The Investors First Podcast

A podcast by CFA Society Orlando

Categories:

Business

84 Episodes

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

    Published: 9/8/2022

  2. KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football

    Published: 8/18/2022

  3. Ranji Nagaswami, SVP Global: A Primer on Private Credit

    Published: 7/14/2022

  4. Samir Vasavada, Vise: Automating Wealth Management

    Published: 6/2/2022

  5. Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis

    Published: 5/5/2022

  6. Chris Arnade: Dignity: Seeking Respect in Back Row America

    Published: 4/21/2022

  7. Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer

    Published: 4/7/2022

  8. Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners

    Published: 3/24/2022

  9. Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.

    Published: 3/3/2022

  10. Ben Savage, Clocktower Technology Ventures: The State of Fintech VC

    Published: 2/3/2022

  11. Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes

    Published: 1/13/2022

  12. Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers

    Published: 12/16/2021

  13. Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing

    Published: 12/2/2021

  14. Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment

    Published: 11/4/2021

  15. Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management Industry

    Published: 10/7/2021

  16. Cliff Asness, AQR: Fama, Quant & Captain America

    Published: 9/9/2021

  17. Bill Kelly, CAIA: Democratizing Alternatives & The Retirement Promise

    Published: 8/19/2021

  18. Gerard O'Reilly, Dimensional Fund Advisors: Innovation, Engineering, and the Power of Prices

    Published: 8/5/2021

  19. Jerry Parker, Chesapeake Capital: Tampa’s Turtle Trader

    Published: 7/1/2021

  20. Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based Investing

    Published: 4/22/2021

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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.