CFA DFW Charterholder Chatter

CFA Dallas/Fort Worth
  • 5.0 (7)
  • Investing

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.

  1. 4h ago

    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 start-ups, and independent software vendors. A former NFL athlete, Micah received his MBA from Indiana University's Kelley School of Business.   What Micah is Reading Right Now: Poems & Prayers by Matthew McConaughey   Micah's Music Recommendation: Pell, and the Voodoo album by D'Angelo       ___ Join Us At The Private Wealth Leadership Forum: October 1-2, 2026 | Westin, Las Colinas CFA Institute and CFA Society Dallas/Fort Worth will convene CIOs, portfolio managers, advisors, and family office leaders for a 1.5-day event exploring how investment strategies are evolving. Attendees will gain practical insights into integrating private markets and alternatives into portfolios, managing liquidity and risk, improving tax efficiency, adapting advisory models amid consolidation and technological change, and guiding clients through liquidity events and generational wealth transitions. Click Here To Register  Member exclusive discount: CFA Society Dallas/Fort Worth members, you can use one of your $40 discounts to this event! Email us at info@cfadfw.org for more information.   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

    38 min

  2. May 21

    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 finance.   David is Head of Retirement Research with Prudential Financial, and a Portfolio Manager for PGIM. He is a CFA charterholder, holds a BBA from the University of Kentucky, MSFS in Financial Services from The American College of Financial Services, an MBA in Analytic Finance from Chicago Booth, and a Ph.D. In Personal Financial Planning from Texas Tech University.   What David is Reading Right Now: Your Future Self: How to Make Tomorrow Better Today by Hal Hershfield   David's Music Recommendation: "Self Destructor" by Chevelle   ___ Join Us At The Private Wealth Leadership Forum: October 1-2, 2026 | Westin, Las Colinas CFA Institute and CFA Society Dallas/Fort Worth will convene CIOs, portfolio managers, advisors, and family office leaders for a 1.5-day event exploring how investment strategies are evolving. Attendees will gain practical insights into integrating private markets and alternatives into portfolios, managing liquidity and risk, improving tax efficiency, adapting advisory models amid consolidation and technological change, and guiding clients through liquidity events and generational wealth transitions. Click Here To Register  Member exclusive discount: CFA Society Dallas/Fort Worth members, you can use one of your $40 discounts to this event! Email us at info@cfadfw.org for more information.   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

    37 min

  3. 12/02/2025

    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 strategies for traditional asset classes. Previously, Mark spent 23 years with Warrington Asset Management as a portfolio manager. He holds an MBA from SMU's Cox School of Business and a BSBA from Washington University in St. Louis.   What Mark is Reading Right Now: Surely You Can't Be Serious: The True Story of Airplane! By David Zucker, Jim Abrahams, and Jerry Zucker.   Mark's Music Recommendation: Foo Fighters, Clipse's "Let God Sort 'Em Out"   Read More from Fortuna: Fortuna Funds Website, Mark's LinkedIn, Joe's LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

    36 min

  4. 10/24/2025

    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 investing, interesting things in the goals-based research, and the future of investing for individuals. Martin is a CFA charterholder and the Nebo product lead. He spent many years as a quantitative analyst across various firms, including GMO's asset allocation team. He earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. What Martin is Reading Right Now: The Bible Martin's Music Recommendation: Classic Rock: Rolling Stones, The Who, Pink Floyd, Southern Rock Read More from Martin: GMO's Website, Martin's LinkedIn, Martin's SSRN   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

    35 min

  5. 07/11/2025

    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 professor at USC Marshall School of Business. Christian is author of the bestselling book, The Serendipity Mindset: The Art and Science of Creating Good Luck which has been translated into a dozen languages. He holds a Ph.D. from the London School of Economics, was former Director of NYU's Global Economy Program, and is a member of the WEF's Expert Forum. What Christian is Reading Right Now: Man's Search for Meaning by Viktor E. Frankl Christian's Music Recommendation: "Beautiful Day" by U2. Read More from Christian: LinkedIn, Serendipity Mindset Website   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram | www.cfasociety.org/dallasfortworth

    36 min

  6. 04/04/2025

    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 about family offices, and the importance of values in family businesses. Sasha Lund is a Schulze-award winning researcher, author, and founder of Core Values Consulting, a consultancy designed to guide business families through multi-generational continuity and longevity. She is a global NEXUS member, a senator for the World Business Angel's Forum, and was former managing director for One Million Children, an NGO dedicated to the empowerment and education of refugee children. Shasha has been published in Forbes Italia, Robb Report, Diplomatic World, International Family Office Journal, and many others. She holds a degree from King's College London in Modern Foreign Languages with Education and Film. What Sasha is Reading Right Now: A Gentleman in Moscow by Amor Towles Sasha's Music Recommendation: "Run to the Hills" by Iron Maiden Read More from Sasha: Sasha's Website, Core Values Consulting Website, LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

    34 min

  7. 02/28/2025

    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 where she encourages women entrepreneurs across the Nordics. Michaela has a background in marketing, television, and board membership, and she holds degrees in French from Halmstead University, Marketing and Management from Uppsala University, and she studied law at Stockholm University. Some Links Discussed in the Show: The Exit Gap Investors Preferred Pitches Presented by Male Entrepreneurs VC Sterotypes About Men and Women Aren't Supported by Performance Data What Michaela is Reading Right Now: Patriot by Alexei Navalny Michaela's Music Recommendation: "Kite" by Benjamin Ingrosso Read More from Michaela: FemInvest Podcast; FemInvest Sweden; Michaela's LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

    34 min

  8. 02/12/2025

    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 the The Lead-Lag Report, He also runs the Lead Lag report podcast where he interviews the top names in investing and economics. Michael is a 5x winner of the Dow and NAAIM Founder's award for his research, including "Leverage for the Long Run: A Systematic Approach to Managing Risk and Magnifying Returns in Stocks" and "Lumber, Worth Its Weight in Gold: Offense and Defense in Active Portfolio Management". He has a BS with a double major in Finance & Management from NYU Stern School of Business, and he is a CFA Charterholder. What Michael is Reading Right Now: The Illustrated Man by Ray Bradbury Read More from Michael: Seeking Alpha, Lead-Lag Media, on X and LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

    42 min
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Ratings & Reviews

5
out of 5
7 Ratings

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.

Information

  • Creator
    CFA Dallas/Fort Worth
  • Years Active
    2022 - 2026
  • Episodes
    68
  • Rating
    Explicit
  • Copyright
    © 20224 CFA Society of Dallas Fort Worth
  • Show Website
    CFA DFW Charterholder Chatter