CFA DFW Charterholder Chatter

Nick Tompras founded ACR Alpine Capital Research in 1999 to fulfill his vision of an asset manager built solely on fundamental investment principles. He developed ACR's core investment philosophy and policies, and authors the firm's quarterly investment commentary. He is the lead Portfolio Manager of ACR's flagship Equity Quality Return (EQR) strategy and serves as Co-Portfolio Manager of the firm...

Season 2 of our podcast finds us expanding outside the DFW area to spend time in Boston with Mike Even, former co-head of global investments at Citi and Chairman at Man Numeric. With degrees from Cornell and MIT and a CFA Charterholder, you won't find a brighter yet more humble investment professional. He currently serves on the investment committee of the MASS PRIM Board, and on several advisory...

What an honor to spend time in person with the one and only Luther King. So genuine and humble, he is still learning from the younger generations, believing "you take care of your clients, and they will take care of you". Luther shares more details about his professional journey, his motivation for giving back, and his excitement for the future of our industry and professionals.  He founded Luther...

Local expert and blockchain enthusiast Baxter Hines shares his professional journey and pivot from traditional portfolio management to digital finance, with all topics and concerns up for discussion.  Baxter is Managing Partner and Chief Investment Officer with Honeycomb Digital Investments. He founded the firm in 2020 to provide institutional-grade solutions for investments in digital assets. He...

You have come to the right place if looking for a conversation about the brain and investing, thanks to this week's guest, Eric Bennett, who shares his unique experiences connecting brain health with successful investing. Eric has over years of experience in the asset management industry and is the Co-founder, Chief Investment Officer, and Chairman of the Investment Committee at Tolleson Wealth Ma...

Sharing his philosophy and process for owning great businesses is Cory Whitaker, Founder, and CIO at Bowie Capital, who, like the legendary Peter Lynch, articulates clarity, passion, and conviction, even going back to his early teens when he bought Nike and still owns to this day.  Cory launched Bowie Capital Management in 2014, serves as an advisory director for Petrus Trust Company, the trustee...

One of the great local and national legends, Susan Byrne joins the Chat to share more about her incredible and inspiring journey, from finding her way in a male-dominated industry to offering pearls of wisdom for young women to reach their potential in our industry.  Susan the founder and vice chairman of Westwood Management Corp. and served as its Chairman of the Board for over 30 years, with lon...

This episode will have you on the edge of your seat, thanks to Ryan's perspective on manager selection, our industry's progress with diversity, and how he chooses to enjoy the journey of life. Ryan is currently a Founding Managing Partner and CIO at Carbonado Partners, a leading placement agent with a differentiated approach to fundraising for emerging managers. Prior to his current position, Ryan...

Local Investment Legend Series, featuring Steve Smith, former rocket scientist who successfully made the transition to investment management by having a clearly established, well-understood, and universally agreed upon goal for achieving a mission, whether helping people land on the moon or finding companies that will grow faster than expected while combining the efficiency of technology and wisdo...

With so much negative news and uncertainty with current market and economic conditions around the world, you will enjoy hearing the perspective of Dhruv Maniktala, CIO at True North Advisors, who sees volatility and dislocation as opportunities in areas such as real estate private credit, and closed-end fund arbitrage. We talk about the costs and level of protection of certain hedging strategies,...

Join us for a quick and fun discussion with Gregg Ballew, who tells us all about corporate governance, its relevancy to investment managers, best practices and not so best, and why we should pay more attention to the G in ESG. Gregg was in the banking and investment management business for 38 years prior to joining the University of Texas at Dallas in July 2020. He currently serves as a Professor...

This episode's guest is Kelly Hohertz with View Capital Advisors, and she challenges the traditional 60/40 model, along with the benefits of incorporating alternatives and non-correlated strategies, not only for large endowments but for a broader set of investment pools, including high net worth individuals and families. Kelly also shares her perspective as a female investment professional with th...

Join us for an interesting take on how and where bonds fit into an investment allocation for 2022, thanks to our guest, Emma Muhleman, Senior Equity Analyst & Global Macro Strategist at Ascent Investment Management. She covers the typical questions around expected Fed rate hikes and inflation but also raises questions that aren't being asked. Emma is currently a Sr. Equity Analyst & Global Macro S...

Sharon joins the Chat to share her incredible journey, which inspired her along the way, how to get the younger generation interested in a finance career, and why she is so excited about the future of our industry. Most folks in our industry think of Sharon as the ultimate volunteer who consistently gives her time and heart to too many initiatives to name but the CFA Society locally, regionally, n...

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 his professional growth and success. His legacy is well defined and excitement for the f...

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 India's GDP, clean energy, chip shortage, and the continuing challenges of Covid.  ...

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 Director of Responsible Investing at Barrow, Hanley, Mewhinney & Strauss, one of...

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 mentoring and serving on various boards.    Jim Hille has over 30 years of exper...