Preview Mode Links will not work in preview mode

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.

Episode 66: You Couldn't Do That Two Years Ago with Mark Adams and Joe Sando

Dec 2, 2025

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.
 
Mark is a Co-Founder and CIO of Fortuna Funds, an ETF manager specializing in alternative strategies for traditional...

Read More

Episode 65: Building Tomorrow’s Advisor with Martin Tarlie

Oct 24, 2025

Episode 65: Building Tomorrow’s Advisor with Martin Tarlie

We speak with Martin Tarlie about his research and work building Nebo, an award-winning fintech for goals-based investing that aligns financial plans with investment management. We discuss the uniqueness and challenges of goals-based investing,...

Read More

Episode 64: Hacking Good Luck with Christian Busch

Jul 11, 2025

Episode 64: Hacking Good Luck with Christian Busch

We speak with Christian Busch about his work in the science of serendipity and how we can cultivate good luck in our own lives. We talk about his journey as a boy in Germany to his current role as an internationally best-selling author and professor at USC Marshall...

Read More

Episode 63: The Rising Role of Women in Family Offices with Sasha Lund

Apr 4, 2025

We speak with Sasha Lund about her book, The Rising Role of Women in Family Offices and Family Businesses. We discuss the advantage of speaking multiple languages (she speaks 11!), what pulled her into the family office world, the challenges women face in business families, common misconceptions about family offices,...

Read More

Episode 62: Investing in Women with Michaela Berglund

Feb 28, 2025

We speak with Michaela Berglund about her journey as a young girl from Uppsala, Sweden to her role founding FemInvest, a female-oriented ecosystem including a Venture Capital fund, a membership network with over 50,000 members, and a magazine. She also hosts the FemInvest podcast – all places where she encourages...

Read More