CFA DFW Charterholder Chatter

CFA DFW Charterholder Chatter

Por: 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.
66 episodios disponibles

Latest episodes of the podcast CFA DFW Charterholder Chatter

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Episode 26: Coming Back and Giving Back with John Montgomery 23/02/2023
Episode 25: If Only All My Professors Were Like Sandy Leeds 09/02/2023
Episode 24: The Art of Building Businesses and Long-term Relationships with Tom Meyers 26/01/2023
Episode 23: It All Started with a Cardboard Box with Big Ideas and a Focus on Authenticity, Brevity, and Clarity - The incredible journey of Jackie Charnley! 12/01/2023
Episode 22: Early-stage VC Investing with Apurva Mehta 16/12/2022
Episode 21: Institutional Marketing Extraordinaire Rachel Minard 02/12/2022
Episode 20: Local Investment Legend Series featuring Tom Tull 17/11/2022
Episode 19: Discount Shopping Around the World with Dave Iben 03/11/2022
Episode 18: The Valuable Journey of Life and Investing with Nick Tompras 20/10/2022
Episode 17: The Quantifiable Journey of Mike Even 06/10/2022
Local Investment Legend Series featuring Luther King 15/07/2022
Episode 14: Talking Digital Finance with Baxter Hines 30/06/2022
Episode 13: Head Strong Investing with Eric Bennett 15/06/2022
Episode 12: Building High Quality Portfolios with Clarity, Purpose, and Ownership 02/06/2022
Local Investment Legend Series featuring Susan Byrne 23/05/2022
Episode 11: The Art and Science of Manager Selection 05/05/2022
Local Investment Legend Series featuring Steve Smith 22/04/2022
Episode 9: The Glass Half-full of Investment Opportunities according to Dhruv 07/04/2022
Episode 8: Let's Talk About the G in ESG 24/03/2022
Episode 7: The Endowment Model and Demise of 60/40 10/03/2022
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