We speak with Sasha Lund about her book, The Rising Role of Women in Family Offices and Family Businesses. We discuss the advantage of speaking multiple languages (she speaks 11!), what pulled her into the family office world, the challenges women face in business families, common misconceptions about family offices, and the importance of values in family businesses.

Sasha Lund is a Schulze-award winning researcher, author, and founder of Core Values Consulting, a consultancy designed to guide business families through multi-generational continuity and longevity. She is a global NEXUS member, a senator for the World Business Angel’s Forum, and was former managing director for One Million Children, an NGO dedicated to the empowerment and education of refugee children.

Shasha has been published in Forbes Italia, Robb Report, Diplomatic World, International Family Office Journal, and many others. She holds a degree from King’s College London in Modern Foreign Languages with Education and Film.

What Sasha is Reading Right Now: A Gentleman in Moscow by Amor Towles

Sasha’s Music Recommendation: “Run to the Hills” by Iron Maiden

Read More from Sasha: Sasha’s Website, Core Values Consulting Website, LinkedIn

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Connect with CFA Society Dallas/Fort Worth:

LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We speak with Michaela Berglund about her journey as a young girl from Uppsala, Sweden to her role founding FemInvest, a female-oriented ecosystem including a Venture Capital fund, a membership network with over 50,000 members, and a magazine. She also hosts the FemInvest podcast – all places where she encourages women entrepreneurs across the Nordics.

Michaela has a background in marketing, television, and board membership, and she holds degrees in French from Halmstead University, Marketing and Management from Uppsala University, and she studied law at Stockholm University.

Some Links Discussed in the Show:

• The Exit Gap
• Investors Preferred Pitches Presented by Male Entrepreneurs
• VC Sterotypes About Men and Women Aren’t Supported by Performance Data

What Michaela is Reading Right Now: Patriot by Alexei Navalny

Michaela’s Music Recommendation: “Kite” by Benjamin Ingrosso

Read More from Michaela: FemInvest Podcast; FemInvest Sweden; Michaela’s LinkedIn

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Connect with CFA Society Dallas/Fort Worth:

LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We speak with Michael A Gayed, CFA about his journey in the business from watching his father trade, to his market research, to launching products of his own. We discuss the nature of risks, the market today, and the biggest mistakes professional investors make.

Michael A. Gayed is publisher of the The Lead-Lag Report, He also runs the Lead Lag report podcast where he interviews the top names in investing and economics.

Michael is a 5x winner of the Dow and NAAIM Founder’s award for his research, including “Leverage for the Long Run: A Systematic Approach to Managing Risk and Magnifying Returns in Stocks” and “Lumber, Worth Its Weight in Gold: Offense and Defense in Active Portfolio Management”. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and he is a CFA Charterholder.

What Michael is Reading Right Now: The Illustrated Man by Ray Bradbury

Read More from Michael: Seeking Alpha, Lead-Lag Media, on X and LinkedIn

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Connect with CFA Society Dallas/Fort Worth:

LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We speak with Dr Gregg Robins about his journey from a young musician living in the Bronx to finding himself at the center of major geopolitical events, including the fall of the Soviet Union and the formation of the Euro. We discuss his time at Oxford, his years in Moscow, and his thinking on the family office world.

Gregg Robins runs Robins Advising, a family-office consulting firm based in Geneva, Switzerland. Prior to Robins Advising, he ran the UBS in Moscow and opened the first UBP office in Moscow. Gregg has taught and lectured at leading business schools, including the Executive MBA programs with the NYU Stern school of business, and the New Economic School in Moscow. He was elected Teacher of the Year by his MBA students at NYU Stern in 2006.

Gregg holds a BA in Economics from Rice University. He was awarded a Marshall Scholarship to attend Oxford University, where he received a Masters and Doctorate, with specialty in Finance and Russian and Eastern European Studies. He is a Dean’s Fellow with Said Business School at Oxford. 

What Gregg is Reading Right Now: Supremacy: AI, ChatGPT, and the Race that will Change the World by Parmy Olson

Gregg’s Music Recommendation: “A Bar Song” by Shaboozy

Read More from Gregg: Robins Advising Website; on LinkedIn

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Connect with CFA Society Dallas/Fort Worth:

LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We speak with Dr Mara Harvey about her journey from a young girl in England to her role as CEO of a Swiss bank. We discuss her passion for teaching children about money and looking into ourselves for the unconscious money lessons we have been taught.

Mara was Swiss CEO of VP Bank Region Europe where she pioneered a dedicated female finance network. She won the TechFace Hidden Figures Diversity Ally award for her work in advancing female finance and early childhood financial literacy. Prior to VP Bank, she was Head of Client Services, Global Wealth Management with UBS where she won Bridge Berlin’s 2017 Financial Justice Champion Award for the pioneering work in gender finance. Her latest project, A Smart Way to Start, is focused on teaching children valuable money lessons through a rhymed book series, which has been republished by the United Nations to support awareness and education for The World’s Agenda of 2030. She holds a Ph.D. in Political Economy from Fribourg University, graduating summa cum laude.

What Mara is Reading Right Now: Lead Like a Girl by Dalia Feldheim; A Travel Guide to the Middle Ages by Anthony Bale

Mara’s Music Recommendation: “Apnea” by Emma

Read More from Mara: Mara’s Website; A Smart Way to Start; LinkedIn

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Connect with CFA Society Dallas/Fort Worth:

LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We talk with Jennifer Wines about her journey, from moving 10 times by the age of 20 to her career in private wealth management with Goldman Sachs, Fidelity, and JPMorgan. We discuss her book, Invisible Wealth, the current and future state of the wealth management industry, and how changing demographics are shifting the industry.

Jennifer is the founder of Invisible Wealth Consulting, partnering with individuals and institutions to implement the principles of wealth detailed in her best-selling book Invisible Wealth. She has been widely quoted in outlets such as The New York Times, The Financial Times, and Forbes. She carries the Certified Private Wealth Advisor designation from Booth Business School in Chicago, she holds a JD from Suffolk University Law School.

What Jennifer is Reading Right Now: Think and Grow Rich by Napoleon Hill

Jennifer’s Music Recommendation: “Disco” by Surf Curse

Read More from Jennifer: Jennifer’s Website, LinkedIn, Instagram: @Jennifer_Wines

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Connect with CFA Society Dallas/Fort Worth:

LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We talk with Gautam Dhingra about his journey from a young boy in New Delhi, to managing over $1 billion as the founder of High Pointe Capital, to his diagnosis with terminal cancer. We discuss how he thinks about investment valuation, his decision to become an entrepreneur, and his thinking on life.

Gautam is the founder of High Pointe Capital. He has served as the President of Chicago’s CFA Society, and was honored by the CFA Society of Chicago with a Lifetime Achievement Award. Gautam holds a Ph.D. in Finance and Econometrics, has been a lecturer with Northwestern University’s School of Management, and holds his CFA charter.

What Gautam is Reading Right Now: Becoming by Michelle Obama 

Gautam’s Music Recommendation: “Satnam Sri Wahe Guru” by Jagjit Singh

Read More from Gautam: Gautam’s Website, LinkedIn

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Connect with CFA Society Dallas/Fort Worth:

LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We talk with Rob Price about how he thinks about cryptocurrency investing. We cover what it is, how he thinks about valuation and investment in the space, crypto regulation, and the role it might play in the future.

Rob is the founder and CIO at Sound Money Capital, an actively-managed cryptocurrency fund. Prior to Sound Money, Rob was head of asset allocation for South Africa’s largest pension fund and Mercer’s African partner, Alexander Forbes Investments. He holds a Master’s of Finance in Economics from the University of Cape Town, and is a CFA charter-holder.

What Rob is Reading Right Now: Atlas Shrugged by Ayn Rand

Rob’s Music Recommendation: “Water No Get Enemy” by Fela Kuti

Connect with Rob: LinkedIn; Sound Money Capital Website; Twitter

Read More from Rob: Enterprising Investor

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Connect with CFA Society Dallas/Fort Worth:

LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We talk with Wojtek Buczynski about whether AI will live up to its hype, AI regulation around the world, the use cases of AI in financial services, and whether general artificial intelligence is possible.

Wojtek is a consultant, speaker, and AI researcher specializing in AI regulations and use cases. He was an early advocate of AI at Fidelity International, and ran a team at EY specializing in AI adoption in financial services. He is a Ph.D. candidate with Cambridge University, a CFA charter-holder, and the carries the FRM designation.

What Wojtek is Reading Right Now: Scarcity: Why Having Too Little Means So Much by Eldar Shafir

Wojtek’s Music Recommendation: anything with rhythm, rhyme, female vocals, and profanity

Connect with Wojtek: LinkedIn

Read More from Wojtek: on Enterprising Investor and LinkedIn

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Connect with CFA Society Dallas/Fort Worth:

LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

After my book was published, I spent many hours on podcasts with all sorts of hosts. None, however, were nearly as warm, engaged, and thoughtful as Paul Olschwanger – his questions were informed and incisive, demonstrating understanding, but also warm and human. I could tell immediately that Paul is a man who cares deeply about others, which might help explain his success on this very podcast.

Paul is founder of Wendell Rhoads Consulting which helps investment professionals, and their organizations improve levels of trust, engagement, collaboration, team dynamics, and performance. Paul has served on the board of the CFA DFW society for 20 years, and has hosted Charterholder Chatter for 3 seasons.

Join us as we turn the tables and ask Paul the questions! We discuss how investment professionals should think about their career, how organizations and employers can think about diversity, equity, and inclusion, and what to expect from season 4 of this very podcast.