CFA DFW Charterholder Chatter

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.

CFA DFW Charterholder Chatter is a business podcast hosted by CFA Dallas/Fort Worth, with 69 episodes on record and a Required Pod Score of 80.

CFA Dallas/Fort Worth hosts CFA DFW Charterholder Chatter, a business show with 69 episodes published.

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  CFA DFW Charterholder Chatter

  Episode 69: The Anti Aggregator with Julian Heron

  Aug 28, 202636 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 industry, and the power of people in a service business. Julian Heron is a CFA charterholder and a Chartered Retirement Plans Specialist. He has been in private wealth for 15 years and currently runs Credentialed Wealth Advisors and Sovereign Path Fund. Read more from Julian : Sovereign Path Fund , Julian's LinkedIn Julian's Currently Reading: Atlas Shrugged by Ayn Rand Julian's Music Recommendation: King Gizzard and the Lizard Wizard ___ 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

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  CFA DFW Charterholder Chatter

  Episode 68: AI & VC with Micah Pellerin

  Jun 18, 202638 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 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

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  CFA DFW Charterholder Chatter

  Episode 67: The Dirtiest Word in Finance

  May 21, 202637 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 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

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  CFA DFW Charterholder Chatter

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

  Dec 2, 202536 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 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

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  CFA DFW Charterholder Chatter

  Episode 65: Building Tomorrow's Advisor with Martin Tarlie

  Oct 24, 202535 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. 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

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