CFA DFW Charterholder Chatter
CFA Dallas/Fort Worth
5.0from 12 ratings
- 69
- Episodes
- 25
- Transcribed
- 12
- Ratings
- Daily
- Cadence
- 2022
- First episode
About CFA DFW Charterholder Chatter
CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.
- Publisher
- CFA Dallas/Fort Worth
- Category
- business · education
- Language
- en
- Explicit
- No
- First episode
- 10 Jan 2022
- Latest episode
- 28 Aug 2026
Latest episodes
25 of 69 episodes have a transcript.
28 Aug 2026TRANSCRIPT
Episode 69: The Anti Aggregator with Julian Heron
18 Jun 2026TRANSCRIPT
Episode 68: AI & VC with Micah Pellerin
21 May 2026TRANSCRIPT
Episode 67: The Dirtiest Word in Finance
Inside a recent episode
Episode 69: The Anti Aggregator with Julian Heron
Published 28 Aug 2026 · Transcript excerpt
[…] But it also, to a degree, kills the American experience. Entrepreneurs are the ones who create it. And if they have to be converted into a franchise effect, then none of their character can come through. So I thought, What if we could provide a different structure that gave the tools to fight at the scale of money of PE, but preserved that independence and that uniqueness that everybody brings to the table? Interesting. Okay. And so, I mean, how do you accomplish that? What's the structure of that? So we're using 721, which is the tax code that's been around since the 30s, modified in the 50s, and again in the 60s, most known in our industry for upreats. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on CFA DFW Charterholder Chatter
Names identified in recent episode analyses. Showing up to five guests.
- Julian Heron
- Micah Pellerin
- David Blanchette
- Dr. Gregg Robins
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 7 ratings
- Spotify
- 5.0 / 5
- 5 ratings
Podcast Authority Score: 57 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 65
- Social presence
- 94
- YouTube
- 0
- Engagement
- 77
Contact CFA DFW Charterholder Chatter
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about CFA DFW Charterholder Chatter
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does CFA DFW Charterholder Chatter take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
25 of 69 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of CFA DFW Charterholder Chatter?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show
Podcast research with Pod Engine