PODCAST · business
CFA DFW Charterholder Chatter
by CFA Dallas/Fort Worth
CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.
Episodes
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Episode 69: The Anti Aggregator with Julian Heron
We speak with Julian Heron about his latest project launching Sovereign Path Fund. We talk about what he learned running a P&L for Global Imaging Solutions, his experience running an RIA, what he would change in the private wealth industry, and the power of people in a service business. Julian...
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Episode 68: AI & VC with Micah Pellerin
We speak with Micah Pellerin about what it takes to be a successful start-up founder, how to identify businesses that succeed, and the AI revolution. Micah Pellerin is Senior Development Manager with Microsoft, leading their efforts to build partnerships with high-tech platforms, late-stage...
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Episode 67: The Dirtiest Word in Finance
We speak with David Blanchette about his career, both in research and in investment management for individual investors. We talk about his public tiff with finfluencer Dave Ramsey, common investment mistakes, some surprising results from his research, and, of course, the only dirty word in…
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Episode 66: You Couldn't Do That Two Years Ago with Mark Adams and Joe Sando
We speak with Mark Adams and Joe Sando of Fortuna Funds about their latest project, a hedged bitcoin ETF. We discuss the nature of options, the value of hedging, and their story from idea to ETF launch. Mark is a Co-Founder and CIO of Fortuna Funds, an ETF manager specializing in alternative...
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Episode 65: Building Tomorrow's Advisor with Martin Tarlie
Episode 65: Building Tomorrow's Advisor with Martin Tarlie We speak with Martin Tarlie about his research and work building Nebo, an award-winning fintech for goals-based investing that aligns financial plans with investment management. We discuss the uniqueness and challenges of goals-based...
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Episode 64: Hacking Good Luck with Christian Busch
Episode 64: Hacking Good Luck with Christian Busch We speak with Christian Busch about his work in the science of serendipity and how we can cultivate good luck in our own lives. We talk about his journey as a boy in Germany to his current role as an internationally best-selling author and...
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Episode 63: The Rising Role of Women in Family Offices with Sasha Lund
We speak with Sasha Lund about her book, The Rising Role of Women in Family Offices and Family Businesses. We discuss the advantage of speaking multiple languages (she speaks 11!), what pulled her into the family office world, the challenges women face in business families, common misconceptions...
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Episode 62: Investing in Women with Michaela Berglund
We speak with Michaela Berglund about her journey as a young girl from Uppsala, Sweden to her role founding FemInvest, a female-oriented ecosystem including a Venture Capital fund, a membership network with over 50,000 members, and a magazine. She also hosts the FemInvest podcast – all places…
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Episode 61: Risks? What Risks? With Michael A. Gayed
We speak with Michael A Gayed, CFA about his journey in the business from watching his father trade, to his market research, to launching products of his own. We discuss the nature of risks, the market today, and the biggest mistakes professional investors make. Michael A. Gayed is publisher of…
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Episode 60: At the Center of Change with Dr. Gregg Robins
We speak with Dr Gregg Robins about his journey from a young musician living in the Bronx to finding himself at the center of major geopolitical events, including the fall of the Soviet Union and the formation of the Euro. We discuss his time at Oxford, his years in Moscow, and his thinking on…
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Episode 59: A Smart Way to Start with Dr. Mara Harvey
We speak with Dr Mara Harvey about her journey from a young girl in England to her role as CEO of a Swiss bank. We discuss her passion for teaching children about money and looking into ourselves for the unconscious money lessons we have been taught. Mara was Swiss CEO of VP Bank Region Europe...
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Episode 58: Wealth Refocused with Jennifer Wines
We talk with Jennifer Wines about her journey, from moving 10 times by the age of 20 to her career in private wealth management with Goldman Sachs, Fidelity, and JPMorgan. We discuss her book, Invisible Wealth, the current and future state of the wealth management industry, and how changing...
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Episode 57: Investments in Life with Gautam Dhingra
We talk with Gautam Dhingra about his journey from a young boy in New Delhi, to managing over $1 billion as the founder of High Pointe Capital, to his diagnosis with terminal cancer. We discuss how he thinks about investment valuation, his decision to become an entrepreneur, and his thinking on...
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Episode 56: How A Professional Thinks About Cryptocurrency Investing, with Rob Price
We talk with Rob Price about how he thinks about cryptocurrency investing. We cover what it is, how he thinks about valuation and investment in the space, crypto regulation, and the role it might play in the future. Rob is the founder and CIO at Sound Money Capital, an actively-managed...
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Episode 55: All things AI with Wojtek Buczynski
We talk with Wojtek Buczynski about whether AI will live up to its hype, AI regulation around the world, the use cases of AI in financial services, and whether general artificial intelligence is possible. Wojtek is a consultant, speaker, and AI researcher specializing in AI regulations and use...
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Episode 54: Turning the Tables with Paul Olschwanger
After my book was published, I spent many hours on podcasts with all sorts of hosts. None, however, were nearly as warm, engaged, and thoughtful as Paul Olschwanger – his questions were informed and incisive, demonstrating understanding, but also warm and human. I could tell immediately that Paul...
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Episode 53: "Pushing Against the Boxes Imposed by Others"…the Amazing and Inspiring Journey of Tina Byles Williams
Our next to final episode of season 3 represents the best of the best in terms of relevant topics and the voice you will primarily hear throughout the conversation. Rare to find such a high level of intelligence, courage, leadership, and willingness to give back, all in one person. One such...
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Episode 52: Unlocking How the World Works with Leader Extraordinaire Rob Kaplan
Our podcast started a few years ago with the aspirations of having local CFA charterholders share their unique journey. After a few episodes, we realized the high level of interest and impact with hearing about the challenges, proudest moments, and inspirations along the way. No longer am are we...
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Episode 51: The Value of Knowledge and Connections…Preparing the Next Generation of Leaders with Marilyn Wiley
When our podcast was established a few years ago, the initial focus was on local investment legends such as Luther King, Susan Byrne, Jim Hille, and Dan Meader. Finally, as we wind down Season 3, it is time to have another true legend who has dedicated her career to education, leadership, and...
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Episode 50: It All Started at Oxford…an Inspiring Conversation with the Face and Voice of DEI in Asset Management – Sarah Maynard
Within and outside the investment management industry, there are many well-intentioned initiatives established to make a significant contribution and difference. Not as difficult to find people who have an opinion as it is to find true leaders willing to climb up and through walls. One such...
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Episode 49: The Amazing Journey of John Hagensen, former Pilot, current Entrepreneur, Philanthropist, and Financial Advisor
Some people think, others say, and rarely do you find someone who thinks, says, and does. Our special guest today is that rare individual and he is super-fast at all three. He is an entrepreneur, philanthropist, financial advisor, podcast host, and proud father and husband. John Hagensen serves…
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Episode 48: Following the Puck with the Accidental Journey of Calum Mackenzie
Several years ago, I traveled to Toronto thinking this would be just another business trip, meeting with colleagues, figuring out ways to collaborate, perhaps developing new coaching relationships where I could help individuals and teams reach their potential. My expectations were far exceeded…
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Episode 47: Embracing the Grit with "Socially Adjusted Actuary" and Leader Extraordinaire Tim McCusker
If you have listened to our podcasts, you know by now that we strive to have a diverse set of guests, from allocators to leaders and everything in the middle, while maintaining our requirements for humility and inspiration. Today's guest has plenty of letters after his name covering the liability...
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Episode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder
Episode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder Outsourcing the CIO or OCIO function at a university endowment, corporate pension plan, or healthcare system has become commonplace over the past 10 years. In the early days, the deciding...
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Episode 45: Self and Team Awareness Lead to Higher Quality Conversations, Collaboration, and Healthy Culture – an insightful conversation with Zack Wieder
Too often in our industry, we want to talk about strategies, processes, and achieving alpha. Today, you are in for a treat if you want to hear more about the importance of self and team awareness, culture, making better decisions, and taking advantage of science and research as we better…
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Episode 44: Going Beyond Pouring the Water – the Remarkable Journey of Meredith Jones
Our podcast is all about the journey, not the destination and today's special guest has dedicated her professional journey to areas she deeply cares about as she is an inspiration to many throughout the world with her research, writing, and speaking, all in her unique style of communication…
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Episode 43: Finding the Good in Everything…a warm and uplifting conversation with Michelle Underwood Gass
Today's guest is in the words of a mutual connection a former badass short seller wrapped in the body of a sweet Texas lady. She gave up the short seller life a few years ago to start Paradigm Advisors, an independent fee-only financial advisory firm, catering to younger high net worth...
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Episode 42: Courage, Conviction, and Humility…a conversation with Arvind Sanger
The combination of experience and conviction is typically a decent recipe for success and today's guest is a great example of having the courage to pivot professionally (Equity Sales Side Analyst to Portfolio Manager) for what you believe in. Arvind Sanger is the founder and managing partner of...
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Episode 41: How an Elite High Jumper Landed in the Hedge Fund Pit… the Amazing Journey of Jane Buchan
Many times, on our podcast, I ask guests what they are most proud of. Well, on today's episode, I am beaming with pride to have such a distinguished investment professional who despite incredible success, continues to give back in so many ways. Her curiosity, love for learning, willingness to...
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Episode 40: Talking Goals-Based Investing with Franklin Parker
Our podcast is all about storytelling. Afterall, who wants to hear another opinion about inflation and interest rates? How many people do you know who grew up working on a cattle ranch, got a degree in music and ended up in the asset management industry? Today, Franklin Parker may not be a famous...
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Episode 39: The Diverse and Competitive Interests of Elizabeth Burton – History, Economics, Math, Politics, Solving Problems, and Ice Skating.
Episode #39 – the Diverse and Competitive Interests of Elizabeth Burton – History, Economics, Math, Politics, Solving Problems, and Ice Skating. You most likely have seen this episode's guest on CNBC and Bloomberg or followed her insights in various industry publications. Elizabeth Burton is...
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Podcast 38: The Persistent Facilitator's Pivotal Career, a conversation with Martha Delgado
Many people experience a "fork in the road" moment in their career. In Martha Delgado's case, a combination of education, luck, timing, valuable mentorship, and pursuit of the CFA charter have contributed to a successful pivot from analyst to business development and client relationship, serving...
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Episode 37: The Discipline of Chess, Basketball & Real Estate Investing with Phil Copulsky
Before he committed to real estate investing, Phil Copulsky was a competitive chess player and college basketball player, both instilling the necessary discipline to read like Buffett, focus on developing long-term relationships, and follow the lead of great mentors. On today's episode, Phil…
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Episode 36: The Personal and Professional Journey of Lauren Minch
Today's conversation will motivate and inspire you to put the time and effort into what matters most in your professional life, including spending time to give back and lead. Lauren Minch currently serves as the first CEO of the CFA Society of Dallas/Fort Worth after spending a career in…
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Episode 35: The Amazing Journey of Marg Franklin
Leading an organization with big goals and many stakeholders, Marg Franklin is the President and CEO of the CFA Institute, globally responsible for promoting the highest standards of education, ethics, and professional excellence in the investment profession. Google her name and you will find...
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Episode 34: Going Private: A Conversation and Roadmap with Chris Schelling
Finding finance as the perfect intersection of psychology and math, recognizing the dispersion of public/private return potential, and transitioning to a role of doing vs. talking summarizes the unique journey of Chris Schelling. With degrees in psychology, business, and finance, Chris is an…
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Episode 33: Dan O'Grady – The Prince of Serendip
How often do we have an opportunity to hear the personal and professional story of an investor and leader who happens to play a significant role in one of the country's largest pension plans? Dan O'Grady is the Assistant Vice President – Investment Management for AT&T and is responsible for...
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Episode 32: A Conversation with David Carlson and his Obsession with Risk
Right now, you might be in the gym, driving to work or in your office wondering how the heck we are going to keep you interested over the course of 20 minutes talking about bonds. Guess what, I was wondering the same thing before I was connected to our special guest, David Carlson, who is…
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Episode 31: The Journey of Jennifer Hutchins and Avantax
Jennifer Hutchins' love of math and summer internship ultimately led her to a career in finance. Today, she is the manager of the Portfolio Management Group at Avantax and oversees the planning, execution and success of this group and various portfolios. Jennifer started her career in financial...
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Episode 30: Investor, Philanthropist, Proud Father, and Eagle Scout – The Journey & Legacy of Sanjay Chandra
Sanjay Chandra has over 30 years of experience as a successful entrepreneur and an active private investor and serves as a principal and managing partner at Trinity Investors and its affiliated companies. In addition to his day-to-day role at Trinity, Sanjay serves as a board member for American...
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Episode 29: Building. Leading, and Inspiring: A Conversation with Geeta Kapadia
The path to managing a billion-dollar university endowment is not always the same, and in the case of Geeta Kapadia, there were twists and turns along the way. As the CIO at Fordham University, Geeta is a key member of the University's executive leadership team, collaborating with the Board of...
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Episode 28: The Personal and Professional Journey of Pye Yuan
Whenever I think of the Boy Scouts, I have visions of the highly respected eagle scout, knowing how to properly tie a knot, and the outfits in elementary school. Little did I know that one day, I would have their director of investments on our podcast. Pye Yuan is responsible for managing over $2...
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Episode 27: The Legacy of Ron Peyton
When I think of industry legends in the asset management industry, there are many, but few can claim the longevity, success, and impact of Ron Peyton, who is the long-time leader of Callan, one of the largest independently owned investment consulting firms in the U.S. He joined Callan in 1974…
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Episode 26: Coming Back and Giving Back with John Montgomery
John Montgomery started his journey in Texas and eventually returned to create a unique asset management firm, built around servant leadership, power of generosity, respect for all people all the time, and donating 50% of its profits to organizations making a positive impact to humanity. With...
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Episode 25: If Only All My Professors Were Like Sandy Leeds
My friends and family know my love for the University of Texas at Austin, even down to the color burnt orange. However, my one regret is not being a more dedicated and disciplined student. It took me a few years to mature and embrace learning something new. On this episode, I am honored to be...
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Episode 24: The Art of Building Businesses and Long-term Relationships with Tom Meyers
Can nice guys finish first? In the kill-or-be-killed world of raising assets at investment firms, it's refreshing to know that people like Tom Meyers are committed to investing in long-term relationships, not just hunting for the next transaction. This mindset and talent have produced…
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Episode 23: It All Started with a Cardboard Box with Big Ideas and a Focus on Authenticity, Brevity, and Clarity - The incredible journey of Jackie Charnley!
How in the world do you squeeze 20 minutes of conversation with a marketing legend in our industry who has spent over 4 decades helping asset management firms and their people grow? Jackie Charnley is universally known for her caring personality, success with clients, and radiant smile that is...
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Episode 22: Early-stage VC Investing with Apurva Mehta
I have always been intrigued with people willing to take risk with their career and in the investment world. Our guest today, Apurva Mehta checks both boxes as he along with Patrick O'Connor, started Summit Peak Investments in the summer of 2018. The firm provides capital to venture capital funds...
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Episode 21: Institutional Marketing Extraordinaire Rachel Minard
One of the biggest challenges for asset managers is effectively articulating their stories and raising significant capital for their strategies and funds. Our special guest for this episode is a rock star in the global institutional asset management arena, with expertise for alternative…
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Episode 20: Local Investment Legend Series featuring Tom Tull
What's it like to be responsible for investing $35 billion on behalf of state employees and retirees and managing a staff of 80 people? While at the Employees Retirement System of Texas, Tom Tull was involved with over 200 completed investment transactions totaling $13 billion encompassing…
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Frequently Asked Questions
How many episodes does CFA DFW Charterholder Chatter have?
CFA DFW Charterholder Chatter currently has 69 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is CFA DFW Charterholder Chatter about?
CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.
How often does CFA DFW Charterholder Chatter release new episodes?
CFA DFW Charterholder Chatter has 69 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to CFA DFW Charterholder Chatter?
You can listen to CFA DFW Charterholder Chatter on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts CFA DFW Charterholder Chatter?
CFA DFW Charterholder Chatter is created and hosted by CFA Dallas/Fort Worth.
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