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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 22, 2022

Local Investment Legend Series, featuring Steve Smith, former rocket scientist who successfully made the transition to investment management by having a clearly established, well-understood, and universally agreed upon goal for achieving a mission, whether helping people land on the moon or finding companies that will grow faster than expected while combining the efficiency of technology and wisdom of human experience. Hear who inspired Steve’s life and career and why he is so excited about the future of our industry. 

After Steve’s time at NASA, he began his investment management career as a portfolio manager with Wachovia Bank. He ultimately joined the predecessor to Bank of America, where he held a variety of senior investment management positions. Steve was then involved in an academic study in the late 70s at the University of North Carolina, seeking to determine which components of a company generated positive excess returns. It was on these principles that Steve founded Smith Group, and more than 20 years later, it continues to apply them consistently to their portfolios. 

Steve earned a B.S. in Industrial Engineering and MBA from the University of Alabama, was awarded the CFA designation, is a member of the CFA Institute and serves on the CFA DFW Strategic Advisory Board. An avid outdoorsman with skiing being the activity I remember the most, Steve’s love for the outdoors has led him to volunteer for several nature-oriented non-profits, including Groundwork Dallas, Audubon Texas, and the Trinity Coalition, where he currently serves as Board Chairman. 

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.