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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.

Jan 18, 2022

Local Investment Legend Series, featuring Dan Meader, long-time advocate, and leader of the CFA Society and CFA Institute and co-founder and managing partner of Trinity Private Equity Group. Dan shares key moments and people of his incredible journey, including how the CFA charter played a significant role in...


Jan 18, 2022

This episode’s guest is Rick Lear, Founder and Managing Partner at Lear Investment Management in Dallas, Texas, who talks about investment opportunities and potential risks with investing in China and India. You don’t want to miss hearing Rick’s perspective on what an emerging middle class and innovation means for...


Jan 13, 2022

For this segment, we go beyond definitions and justifications and address the proliferation of ESG products, human rights implications, climate, and various methods of greenwashing with our resident expert, Ross Campbell, Director of Responsible Investing at Barrow, Hanley, Mewhinney & Strauss.  


Ross Campbell is the...


Jan 10, 2022

Local Investment Legend Series, featuring Jim Hille, former long-time CIO at the TCU Endowment. Jim shares his unique perspective and pearls of wisdom going back to his military background and successfully managing large pools of assets and people, and even in retirement how he continues to impact our industry through...