CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.
CFA DFW Charterholder Chatter
Claim This Podcastby CFA Dallas/Fort Worth
5.0(5 reviews)
68 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
57
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality65
Social94
YouTube0
Engagement77
Podcast Overview
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.
Language
🇺🇲
Publishing Since
1/10/2022
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57
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality65
Social94
YouTube0
Engagement77
7
Excellent Areas
1
Good Performance
11
Growth Opportunities
excellent
Episode Length
38 minutes
Performing excellently!
good
iTunes Tags
7.2/10
Recommendations available
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needs improvement
Publishing Consistency
Every 20 days
Recommendations available
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Recent Episodes
June 18, 2026
Episode 68: AI & VC with Micah Pellerin
Host [Host Name] interviews Microsoft's Micah Pellerin, Senior Development Manager, about startup success, identifying winning businesses, and the AI revolution.
May 21, 2026
Episode 67: The Dirtiest Word in Finance
Host [Host Name] interviews David Blanchette, CFA, Head of Retirement Research at Prudential Financial, about investment mistakes and the "dirtiest word in finance."
December 2, 2025
Episode 66: You Couldn't Do That Two Years Ago with Mark Adams and Joe Sando
<div class="x_441925961elementToProof">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.</div> <div class="x_441925961elementToProof"> </div> <div class="x_441925961elementToProof">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.</div> <div class="x_441925961elementToProof"> </div> <div class="x_441925961elementToProof"><strong>What Mark is Reading Right Now</strong>: Surely You Can't Be Serious: The True Story of Airplane! By David Zucker, Jim Abrahams, and Jerry Zucker.</div> <div class="x_441925961elementToProof"> </div> <div class="x_441925961elementToProof"><strong>Martin's Music Recommendation</strong>: Foo Fighters, Clipse's "Let God Sort 'Em Out"</div> <div class="x_441925961elementToProof"> </div> <div class="x_441925961elementToProof"><strong>Read More from Fortuna</strong>: <a title="https://fortunafunds.com/" href= "https://fortunafunds.com/" target="_blank" rel="noopener">Fortuna Funds Website</a>, <a title= "https://www.linkedin.com/in/markwilliamadams/" href= "https://www.linkedin.com/in/markwilliamadams/" target="_blank" rel="noopener noreferrer">Mark's LinkedIn</a>, <a title= "https://www.linkedin.com/in/joe-sando-28a63b22/" href= "https://www.linkedin.com/in/joe-sando-28a63b22/" target="_blank" rel="noopener noreferrer">Joe's LinkedIn</a></div> <div class="x_441925961elementToProof"> </div> <div class="x_441925961elementToProof"> <p class="MsoNormal">___</p> <p class="MsoNormal">Get updated when new episodes release by joining our list: <a href="https://bit.ly/4dwwTgD" target= "_blank" rel="noopener">https://bit.ly/4dwwTgD</a></p> <p class="MsoNormal">Connect with CFA Society Dallas/Fort Worth:</p> <p class="MsoNormal"><a href= "https://www.instagram.com/cfasocietydfw/" target="_blank" rel= "noopener">LinkedIn</a> | <a href= "https://www.instagram.com/cfasocietydfw/" target="_blank" rel= "noopener">Instagram</a>| <a href= "https://www.cfasociety.org/dallasfortworth">www.cfasociety.org/dallasfortworth</a></p> </div>
68 total episodes available with 11 transcripts
Recent guests on CFA DFW Charterholder Chatter
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Micah Pellerin
Guest
David Blanchette
Guest
Dr. Gregg Robins
Guest
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Frequently asked questions
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- What is CFA DFW Charterholder Chatter?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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