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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.

May 30, 2024

Our podcast started a few years ago with the aspirations of having local CFA charterholders share their unique journey. After a few episodes, we realized the high level of interest and impact with hearing about the challenges, proudest moments, and inspirations along the way. No longer am are we searching for the hot topic of conversation, rather the individual who teaches and motivates you to carve out your own path of greatness.

Today, we are grateful to spend time with the one and only Rob Kaplan, who just rejoined Goldman Sachs as a Parter and Vice Chairman after previously serving as the president and CEO of the Federal Reserve Bank of Dallas from 2015 to 2021. He represented the Eleventh Federal Reserve District on the Federal Open Market Committee in the formulation of US monetary policy and oversaw its 1,300 employees.

Rob was previously the Martin Marshall Professor of Management Practice and a Senior Associate Dean at Harvard Business School. Prior to joining Harvard, he was Vice Chairman of the Goldman Sachs Group with global responsibility for the firm's investment banking and investment management divisions.

He serves as Chairman of Project A.L.S. and Co-Chairman of the Draper Richards Kaplan Foundation, is a board member of Harvard Medical School, St. Mark’s School of Texas and is a member of the Advisory Council of the George W. Bush Institute. Previously he served as Chairman of the Investment Advisory Committee at Google and a trustee of the Ford Foundation.

Proudly born and raised in Prairie Village, Kansas, Rob received a bachelor’s degree in business administration from the University of Kansas and a master’s degree in business administration from Harvard Business School.

He has authored three books, including one our host, Paul Olschwanger recently finished, titled What You Really Need to Lead: The Power of Thinking and Acting Like an Owner.

On today’s episode, you would think we am going to ask Rob for his views on the economy or fed policy. Not so much, you can easily google Rob Kaplan and these topics. You are, however, in for a treat as we are going to talk more about his professional journey, life leading the Fed, proudest moments, and potential topics for his next book.