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The Charter's Table

Hosted by Yonelisa Petse, CFA, CIPM · education · EN

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About this Podcast:

A conversational platform showcasing the untold journeys of charterholders, candidates, and friends of the charter, from first exams to career triumphs. Episodes explore resilience, tenacity, passion, and grit, offering authentic insights on challenges, triumphs, and lessons from those living them.Hosted by Yonelisa Petse, CFA, CIPM an accomplished financial professional working in the investment management space, the podcast is his belief that behind every professional designation lies a human. Join us and get inspired by these stories, so you can soar on your journey to success!

Pitch Analysis

Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

37%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about The Charter's Table

What is The Charter's Table about?

A conversational platform showcasing the untold journeys of charterholders, candidates, and friends of the charter, from first exams to career triumphs. Episodes explore resilience, tenacity, passion, and grit, offering authentic insights on challenges, triumphs, and lessons from those living them.

Who hosts The Charter's Table?

The Charter's Table is hosted by Yonelisa Petse, CFA, CIPM. The show has published 10 episodes to date.

What has The Charter's Table covered recently?

Recent episodes include "Breaking Barriers and Redefining What’s Possible - Teboho's Story" (2 September 2026, 56 minutes), "A Bird's-Eye View of The Boardroom - Ayanda's Story" (7 August 2026, 56 minutes), and "The Purposeful Trailblazer - Usiphile’s Story" (22 July 2026, 56 minutes).

How often does The Charter's Table publish?

The Charter's Table publishes roughly every two weeks, with episodes averaging 52 minutes across 10 episodes.

How hard is it to get booked on The Charter's Table?

Booking probability for The Charter's Table is 37%, and the host is rated Selective on guests. The Charter's Table requires a Pod Score of 80 or higher. The Charter's Table's contact route on record: verified email.

Who should pitch The Charter's Table?

The strongest fits for The Charter's Table are Investment Banking & Trading. The Charter's Table has an education audience.

About the host

Yonelisa Petse, CFA, CIPM hosts The Charter's Table, an education podcast with 10 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  • Jun 24, 202654 minS1

    In this fourth episode, Yonelisa Petse CFA, CIPM sits down with seasoned investment professional, Lonwabo Maqubela CA(SA), CFA, who is the newly appointed Chief Investment Officer at Perpetua Investment Managers, as he...

  • Jun 24, 202654 minS1

    <p>In this fourth episode, Yonelisa Petse CFA, CIPM sits down with seasoned investment professional, Lonwabo Maqubela CA(SA), CFA, who is the newly appointed Chief Investment Officer at Perpetua Investment Managers, as...

  • Jun 10, 202642 minS1

    <p>In the fourth episode, Yonelisa CFA, CIPM®, sits down with a seasoned wealth management expert, Lisa Kaplan CFP®, CIPM®, who insightfully shares the her life lessons and decisions with a long term perspective and...

  • May 27, 202659 minS1

    <p>In the third episode, Yonelisa Petse CFA,CIPM sits down with a visionary leader, Vincent Mohau Motholo, CA(SA), who powerfully embodies the servant leadership model while being a leader amongst leaders as he opens up...

  • May 13, 202657 minS1

    <p>In the second episode, Yonelisa sits down with a dynamic seasoned investment professional Diana Mukovhe Matumba, CFA as she tells us the riveting journey of obtaining her Chartered Financial Analyst designation and...

  • Apr 29, 202645 minS1

    <p>In the premiere episode, Yonelisa launches The Charter's Table, sharing the personal story behind it. He opens up about failures, shortcomings, insecurities and the triumphs that proved hope can be a strategy. To...

Recent guests

Recent guests on The Charter's Table. Study who booked and why before you pitch.

L

Lisa Kaplan

Founder and CEO, Sterling Private Wealth

L

Lonwabo Maqubela

Perpetua Investment Managers

Best industries to pitch The Charter's Table for

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