The Investors First Podcast

The Investors First Podcast

The award-winning* Investors First Podcast is affiliated with CFA Society Orlando, a chapter of the CFA Institute. We interview Founders, CEO’s, CIO's, GP's and more to discuss timely and relevant topics in the investment profession. We pride ourselves on having no advertisements or revenue objective (the host is not compensated, nor are guests) and seek to help investment professionals in Florida, the Americas, and beyond to be a more informed advisor/consultant/investor, all while never for…

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Ari Rubin, Flock Homes – Exchange Fund for Residential Rental Properties
106
July 9, 2026

Ari Rubin, Flock Homes – Exchange Fund for Residential Rental Properties

In today’s episode, we sit down with Ari Rubin, Founder & CEO of Flock Homes, for a deep dive into tax‑efficient exits for residential real estate through 721 exchanges into the Flock Homes fund. Ari was born in Brooklyn, Harvard undergrad, served in the Israeli military, and attended (then left, like many successful entrepreneurs in the Bay area) Stanford University to build Flock full‑time. Based on his background and our offline conversations, it sounds like he is just getting started with so
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The PE Guy, Unfiltered (Mostly)
105
June 4, 2026

The PE Guy, Unfiltered (Mostly)

In today’s episode, we welcome the PE Guy, whose real name is Johnny Hilbrant Partridge. The PE Guy character was started in early 2025 after capitulating from years of ridiculous travel and lifestyle stories from folks in finance, but particularly,...
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Mike Pyle, BlackRock – White House to Wall Street, An Allocator’s Perspective
104
May 14, 2026

Mike Pyle, BlackRock – White House to Wall Street, An Allocator’s Perspective

In today’s episode, we welcome back Mike Pyle of BlackRock. Mike is a senior leader within BlackRock and a key member of the BlackRock Investment Institute (BII), where he helps shape the firm’s global macro views and portfolio construction frameworks. Mike has a law degree from Yale and a bachelor’s degree from Dartmouth. Mike brings a unique perspective to markets, having served in the Obama White House before joining BlackRock as their Global Chief Investment Strategist, followed by another s
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Danny Jenkins, ThreatLocker – Zero Trust Cybersecurity
103
April 2, 2026

Danny Jenkins, ThreatLocker – Zero Trust Cybersecurity

In today’s episode, we have Danny Jenkins, who is the CEO and Co-Founder of ThreatLocker, a rapidly growing cybersecurity firm focused on Zero Trust endpoint protection. With over 20 years in cybersecurity and a background in ethical hacking, Danny is unique in that he dropped out of school when he was 15 years old and has an unconventional resume. Danny has built multiple security companies and is widely recognized for his hands-on, real-world approach to stopping ransomware and cyber threats b
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Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha
102
March 5, 2026

Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha

We are excited to welcome a friend of the show, Brent Sullivan of The Tax Alpha Insider. We discuss all things Tax Alpha as the investment puzzle is different when it comes to taxable investors. I have been fortunate to have known Brent since the very beginnings of his Tax Alpha Insider Newsletter, a highly successful, focused publication in the wealth management space. I often say that he could become the Michael Kitces of Tax Alpha. Brent is also behind the first Tax Alpha Conference, Basis No
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Joe Davis, Vanguard – An Economist Crossing the T
101
Feb. 6, 2026

Joe Davis, Vanguard – An Economist Crossing the T

We are excited to welcome Joe Davis for this episode, currently Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group. Many of you likely know various iterations of the Vanguard story, but most of the professionals I know do not know how big a research team they have. Joe has a big influence on the company because he is also chairs the firm’s Strategic Asset Allocation Committee. Ok, that was exhausting listing all of his titles, he is a busy person. Before that, he
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