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  • Brian Kozeliski - Trainer and instructor
    Brian Kozeliski's picture
    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)

    Bloomfield Hills

    Global
    English
    Spanish
    Gold
    Member
  • Carol Schleif - Trainer and instructor
    Carol Schleif's picture
    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)

    Minneapolis

    Global
    English
    Gold
    Member
  • Ken Frier - Trainer and instructor
    Ken Frier's picture
    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
  • Michael J. Oyster, CFA, CAIA - Trainer and instructor
    Michael J. Oyster, CFA, CAIA's picture
    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

    Cincinnati

    Global
    English
    Gold
    Member
  • Robert Hagstrom - Trainer and instructor
    Robert Hagstrom's picture
    Robert
    Hagstrom
    CFA
    Chief Investment Officer
    EquityCompass
    Global Investing, Investment Philosophy, Economics, Chief Investment Strategist, Portfolio Management, Financial Services

    Author of nine investment books, including the New York Times bestseller The Warren Buffett Way.

    United States (Pennsylvania)

    Conshohocken

    Global
    English
    Gold
    Member
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