The Investors First Podcast

A podcast by CFA Society Orlando - Thursdays

Categories:

Business

83 Episodes

  1. Vikram Mansharamani on Developments to Watch Over the Next Five Years

    Published: 2/1/2024

  2. Howard Marks - Investing During a Regime Change from CFA Charter #3,700

    Published: 1/4/2024

  3. Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)

    Published: 12/7/2023

  4. Aswath Damodaran: Unmasking ESG

    Published: 11/2/2023

  5. Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy

    Published: 10/5/2023

  6. Peter Atwater – Diversifying by Sentiment

    Published: 9/14/2023

  7. KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework

    Published: 8/24/2023

  8. NewEdge Wealth’s Cameron Dawson on the State of the Markets

    Published: 8/3/2023

  9. David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer

    Published: 7/13/2023

  10. Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative

    Published: 6/1/2023

  11. Jan van Eck, VanEck: Back to School, A Lesson in Financial History

    Published: 5/4/2023

  12. Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion

    Published: 4/6/2023

  13. Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets

    Published: 2/2/2023

  14. Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets

    Published: 1/5/2023

  15. Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet

    Published: 11/29/2022

  16. David Berns & Mike Taylor, Simplify: Finance for a Cure

    Published: 11/3/2022

  17. Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions

    Published: 10/6/2022

  18. Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios

    Published: 9/22/2022

  19. Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios

    Published: 9/22/2022

  20. Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper

    Published: 9/8/2022

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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.