The Investors First Podcast

By CFA Society Orlando

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Category: Investing

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Episodes: 84


The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.

Episode Date
Ali Hamed – Contrarian Early-Stage Investing
Jun 06, 2024
Dr. Meir Statman – A Diversified Measure of Wealth
May 02, 2024
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC
Apr 11, 2024
Vikram Mansharamani on Developments to Watch Over the Next Five Years
Feb 01, 2024
Howard Marks - Investing During a Regime Change from CFA Charter #3,700
Jan 04, 2024
Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)
Dec 07, 2023
Aswath Damodaran: Unmasking ESG
Nov 02, 2023
Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy
Oct 05, 2023
Peter Atwater – Diversifying by Sentiment
Sep 14, 2023
KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework
Aug 24, 2023
NewEdge Wealth’s Cameron Dawson on the State of the Markets
Aug 03, 2023
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer
Jul 13, 2023
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
Jun 01, 2023
Jan van Eck, VanEck: Back to School, A Lesson in Financial History
May 04, 2023
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion
Apr 06, 2023
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
Feb 02, 2023
Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets
Jan 05, 2023
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet
Nov 29, 2022
David Berns & Mike Taylor, Simplify: Finance for a Cure
Nov 03, 2022
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions
Oct 06, 2022
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Sep 22, 2022
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Sep 22, 2022
Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper
Sep 08, 2022
KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football
Aug 18, 2022
Ranji Nagaswami, SVP Global: A Primer on Private Credit
Jul 14, 2022
Samir Vasavada, Vise: Automating Wealth Management
Jun 02, 2022
Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis
May 05, 2022
Chris Arnade: Dignity: Seeking Respect in Back Row America
Apr 21, 2022
Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer
Apr 07, 2022
Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners
Mar 24, 2022
Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.
Mar 03, 2022
Ben Savage, Clocktower Technology Ventures: The State of Fintech VC
Feb 03, 2022
Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
Jan 13, 2022
Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers
Dec 16, 2021
Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing
Dec 02, 2021
Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment
Nov 04, 2021
Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management Industry
Oct 07, 2021
Cliff Asness, AQR: Fama, Quant & Captain America
Sep 09, 2021
Bill Kelly, CAIA: Democratizing Alternatives & The Retirement Promise
Aug 19, 2021
Gerard O'Reilly, Dimensional Fund Advisors: Innovation, Engineering, and the Power of Prices
Aug 05, 2021
Jerry Parker, Chesapeake Capital: Tampa’s Turtle Trader
Jul 01, 2021
Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based Investing
Apr 22, 2021
Bill Brewster, CFA: Value, Robinhood and #FinTwit
Apr 01, 2021
Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter
Mar 18, 2021
Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered
Mar 04, 2021
Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary
Feb 18, 2021
Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator
Feb 04, 2021
Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL
Jan 21, 2021
Meb Faber, Cambria Investments: Quantitative Investing, $TAIL Risk & Tim Tebow
Jan 07, 2021
Marko Papic, Clocktower Group: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha
Nov 12, 2020
Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work
Oct 29, 2020
Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private
Oct 22, 2020
Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime
Oct 15, 2020
Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide
Oct 12, 2020
Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto
Oct 08, 2020
Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man
Oct 01, 2020
John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO
Sep 24, 2020
Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential
Sep 17, 2020
Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness
Sep 10, 2020
Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language
Sep 03, 2020
Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing
Aug 27, 2020
Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial Decisions
Aug 20, 2020
Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth
Aug 13, 2020
Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell’s BBQ, and Ponzi Schemes
Aug 06, 2020
Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?
Jul 30, 2020
Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience
Jul 23, 2020
Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth Individuals
Jul 16, 2020
Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts
Jul 09, 2020
Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility
Jun 25, 2020
Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton
Jun 18, 2020
Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times
Jun 11, 2020
Dave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second Harvest
Jun 04, 2020
Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody
May 28, 2020
Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA
May 21, 2020
Brian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct Beta
May 14, 2020
Barry Ritholtz and Steve Curley, CFA: Part II of II: Active Share
May 07, 2020
Barry Ritholtz and Steve Curley, CFA: Part I of II - Bailout Nation
Apr 30, 2020
Liz Ann Sonders and Steve Curley, CFA - COVID-19: A Y-Shaped Recovery
Apr 23, 2020
Jan van Eck and Steve Curley, CFA: Inside the Mind of an ETF Pioneer
Apr 16, 2020
Dr. David Kelly, CFA and Steve Curley, CFA - COVID-19: Pessimist on the Virus, Optimist on the Economy
Apr 09, 2020
Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again
Apr 02, 2020
Peter Zeihan and Steve Curley - COVID-19: New World Disorder
Mar 26, 2020
Chen Zhao and Steve Curley - COVID- 19, De-risk or Re-risk Your Portfolio?
Mar 19, 2020
Patrick O’Shaughnessy and Steve Curley - Trail Magic
Mar 05, 2020