The Investors First Podcast

A podcast by CFA Society Orlando

Categories:

89 Episodes

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

    Published: 9/9/2021
  2. Bill Kelly, CAIA: Democratizing Alternatives & The Retirement Promise

    Published: 8/19/2021
  3. Gerard O'Reilly, Dimensional Fund Advisors: Innovation, Engineering, and the Power of Prices

    Published: 8/5/2021
  4. Jerry Parker, Chesapeake Capital: Tampa’s Turtle Trader

    Published: 7/1/2021
  5. Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based Investing

    Published: 4/22/2021
  6. Bill Brewster, CFA: Value, Robinhood and #FinTwit

    Published: 4/1/2021
  7. Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter

    Published: 3/18/2021
  8. Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered

    Published: 3/4/2021
  9. Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary

    Published: 2/18/2021
  10. Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator

    Published: 2/4/2021
  11. Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL

    Published: 1/21/2021
  12. Meb Faber, Cambria Investments: Quantitative Investing, $TAIL Risk & Tim Tebow

    Published: 1/7/2021
  13. Marko Papic, Clocktower Group: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha

    Published: 11/12/2020
  14. Austen Allred & Steve Curley, CFA: Lambda School's CEO on Disrupting Education & Income Sharing Agreements

    Published: 11/5/2020
  15. Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work

    Published: 10/29/2020
  16. Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private

    Published: 10/22/2020
  17. Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime

    Published: 10/15/2020
  18. Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide

    Published: 10/12/2020
  19. Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto

    Published: 10/8/2020
  20. Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man

    Published: 10/1/2020

3 / 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.