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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 5, 2022

This episode will have you on the edge of your seat, thanks to Ryan’s perspective on manager selection, our industry’s progress with diversity, and how he chooses to enjoy the journey of life.

Ryan is currently a Founding Managing Partner and CIO at Carbonado Partners, a leading placement agent with a differentiated approach to fundraising for emerging managers. Prior to his current position, Ryan was a Founder and Managing Partner at Pacenote Capital, Head of Investments at Children’s Health System of Texas, and Investment Officer, Interim CIO at the Meadows Foundation. He started his career as an Equity Research Analyst on Wall Street with Smith Barney, BT Alex Brown, and Credit Suisse First Boston, before establishing his own trading company located on the 83rd floor of World Trade Center One. After surviving 9/11, he relocated to Dallas. 

Ryan graduated from Yale University, with a Bachelor of Arts degree in Economics. He earned the CFA designation, Financial Risk Manager, Chartered Alternative Investment Analyst, and Chartered Market Technician. Thus, he has a lot of letters after his name. He has been honored many times for his work and leadership, including the Portfolio Construction Award and Healthcare System of the Year award, both by Institutional Investor.

Ryan currently serves as a director on the board of Blue Dolphin Energy, Board Member for the Texas Alternative Investment Association, Bridgeway Capital Management, STREAM Foundation, Portfolios with Purpose, Dallas CFA Society, and is an Angel for the Texas Wall Street Women. In addition, Ryan is a Strategic Advisor for Investment Office Resources and serves on the Investment Committee for Texas Employee Retirement System, American Heart Association, Dallas Police and Fire, and Parkland Hospital. 

Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.