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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.

May 18, 2023

Right now, you might be in the gym, driving to work or in your office wondering how the heck we are going to keep you interested over the course of 20 minutes talking about bonds. Guess what, I was wondering the same thing before I was connected to our special guest, David Carlson, who is President and Chief Investment...

May 4, 2023

Jennifer Hutchins’ love of math and summer internship ultimately led her to a career in finance. Today, she is the manager of the Portfolio Management Group at Avantax and oversees the planning, execution and success of this group and various portfolios. Jennifer started her career in financial planning and wealth...