The Investors First Podcast

A podcast by CFA Society Orlando - Thursdays

Thursdays

Categories:

Business

94 Episodes

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

    Published: 6/1/2023

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

    Published: 5/4/2023

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

    Published: 4/6/2023

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

    Published: 2/2/2023

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

    Published: 1/5/2023

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

    Published: 11/29/2022

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

    Published: 11/3/2022

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

    Published: 10/6/2022

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

    Published: 9/22/2022

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

    Published: 9/22/2022

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

    Published: 9/8/2022

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

    Published: 8/18/2022

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

    Published: 7/14/2022

  14. Samir Vasavada, Vise: Automating Wealth Management

    Published: 6/2/2022

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

    Published: 5/5/2022

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

    Published: 4/21/2022

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

    Published: 4/7/2022

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

    Published: 3/24/2022

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

    Published: 3/3/2022

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

    Published: 2/3/2022

2 / 5

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.