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  • 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
  • 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
  • Joachim Klement - Trainer and instructor
    Joachim Klement's picture
    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

    London

    Global
    English
    German
    Gold
    Member
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