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  • Sloane Ortel - Trainer and instructor
    Sloane Ortel's picture
    Sloane
    Ortel
    Content Manager
    CFA Institute
    Investment Management, ETFs, Fund Management, Crypto, Asset Owners, India
    United States (New York)
    Global
    English
    Member
  • Liz Miller - Trainer and instructor
    Liz Miller's picture
    Liz
    Miller
    President
    Summit Place Financial Advisors
    Finance, Banking and Finance, Financial Advising, Retirement Planning, asset allocation, Estate Planning

    Experienced wealth manager with a passion for market strategy and goal-oriented investing

    United States (New Jersey)
    North America
    English
    Member
  • Jonathan Boersma, CFA - Trainer and instructor
    Jonathan Boersma, CFA's picture
    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
  • Sean Cameron - Public speaker
    Sean Cameron's picture
    Sean
    Cameron
    CFA
    Research Analyst
    MFS Investments
    Investment Management, fixed income, Bond, Interest Rates, Credit, Investing

    Experienced investment professional with expertise in fixed income & disruptive investment themes.

    United States
    Global
    English
    Spanish
    Gold
    Member
  • Christopher K. Merker - Trainer and instructor
    Christopher K. Merker's picture
    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
  • Ray Johnson - Trainer and instructor
    Ray Johnson's picture
    Ray
    Johnson
    MBA
    Managing Director
    Exit Experts, LLC
    Mergers and Acquisitions, Business Strategy, Business Coaching, Financial Planning, Finance and Investment, Investment Management

    My passion is helping CEOs raise growth capital, plot exit strategies, and achieve financial freedom

    United States
    English
    German
    Member
  • Melissa Otto, CFA - Public speaker
    Melissa Otto, CFA's picture
    Melissa
    Otto, CFA
    Investment Management, Asia, Japan, business challenges for women, Women, career women

    Passionate about investing and recruiting more women to the industry!

    United States
    Global
    Japanese
    Member
  • Scott Droney - Public speaker
    Scott Droney's picture
    Scott
    Droney
    Ceo
    finance
    Finance and Investment, Future of Investment Management, Fixed Interest Investment, Investment, Investment Advisor, investment analyst

    Provide best Business

    United States (Missouri)
    Global
    English
    Member
  • Duncan Lamont - Trainer and instructor
    Duncan Lamont's picture
    Duncan
    Lamont
    Head of Research and Analytics
    Schroders
    Investment Management, Future of Investment Management, Pensions, multi-asset investing, Equities, fixed income

    Passionate, engaging and highly regarded public speaker with asset allocation & pensions background

    United Kingdom
    English
    Gold
    Member
  • Jason Voss - Trainer and instructor
    Jason Voss's picture
    Jason
    Voss
    CFA
    CEO
    Active Investment Management (AIM) Consulting, LLC
    Investment Management, Corporate Valuation, Financial Statement Analysis, Scenario Planning, Analysis in Decision making, Decision Science

    I share the proprietary secrets active investment managers need to create α.

    Worldwide
    Global
    Gold
    Member
  • Cary Wingfield Raditz - Public speaker
    Cary Wingfield Raditz's picture
    Cary Wingfield
    Raditz
    CFA
    Director
    EMRG INC
    Ethics, mindfulness meditation, Investment Management

    How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.

    United States (Maryland)
    Global
    English
    Gold
    Member
  • Daniel Broby - Public speaker
    Daniel Broby's picture
    Daniel
    Broby
    PhD
    Professor, Chair of Financial Technology
    Ulster Business School, Department of Accounting and Fi
    Investment Management, Banking and FinTech, Index investing, Decentralization and Blockchain, non-executive

    A financial industry thought leader, pioneering research into Fintech and financial time series.

    United Kingdom
    Europe
    North America
    Middle East, Africa
    South-East Asia
    English
    Gold
    Member
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