{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Episode 65: Building Tomorrow\u2019s Advisor with Martin Tarlie","description":"Episode 65: Building Tomorrow\u2019s Advisor with Martin Tarlie We speak with Martin Tarlie about his research and work building Nebo, an award-winning fintech for goals-based investing that aligns financial plans with investment management. We discuss the uniqueness and challenges of goals-based investing, interesting things in the goals-based research, and the future of investing for individuals. Martin is a CFA charterholder and the Nebo product lead. He spent many years as a quantitative analyst across various firms, including GMO\u2019s asset allocation team. He earned his bachelor\u2019s degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. What Martin is Reading Right Now:&amp;nbsp;The Bible Martin\u2019s Music Recommendation:&amp;nbsp;Classic Rock: Rolling Stones, The Who, Pink Floyd, Southern Rock Read More from Martin:&amp;nbsp;GMO\u2019s Website,&amp;nbsp;Martin\u2019s LinkedIn,&amp;nbsp;Martin\u2019s SSRN &amp;nbsp; ___ Get updated when new episodes release by joining our list:&amp;nbsp;https:\/\/bit.ly\/4dwwTgD Connect with CFA Society Dallas\/Fort Worth: LinkedIn&amp;nbsp;|&amp;nbsp;Instagram|&amp;nbsp;www.cfasociety.org\/dallasfortworth ","author_name":"CFA DFW Charterholder Chatter","author_url":"https:\/\/www.cfasociety.org\/dallasfortworth\/home","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/38757420\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/194616875"}