CFA DFW Charterholder Chatter

Publicly listed emails

info@cfadfw.org

mitchell.forst@cfainstitute.org

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Episode 69: The Anti Aggregator with Julian Heron

August 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 charterholder and a Chartered Retirement Plans Specialist. He has been in private wealth for 15 years and currently runs Credentialed Wealth Advisors and Sovereign Path Fund.   Read...

Episode 68: AI & VC with Micah Pellerin

June 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 ...

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 Retirement Research with Prudential Financial, and a Portfolio Manager for PGIM. He is a CFA charterholder, holds a BBA from the University of Kentucky, MSFS in Financial Service...

Treussard Talks. · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with CFA DFW Charterholder Chatter?

Its publicly listed emails are info@cfadfw.org and mitchell.forst@cfainstitute.org. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for CFA DFW Charterholder Chatter?

The publicly listed emails for CFA DFW Charterholder Chatter: info@cfadfw.org and mitchell.forst@cfainstitute.org.

How many listeners does CFA DFW Charterholder Chatter have?

Podseeker estimates CFA DFW Charterholder Chatter reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for CFA DFW Charterholder Chatter?

CFA DFW Charterholder Chatter typically books industry leaders. Typical guest background: CFA charterholders or senior investment/asset-management professionals (research leaders, portfolio managers, CIO/co-founders) with credible industry platforms (e.g., major financial firms or regulated ETF managers). Common among recent guests: CFA charterholding (at least some guests); Senior roles in retirement research or portfolio management; Leadership positions in investment/ETF management. Recent guests include Micah Pellerin, David Blanchette, and Joe Sando.

How hard is it to get booked on CFA DFW Charterholder Chatter?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does CFA DFW Charterholder Chatter cover?

Recent episodes cover Investing, Capital Markets, Portfolio Management, Finance, and Asset Management. Pitch an idea tied to one of these topics and mention a recent episode.