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David Teten - Trainer and instructor
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)
Global
English
Hebrew
French
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
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
Philip Marcovici - Trainer and instructor
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
Chris Walters - Trainer and instructor
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
Francois Aubert - Trainer and instructor
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
Joachim Klement - Trainer and instructor
Joachim
Klement
Head of Investment Research
Fidante Partners
Behavioral Finance, Alternative Investments, Closed end funds/investment trusts, Private Wealth Management, Retail Wealth Management, Renewable Energy

Entertaining presenter who emphasizes interactive presentations with audience participation.

United Kingdom
Global
English
German
Gold

Member
Brian Kozeliski - Trainer and instructor
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)
Global
English
Spanish
Gold

Member
Jesse Picunko - Public speaker
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)
North America
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
Charles-Henry Monchau - Public speaker
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
Global
English
French

Member
Vineet Vohra - Trainer and instructor
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