The Investors First Podcast
En podcast af CFA Society Orlando
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Kategorier:
90 Episoder
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Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets
Udgivet: 5.1.2023 -
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet
Udgivet: 29.11.2022 -
David Berns & Mike Taylor, Simplify: Finance for a Cure
Udgivet: 3.11.2022 -
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions
Udgivet: 6.10.2022 -
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Udgivet: 22.9.2022 -
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Udgivet: 22.9.2022 -
Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper
Udgivet: 8.9.2022 -
KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football
Udgivet: 18.8.2022 -
Ranji Nagaswami, SVP Global: A Primer on Private Credit
Udgivet: 14.7.2022 -
Samir Vasavada, Vise: Automating Wealth Management
Udgivet: 2.6.2022 -
Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis
Udgivet: 5.5.2022 -
Chris Arnade: Dignity: Seeking Respect in Back Row America
Udgivet: 21.4.2022 -
Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer
Udgivet: 7.4.2022 -
Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners
Udgivet: 24.3.2022 -
Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.
Udgivet: 3.3.2022 -
Ben Savage, Clocktower Technology Ventures: The State of Fintech VC
Udgivet: 3.2.2022 -
Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
Udgivet: 13.1.2022 -
Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers
Udgivet: 16.12.2021 -
Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing
Udgivet: 2.12.2021 -
Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment
Udgivet: 4.11.2021
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.