Chartered Financial Analyst, every mention

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every year anyone Ted Seides 3Greg Dowling 3Luis Laboy 2Scott Malpass 1Kip McDaniel 1Jen Birmingham 1Charlie Ellis 1

Verbatim, from the transcripts: the passages where Chartered Financial Analyst comes up

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Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) Jul 20, 2026 · 2 mentions

Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336) Sep 4, 2023 · 1 mention

  • ▶ 51:24 Jen Birmingham Even before June fifth, they actually get assignments to read a lot of CFA material because we recruit from all backgrounds.

Ted Seides – The Art of the Interview (EP.330) Jul 31, 2023 · 1 mention

  • ▶ 59:32 Ted Seides So at the time, I'm probably done with CFA level two, maybe three, and then I went and looked at the balance sheet and saw in this cyclical business, the company had like four turns of debt on it, and it was a one-on-one mistake, but I…

Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248) May 2, 2022 · 3 mentions

  • ▶ 6:56 Greg Dowling At the time, I was studying for my CFA, and it kind of had this epiphany when I was reading the hedge fund area, like, hey, people hedge these things. 3 times in the scene

Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185) Mar 25, 2021 · 1 mention

Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184) Mar 22, 2021 · 1 mention

  • ▶ 13:06 Ted Seides And these are fundamental disciplines that they're just not taught in the CFA.

Charley Ellis - Indexing and Its Alternatives (EP.62) Jul 30, 2018 · 1 mention

Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25) Sep 18, 2017 · 1 mention

  • ▶ 1:10:41 Scott Malpass And competition, I mean, I look at, gosh, I think there were 5000 kids sat for the CFA in 1988, and now there's 200,000 a year.

Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20) Aug 7, 2017 · 1 mention

  • ▶ 1:01:30 Kip McDaniel You can get your, you'll get your CFA, but you and 200,000 other people this month will get your CFA.
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