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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.

Mar 23, 2023

Whenever I think of the Boy Scouts, I have visions of the highly respected eagle scout, knowing how to properly tie a knot, and the outfits in elementary school. Little did I know that one day, I would have their director of investments on our podcast. Pye Yuan is responsible for managing over $2 billion dollars at Boy Scouts of America at their national office in Irving, Texas. His responsibilities include but are not limited to conducting institutional strategic asset allocation and manager structure studies, manager research and due diligence, performance, and risk monitoring. Prior to joining BSA Asset Management in January 2015, he served most recently as an Investment Analyst Intern for the Meadows Foundation in Dallas.

Pye holds a Bachelor of Business Administration in Finance from Michigan Technological University and a Master of Science in Finance and a Master of Science in Information Technology Management, both from The University of Texas at Dallas, and the professional designation of Chartered Financial Analyst, Chartered Financial Risk Manager, Chartered Alternative Investment Analyst and Certificate in Investment Performance Measurement. On today’s episode, Pye shares what skills he looks for when recruiting investment professionals, biggest challenges post-pandemic, and experiences with mentoring. In addition, he would love to spend time with Warren Buffett.