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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.

Jan 26, 2023

Can nice guys finish first? In the kill-or-be-killed world of raising assets at investment firms, it’s refreshing to know that people like Tom Meyers are committed to investing in long-term relationships, not just hunting for the next transaction. This mindset and talent have produced extraordinary results at every organization he took on the challenge of building. Today, he is the Senior Director of Investments and Strategy Development at Franklin Templeton, leading their global efforts for fixed-income strategies. Previously, Tom served as Executive Director, Head of Americas Client Solutions for Aviva Investors, Prior to joining Aviva, he was Managing Senior Investment Director at Legal and General Investment Management America, where he successfully launched its institutional efforts in the U.S., growing assets to $100 billion. Tom also held senior distribution and investment positions at Seix Investment Advisors, Phoenix Investment Partners, and Conseco Capital Management.

Before finding his true calling in building and leading distribution, he spent his first 10 years in the industry as a credit trader, research analyst, director of credit research, and portfolio manager. Tom graduated Magna Cum Laude and Phi Beta Kappa from Brown University with a dual bachelor’s degree in Organizational Behavior and Management and Psychology. He holds the CFA designation, and previously served two different terms as president of the CFA Society of Indianapolis. In this episode, Tom shares more about his unique professional journey, his approach to building long-term relationships with allocators, and what continues to motivate him to take on new challenges.

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.