The Investors First Podcast

The Investors First Podcast

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, Jason Zweig, Cliff Asness, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber.

Recent Episodes

Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis

May 5, 2022

Our guest today is Eduardo Repetto, Chief Investment Officer for Avantis Investors. Avantis was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment s…

Chris Arnade: Dignity: Seeking Respect in Back Row America

April 21, 2022

Our guest today is Chris Arnade, author of the best seller Dignity: Seeking Respect in Back Row America. A Florida native, Chris was one of the first quants on Wall Street and spent 20 years as a trader before becoming disen…

Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer

April 7, 2022

Our guest today is Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors. Rick resume is as impressive as you can come across. He’s held Chi…

Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners

March 24, 2022

Our guest today is Roger Urwin, Global Head of Investment Content with Willis Towers Watson. Roger joined Watson Wyatt in 1989 to start the firm’s investment consulting practice and, under his leadership, grew to a global te…

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

March 3, 2022

Our guest today is Matt Brown. Matt is the Founder, CEO, and Chairman of CAIS. Found in 2009, CAIS, a fintech leader, empowers over 4,000+ unique advisor firms/teams who oversee more than $2T+ in network assets. Founded by a…

Ben Savage, Clocktower Technology Ventures: The State of Fintech VC

Feb. 3, 2022

Our guest today is Ben Savage. Ben manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities.   Our conversation covers the state of venture capital today, where fintec…