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  • Carol Schleif - Trainer and instructor
    Carol Schleif's picture
    Carol
    Schleif
    CFA
    Deputy Chief Investment Officer
    BMO Family Office
    Women in Investment Management, Communication of investment ideas, Women in Business, Behavioral Finance, Portfolio Construction, Portfolio Management

    Engaging and extensively experienced speaker with unconventional insights & extensive media exposure

    United States (Minnesota)

    Minneapolis

    Global
    English
    Gold
    Member
  • Ken Frier - Trainer and instructor
    Ken Frier's picture
    Ken
    Frier
    CFA
    Chief Investment Officer
    Atlas Capital Advisors
    Institutional Investing, asset allocation, Portfolio Management, Asset Management, Portfolio strategy, Portfolio Construction

    Unique advice about improving investment outcomes through better allocation and risk management.

    United States (California)

    San Francisco

    North America
    English
    Gold
    Member
  • Jesse Picunko - Public speaker
    Jesse Picunko's picture
    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
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