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Anne B. Johnston - Trainer and instructor
Anne B.
Johnston
Wealth Advisor, Certified Financial Planner™
UBS
Financial Services, behavioral economics, Financial Planning, Investment Management, Life Balance, Personal Finances

Modern Finance

United States
English
Gold

Member
Jonathan Boersma, CFA - Trainer and instructor
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
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)
Global
English
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)
Global
English

Member
Ben Phillips - Trainer and instructor
Ben
Phillips
CFA
Chief Investment Officer
EventShares
Investment Management, Government Policy, Stock Market, United States, For Global Events, Geopolitical

Weekly policy expert and market commentator on Fox Business, CNN, Bloomberg, CNBC, Cheddar, Yahoo.

United States
Global
English
Gold

Member
Christopher K. Merker - Trainer and instructor
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
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
Niall Gannon - Trainer and instructor
Niall
Gannon
Managing Director
The Gannon Group
Family Office, Investment Management, Philanthropy, private foundations, Estate Planning, Financial Services

He brings perspective to wealth by exploring the causes and effects of financial success

United States
Europe
North America
English
Gold

Member
Ray Johnson - Trainer and instructor
Ray
Johnson
MBA
President
Johnson Biomedical Capital
Mergers and Acquisitions, Business Strategy, Business Coaching, Financial Planning, Finance and Investment, Investment Management

My passion is helping companies maximize value and achieve successful exits.

United States
English
German
Spanish

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
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)
North America
English

Member
Scott Droney - Public speaker
Scott
Droney
Ceo
finance
Finance and Investment, Future of Investment Management, Fixed Interest Investment, Investment, Investment Advisor, investment analyst

Probide best Business

United States (Missouri)
Global
English

Member