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CFA DFW Charterholder Chatter

CFA Dallas/Fort Worth
Investment Management
Diversity, Equity, and Inclusion
Financial Literacy
Wealth Management
Risk Management
Investment Strategies
Invisible Wealth
Private Equity
Talent Acquisition
Leadership
Trinity Investors
Diversity In Finance
Bitcoin
Cryptocurrency
Women In Finance
Early Money Education
Career Development
Mentorship
Networking
Finance

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.

PublishesMonthlyEpisodes64Founded4 years ago
Categories
BusinessInvestingEducation

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Latest Episodes

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 ... more

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 fa... more

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 al... more

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 inv... more

Key Facts

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Podcast Host

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Capital Allocators – Inside the Institutional Investment Industry
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Recent Guests

Sasha Lund
A Schulze Award-winning researcher, author, and founder of Core Values Consulting
Core Values Consulting
Episode: Episode 63: The Rising Role of Women in Family Offices with Sasha Lund
Michaela Berglund
General partner and CEO of FemInvest Ventures
FemInvest Ventures
Episode: Episode 62: Investing in Women with Michaela Berglund
Michael A. Gayed
Publisher of The Lead-Lag Report and host of The Lead-Lag Report podcast.
The Lead-Lag Report
Episode: Episode 61: Risks? What Risks? With Michael A. Gayed
Gregg Robins
Head of Robins Advising, a family office consulting firm
Robins Advising
Episode: Episode 60: At the Center of Change with Dr. Gregg Robins
Dr. Mara Harvey
CEO and head of Region Europe of VP Bank, author of 'A Smart Way to Start'
VP Bank
Episode: Episode 59: A Smart Way to Start with Dr. Mara Harvey
Jennifer Wines
Wealth management expert and author of 'Invisible Wealth'
Invisible Wealth Consulting
Episode: Episode 58: Wealth Refocused with Jennifer Wines
Gautam Dhingra
Founder and CEO of High Pointe Capital Management, a billion-dollar investment firm.
High Pointe Capital Management
Episode: Episode 57: Investments in Life with Gautam Dhingra
Rob Price
Founder and CIO at Sound Money Capital, an actively managed crypto fund
Sound Money Capital
Episode: Episode 56: How A Professional Thinks About Cryptocurrency Investing, with Rob Price
Wojtek Buczynski
Consultant, speaker, and AI researcher specializing in AI regulations and use cases.
Episode: Episode 55: All things AI with Wojtek Buczynski

Host

Franklin Parker
Host of Charterholder Chatter

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode 55: All things AI with Wojtek Buczynski
Q: Is general artificial intelligence (AGI) possible?
Wojtek cautiously answers yes but indicates that this is a complex topic requiring engineering perspective and acknowledges uncertainty in the timeline.
Episode 55: All things AI with Wojtek Buczynski
Q: What do you think are the use cases for artificial intelligence generally?
Buczynski highlights areas such as compliance and unsexy applications in financial services, suggesting AI is valuable for things like KYC, AML rather than flashy innovations.
Episode 55: All things AI with Wojtek Buczynski
Q: How did you get from Poland to working in AI and finance?
Wojtek shares a journey that involved much travel and diverse experiences before landing in London and eventually pursuing a PhD in AI applications in finance.
Episode 51: The Value of Knowledge and Connections…Preparing the Next Generation of Leaders with Marilyn Wiley
Q: What gets you most excited about future generations of leaders in finance?
The engagement of students who ask insightful questions and seek to deepen their understanding of finance excites Marilyn about future leaders.
Episode 51: The Value of Knowledge and Connections…Preparing the Next Generation of Leaders with Marilyn Wiley
Q: What drove you to make the transition to teaching?
Marilyn experienced a greater engagement in learning during graduate school and sought more balance in her life after having children, prompting her move to academia.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About CFA DFW Charterholder Chatter

What is CFA DFW Charterholder Chatter about and what kind of topics does it cover?

Focused on the personal and professional journeys of investment professionals, this podcast often features insightful conversations with industry leaders, thought-provoking discussions on investment strategies, and explorations of trends affecting finance and wealth management. A unique aspect is its commitment to highlighting the voices and experiences of women in traditionally male-dominated fields, particularly around family offices and venture capital investment. Listeners can expect episodes that challenge conventional thinking about wealth, investment, and the evolving landscape of finance, while addressing practical topics like financial literacy, responsible investing, and the impact of cultural dynamics on business interactions.

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How many listeners does CFA DFW Charterholder Chatter get?

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What are the audience demographics for CFA DFW Charterholder Chatter?

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How many subscribers and views does CFA DFW Charterholder Chatter have?

To see how many followers or subscribers CFA DFW Charterholder Chatter has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to CFA DFW Charterholder Chatter?

These podcasts share a similar audience with CFA DFW Charterholder Chatter:

1. Capital Allocators – Inside the Institutional Investment Industry
2. The Long View
3. Masters in Business

How many episodes of CFA DFW Charterholder Chatter are there?

CFA DFW Charterholder Chatter launched 4 years ago and published 64 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact CFA DFW Charterholder Chatter?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for CFA DFW Charterholder Chatter?

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What guests have appeared on CFA DFW Charterholder Chatter?

Recent guests on CFA DFW Charterholder Chatter include:

1. Sasha Lund
2. Michaela Berglund
3. Michael A. Gayed
4. Gregg Robins
5. Dr. Mara Harvey
6. Jennifer Wines
7. Gautam Dhingra
8. Rob Price

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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