CFA DFW Charterholder Chatter
By CFA Dallas/Fort Worth
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Category: Investing
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Subscribers: 4
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Episodes: 68
Description
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.
| Episode | Date |
|---|---|
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Episode 68: AI & VC with Micah Pellerin
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Jun 18, 2026 |
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Episode 67: The Dirtiest Word in Finance
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May 21, 2026 |
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Episode 66: You Couldn't Do That Two Years Ago with Mark Adams and Joe Sando
|
Dec 02, 2025 |
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Episode 65: Building Tomorrow's Advisor with Martin Tarlie
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Oct 24, 2025 |
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Episode 64: Hacking Good Luck with Christian Busch
|
Jul 11, 2025 |
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Episode 63: The Rising Role of Women in Family Offices with Sasha Lund
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Apr 04, 2025 |
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Episode 62: Investing in Women with Michaela Berglund
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Feb 28, 2025 |
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Episode 61: Risks? What Risks? With Michael A. Gayed
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Feb 12, 2025 |
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Episode 60: At the Center of Change with Dr. Gregg Robins
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Dec 20, 2024 |
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Episode 59: A Smart Way to Start with Dr. Mara Harvey
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Nov 21, 2024 |
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Episode 58: Wealth Refocused with Jennifer Wines
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Nov 07, 2024 |
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Episode 57: Investments in Life with Gautam Dhingra
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Oct 25, 2024 |
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Episode 56: How A Professional Thinks About Cryptocurrency Investing, with Rob Price
|
Oct 11, 2024 |
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Episode 55: All things AI with Wojtek Buczynski
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Oct 03, 2024 |
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Episode 54: Turning the Tables with Paul Olschwanger
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Jun 27, 2024 |
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Episode 53: "Pushing Against the Boxes Imposed by Others"…the Amazing and Inspiring Journey of Tina Byles Williams
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Jun 13, 2024 |
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Episode 52: Unlocking How the World Works with Leader Extraordinaire Rob Kaplan
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May 30, 2024 |
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Episode 51: The Value of Knowledge and Connections…Preparing the Next Generation of Leaders with Marilyn Wiley
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May 16, 2024 |
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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
|
May 02, 2024 |
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Episode 49: The Amazing Journey of John Hagensen, former Pilot, current Entrepreneur, Philanthropist, and Financial Advisor
|
Apr 18, 2024 |
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Episode 48: Following the Puck with the Accidental Journey of Calum Mackenzie
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Apr 04, 2024 |
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Episode 47: Embracing the Grit with "Socially Adjusted Actuary" and Leader Extraordinaire Tim McCusker
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Mar 21, 2024 |
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Episode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder
|
Mar 07, 2024 |
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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
|
Feb 22, 2024 |
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Episode 44: Going Beyond Pouring the Water – the Remarkable Journey of Meredith Jones
|
Feb 08, 2024 |
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Episode 43: Finding the Good in Everything…a warm and uplifting conversation with Michelle Underwood Gass
|
Jan 25, 2024 |
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Episode 42: Courage, Conviction, and Humility…a conversation with Arvind Sanger
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Jan 11, 2024 |
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Episode 41: How an Elite High Jumper Landed in the Hedge Fund Pit… the Amazing Journey of Jane Buchan
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Dec 28, 2023 |
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Episode 40: Talking Goals-Based Investing with Franklin Parker
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Dec 14, 2023 |
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Episode 39: The Diverse and Competitive Interests of Elizabeth Burton – History, Economics, Math, Politics, Solving Problems, and Ice Skating.
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Nov 30, 2023 |
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Podcast 38: The Persistent Facilitator's Pivotal Career, a conversation with Martha Delgado
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Nov 16, 2023 |
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Episode 37: The Discipline of Chess, Basketball & Real Estate Investing with Phil Copulsky
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Nov 02, 2023 |
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Episode 36: The Personal and Professional Journey of Lauren Minch
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Oct 19, 2023 |
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Episode 35: The Amazing Journey of Marg Franklin
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Jun 29, 2023 |
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Episode 34: Going Private: A Conversation and Roadmap with Chris Schelling
|
Jun 15, 2023 |
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Episode 33: Dan O'Grady – The Prince of Serendip
|
Jun 01, 2023 |
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Episode 32: A Conversation with David Carlson and his Obsession with Risk
|
May 18, 2023 |
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Episode 31: The Journey of Jennifer Hutchins and Avantax
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May 04, 2023 |
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Episode 30: Investor, Philanthropist, Proud Father, and Eagle Scout – The Journey & Legacy of Sanjay Chandra
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Apr 21, 2023 |
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Episode 29: Building. Leading, and Inspiring: A Conversation with Geeta Kapadia
|
Apr 06, 2023 |
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Episode 28: The Personal and Professional Journey of Pye Yuan
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Mar 23, 2023 |
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Episode 27: The Legacy of Ron Peyton
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Mar 09, 2023 |
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Episode 26: Coming Back and Giving Back with John Montgomery
|
Feb 23, 2023 |
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Episode 25: If Only All My Professors Were Like Sandy Leeds
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Feb 09, 2023 |
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Episode 24: The Art of Building Businesses and Long-term Relationships with Tom Meyers
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Jan 26, 2023 |
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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!
|
Jan 12, 2023 |
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Episode 22: Early-stage VC Investing with Apurva Mehta
|
Dec 16, 2022 |
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Episode 21: Institutional Marketing Extraordinaire Rachel Minard
|
Dec 02, 2022 |
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Episode 20: Local Investment Legend Series featuring Tom Tull
|
Nov 17, 2022 |
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Episode 19: Discount Shopping Around the World with Dave Iben
|
Nov 03, 2022 |
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Episode 18: The Valuable Journey of Life and Investing with Nick Tompras
|
Oct 20, 2022 |
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Episode 17: The Quantifiable Journey of Mike Even
|
Oct 06, 2022 |
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Local Investment Legend Series featuring Luther King
|
Jul 15, 2022 |
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Episode 14: Talking Digital Finance with Baxter Hines
|
Jun 30, 2022 |
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Episode 13: Head Strong Investing with Eric Bennett
|
Jun 15, 2022 |
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Episode 12: Building High Quality Portfolios with Clarity, Purpose, and Ownership
|
Jun 02, 2022 |
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Local Investment Legend Series featuring Susan Byrne
|
May 23, 2022 |
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Episode 11: The Art and Science of Manager Selection
|
May 05, 2022 |
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Local Investment Legend Series featuring Steve Smith
|
Apr 22, 2022 |
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Episode 9: The Glass Half-full of Investment Opportunities according to Dhruv
|
Apr 07, 2022 |
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Episode 8: Let's Talk About the G in ESG
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Mar 24, 2022 |
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Episode 7: The Endowment Model and Demise of 60/40
|
Mar 10, 2022 |
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Episode 6: Are Bonds in the Doghouse for 2022?
|
Feb 24, 2022 |
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Local Investment Legend Series featuring Sharon Criswell
|
Feb 10, 2022 |
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Local Investment Legend Series – Dan Meader
|
Jan 18, 2022 |
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Episode 3: The Other 7 Billion People – Investment Opportunities in India and China
|
Jan 18, 2022 |
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Episode 2: ESG 2.0 from the Perspective of Ross Campbell
|
Jan 13, 2022 |
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Local Investment Legend Series – Jim Hille
|
Jan 10, 2022 |