The Investors First Podcast

En podcast af CFA Society Orlando

Kategorier:

90 Episoder

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

    Udgivet: 5.1.2023
  2. Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet

    Udgivet: 29.11.2022
  3. David Berns & Mike Taylor, Simplify: Finance for a Cure

    Udgivet: 3.11.2022
  4. Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions

    Udgivet: 6.10.2022
  5. Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios

    Udgivet: 22.9.2022
  6. Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios

    Udgivet: 22.9.2022
  7. Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper

    Udgivet: 8.9.2022
  8. KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football

    Udgivet: 18.8.2022
  9. Ranji Nagaswami, SVP Global: A Primer on Private Credit

    Udgivet: 14.7.2022
  10. Samir Vasavada, Vise: Automating Wealth Management

    Udgivet: 2.6.2022
  11. Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis

    Udgivet: 5.5.2022
  12. Chris Arnade: Dignity: Seeking Respect in Back Row America

    Udgivet: 21.4.2022
  13. Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer

    Udgivet: 7.4.2022
  14. Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners

    Udgivet: 24.3.2022
  15. Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.

    Udgivet: 3.3.2022
  16. Ben Savage, Clocktower Technology Ventures: The State of Fintech VC

    Udgivet: 3.2.2022
  17. Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes

    Udgivet: 13.1.2022
  18. Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers

    Udgivet: 16.12.2021
  19. Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing

    Udgivet: 2.12.2021
  20. Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment

    Udgivet: 4.11.2021

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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.

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