Hosted by Unknown Host · 🇺🇸 US · EN · 68 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts CFA DFW Charterholder Chatter, a business show with 68 episodes published.
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 t
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 surpri
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-Foun
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 invest
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 Ger
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
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 m
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 big
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 Eur
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 mone
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 curr
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 invest
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
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 con
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, demonstrati
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
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 chall
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 anoth
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
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, financia
Mark Adams
Prosthodontics and Practice Models · Shipwrecked & Comatose: A Red Dwarf Podcast
1 appearance on this show
Dr Christian Busch
Author
1 appearance on this show
Rob Price
Chief Commercial Officer
1 appearance on this show
Brian Schroeder
D6 state champion head coach · Columbus Grove
1 appearance on this show
Meredith Jones
Certified Student Loan Professional · Behavioral Insights Team
1 appearance on this show
Jane Buchan
Marketing Manager · Martlet Asset Management
1 appearance on this show
David Carlson
Acting Assistant Coordinator and Faculty Advisor · Lee’s Summit School District
1 appearance on this show
John Montgomery
former associate head coach
1 appearance on this show
Tom Meyers
author of Futurize Yourself · The Bowery
1 appearance on this show
Apurva Mehta
co-founder and CEO · Summit Peak Investments
1 appearance on this show
Eric Bennett
U.S. Paralympic Archer and World Champion
1 appearance on this show
Steve Smith
author of Safety Science for Outdoor and Experiential Education · The Men of Action & Dropping A Bruce Podcasts
1 appearance on this show
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CFA DFW Charterholder Chatter is hosted by Unknown Host. The show is categorised under Business (investing) and has published 68 episodes.
CFA DFW Charterholder Chatter has published 68 episodes.
CFA DFW Charterholder Chatter regularly covers Business, Investing, Education. It sits in the Business category, with a investing focus.
CFA DFW Charterholder Chatter is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
CFA DFW Charterholder Chatter hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of CFA DFW Charterholder Chatter average 35 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates CFA DFW Charterholder Chatter's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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