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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.

Mar 21, 2024

If you have listened to our podcasts, you know by now that we strive to have a diverse set of guests, from allocators to leaders and everything in the middle, while maintaining our requirements for humility and inspiration. Today’s guest has plenty of letters after his name covering the liability and asset pieces...


Mar 7, 2024

Episode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder

Outsourcing the CIO or OCIO function at a university endowment, corporate pension plan, or healthcare system has become commonplace over the past 10 years. In the early days, the deciding factors were...