Find a speaker

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
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
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
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
Global
English
Spanish
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
Ray Johnson - Trainer and instructor
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
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
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
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
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
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
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