The Investors First Podcast

A podcast by CFA Society Orlando - Thursdays

Thursdays

Categories:

Business

94 Episodes

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

    Published: 1/13/2022

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

    Published: 12/16/2021

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

    Published: 12/2/2021

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

    Published: 11/4/2021

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

    Published: 10/7/2021

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

    Published: 9/9/2021

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

    Published: 8/19/2021

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

    Published: 8/5/2021

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

    Published: 7/1/2021

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

    Published: 4/22/2021

  11. Bill Brewster, CFA: Value, Robinhood and #FinTwit

    Published: 4/1/2021

  12. Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter

    Published: 3/18/2021

  13. Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered

    Published: 3/4/2021

  14. Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary

    Published: 2/18/2021

  15. Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator

    Published: 2/4/2021

  16. Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL

    Published: 1/21/2021

  17. Meb Faber, Cambria Investments: Quantitative Investing, $TAIL Risk & Tim Tebow

    Published: 1/7/2021

  18. Marko Papic, Clocktower Group: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha

    Published: 11/12/2020

  19. Austen Allred & Steve Curley, CFA: Lambda School's CEO on Disrupting Education & Income Sharing Agreements

    Published: 11/5/2020

  20. Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work

    Published: 10/29/2020

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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.