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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on investment professionals.

Join host Paul Olschwanger as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more.

Mar 23, 2023

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...

Mar 9, 2023

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...