CFA DFW Charterholder Chatter

Episode 69: The Anti Aggregator with Julian Heron

Aug 28, 2026

We speak with Julian Heron about his latest project launching Sovereign Path Fund. We talk about what he learned running a P&L for Global Imaging Solutions, his experience running an RIA, what he would change in the private wealth industry, and the power of people in a service business.

Julian Heron is a CFA...

Episode 68: AI & VC with Micah Pellerin

Jun 18, 2026

We speak with Micah Pellerin about what it takes to be a successful start-up founder, how to identify businesses that succeed, and the AI revolution. Micah Pellerin is Senior Development Manager with Microsoft, leading their efforts to build partnerships with high-tech platforms, late-stage start-ups, and independent...

Episode 67: The Dirtiest Word in Finance

May 21, 2026

We speak with David Blanchette about his career, both in research and in investment management for individual investors. We talk about his public tiff with finfluencer Dave Ramsey, common investment mistakes, some surprising results from his research, and, of course, the only dirty word in finance.

David is Head of...

Episode 66: You Couldn't Do That Two Years Ago with Mark Adams and Joe Sando

Dec 2, 2025

We speak with Mark Adams and Joe Sando of Fortuna Funds about their latest project, a hedged bitcoin ETF. We discuss the nature of options, the value of hedging, and their story from idea to ETF launch.

Mark is a Co-Founder and CIO of Fortuna Funds, an ETF manager specializing in alternative strategies for traditional...

Episode 65: Building Tomorrow’s Advisor with Martin Tarlie

Oct 24, 2025

Episode 65: Building Tomorrow’s Advisor with Martin Tarlie

We speak with Martin Tarlie about his research and work building Nebo, an award-winning fintech for goals-based investing that aligns financial plans with investment management. We discuss the uniqueness and challenges of goals-based investing,...