CFA DFW Charterholder Chatter
CFA Society of Dallas-Fort Worth presents Charterholder Chatter, a podcast that explores the inspiring personal and professional journeys of local, national, and international investment professionals.
Episodes
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 Unive
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.
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 Managemen
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. Mar
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 Mi
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
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, telev
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 i
Episode 60: At the Center of Change with Dr. Gregg Robins
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 Oxford, his years in Moscow, and his thinking on the family office world. Gregg Robins runs Robins Advising, a family-office consulting firm based in Ge
Episode 59: A Smart Way to Start with Dr. Mara Harvey
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. Mara was Swiss CEO of VP Bank Region Europe where she pioneered a dedicated female finance network. She won the TechFace Hidden Figures Diversity All
Episode 58: Wealth Refocused with Jennifer Wines
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 of the wealth management industry, and how changing demographics are shifting the industry. Jennifer is the founder of Invisible Wealth Consulting, partnering w
Episode 57: Investments in Life with Gautam Dhingra
We talk with Gautam Dhingra about his journey from a young boy in New Delhi, to managing over $1 billion as the founder of High Pointe Capital, to his diagnosis with terminal cancer. We discuss how he thinks about investment valuation, his decision to become an entrepreneur, and his thinking on life. Gautam is the founder of High Pointe Capital. He has served as the President of Chicago's CFA Soci
Episode 56: How A Professional Thinks About Cryptocurrency Investing, with Rob Price
We talk with Rob Price about how he thinks about cryptocurrency investing. We cover what it is, how he thinks about valuation and investment in the space, crypto regulation, and the role it might play in the future. Rob is the founder and CIO at Sound Money Capital, an actively-managed cryptocurrency fund. Prior to Sound Money, Rob was head of asset allocation for South Africa's largest pension fu
Episode 55: All things AI with Wojtek Buczynski
We talk with Wojtek Buczynski about whether AI will live up to its hype, AI regulation around the world, the use cases of AI in financial services, and whether general artificial intelligence is possible. Wojtek is a consultant, speaker, and AI researcher specializing in AI regulations and use cases. He was an early advocate of AI at Fidelity International, and ran a team at EY specializing in AI
Episode 54: Turning the Tables with Paul Olschwanger
After my book was published, I spent many hours on podcasts with all sorts of hosts. None, however, were nearly as warm, engaged, and thoughtful as Paul Olschwanger – his questions were informed and incisive, demonstrating understanding, but also warm and human. I could tell immediately that Paul is a man who cares deeply about others, which might help explain his success on this very podcast. Pau
Episode 53: "Pushing Against the Boxes Imposed by Others"…the Amazing and Inspiring Journey of Tina Byles Williams
Our next to final episode of season 3 represents the best of the best in terms of relevant topics and the voice you will primarily hear throughout the conversation. Rare to find such a high level of intelligence, courage, leadership, and willingness to give back, all in one person. One such individual is Tina Byles Williams, who is the Founder, Chief Executive Officer (CEO), and Chief Investment O
Episode 52: Unlocking How the World Works with Leader Extraordinaire Rob Kaplan
Our podcast started a few years ago with the aspirations of having local CFA charterholders share their unique journey. After a few episodes, we realized the high level of interest and impact with hearing about the challenges, proudest moments, and inspirations along the way. No longer am are we searching for the hot topic of conversation, rather the individual who teaches and motivates you to car
Episode 51: The Value of Knowledge and Connections…Preparing the Next Generation of Leaders with Marilyn Wiley
When our podcast was established a few years ago, the initial focus was on local investment legends such as Luther King, Susan Byrne, Jim Hille, and Dan Meader. Finally, as we wind down Season 3, it is time to have another true legend who has dedicated her career to education, leadership, and impacting our investment community. Since 2015, Dr. Marilyn Wiley has served as the Dean of the G. Brint R
Episode 50: It All Started at Oxford…an Inspiring Conversation with the Face and Voice of DEI in Asset Management – Sarah Maynard
Within and outside the investment management industry, there are many well-intentioned initiatives established to make a significant contribution and difference. Not as difficult to find people who have an opinion as it is to find true leaders willing to climb up and through walls. One such exceptional leader is our guest today. Sarah Maynard is Global Senior Head, Diversity, Equity, & Inclusion (
Episode 49: The Amazing Journey of John Hagensen, former Pilot, current Entrepreneur, Philanthropist, and Financial Advisor
Some people think, others say, and rarely do you find someone who thinks, says, and does. Our special guest today is that rare individual and he is super-fast at all three. He is an entrepreneur, philanthropist, financial advisor, podcast host, and proud father and husband. John Hagensen serves as a Managing Director and Partner at Creative Planning, overseeing offices in Arizona and North Dakota,
Episode 48: Following the Puck with the Accidental Journey of Calum Mackenzie
Several years ago, I traveled to Toronto thinking this would be just another business trip, meeting with colleagues, figuring out ways to collaborate, perhaps developing new coaching relationships where I could help individuals and teams reach their potential. My expectations were far exceeded when I met today's guest who has the rare combination of intelligence, compassion, humility, and willingn
Episode 47: Embracing the Grit with "Socially Adjusted Actuary" and Leader Extraordinaire Tim McCusker
If you have listened to our podcasts, you know by now that we strive to have a diverse set of guests, from allocators to leaders and everything in the middle, while maintaining our requirements for humility and inspiration. Today's guest has plenty of letters after his name covering the liability and asset pieces along with all asset classes. And he is an exceptional leader and communicator. Tim M
Episode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder
Episode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder Outsourcing the CIO or OCIO function at a university endowment, corporate pension plan, or healthcare system has become commonplace over the past 10 years. In the early days, the deciding factors were operational efficiencies, meeting a target goal objective, and cost. Today, these same or
Episode 45: Self and Team Awareness Lead to Higher Quality Conversations, Collaboration, and Healthy Culture – an insightful conversation with Zack Wieder
Too often in our industry, we want to talk about strategies, processes, and achieving alpha. Today, you are in for a treat if you want to hear more about the importance of self and team awareness, culture, making better decisions, and taking advantage of science and research as we better understand personalities, preferences, and motivations. Zach Wieder is the Chief Executive Officer of Principl
Episode 44: Going Beyond Pouring the Water – the Remarkable Journey of Meredith Jones
Our podcast is all about the journey, not the destination and today's special guest has dedicated her professional journey to areas she deeply cares about as she is an inspiration to many throughout the world with her research, writing, and speaking, all in her unique style of communication, which is clear, valuable, and humorous. Meredith Jones is a well-known expert in the investment industry wi
Episode 43: Finding the Good in Everything…a warm and uplifting conversation with Michelle Underwood Gass
Today's guest is in the words of a mutual connection a former badass short seller wrapped in the body of a sweet Texas lady. She gave up the short seller life a few years ago to start Paradigm Advisors, an independent fee-only financial advisory firm, catering to younger high net worth professionals. Michelle Underwood Gass has a passion for helping people and resolving complex issues for her clie
Episode 42: Courage, Conviction, and Humility…a conversation with Arvind Sanger
The combination of experience and conviction is typically a decent recipe for success and today's guest is a great example of having the courage to pivot professionally (Equity Sales Side Analyst to Portfolio Manager) for what you believe in. Arvind Sanger is the founder and managing partner of Geosphere Capital, a global long-short fund manager currently investing in natural resources, new energy
Episode 41: How an Elite High Jumper Landed in the Hedge Fund Pit… the Amazing Journey of Jane Buchan
Many times, on our podcast, I ask guests what they are most proud of. Well, on today's episode, I am beaming with pride to have such a distinguished investment professional who despite incredible success, continues to give back in so many ways. Her curiosity, love for learning, willingness to challenge, and break barriers have contributed to her numerous accomplishments and legacy, while giving ba
Episode 40: Talking Goals-Based Investing with Franklin Parker
Our podcast is all about storytelling. Afterall, who wants to hear another opinion about inflation and interest rates? How many people do you know who grew up working on a cattle ranch, got a degree in music and ended up in the asset management industry? Today, Franklin Parker may not be a famous singer/songwriter in Hollywood, but he has written an interesting book about goals-based investing, wh
Episode 39: The Diverse and Competitive Interests of Elizabeth Burton – History, Economics, Math, Politics, Solving Problems, and Ice Skating.
Episode #39 – the Diverse and Competitive Interests of Elizabeth Burton – History, Economics, Math, Politics, Solving Problems, and Ice Skating. You most likely have seen this episode's guest on CNBC and Bloomberg or followed her insights in various industry publications. Elizabeth Burton is currently a Managing Director and Client Investment Strategist at Goldman Sachs, where she advises institut
Podcast 38: The Persistent Facilitator's Pivotal Career, a conversation with Martha Delgado
Many people experience a "fork in the road" moment in their career. In Martha Delgado's case, a combination of education, luck, timing, valuable mentorship, and pursuit of the CFA charter have contributed to a successful pivot from analyst to business development and client relationship, serving clients globally. Martha is currently the head of business development for Allspring Global Investments
Episode 37: The Discipline of Chess, Basketball & Real Estate Investing with Phil Copulsky
Before he committed to real estate investing, Phil Copulsky was a competitive chess player and college basketball player, both instilling the necessary discipline to read like Buffett, focus on developing long-term relationships, and follow the lead of great mentors. On today's episode, Phil shares his unique professional and personal journey, the opportunities and challenges investing in direct r
Episode 36: The Personal and Professional Journey of Lauren Minch
Today's conversation will motivate and inspire you to put the time and effort into what matters most in your professional life, including spending time to give back and lead. Lauren Minch currently serves as the first CEO of the CFA Society of Dallas/Fort Worth after spending a career in accounting and finance, two areas she is very proud of and encourages others to follow their own path. She shar
Episode 35: The Amazing Journey of Marg Franklin
Leading an organization with big goals and many stakeholders, Marg Franklin is the President and CEO of the CFA Institute, globally responsible for promoting the highest standards of education, ethics, and professional excellence in the investment profession. Google her name and you will find plenty of articles and podcasts; however, this episode is more about her personal and professional journey
Episode 34: Going Private: A Conversation and Roadmap with Chris Schelling
Finding finance as the perfect intersection of psychology and math, recognizing the dispersion of public/private return potential, and transitioning to a role of doing vs. talking summarizes the unique journey of Chris Schelling. With degrees in psychology, business, and finance, Chris is an expert at incorporating insights from behavioral finance into investment decision making. During his 20+ ye
Episode 33: Dan O'Grady – The Prince of Serendip
How often do we have an opportunity to hear the personal and professional story of an investor and leader who happens to play a significant role in one of the country's largest pension plans? Dan O'Grady is the Assistant Vice President – Investment Management for AT&T and is responsible for overseeing public equity and hedge fund programs across the company's nearly $100B in investment assets. Be
Episode 32: A Conversation with David Carlson and his Obsession with Risk
Right now, you might be in the gym, driving to work or in your office wondering how the heck we are going to keep you interested over the course of 20 minutes talking about bonds. Guess what, I was wondering the same thing before I was connected to our special guest, David Carlson, who is President and Chief Investment Officer at NY-based Lucid Management, a specialized fixed income manager focuse
Episode 31: The Journey of Jennifer Hutchins and Avantax
Jennifer Hutchins' love of math and summer internship ultimately led her to a career in finance. Today, she is the manager of the Portfolio Management Group at Avantax and oversees the planning, execution and success of this group and various portfolios. Jennifer started her career in financial planning and wealth management in 2004 as an advisor with A.G Edwards & Sons. She joined Avantax® as an
Episode 30: Investor, Philanthropist, Proud Father, and Eagle Scout – The Journey & Legacy of Sanjay Chandra
Sanjay Chandra has over 30 years of experience as a successful entrepreneur and an active private investor and serves as a principal and managing partner at Trinity Investors and its affiliated companies. In addition to his day-to-day role at Trinity, Sanjay serves as a board member for American Leather, which he co-founded in 1990, and where he was formerly president and CFO. He also serves as
Episode 29: Building. Leading, and Inspiring: A Conversation with Geeta Kapadia
The path to managing a billion-dollar university endowment is not always the same, and in the case of Geeta Kapadia, there were twists and turns along the way. As the CIO at Fordham University, Geeta is a key member of the University's executive leadership team, collaborating with the Board of Trustees Finance and Investment Committee and senior leaders in finance, to develop and execute the Unive
Episode 28: The Personal and Professional Journey of Pye Yuan
Whenever I think of the Boy Scouts, I have visions of the highly respected eagle scout, knowing how to properly tie a knot, and the outfits in elementary school. Little did I know that one day, I would have their director of investments on our podcast. Pye Yuan is responsible for managing over $2 billion dollars at Boy Scouts of America at their national office in Irving, Texas. His responsibiliti
Episode 27: The Legacy of Ron Peyton
When I think of industry legends in the asset management industry, there are many, but few can claim the longevity, success, and impact of Ron Peyton, who is the long-time leader of Callan, one of the largest independently owned investment consulting firms in the U.S. He joined Callan in 1974, and became executive chairman in 2017, after serving 27 years as the firm's CEO. As Executive Chairman, h
Episode 26: Coming Back and Giving Back with John Montgomery
John Montgomery started his journey in Texas and eventually returned to create a unique asset management firm, built around servant leadership, power of generosity, respect for all people all the time, and donating 50% of its profits to organizations making a positive impact to humanity. With degrees from MIT, Harvard, and Swarthmore (Business, Engineering, and Philosophy), he eventually founded B
Episode 25: If Only All My Professors Were Like Sandy Leeds
My friends and family know my love for the University of Texas at Austin, even down to the color burnt orange. However, my one regret is not being a more dedicated and disciplined student. It took me a few years to mature and embrace learning something new. On this episode, I am honored to be joined by a long-time friend and professor of instruction in the finance department at the University of T
Episode 24: The Art of Building Businesses and Long-term Relationships with Tom Meyers
Can nice guys finish first? In the kill-or-be-killed world of raising assets at investment firms, it's refreshing to know that people like Tom Meyers are committed to investing in long-term relationships, not just hunting for the next transaction. This mindset and talent have produced extraordinary results at every organization he took on the challenge of building. Today, he is the Senior Director
Episode 23: It All Started with a Cardboard Box with Big Ideas and a Focus on Authenticity, Brevity, and Clarity - The incredible journey of Jackie Charnley!
How in the world do you squeeze 20 minutes of conversation with a marketing legend in our industry who has spent over 4 decades helping asset management firms and their people grow? Jackie Charnley is universally known for her caring personality, success with clients, and radiant smile that is contagious even on a zoom call. She is Chairman of the consulting firm, Charnley & Rostvold, which helps
Episode 22: Early-stage VC Investing with Apurva Mehta
I have always been intrigued with people willing to take risk with their career and in the investment world. Our guest today, Apurva Mehta checks both boxes as he along with Patrick O'Connor, started Summit Peak Investments in the summer of 2018. The firm provides capital to venture capital funds and emerging companies, focusing on several themes within the technology sector. Before forming Summi
Episode 21: Institutional Marketing Extraordinaire Rachel Minard
One of the biggest challenges for asset managers is effectively articulating their stories and raising significant capital for their strategies and funds. Our special guest for this episode is a rock star in the global institutional asset management arena, with expertise for alternative investment firms. Over the course of 25 years, she has raised over $28b, and built 4 fund-of-funds from scratch.
Episode 20: Local Investment Legend Series featuring Tom Tull
What's it like to be responsible for investing $35 billion on behalf of state employees and retirees and managing a staff of 80 people? While at the Employees Retirement System of Texas, Tom Tull was involved with over 200 completed investment transactions totaling $13 billion encompassing private equity, private credit, private real estate, global credit, hedge funds, and special situations. He s
Episode 19: Discount Shopping Around the World with Dave Iben
Our special guest today thought he was going to be a veterinarian, and yet somehow ended up in portfolio management, with a focus on global value investing. Dave Iben is the Founder, Chief Investment Officer, and Lead Portfolio Manager at Kopernick Global Investors, which manages roughly $7 billion dollars, utilizing a distinctive philosophy and a time-tested investment process focused on fundamen
Episode 18: The Valuable Journey of Life and Investing with Nick Tompras
Nick Tompras founded ACR Alpine Capital Research in 1999 to fulfill his vision of an asset manager built solely on fundamental investment principles. He developed ACR's core investment philosophy and policies, and authors the firm's quarterly investment commentary. He is the lead Portfolio Manager of ACR's flagship Equity Quality Return (EQR) strategy and serves as Co-Portfolio Manager of the firm
Episode 17: The Quantifiable Journey of Mike Even
Season 2 of our podcast finds us expanding outside the DFW area to spend time in Boston with Mike Even, former co-head of global investments at Citi and Chairman at Man Numeric. With degrees from Cornell and MIT and a CFA Charterholder, you won't find a brighter yet more humble investment professional. He currently serves on the investment committee of the MASS PRIM Board, and on several advisory
Local Investment Legend Series featuring Luther King
What an honor to spend time in person with the one and only Luther King. So genuine and humble, he is still learning from the younger generations, believing "you take care of your clients, and they will take care of you". Luther shares more details about his professional journey, his motivation for giving back, and his excitement for the future of our industry and professionals. He founded Luthe
Episode 14: Talking Digital Finance with Baxter Hines
Local expert and blockchain enthusiast Baxter Hines shares his professional journey and pivot from traditional portfolio management to digital finance, with all topics and concerns up for discussion. Baxter is Managing Partner and Chief Investment Officer with Honeycomb Digital Investments. He founded the firm in 2020 to provide institutional-grade solutions for investments in digital assets. He
Episode 13: Head Strong Investing with Eric Bennett
You have come to the right place if looking for a conversation about the brain and investing, thanks to this week's guest, Eric Bennett, who shares his unique experiences connecting brain health with successful investing. Eric has over years of experience in the asset management industry and is the Co-founder, Chief Investment Officer, and Chairman of the Investment Committee at Tolleson Wealth M
Episode 12: Building High Quality Portfolios with Clarity, Purpose, and Ownership
Sharing his philosophy and process for owning great businesses is Cory Whitaker, Founder, and CIO at Bowie Capital, who, like the legendary Peter Lynch, articulates clarity, passion, and conviction, even going back to his early teens when he bought Nike and still owns to this day. Cory launched Bowie Capital Management in 2014, serves as an advisory director for Petrus Trust Company, the trustee
Local Investment Legend Series featuring Susan Byrne
One of the great local and national legends, Susan Byrne joins the Chat to share more about her incredible and inspiring journey, from finding her way in a male-dominated industry to offering pearls of wisdom for young women to reach their potential in our industry. Susan the founder and vice chairman of Westwood Management Corp. and served as its Chairman of the Board for over 30 years, with lo
Episode 11: The Art and Science of Manager Selection
This episode will have you on the edge of your seat, thanks to Ryan's perspective on manager selection, our industry's progress with diversity, and how he chooses to enjoy the journey of life. Ryan is currently a Founding Managing Partner and CIO at Carbonado Partners, a leading placement agent with a differentiated approach to fundraising for emerging managers. Prior to his current position, Rya
Local Investment Legend Series featuring Steve Smith
Local Investment Legend Series, featuring Steve Smith, former rocket scientist who successfully made the transition to investment management by having a clearly established, well-understood, and universally agreed upon goal for achieving a mission, whether helping people land on the moon or finding companies that will grow faster than expected while combining the efficiency of technology and wisdo
Episode 9: The Glass Half-full of Investment Opportunities according to Dhruv
With so much negative news and uncertainty with current market and economic conditions around the world, you will enjoy hearing the perspective of Dhruv Maniktala, CIO at True North Advisors, who sees volatility and dislocation as opportunities in areas such as real estate private credit, and closed-end fund arbitrage. We talk about the costs and level of protection of certain hedging strategies,
Episode 8: Let's Talk About the G in ESG
Join us for a quick and fun discussion with Gregg Ballew, who tells us all about corporate governance, its relevancy to investment managers, best practices and not so best, and why we should pay more attention to the G in ESG. Gregg was in the banking and investment management business for 38 years prior to joining the University of Texas at Dallas in July 2020. He currently serves as a Professor
Episode 7: The Endowment Model and Demise of 60/40
This episode's guest is Kelly Hohertz with View Capital Advisors, and she challenges the traditional 60/40 model, along with the benefits of incorporating alternatives and non-correlated strategies, not only for large endowments but for a broader set of investment pools, including high net worth individuals and families. Kelly also shares her perspective as a female investment professional with th
Episode 6: Are Bonds in the Doghouse for 2022?
Join us for an interesting take on how and where bonds fit into an investment allocation for 2022, thanks to our guest, Emma Muhleman, Senior Equity Analyst & Global Macro Strategist at Ascent Investment Management. She covers the typical questions around expected Fed rate hikes and inflation but also raises questions that aren't being asked. Emma is currently a Sr. Equity Analyst & Global Macro
Local Investment Legend Series featuring Sharon Criswell
Sharon joins the Chat to share her incredible journey, which inspired her along the way, how to get the younger generation interested in a finance career, and why she is so excited about the future of our industry. Most folks in our industry think of Sharon as the ultimate volunteer who consistently gives her time and heart to too many initiatives to name but the CFA Society locally, regionally,
Local Investment Legend Series – Dan Meader
Local Investment Legend Series, featuring Dan Meader, long-time advocate, and leader of the CFA Society and CFA Institute and co-founder and managing partner of Trinity Private Equity Group. Dan shares key moments and people of his incredible journey, including how the CFA charter played a significant role in his professional growth and success. His legacy is well defined and excitement for the fu
Episode 3: The Other 7 Billion People – Investment Opportunities in India and China
This episode's guest is Rick Lear, Founder and Managing Partner at Lear Investment Management in Dallas, Texas, who talks about investment opportunities and potential risks with investing in China and India. You don't want to miss hearing Rick's perspective on what an emerging middle class and innovation means for India's GDP, clean energy, chip shortage, and the continuing challenges of Covid.
Episode 2: ESG 2.0 from the Perspective of Ross Campbell
For this segment, we go beyond definitions and justifications and address the proliferation of ESG products, human rights implications, climate, and various methods of greenwashing with our resident expert, Ross Campbell, Director of Responsible Investing at Barrow, Hanley, Mewhinney & Strauss. Ross Campbell is the Director of Responsible Investing at Barrow, Hanley, Mewhinney & Strauss, one o
Local Investment Legend Series – Jim Hille
Local Investment Legend Series, featuring Jim Hille, former long-time CIO at the TCU Endowment. Jim shares his unique perspective and pearls of wisdom going back to his military background and successfully managing large pools of assets and people, and even in retirement how he continues to impact our industry through mentoring and serving on various boards. Jim Hille has over 30 years of exper
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