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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.

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  2. 2022
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Episode 8: Let’s Talk About the G in ESG

Mar 24, 2022

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...

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Episode 7: The Endowment Model and Demise of 60/40

Mar 10, 2022

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...

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