- Jesse Picunko - Public speakerJessePicunkoCFAPortfolio ManagerRVW Wealth
Discuss the practical skills of constructing robust client portfolios and managing risk
United States (Tennessee)Memphis
North AmericaEnglishMember - Jonathan Boersma - Public speakerJonathanBoersmaCFACEOBasis Point Solutions
Topical expert on investment performance, standards, and ethics.
United StatesGlobalEnglishGoldMember - Jaian Cuttari - Public speakerJaianCuttariCEOVeltrust
Jaian Cuttari is the CEO of Veltrust, a global advisory and investment organization based in Washing
United States (Maryland)Baltimore
GlobalEnglishMember - Liz Miller - Trainer and instructorLizMillerPresidentSummit Place Financial Advisors
Experienced wealth manager with a passion for market strategy and goal-oriented investing
United States (New Jersey)Summit
North AmericaEnglishMember - Marshall Stocker, CFA - Trainer and instructorMarshallStocker, CFAPhDCo-Director of Emerging MarketsEaton Vance Management
Marshall L. Stocker is Co-Director of Emerging Markets at Eaton Vance Management.
United States (Massachusetts)Boston
GlobalGoldMember - Sidharth Sogani - Trainer and instructorSidharthSoganiMBAFounder & CEOCREBACO Global Inc.
Working with governments and regulators; Making Blockchain and Crypto a better and scam free space
IndiaMumbai
GlobalEnglishHindiMember - Wesley Gray - Public speakerWesleyGrayPhDCEOAlpha Architect, LLC
A combat vet with a finance PhD from the University of Chicago. A rare combo with unique insights.
United States (Pennsylvania)Philadelphia
North AmericaEnglishGoldMember - Sean Cameron - Public speakerSeanCameronCFAResearch AnalystMFS Investments
Experienced investment professional with expertise in fixed income & disruptive investment themes.
United StatesBoston
GlobalEnglishSpanishGoldMember - Sloane Ortel - Trainer and instructorSloaneOrtelContent ManagerCFA InstituteUnited States (New York)
New York
GlobalEnglishMember - Melissa Otto - Trainer and instructorMelissaOttoCFAHead of the Tech SectorVisible Alpha
Deep expertise and passion for investing and AI tools. Seasoned, engaging presenter on technology.
United StatesNew York City
GlobalJapaneseMember - Duncan Lamont - Trainer and instructorDuncanLamontHead of Research and AnalyticsSchroders
Passionate, engaging and highly regarded public speaker with asset allocation & pensions background
United KingdomLondon
EnglishGoldMember - Cary Wingfield Raditz - Public speakerCary WingfieldRaditzCFADirectorEMRG INC
How insight meditation intensifies concentration, reduces stress and enlivens professional ethics.
United States (Maryland)Silver Spring
GlobalEnglishGoldMember