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CFA DFW Charterholder Chatter

by CFA Dallas/Fort Worth

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Latest episodes

Episode 69: The Anti Aggregator with Julian Heron

August 28, 2026 · 36 min

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…
Episode 68: AI & VC with Micah Pellerin

June 18, 2026 · 38 min

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…
Episode 67: The Dirtiest Word in Finance

May 21, 2026 · 37 min

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…
Episode 66: You Couldn't Do That Two Years Ago with Mark Adams and Joe Sando

December 2, 2025 · 36 min

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…
Episode 65: Building Tomorrow's Advisor with Martin Tarlie

October 24, 2025 · 35 min

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…

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Episode 64: Hacking Good Luck with Christian Busch

July 11, 2025 · 36 min

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…
Episode 63: The Rising Role of Women in Family Offices with Sasha Lund

April 4, 2025 · 34 min

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…
Episode 62: Investing in Women with Michaela Berglund

February 28, 2025 · 34 min

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…
Episode 61: Risks? What Risks? With Michael A. Gayed

February 12, 2025 · 42 min

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…
Episode 60: At the Center of Change with Dr. Gregg Robins

December 20, 2024 · 45 min

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…
Episode 59: A Smart Way to Start with Dr. Mara Harvey

November 21, 2024 · 35 min

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…
Episode 58: Wealth Refocused with Jennifer Wines

November 7, 2024 · 33 min

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…

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About the show

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.