Episode 4

full
Published on:

9th May 2023

Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management

In this episode, we talk to Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management.  Dan’s story begins in Pittsburgh and takes him across the country before he settled here in Cleveland and helped build a successful buy-side investment firm.  We discuss Dan’s journey as well as many other topics such as the investment decision Dan’s son still holds against him.  Connect with Dan here: https://www.linkedin.com/in/daniel-bandi-1b162311/

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director for the CFA Society of Cleveland. He is a transplant to Cleveland and has grown to love the city in his relatively short time here. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/

Show artwork for Guardians of Finance with Matt McLaughlin

About the Podcast

Guardians of Finance with Matt McLaughlin
Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Clevelands’s Investment community.
Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you.



Welcome to Guardians of Finance.



Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Clevelands’s Investment community.



Subscribe to the podcast on your favorite podcast platform and head to Guardiansoffinance.com where you can connect or reconnect with the CFA Society of Cleveland and attend an educational or social event, and find volunteer opportunities.

About your host

Profile picture for Matthew McLaughlin

Matthew McLaughlin