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  • Francois Aubert - Trainer and instructor
    Francois Aubert's picture
    Francois
    Aubert
    Management Consultant, Coach & Trainer
    Digitalization, private banking, Private Wealth Management, Family Office Management, Governance, Estate Planning

    Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery

    Switzerland
    Global
    English
    French
    Gold
    Member
  • Vineet Vohra - Trainer and instructor
    Vineet Vohra's picture
    Vineet
    Vohra
    CFA
    Practice Leader, Wealth Management, Asia
    boutique management consulting firm
    Private Wealth Management, Risk Culture, Retail Wealth Management, Behavioural Finance, Advisory Sales Process, Business Ethics and Trust

    Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search

    Singapore
    Global
    English
    Hindi
    Gold
    Member
  • April Rudin - Trainer and instructor
    April Rudin's picture
    April
    Rudin
    Founder and CEO
    The Rudin Group
    Financial Services, Wealth, nextgen, Millennials, FinTech, Private Wealth Management

    I am a dynamic speaker who can take serious financial services topics and make people get excited!

    United States

    New York City

    Global
    English
    Gold
    Member
  • Vincent Caldeira - Public speaker
    Vincent Caldeira's picture
    Vincent
    Caldeira
    M.Sc. Management
    Chief Technologist (FSI)
    Red Hat
    Digital Financial Services, Architecting for the Cloud, AppDev in the Cloud, Hybrid Cloud, Capital Markets, Private Wealth Management

    Vincent is the Chief Technologist for the Financial Services Industry business at Red Hat looking af

    Singapore

    Singapore

    Global
    French
    English
    Gold
    Member
  • Charles-Henry Monchau - Public speaker
    Charles-Henry Monchau's picture
    Charles-Henry
    Monchau
    CFA
    CIO & CCO
    FlowBank
    Financial Services, asset allocation, Blockchain, Cryptocurrency, Asset Management, Equities

    20y+ experience as CIO & Fund manager in the EMEA region - attended numerous panels & conferences

    Switzerland

    Geneva

    Global
    English
    French
    Member
  • Brian Kozeliski - Trainer and instructor
    Brian Kozeliski's picture
    Brian
    Kozeliski
    CFA
    Faculty – Advance Investment Management Course
    CQA Institute / Wilkes University
    Alternative Investments, Chief Investment Officer, Finance and Investment, Mutual Funds, Wealth, Private Wealth Management

    I offer talks to investment professionals to improve all aspects of their investment processes.

    United States (Michigan)

    Bloomfield Hills

    Global
    English
    Spanish
    Gold
    Member
  • Sloane Ortel - Trainer and instructor
    Sloane Ortel's picture
    Sloane
    Ortel
    Content Manager
    CFA Institute
    Investment Management, ETFs, Fund Management, Crypto, Asset Owners, India
    United States (New York)

    New York

    Global
    English
    Member
  • Chris Walters - Trainer and instructor
    Chris Walters's picture
    Chris
    Walters
    Founder
    Lighthouse Advisory
    Family Dynamics, Family Communication, family business, psychology of wealth, Advisory Sales Process, Build Sales

    An experienced and passionate public speaker who inspires people

    United States
    Global
    English
    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
  • David Teten - Trainer and instructor
    David Teten's picture
    David
    Teten
    MBA
    Venture Partner
    HOF Capital
    Private Equity, Venture Capital, Angel investing, Investing, investment industry, portfolio management techniques

    David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.

    United States (New York)

    New York

    Global
    English
    Hebrew
    French
    Gold
    Member
  • Niall Gannon - Trainer and instructor
    Niall Gannon's picture
    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

    New York

    Europe
    North America
    English
    Gold
    Member
  • Philip Marcovici - Trainer and instructor
    Philip Marcovici's picture
    Philip
    Marcovici
    Principal
    Offices of Philip Marcovici
    Business, Business Success, changes in tax law, Private Wealth Management, private banking, income and wealth inequality

    Philip is a compelling speaker on tax, wealth management and family business governance issues

    Hong Kong S.A.R. (China)
    Global
    English
    French
    Italian
    German
    Gold
    Member
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