94 Episodes

  1. Dave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second Harvest

    Published: 6/4/2020

  2. Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody

    Published: 5/28/2020

  3. Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA

    Published: 5/21/2020

  4. Brian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct Beta

    Published: 5/14/2020

  5. Barry Ritholtz and Steve Curley, CFA: Part II of II: Active Share

    Published: 5/7/2020

  6. Barry Ritholtz and Steve Curley, CFA: Part I of II - Bailout Nation

    Published: 4/30/2020

  7. Liz Ann Sonders and Steve Curley, CFA - COVID-19: A Y-Shaped Recovery

    Published: 4/23/2020

  8. Jan van Eck and Steve Curley, CFA: Inside the Mind of an ETF Pioneer

    Published: 4/16/2020

  9. Dr. David Kelly, CFA and Steve Curley, CFA - COVID-19: Pessimist on the Virus, Optimist on the Economy

    Published: 4/9/2020

  10. Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again

    Published: 4/2/2020

  11. Peter Zeihan and Steve Curley - COVID-19: New World Disorder

    Published: 3/26/2020

  12. Chen Zhao and Steve Curley - COVID- 19, De-risk or Re-risk Your Portfolio?

    Published: 3/19/2020

  13. Patrick O’Shaughnessy and Steve Curley - Trail Magic

    Published: 3/5/2020

  14. Welcome to The Investors First Podcast

    Published: 2/7/2020

5 / 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.