CFA DFW Charterholder Chatter: Recent Episodes
CFA Dallas/Fort Worth
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.
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.
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Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD
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LinkedIn | Instagram| www.cfasociety.org/dallasfortworth
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.
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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
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
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
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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 Mindset: The Art and Science of Creating Good Luck which has been translated into a dozen languages. He holds a Ph.D. from the London School of Economics, was former Director of NYU’s Global Economy Program, and is a member of the WEF’s Expert Forum.
What Christian is Reading Right Now: Man’s Search for Meaning by Viktor E. Frankl
Christian’s Music Recommendation: “Beautiful Day” by U2.
Read More from Christian: LinkedIn, Serendipity Mindset Website
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LinkedIn | Instagram | www.cfasociety.org/dallasfortworth
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 winning researcher, author, and founder of Core Values Consulting, a consultancy designed to guide business families through multi-generational continuity and longevity. She is a global NEXUS member, a senator for the World Business Angel’s Forum, and was former managing director for One Million Children, an NGO dedicated to the empowerment and education of refugee children.
Shasha has been published in Forbes Italia, Robb Report, Diplomatic World, International Family Office Journal, and many others. She holds a degree from King’s College London in Modern Foreign Languages with Education and Film.
What Sasha is Reading Right Now: A Gentleman in Moscow by Amor Towles
Sasha’s Music Recommendation: “Run to the Hills” by Iron Maiden
Read More from Sasha: Sasha’s Website, Core Values Consulting Website, LinkedIn
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Connect with CFA Society Dallas/Fort Worth:
LinkedIn | Instagram| www.cfasociety.org/dallasfortworth
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, television, and board membership, and she holds degrees in French from Halmstead University, Marketing and Management from Uppsala University, and she studied law at Stockholm University.
Some Links Discussed in the Show:
- The Exit Gap
- Investors Preferred Pitches Presented by Male Entrepreneurs
- VC Sterotypes About Men and Women Aren’t Supported by Performance Data
What Michaela is Reading Right Now: Patriot by Alexei Navalny
Michaela’s Music Recommendation: “Kite” by Benjamin Ingrosso
Read More from Michaela: FemInvest Podcast; FemInvest Sweden; Michaela’s LinkedIn
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Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD
Connect with CFA Society Dallas/Fort Worth:
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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 investing and economics.
Michael is a 5x winner of the Dow and NAAIM Founder’s award for his research, including “Leverage for the Long Run: A Systematic Approach to Managing Risk and Magnifying Returns in Stocks” and “Lumber, Worth Its Weight in Gold: Offense and Defense in Active Portfolio Management”. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and he is a CFA Charterholder.
What Michael is Reading Right Now: The Illustrated Man by Ray Bradbury
Read More from Michael: Seeking Alpha, Lead-Lag Media, on X and LinkedIn
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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 Geneva, Switzerland. Prior to Robins Advising, he ran the UBS in Moscow and opened the first UBP office in Moscow. Gregg has taught and lectured at leading business schools, including the Executive MBA programs with the NYU Stern school of business, and the New Economic School in Moscow. He was elected Teacher of the Year by his MBA students at NYU Stern in 2006.
Gregg holds a BA in Economics from Rice University. He was awarded a Marshall Scholarship to attend Oxford University, where he received a Masters and Doctorate, with specialty in Finance and Russian and Eastern European Studies. He is a Dean’s Fellow with Said Business School at Oxford.
What Gregg is Reading Right Now: Supremacy: AI, ChatGPT, and the Race that will Change the World by Parmy Olson
Gregg’s Music Recommendation: “A Bar Song” by Shaboozy
Read More from Gregg: Robins Advising Website; on LinkedIn
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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 Ally award for her work in advancing female finance and early childhood financial literacy. Prior to VP Bank, she was Head of Client Services, Global Wealth Management with UBS where she won Bridge Berlin’s 2017 Financial Justice Champion Award for the pioneering work in gender finance. Her latest project, A Smart Way to Start, is focused on teaching children valuable money lessons through a rhymed book series, which has been republished by the United Nations to support awareness and education for The World’s Agenda of 2030. She holds a Ph.D. in Political Economy from Fribourg University, graduating summa cum laude.
What Mara is Reading Right Now: Lead Like a Girl by Dalia Feldheim; A Travel Guide to the Middle Ages by Anthony Bale
Mara’s Music Recommendation: “Apnea” by Emma
Read More from Mara: Mara’s Website; A Smart Way to Start; LinkedIn
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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 with individuals and institutions to implement the principles of wealth detailed in her best-selling book Invisible Wealth. She has been widely quoted in outlets such as The New York Times, The Financial Times, and Forbes. She carries the Certified Private Wealth Advisor designation from Booth Business School in Chicago, she holds a JD from Suffolk University Law School.
What Jennifer is Reading Right Now: Think and Grow Rich by Napoleon Hill
Jennifer’s Music Recommendation: “Disco” by Surf Curse
Read More from Jennifer: Jennifer’s Website, LinkedIn, Instagram: @Jennifer_Wines
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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 Society, and was honored by the CFA Society of Chicago with a Lifetime Achievement Award. Gautam holds a Ph.D. in Finance and Econometrics, has been a lecturer with Northwestern University’s School of Management, and holds his CFA charter.
What Gautam is Reading Right Now: Becoming by Michelle Obama
Gautam’s Music Recommendation: “Satnam Sri Wahe Guru” by Jagjit Singh
Read More from Gautam: Gautam’s Website, LinkedIn
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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 fund and Mercer’s African partner, Alexander Forbes Investments. He holds a Master’s of Finance in Economics from the University of Cape Town, and is a CFA charter-holder.
What Rob is Reading Right Now: Atlas Shrugged by Ayn Rand
Rob’s Music Recommendation: “Water No Get Enemy” by Fela Kuti
Connect with Rob: LinkedIn; Sound Money Capital Website; Twitter
Read More from Rob: Enterprising Investor
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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 adoption in financial services. He is a Ph.D. candidate with Cambridge University, a CFA charter-holder, and the carries the FRM designation.
What Wojtek is Reading Right Now: Scarcity: Why Having Too Little Means So Much by Eldar Shafir
Wojtek’s Music Recommendation: anything with rhythm, rhyme, female vocals, and profanity
Connect with Wojtek: LinkedIn
Read More from Wojtek: on Enterprising Investor and LinkedIn
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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.
Paul is founder of Wendell Rhoads Consulting which helps investment professionals, and their organizations improve levels of trust, engagement, collaboration, team dynamics, and performance. Paul has served on the board of the CFA DFW society for 20 years, and has hosted Charterholder Chatter for 3 seasons.
Join us as we turn the tables and ask Paul the questions! We discuss how investment professionals should think about their career, how organizations and employers can think about diversity, equity, and inclusion, and what to expect from season 4 of this very podcast.
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 Officer (CIO) of Xponance, a $16.5 billion multi-strategy investment manager, one of the largest diverse and woman-owned investment firms in the U.S. She founded FIS Group, the predecessor firm to Xponance, in 1996, after serving as the CIO for the City of Philadelphia’s Board of Pensions and Retirement, and Investment Officer for Philadelphia Gas Works.
Tina is the Lead Portfolio Manager for the firm’s active multi-manager global equity strategies and a member of the investment committee for the firm’s private market strategies. She is widely regarded as a trailblazer in the field of identifying and investing with alpha producing, entrepreneurial investment management firms, many of which are diverse, and women owned. In addition, she is the chairperson and driving force behind Xponance’s philanthropic entity, A Good Measure Foundation, which provides financial literacy education to inner city youth, supports programs designed to empower impoverished or marginalized women and children, and works to alleviate food insecurities in the firm's local communities.”
She completed her undergraduate work at New York University where she graduated Magna Cum Laude and earned her master’s degree in public policy with an emphasis in Finance from Harvard University.
On today’s podcast, Tina shares more about her personal and professional journey, inspiration along the way, starting a business in an industry dominated by people not looking like her, and biggest challenges to emerging and diverse managers.
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 carve out your own path of greatness.
Today, we are grateful to spend time with the one and only Rob Kaplan, who just rejoined Goldman Sachs as a Parter and Vice Chairman after previously serving as the president and CEO of the Federal Reserve Bank of Dallas from 2015 to 2021. He represented the Eleventh Federal Reserve District on the Federal Open Market Committee in the formulation of US monetary policy and oversaw its 1,300 employees.
Rob was previously the Martin Marshall Professor of Management Practice and a Senior Associate Dean at Harvard Business School. Prior to joining Harvard, he was Vice Chairman of the Goldman Sachs Group with global responsibility for the firm's investment banking and investment management divisions.
He serves as Chairman of Project A.L.S. and Co-Chairman of the Draper Richards Kaplan Foundation, is a board member of Harvard Medical School, St. Mark’s School of Texas and is a member of the Advisory Council of the George W. Bush Institute. Previously he served as Chairman of the Investment Advisory Committee at Google and a trustee of the Ford Foundation.
Proudly born and raised in Prairie Village, Kansas, Rob received a bachelor’s degree in business administration from the University of Kansas and a master’s degree in business administration from Harvard Business School.
He has authored three books, including one our host, Paul Olschwanger recently finished, titled What You Really Need to Lead: The Power of Thinking and Acting Like an Owner.
On today’s episode, you would think we am going to ask Rob for his views on the economy or fed policy. Not so much, you can easily google Rob Kaplan and these topics. You are, however, in for a treat as we are going to talk more about his professional journey, life leading the Fed, proudest moments, and potential topics for his next book.
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 Ryan College of Business at the University of North Texas or UNT. Previously, she was Senior Associate Dean. Before coming to UNT, she spent three years in the same role at Florida Atlantic University. Marilyn earned a Ph.D. in Finance from Texas A&M University, is a Chartered Financial Analyst and previously served as President of the Dallas-Ft. Worth CFA Society. She also consults for the CFA Institute on curriculum issues, recently served as member of the Board of Directors of the Ft. Worth chapter of Financial Executives International and her research has been published in several academic journals including the Journal of Futures Markets and the Journal of Finance.
On this podcast, Marilyn shares her personal and professional journey, what she is most excited about for future generations of leaders in finance, and key takeaways to graduating seniors.
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 (DEI) at CFA Institute.
Based in London, Sarah leads a global, industry-recognized portfolio of DEI programs for CFA Institute stakeholders who include CFA Program candidates, charterholders, Societies, and investment institutions, to champion the cause of greater diversity, equity, and inclusion in the investment management industry. Sarah is also responsible for internal DEI at CFA Institute, reporting to CEO & President, Marg Franklin.
Previously, Sarah was Head of Stewardship and Client Communication at Majedie Asset Management, Director of Career Development at CFA Society of the UK, and a founder of the society’s Women’s Network, which she transformed into the Inclusion & Diversity Network, and which now has a membership of over 1,200 investment professionals.
Sarah was also a fund manager and analyst at both an asset manager and an asset owner, for which she managed an equities portfolio of US $3.3bn.
She has an MA in English Literature and Language from Trinity College, Oxford, holds the ASIP (the credential for Associates of the Society of Investment Professionals), and is an Associate member of the Chartered Institute of Personnel & Development. She currently serves on the Advisory Boards of Girls Who Invest, the National Association of Securities Professionals (NASP), Collaborative WIM, and on the CEO Advisory Council of Diversity Project North America.
On today’s episode, Sarah shares more about her journey, commitment to DE&I, her advice to young women entering our industry, and proudest moments.
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, and works directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including tax planning, retirement, employee benefits and estate planning. He also hosts “Rethink Your Money,” a weekly radio show and podcast, and has authored two books, including his most recent, “The Retirement Flight Plan.”
John brings to his clients more than 13 years of professional experience. Prior to joining Creative, he was the founder and Managing Partner of a national registered independent advisory firm. An airline pilot prior to entering the financial industry, John applies the precision, detail, and quality judgment he used as an aviator to his wealth management approach.
He earned a Bachelor of Science in biblical studies from Corban University, has a Master of Science in financial services from the Institute of Business & Finance and obtained a professional certification in Strategic Decision and Risk Management from Stanford University. John has a lot of letters or credentials after his name, just know he is CERTIFIED as an expert in FINANCIAL PLANNING™, FUNDS™, ESTATE AND TRUST, TAX, and INCOME ™.
On today’s podcast, John shares more about his unique and successful journey, making the transition from being a business owner, best practices for wealth creation, and aligning purpose and money.
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 willingness to take on new challenges.
Calum Mackenzie is a manager on the client solutions team at Connor, Clark & Lunn Investment Management, based in Vancouver. Prior to joining CC&L Investment Management in 2023, he worked in several progressively senior investment management roles at Aon, including leadership posts in both Canada and the UK.
Calum earned an MBA (with Distinction) and a Master of Science in Economic Management and Policy from the University of Strathclyde Business School, Glasgow, as well as an MA in Economic Science from the University of Aberdeen. He is a Chartered Alternative Investment Analyst and earned the Investment Management Certificate from CFA Institute while in the UK.
On today’s episode, Calum shares his journey, including growing businesses, the importance of developing relationships, thoughts on DE&I, and achieving balance.
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 McCusker is a partner and CIO at NEPC, a private employee-owned investment advisory firm based in Boston, where he is responsible for investment research, investment strategy development, and education of investment strategies. He also works closely with a wide variety of clients. He is a member of several committees at NEPC, including Marketable and Private Investments, and Asset Allocation. He has been recognized on several occasions for being one of the most influential investment consultants. Before joining the firm over 16 years ago, Tim was an associate at Towers Perrin, where he provided actuarial consulting advice.
He earned his B.A. in Math from Colgate University, is a Fellow of the Society of Actuaries and holds the CFA and CAIA designations.
On today’s episode, Tim shares his unique journey, making the successful transition from actuary to CIO, key topics of a future commencement speech, and his approach to communication.
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 organizations want to make sure they made the right decision to outsource, and did they select the right OCIO.
Today’s guest is Brian Schroeder, who is the founder of OCIO Monitor, a specialty consulting firm that provides due diligence of investment consultants and outsourced chief investment officers. He has over 30 years of investment experience, as both an institutional manager and consultant, and is one of the leading experts in benchmarking and performance reporting transparency. He has been consulted by academics and recently presented to the Securities Exchange Commission’s Division of Exams’ investigators on how to spot performance reporting fraud when conducting routine firm inspections. His forensic analysis is novel by quantitatively scoring the value-add of investment consultants and OCIOs in their five main duties- strategic asset allocation, tactical asset allocation, rebalancing, active manager hiring and active manager firing.
Schroeder has a Bachelor of Arts degree in economics from Cal State University – East Bay and a Master of Science degree in financial analysis from St. Mary’s College. Growing up, he watched Wall Street Week with Luis Rukeyser. In 7th grade, he read Adam Smith’s Money Game.
On this episode, Brian shares his professional journey, why/how he ended up worrying so much about the performance of OCIO providers, and the importance of mistake-based learning.
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 Principles, a company he started with Bridgewater founder and Chairman Ray Dalio. At Principles, he is responsible for building their world-class personality assessment product, PrinciplesYou, that boasts over 2M users, which he built in partnership with world-renowned psychologists Adam Grant and Brian Little. He brings nearly 15 years of experience across management, strategy, operations, and human capital, including 10 years at Bridgewater Associates, the world’s largest hedge fund, where Zach worked directly with Dalio as Head of People and Culture and oversaw the team responsible for key initiatives related to Bridgewater’s management transition. In the context of his experience at Bridgewater and Principles, he has coached over 1,000 employees as well as advised executive teams at multiple startups and fortune 500 companies to help them achieve their performance and culture goals. Zach received his Bachelor of Arts in Comparative Literature from Princeton University.
On today’s episode, Zach shares more about his journey and transition to helping people, teams and organizations improve their level of awareness, collaboration, growth, and having a well-defined culture.
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 with over 20 years of experience. Who else can claim a successful TedTalk, being an award-winning author, testifying before the U.S. House of Representatives Financial Services Committee on Diversity and Inclusion, and creating the first Women in Alternative Investments Hedge Fund index? She was also a regular columnist for Institutional Investor and Market Watch. She won’t tell you this, but we will – she is a rock star in our industry with a unique talent and ability to make others laugh while they are learning.
Currently Managing Director and ESG Practice Leader at EY, and Founder of MJ Alternative Investment Research, Meredith is a board member of Rock the Street, Wall Street, which offers programs to educate and equip high school girls with the skills to succeed financially and potentially pursue a career in finance. She was previously a Partner, Global Head of Responsible Investing at Aon, and held senior roles at Rothstein Kass, Barclays Capital, PerTrac Financial Solutions, and Van Hedge Fund Advisors. She is the author of Women of the Street: Why Female Money Managers Generate Higher Returns (And How You Can Too) which provides insight into the behavioral, biological, and cognitive edge female investors can provide.
Her research on emerging managers (initiated in 2006) and women and minority-owned funds created new investment categories. It has changed the way investors and money managers behave - both in the way investors allocate and how money managers market to and seek investors.
On today’s episode, Meredith shares more about her personal and professional journey, being a strong female voice in a male-dominated industry, and why the combination of intelligence and humor makes her such an effective communicator.
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 clients while navigating their path towards financial freedom. Her diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make her uniquely qualified.
Michelle has a Master of Accountancy with a concentration in Taxation and an undergraduate accounting degree, both from the University of Tennessee. She is a Certified Public Accountant, Certified Financial Planner, and Registered Life Planner.
On today’s podcast, Michelle shares her professional journey, importance of working happy, being intellectually curious, networking, and proudest moments.
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, and Indian equities. Previously, he was a Portfolio Manager at SAC Capital (his portfolio grew very quickly), running one of the largest equity portfolios and managing a global team based in New York and Singapore. Prior to his tenure at SAC, Arvind had a 15-year career as a top-ranked sell-side oil services & equipment analyst at several firms, including Deutsche Bank, DLJ and Kidder Peabody, among others. Arvind graduated from the Indian Institute of Technology, Bombay, and received his MBA from Tulane University. He is on the board of the Alexander Hamilton Society, Pratham USA and Pratham Educational Foundation in India.
On our episode, Arvind shares his professional journey, why the focus on sustainable energy, time at SAC Capital, inspirations along the way, and proudest moments.
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 back those representing the future.
Jane Buchan has thirty-four years of experience in investment management and portfolio construction with institutional investors and is currently Chief Executive Officer of Martlet Asset Management, a family office established in 2018. Prior to founding Martlet, Jane was CEO of PAAMCO, a fund of hedge funds, which she co-founded in 2000. Under her leadership, the firm grew to $32 billion in assets under management. She began her career at J.P. Morgan Investment Management in the Capital Markets Group, has been an Assistant Professor of Finance at Dartmouth, and recently served as chairwoman of the board for CAIA and is a member of the Advisory Board for the Master of Financial Engineering Program at UCLA Anderson School of Management. In addition, Jane is currently serving on the boards of AGF Management Ltd. and Globe Life, where our local baseball team who just won the World Series calls home. Jane has won so many awards we don’t have time to list them all. Just know she is a rock star in our industry and has been actively involved in initiatives to advance the careers of women in finance and is a founding Angel for 100 Women in Finance. Jane holds both a Ph.D. and an MA in Business Economics (Finance) from Harvard and earned a BA in Economics from Yale.
Today, Jane shares her amazing professional journey, commitment to education, and why she is so excited about the future of our industry.
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, which came out last year.
On this episode, Franklin shares his professional and personal journey, the why behind his belief in goals-based investing, and his advice to current and future wealth managers.
Franklin is the founder and chief investment officer of Directional Advisors in Dallas. He is a CFA charterholder, international speaker, and author of numerous peer-reviewed papers and articles. In 2017, Parker was awarded the NAAIM Founder’s Award for Investment Research for his work on merging active investment management and goals-based investing. Before starting Directional Advisors, Franklin was CIO at Bright Wealth Management, Managing Director at CH Wealth Management, and Financial Advisor at Edward Jones and LPL. His degree in music was achieved at the University of North Texas.
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 institutional clients on their investment strategy. Previously, she was CIO of the Employees’ Retirement System of Hawaii, where she oversaw $19 billion in pension assets. Prior to joining Hawaii, Elizabeth served as Managing Director of the Quantitative Strategies Group at the Maryland State Retirement Agency. Her background also includes owning a strategic advisory practice, serving as a senior economist, consultant, and holding roles with a fund of hedge funds.
Elizabeth received her bachelor's degree in political science and French, from Washington and Lee University, and her MBA in Finance, Econometrics & Statistics from the University of Chicago. She earned the CAIA designation and has been recognized for her work by CIO Magazine. On today’s episode, she shares more about her diverse background, mostly tied to a passion for solving problems, importance of networking, and advice for young women entering our industry.
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, responsible for Australia, New Zealand, and Latin America. She previously served in senior sales and relationship management roles at Tortoise and State Street Global Advisors, while having experience early in her career as an equity research analyst. Martha earned a BS in Economics and International Affairs at Florida State and MBA at Emory. She is a CFA Charterholder as well.
On today’s podcast, Martha shares her personal and professional journey, interest in international business development, and the importance of career pivoting.
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 real estate deals, and his key talking points to future graduates having an interest in finance.
Phil is current a Director, Private Capital at Westmount Realty Capital where he supports new equity capital raising initiatives and individual deal fundraising campaigns. He has over 10 years of experience in financial services, starting his career at Goldman Sachs. He has degrees from Hobart and Williams Smith Colleges and the University of Texas at Austin and is a CFA charterholder.
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 shares more about her amazing journey, her passion for volunteering, and her excitement to lead the local CFA society and community.
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, including proudest and humbling moments, and what excites her the most about the future of our industry.
Prior to joining CFAI in 2019, Marg served as chair of the CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award, and a member of its Future of Finance Content Council.
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+ year tenure in the investment industry building portfolios, mostly focused on alternatives, Chris has met with over 3,500 managers and allocated roughly $7 billion, generating top quartile to top decile returns across hedge funds, real assets, private credit, and private equity. He currently serves on several investment committees and previously was a Director of Private Equity at Texas Municipal Retirement, Deputy CIO at Kentucky Retirement Systems and Senior Associate, Hedge Fund Research at Mercer. He is also the author of Better than Alpha: Three Steps to Capturing Excess Returns in a Changing World and is a Chartered Alternative Investment Analyst.
On our podcast, Chris shares more about his professional journey, the transition from public pension plans to wealth management, and the future for private investments within an individual’s portfolio.
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. Before his current position at AT&T and its predecessors, Dan was responsible for strategic allocations as well as risk management and served as Manager – Capital Reporting; In addition, he was a Financial Analyst for Wilson Sporting Goods; and Senior Accountant for GATX.
Dan is a Chartered Financial Analyst, Certified Public Accountant, and Charted Alternative Investment Analyst and has a BA from University of Notre Dame, master’s in accounting from University of Missouri, and an MBA from DePaul University. He serves his community as Assistant Treasurer of the AT&T Foundation and on the investment committee at the Dallas Museum of Art. Dan has been recognized for numerous industry awards, all of which he never mentioned in previous conversations.
On this episode, Dan shares more details about his personal and professional journey, building a team, proud moments, and commitment to financial literacy.
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 focused on short duration portfolios and cash equivalents.
David has been engaged in the fixed income markets for 30 years as a trader, risk manager, structurer, senior coverage officer and business developer at several global banks and broker dealers. He has managed fixed income portfolios and collateralized transactions through multiple market cycles while overseeing the front-to-back risks and developing portfolio solutions.
He began his fixed income career trading floating rate notes, corporate bonds, and asset-backed securities at UBS and structuring mortgage-backed securities at Goldman Sachs.
David graduated from Harvard University with an MBA in Finance and University of Maryland with High Honors in Economics and General Honors Program.
On today’s chat, David shares his professional journey, why the focus on fixed income over the course of 30 years, learning moments from 2022, proudest moments, and excitement for the future.
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 internal support specialist for a business model that partners CPA firms with experienced financial advisors, from 2007–2008 and returned in 2017 after eight years at H. Beck, Inc., where she held various roles including Senior Product Specialist, Investment Analyst and Vice President of Investments.
Jennifer received her Bachelor of Arts degree in political science and economics from Christendom College. She has attained the Chartered Financial Analyst® designation and is a member of the CFA Society of Dallas-Ft. Worth.
On today’s episode, Jennifer shares more about her professional journey, advice for those uncertain about their career purpose, formula for staying calm during uncertain times, and why tax smart investing is important with portfolio design.
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 a board member at a variety of companies. Further, Sanjay serves as an Advisory Board member for the Cockrell School of Engineering at the University of Texas at Austin.
Before co-founding American Leather, Sanjay was employed with Accenture (formerly Andersen Consulting,), where he specialized in computer integrated manufacturing systems, and business systems development. Sanjay also worked with the George Group as director of systems design, where he specialized in cycle-time reduction and other business and manufacturing productivity improvements.
Sanjay graduated with highest honors from the University of Texas at Austin, earning a Bachelor of Science in electrical and computer engineering. He is a CFA charterholder and member of the CFA Institute.
On today’s episode, Sanjay walks us through his professional and personal journey, approach to investing, proud moments, and the dedication and honor of being an eagle scout.
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 University’s investment strategy. Prior to joining Fordham in August of 2022, Geeta was the associate treasurer for investments with the nonprofit Yale New Haven Health System, the largest health care system in Connecticut, responsible for over $5 billion in assets. Before her long tenure at Yale, Geeta was a senior investment consultant at Mercer, and investment analyst at Capital Metrics. She is a CFA Charterholder, and longtime member of the CFA Institute, having served on its disciplinary review committee, graded exams, and mentored several investment professionals throughout their pursuit of the CFA Charter. On today’s podcast, Geeta talks about her unique path to our industry and leadership roles, guidance for young professionals, and inspiration we can all use during difficult and uncertain times.
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 responsibilities include but are not limited to conducting institutional strategic asset allocation and manager structure studies, manager research and due diligence, performance, and risk monitoring. Prior to joining BSA Asset Management in January 2015, he served most recently as an Investment Analyst Intern for the Meadows Foundation in Dallas.
Pye holds a Bachelor of Business Administration in Finance from Michigan Technological University and a Master of Science in Finance and a Master of Science in Information Technology Management, both from The University of Texas at Dallas, and the professional designation of Chartered Financial Analyst, Chartered Financial Risk Manager, Chartered Alternative Investment Analyst and Certificate in Investment Performance Measurement. On today’s episode, Pye shares what skills he looks for when recruiting investment professionals, biggest challenges post-pandemic, and experiences with mentoring. In addition, he would love to spend time with Warren Buffett.
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, he regularly meets with clients and senior industry professionals. Ron is also chairman of the Callan Board of Directors and the Diverse and Emerging Manager Committee. Outside Callan, Ron serves on a variety of boards, including the Chief Diversity Officer Advisory Council, which is part of the Defined Contribution Institutional Investment Association (DCIIA). He is also a “counselor” for the Indiana University Kelley School of Business Dean’s Council and an advocate for the Vista Center for the Blind and Visually Impaired, which Callan has supported for more than 20 years. Ron earned an MBA in finance and BS in accounting at Indiana University. On this episode, Ron shares his perspective on the evolution of the investment business, traits of an effective leader, the importance of diversity within and outside his organization, and honoring your commitments.
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 Bridgeway Capital Management in 1993 and is Board Chair and Co-CIO. John leaves no doubt when discussing what matters the most at Bridgeway – clients, colleagues, and the community. John shares more about his unique professional journey, inspirational moments along the way, cognitive diversity, and lessons learned.
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 Texas at Austin, Sandy Leeds, who taught mostly graduate students for the first 16 years, and for the past 6 years, he has taught a class to senior undergraduate students. He has a unique skillset of articulating financial markets, monetary policy, and the intersection between the economy and the markets so that we all better understand what’s really going on.
His prior experience as an attorney and money manager brings a unique perspective when he talks to his students, authors books, or speaks about the markets. He has degrees from the University of Alabama, the University of Virginia, and the University of Texas McCombs School of Business. In addition, Sandy ran the UT MBA Investment Fund for over 12 years. Today, he shares insight into his professional journey, great teaching moments for him and his students, and how in the world he pulls for Alabama when they play Texas and expects to remain alive in Austin.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 of Investments and Strategy Development at Franklin Templeton, leading their global efforts for fixed-income strategies. Previously, Tom served as Executive Director, Head of Americas Client Solutions for Aviva Investors, Prior to joining Aviva, he was Managing Senior Investment Director at Legal and General Investment Management America, where he successfully launched its institutional efforts in the U.S., growing assets to $100 billion. Tom also held senior distribution and investment positions at Seix Investment Advisors, Phoenix Investment Partners, and Conseco Capital Management.
Before finding his true calling in building and leading distribution, he spent his first 10 years in the industry as a credit trader, research analyst, director of credit research, and portfolio manager. Tom graduated Magna Cum Laude and Phi Beta Kappa from Brown University with a dual bachelor’s degree in Organizational Behavior and Management and Psychology. He holds the CFA designation, and previously served two different terms as president of the CFA Society of Indianapolis. In this episode, Tom shares more about his unique professional journey, his approach to building long-term relationships with allocators, and what continues to motivate him to take on new challenges.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 investment management companies and institutional consultants with their marketing strategies, working with CEOs, CIOs, sales, and marketing teams.
Areas of expertise include marketing plans, competitive positioning, key messages, and presentation development. A graduate of the University of California at Irvine, Jackie has been a frequent speaker at industry events and served on numerous professional boards. Our podcast talks about the importance of soft skills for investment professionals, changes to prepare for, her excitement for innovation, and the benefits of diverse people and their independent voices.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 Summit, Apurva spent 7 years as the Deputy CIO at Cook Children’s Health Care System, was Director of Portfolio Management at The Julliard School, and spent his initial years at Neuberger Bergman, Lehman Brothers, and Citi Institutional Consulting. He earned a BBA in Finance at George Washington University. On this episode, we talk about Apurva’s professional journey, the importance of diversification with VC, and what skills and background make the most successful VC investors.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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.
Rachel Minard launched Minard Capital in 2011, Minard Capital Media in 2014, Minard Venture Capital in 2015, and the innovative concept, Minard Guild, which we further discussed during our chat. Minard Capital supports or replaces global marketing teams to help identify, qualify, grow, and close new business. We talk about her unique journey, the history and future of capital raising, and what she is most excited about for the future of our industry.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 served in this capacity since 2009 and was responsible for all aspects of public and private markets investments. Prior to ERS, Tom was the Founding Partner of Gulfstream Global Investors and managed the pension investments for LTV Corporation and Cleveland-Cliffs Iron Company. He has degrees from the Ohio State University and Xavier University, is a CFA charterholder, and serves on the advisory board of several organizations, including our local CFA society in Dallas-Ft. Worth. Today, Tom joins me to share more about his professional journey, proud and challenging moments in his career, investment decisions, and aspirations for his legacy.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 fundamental bottom-up research that Iben has been implementing for nearly four decades.
Previously, he managed money at Vinik Asset Management, Tradewinds Global, and Palladian Capital Management. Dave earned his bachelor’s degree from the University of California, Davis, and his MBA from USC. He holds the CFA designation as well. In today’s episode, we hear about the importance of independent thinking, buying something you understand that is selling for less than its worth, shopping for value globally that provides the biggest opportunity set, and taking advantage of irrational thinking.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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’s Multi-Strategy Quality Return (MQR) strategy.
Prior to forming ACR, he was Portfolio Manager at the asset management subsidiary of what is now US Bank. Nick earned his degree in English from Southern Methodist University (SMU) in Dallas and is a CFA charter holder. Nick joins the chat to share more about his professional journey, commitment to a successful investment strategy, and what most excites him during these challenging and uncertain times.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 committees for young companies in the FinTech and responsible investing areas.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 Luther King Capital Management (otherwise known as LKCM) in 1979 in Fort Worth, Texas. With additional offices today in Austin, San Antonio, and Dallas, the firm is independently owned, and provides investment advisory services to high-net-worth individuals, families, and a wide variety of institutions, employing 100 people, and managing over $25b in assets.
Luther’s professional career began in 1963 as a credit analyst at First National Bank of Fort Worth. Enlisted in the U.S. Air Force Reserve, he was honorably discharged in 1968. Two years later, he went to work as a senior investment officer for Shareholders Management Company (which later became a part of American General Insurance).
In 1973, he joined Lionel D. Edie & Company – a New York-based investment firm – as Director and Manager of the Dallas office. The company was sold five years later, and in 1979, Luther founded LKCM.
Within the categories of leadership, contributions, awards and recognition, Luther has clearly dedicated his life to giving back to many institutions, including, but not limited to Employees Retirement System of Texas, UTIMCO, TCU, CFA Society of DFW Strategic Advisory Board, and four public companies. Today, the Teresa and Luther King Entrance marks a prominent boundary on the TCU campus along with the King Family Commons. In fact, Six 600 Horned Frogs live in the Teresa and Luther King Residence Hall. Across campus, students at the Neeley School of Business hone their skills at the LKCM Center for Financial Studies, and a significant number have become interns at his firm.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 was previously a managing director, portfolio manager, and co-lead for several internationally focused value strategies during his 12 years with NFJ Investment Group, a wholly-owned subsidiary of Allianz Global Investors. Prior to his time with NFJ, he was an analyst with the Teacher Retirement System of Texas and worked as a financial systems specialist for Reuters. Baxter holds a bachelor’s degree in economics from the University of Virginia and an MBA in finance from the University of Texas. He is the author of “Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain”. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Dallas Fort Worth.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 Management, a multi-family office with $8 billion in assets under management. After spending a decade in “Big-4” public accounting specializing in high net-worth wealth planning, he co-founded Tolleson Wealth Management in 1998. Following a five-year sabbatical as the founding Executive Director at the Brain Performance Institute, a neuroscience non-profit that is part of the University of Texas System, Eric rejoined Tolleson in 2017.
Eric is a CFA and CPA. He is a member of the advisory board and vice-chairman of the Center for BrainHealth Capital Campaign as well as a Strategic Advisor to Impact Shares and an Operating Partner for Satori Capital. He formerly served on the investment committees for the Baylor University Endowment, Dallas Symphony Foundation, and Communities Foundation of Texas, in addition to serving on the boards of several private companies.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 for the Perot family’s trusts, and serves on the advisory board of the Terry Foundation. He has over 25 years of personal and professional investing experience across all major asset classes.
Prior to founding Bowie, Cory was the portfolio manager for public equities and sourced/ executed private equity and debt investments at Perot Investments. Prior to Perot, he worked in New York as an investment associate with J.P. Morgan Partners in private equity and as an investment banking analyst with Citigroup.
Cory was born in Bowie, Texas, hence the name of his firm. He graduated summa cum laude from Texas A&M University where he attended as a Terry Scholar and earned a BBA in Accounting and MS in Finance. He was active in the Corps of Cadets and student government. Cory also earned his MBA with high distinction from Harvard Business School where he was designated a Baker Scholar and awarded the John Loeb Fellowship as the top finance graduate. He is also a CFA Charterholder.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 long stretches as CEO, President, and Chief Investment Officer. She also served as a director of Westwood Trust from 1996 to 1999 and again since 2016. She currently serves as a consultant to the company.
Susan serves as a Trustee of the Naval Postgraduate School Foundation, has previously served as a board member of the Dallas Museum of Art, Impact Dallas Capital Board, Dallas Police & Fire Pension System, Presbyterian Communities & Services Foundation, UTIMCO, and City of Dallas Employees Retirement Fund. She was a frequent guest on CNBC, featured in numerous financial publications such as Barron’s, Smart Money, Wall Street Journal and Fortune.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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, Ryan was a Founder and Managing Partner at Pacenote Capital, Head of Investments at Children’s Health System of Texas, and Investment Officer, Interim CIO at the Meadows Foundation. He started his career as an Equity Research Analyst on Wall Street with Smith Barney, BT Alex Brown, and Credit Suisse First Boston, before establishing his own trading company located on the 83rd floor of World Trade Center One. After surviving 9/11, he relocated to Dallas.
Ryan graduated from Yale University, with a Bachelor of Arts degree in Economics. He earned the CFA designation, Financial Risk Manager, Chartered Alternative Investment Analyst, and Chartered Market Technician. Thus, he has a lot of letters after his name. He has been honored many times for his work and leadership, including the Portfolio Construction Award and Healthcare System of the Year award, both by Institutional Investor.
Ryan currently serves as a director on the board of Blue Dolphin Energy, Board Member for the Texas Alternative Investment Association, Bridgeway Capital Management, STREAM Foundation, Portfolios with Purpose, Dallas CFA Society, and is an Angel for the Texas Wall Street Women. In addition, Ryan is a Strategic Advisor for Investment Office Resources and serves on the Investment Committee for Texas Employee Retirement System, American Heart Association, Dallas Police and Fire, and Parkland Hospital.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 wisdom of human experience. Hear who inspired Steve’s life and career and why he is so excited about the future of our industry.
After Steve’s time at NASA, he began his investment management career as a portfolio manager with Wachovia Bank. He ultimately joined the predecessor to Bank of America, where he held a variety of senior investment management positions. Steve was then involved in an academic study in the late 70s at the University of North Carolina, seeking to determine which components of a company generated positive excess returns. It was on these principles that Steve founded Smith Group, and more than 20 years later, it continues to apply them consistently to their portfolios.
Steve earned a B.S. in Industrial Engineering and MBA from the University of Alabama, was awarded the CFA designation, is a member of the CFA Institute and serves on the CFA DFW Strategic Advisory Board. An avid outdoorsman with skiing being the activity I remember the most, Steve’s love for the outdoors has led him to volunteer for several nature-oriented non-profits, including Groundwork Dallas, Audubon Texas, and the Trinity Coalition, where he currently serves as Board Chairman.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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, along with investing in private equity and energy.
Dhruv is the Chief Investment Officer at True North Advisors & Western Alternative Strategies and has over two decades of experience in the investment industry, spanning both public and private markets. He manages the initiatives of the investment team across traditional and alternative investments, including private equity, energy, real estate, and hedge funds.
Dhruv has served in various capacities across a broad spectrum of private and public markets. His Project finance and M&A roles in the private markets were focused on acquisitions of power and water infrastructure assets in Europe, the Caribbean, South America, and the US, including the acquisition and nationalization of the water and power assets of Jamaica.
Dhruv received his Bachelor of Technology in Mechanical Engineering from the globally renowned Indian Institute of Technology (IIT) that counts the CEOs of Google and Twitter, among others, as its graduates, and attended the University of Georgia where he earned his MBA and majored in Corporate Finance, Investments and Quantitative Analysis. Dhruv is a CFA Charter holder and a member of the CFA Society of DFW. He serves on the RIA Advisory Board of Research Affiliates and is on the Investment Committee of IFG.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 of Practice in Accounting, Business Valuation, and Corporate Governance and is Executive Director of the Institute for Excellence in Corporate Governance at the Naveen Jindal School of Management at UT Dallas. He previously led the Family Wealth Advisory business for ten years at Westwood Management and was Regional Managing Director of the Wealth Advisory Group for Northern Trust in Texas. Previously, he served as President of the North Texas market for Northern Trust and on the bank’s Texas Board of Directors and Management Committee. Gregg has been active in the community over the course of his career and currently serves in leadership roles on several non-profit boards, including the CFA Society Dallas/Fort Worth, Dallas Symphony Association, and the Alzheimer’s Association. In addition, he serves on the Gift Planning Advisory Council at UT Dallas, and he is a Lifetime Honorary Director of The Senior Source. He earned his MBA from The University of Texas at Austin and his BBA from Baylor University. He is a member of the CFA Institute and the National Association of Corporate Directors and is a CFA Charterholder.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 the challenges of work/life balance and our progress with diversity.
Kelly has over a decade of experience providing an in-depth and thoughtful approach to portfolio management on behalf of her clients. Currently, she serves as an Investment Advisor at View Capital Advisors, a multi-billion-dollar Registered Investment Advisor that specializes in institutional-quality, tailored portfolios for Ultra High Net Worth individuals and families. Prior to View Capital, Kelly worked for an investment bank in their prime brokerage services group. She also spent several years as a research analyst specializing in non-traditional investments at both registered investment advisors and a premier single-family office. She has also authored white papers on investing in hedge funds and secondary private equity strategies. Kelly graduated magna cum laude from Southern Methodist University with a BBA in Finance and holds the Chartered Financial Analyst designation.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 Strategist at Ascend Investment Management, responsible for fundamental and quantitative research looking for obscure or overlooked investment opportunities globally. Prior to her role at Ascend, Emma was an independent consultant to several former clients in the private equity and venture capital space, held Research Analyst positions at Allianz Global and Pacific View Asset Management, and began her career at Deloitte, focusing on valuation services for venture capital and private equity. Emma has extensive experience in long/short equity stock selection and more sophisticated hedge fund strategies, with a deep understanding of global macroeconomics and geopolitics. She earned her undergraduate degree and Master of Science at Notre Dame and will complete her master’s in data science at NYU this year. Emma is a CFA and CPA.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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, nationally, and globally, has greatly benefited from her commitment to giving back. She is a graduate of Syracuse University and SMU earned the CFA charter in 2000 and has been volunteering since. She held positions at Fidelity where she managed the Money Market Information Center, Citigroup (formerly Associates), and ALM First Financial Advisors where she retired from the position of Chief Operating Officer. Sharon served on the boards of the CFA Society of Austin, Dallas Fort-Worth (serving as President), and Texas, in addition to serving as the Presidents Council Representative for the South-Central US and Latin America Region. In 2014, Sharon retired to the Hill Country, while continuing to do what she does best -volunteering for various CFA projects and societies, and enjoying her grandkids, friends, and family. Sharon’s legacy in the asset management industry is her unlimited amount of compassion, empathy, and kindness with everyone she interacts with.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 future of our industry makes us all a little more motivated to make our own mark.
Many of us in the investment community know him for his leadership roles, first serving as president of the local CFA Society, and then spending 7 years on the CFA Institute Board of Governors, serving as Chairman of the CFA Institute in 2012. A successful entrepreneur, Dan is a co-founder and Managing Partner of Trinity Private Equity Group, which focuses on direct investments in small-cap private equity, real estate, and energy with a proven record of helping businesses across a variety of industries transform their operations. The firm has a portfolio of over $3 billion and invested over $800 million in 2020, returning over $160 million to investors. He is a graduate of SMU, earning his BBA in Finance, and holds the CFA charter and CPA designation.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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.
Rick Lear has been in the investment management business for two decades. Prior to founding Lear Investment Management, he was a Partner and Portfolio Manager with a Dallas-based investment firm. From 2009 to 2015, Mr. Lear managed portfolios in a global, tactical, asset allocation strategy. His ability to identify global trends and tactically express with investments has led to superior outcomes for investors. His creative and intelligent research spans both fundamental and quantitative disciplines.
Previously, Mr. Lear served as Vice President at Neuberger Berman and as a Senior Investment Planning Analyst with Sanford C. Bernstein & Co. While at Bernstein, Mr. Lear was tapped to participate in the firm's Wealth Management Group to help solve complex investment dilemmas for high-net-worth families across the nation. He also served as a Portfolio Manager for US Trust on a team responsible for a multi-billion dollar quantitative, equity investment strategy. Mr. Lear now resides in Dallas, his hometown, with his wife, Laura, and their four children. He is a graduate of Southern Methodist University and the Securities Industry Institute of The Wharton School of the University of Pennsylvania. Mr. Lear serves on the board of trustees of Lamplighter School, the board of trustees of Vogel Alcove, and the board of trustees of Positive Coaching Alliance. Always a student, Mr. Lear recently completed a program with the Harvard Business School Executive Education in India.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 of the few remaining firms dedicated exclusively to value investing and based in Dallas. Ross joined Barrow Hanley in 2017 from SRI Research Group, where he was president of the consulting firm, focused on assisting companies with their corporate disclosures and corporate sustainability reports. Before founding the SRI Research Group, Ross managed the sustainability and investor relations efforts for AECOM and Denbury Resources Inc. His investment career includes serving as a senior analyst for Wells Capital Management and as an investment management senior consultant for FactSet Research Systems. Mr. Campbell earned a BA from Franklin and Marshall College and an MBA from the Cox School of Business at Southern Methodist University. He earned the Fundamentals of Sustainability Accounting credential from the Sustainability Accounting Standards Board, has completed three levels of training offered by the PRI Academy and earned the Certificate in ESG Investing with the CFA Institute.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.
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 experience in investment management. Mr. Hille recently retired as a chief investment officer at Texas Christian University (TCU) and was responsible for the day-to-day management of its multibillion-dollar investment program, which included the operation and fiduciary oversight of the university’s endowment assets. Prior to joining TCU, Mr. Hille was chief investment officer of the Teacher Retirement System of Texas, the state’s largest public pension plan. Earlier in his career, he managed portfolios for the Employees Retirement System of Texas. He currently serves on the investment advisory and trustee boards of the Employees Retirement System of Texas and the Texas Treasury Safekeeping Trust Company, as well as on the board of trustees of the Communities Foundation of Texas. Mr. Hille has served as president of the Austin Society of Financial Analysts and as an adjunct professor of finance at the University of Texas McCombs School of Business. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.