanish
Gold

Member