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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.

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 software vendors. A former NFL athlete, Micah received his MBA from Indiana University's Kelley School of Business.
 
What Micah is Reading Right Now: Poems & Prayers by Matthew McConaughey
 
Micah's Music Recommendation: Pell, and the Voodoo album by D'Angelo
 
 
 
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Join Us At The Private Wealth Leadership Forum: October 1-2, 2026 | Westin, Las Colinas

CFA Institute and CFA Society Dallas/Fort Worth will convene CIOs, portfolio managers, advisors, and family office leaders for a 1.5-day event exploring how investment strategies are evolving. Attendees will gain practical insights into integrating private markets and alternatives into portfolios, managing liquidity and risk, improving tax efficiency, adapting advisory models amid consolidation and technological change, and guiding clients through liquidity events and generational wealth transitions.

Click Here To Register 

Member exclusive discount: CFA Society Dallas/Fort Worth members, you can use one of your $40 discounts to this event! Email us at info@cfadfw.org for more information.

 

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