Preview Mode Links will not work in preview mode

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 25, 2024

Today’s guest is in the words of a mutual connection a former badass short seller wrapped in the body of a sweet Texas lady. She gave up the short seller life a few years ago to start Paradigm Advisors, an independent fee-only financial advisory firm, catering to younger high net worth professionals.

Michelle...


Jan 11, 2024

The combination of experience and conviction is typically a decent recipe for success and today’s guest is a great example of having the courage to pivot professionally (Equity Sales Side Analyst to Portfolio Manager) for what you believe in.

Arvind Sanger is the founder and managing partner of Geosphere Capital, a...