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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.

Apr 18, 2024

Some people think, others say, and rarely do you find someone who thinks, says, and does. Our special guest today is that rare individual and he is super-fast at all three. He is an entrepreneur, philanthropist, financial advisor, podcast host, and proud father and husband.

John Hagensen serves as a Managing Director...


Apr 4, 2024

Several years ago, I traveled to Toronto thinking this would be just another business trip, meeting with colleagues, figuring out ways to collaborate, perhaps developing new coaching relationships where I could help individuals and teams reach their potential. My expectations were far exceeded when I met today’s guest...


Mar 21, 2024

If you have listened to our podcasts, you know by now that we strive to have a diverse set of guests, from allocators to leaders and everything in the middle, while maintaining our requirements for humility and inspiration. Today’s guest has plenty of letters after his name covering the liability and asset pieces...


Mar 7, 2024

Episode 46: Sticking to Calling Balls and Strikes – Talking OCIO Performance Integrity with Brian Schroeder

Outsourcing the CIO or OCIO function at a university endowment, corporate pension plan, or healthcare system has become commonplace over the past 10 years. In the early days, the deciding factors were...


Feb 22, 2024

Too often in our industry, we want to talk about strategies, processes, and achieving alpha. Today, you are in for a treat if you want to hear more about the importance of self and team awareness, culture, making better decisions, and taking advantage of science and research as we better understand personalities,...