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Jim Ware - Trainer and instructor
Jim
Ware
CFA
Founder
Focus Consulting Group, Inc
Financial Services, Investment leadership, Investment collaboration, Investment teamwork, Conflict resolution, Behavioral Finance

Recognized thought leader on culture, teamwork, and leadership in the investment industry

United States
Global
English
Gold

Member
Dennis Harhalakis - Public speaker
Dennis
Harhalakis
Founder & Behavioural Money Coach
Cambridge Money Coaching
being better with money, Money, money and mindset, Behavioral Finance, Manage your money, Decision-making

Gain a unique understanding into our relationship with money and how we can learn to improve it.

United Kingdom
Global
English

Member
Carol Schleif - Trainer and instructor
Carol
Schleif
CFA
Deputy Chief Investment Officer
Abbot Downing
Financial Services, Portfolio Construction, Portfolio Management, Avoiding Common Investment Miistakes, Chief Investment Strategist, Money Management

Experienced, high energy investment professional with 35 years front line experience in strategy dev
Global
English
Gold

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
Richard Peterson - Trainer and instructor
Richard
Peterson
MD
CEO
MarketPsych LLC
sentiment, Social Media, Financial Analysis, Behavioral Finance, behavioral economics, Behavioural Finance

Expertise in behavioral finance, ESG, social media and data analytics

United States
Global

Member
Hugh Massie - Trainer and instructor
Hugh
Massie
CEO
DNA Behavior International
Behavioral Finance, Behavioral Bias, Personality Assessments, Financial Compliance, Couples & Family Financial Dynamics, Risk Profiling

Behavioral Strategist helping organizations, leaders, advisors, entrepreneurs, and investors worldwi
United States
Global
English

Member
Sanchit Taksali - Trainer and instructor
Sanchit
Taksali
Financial Advisor
Consultancy/Freelancing
Financial Services, Choosing a Financial Professional, Financial Planning, Investments, Stock Market, Insurance

Passionate to learn and share the gigs of Financial Knowledge to the people

India
Global
English
Hindi
French

Member
Sam Huszczo - Trainer and instructor
Sam
Huszczo
CFA
Founder
SGH Wealth Management
Business Ethics and Trust, Business, Financial Planning, Millennial Leadership, Stock Market, Behavioral Finance

Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +

United States
Global
English
Gold

Member
Joachim Klement - Trainer and instructor
Joachim
Klement
Head of Investment Research
Fidante Partners
Behavioral Finance, Alternative Investments, Closed end funds/investment trusts, Private Wealth Management, Retail Wealth Management, Renewable Energy

Entertaining presenter who emphasizes interactive presentations with audience participation.

United Kingdom
Global
English
German
Gold

Member
Wesley Gray - Public speaker
Wesley
Gray
PhD
CEO
Alpha Architect, LLC
Investment Management, Quantitative Investing, factor investing, Behavioral Finance, ETF TAxation, ETFs

A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.

United States (Pennsylvania)
North America
English
Gold

Member
Meir Statman - Trainer and instructor
Meir
Statman
Glenn Klimek Professor of Finance
Santa Clara University
Investments, Finance, Behavioral Finance, Investor Psychology, Retirement saving and Spending, Defined-Contribution Plans

Presentations based on rigorous studies, delivered in jargon-free language leavened by humor

United States
Global
English
Gold

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