Find a speaker

Jesse Picunko - Public speaker
Jesse
Picunko
CFA
Portfolio Manager
RVW Wealth
Private Wealth Management, Portfolio Construction, Investment Management

Discuss the practical skills of constructing robust client portfolios and managing risk

United States (Tennessee)
Memphis

North America
English

Member
Jonathan Boersma - Public speaker
Jonathan
Boersma
CFA
CEO
Basis Point Solutions
Investment Performance, Global Investment Performance Standards (GIPS), Ethics and Integrity, Investment Management, Asset Manager Code

Topical expert on investment performance, standards, and ethics.

United States
Global
English
Gold

Member
Jaian Cuttari - Public speaker
Jaian
Cuttari
CEO
Veltrust
Investment, Investment Management, Digital Asset Management

Jaian Cuttari is the CEO of Veltrust, a global advisory and investment organization based in Washing

United States (Maryland)
Baltimore

Global
English

Member
Liz Miller - Trainer and instructor
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)
Summit

North America
English

Member
Marshall Stocker, CFA - Trainer and instructor
Marshall
Stocker, CFA
PhD
Co-Director of Emerging Markets
Eaton Vance Management
Emerging Markets, Frontier Markets, Economics and Financial Markets, Economic Freedom, Investment Management

Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
United States (Massachusetts)
Boston

Global
Gold

Member
Sidharth Sogani - Trainer and instructor
Sidharth
Sogani
MBA
Founder & CEO
CREBACO Global Inc.
Investment Management, Entrepreneurship, Apparel and Fashion, Textile Industry, Internet Retail, marketplace

Working with governments and regulators; Making Blockchain and Crypto a better and scam free space

India
Mumbai

Global
English
Hindi

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)
Philadelphia

North America
English
Gold

Member
Sean Cameron - Public speaker
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
Boston

Global
English
Spanish
Gold

Member
Sloane Ortel - Trainer and instructor
Sloane
Ortel
Content Manager
CFA Institute
Investment Management, ETFs, Fund Management, Crypto, Asset Owners, India

United States (New York)
New York

Global
English

Member
Melissa Otto - Trainer and instructor
Melissa
Otto
CFA
Head of the Tech Sector
Visible Alpha
Investment Management, Artifcial Intelligence, Global Investing, Equities, Stock selection

Deep expertise and passion for investing and AI tools. Seasoned, engaging presenter on technology.

United States
New York City

Global
Japanese

Member
Duncan Lamont - Trainer and instructor
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
London

English
Gold

Member
Cary Wingfield Raditz - Public speaker
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)
Silver Spring

Global
English
Gold

Member