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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.

Apr 6, 2023

The path to managing a billion-dollar university endowment is not always the same, and in the case of Geeta Kapadia, there were twists and turns along the way. As the CIO at Fordham University, Geeta is a key member of the University’s executive leadership team, collaborating with the Board of Trustees Finance and Investment Committee and senior leaders in finance, to develop and execute the University’s investment strategy. Prior to joining Fordham in August of 2022, Geeta was the associate treasurer for investments with the nonprofit Yale New Haven Health System, the largest health care system in Connecticut, responsible for over $5 billion in assets. Before her long tenure at Yale, Geeta was a senior investment consultant at Mercer, and investment analyst at Capital Metrics. She is a CFA Charterholder, and longtime member of the CFA Institute, having served on its disciplinary review committee, graded exams, and mentored several investment professionals throughout their pursuit of the CFA Charter. On today’s podcast, Geeta talks about her unique path to our industry and leadership roles, guidance for young professionals, and inspiration we can all use during difficult and uncertain times.