CFA DFW Charterholder Chatter
CFA Dallas/Fort WorthCFA 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.
| Publishes | Infrequently | Episodes | 66 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationInvestingBusiness | |||
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Latest Episodes
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, ... more
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 ... more
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
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 time at Oxfo... more
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 been taught.... more
Recent Guests
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Top Investing Podcasts
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Frequently Asked Questions About CFA DFW Charterholder Chatter
What is CFA DFW Charterholder Chatter about and what kind of topics does it cover?
Focusing on the personal and professional journeys of investment professionals, the content covers a range of topics related to finance, wealth management, and the challenges and opportunities faced within the investment industry. Episodes often highlight emerging trends, such as the rising role of women in finance, innovative investment strategies, and the intersection of personal finance with broader societal issues. By featuring experienced professionals and thought leaders, the discussions provide insights into investment philosophies, risk management tactics, and financial literacy, making it a valuable resource for both seasoned investors and those new to the financial landscape. The podcast uniquely emphasizes storytelling, allowing ... more
Where can I find podcast stats for CFA DFW Charterholder Chatter?
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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?
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How many episodes of CFA DFW Charterholder Chatter are there?
CFA DFW Charterholder Chatter launched 4 years ago and published 66 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?
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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.