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

Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets

Feb. 2, 2023

Our guests today are Dan Rasmussen and Bob Elliott. This is the first time both Dan and Bob have shared a podcast stage and they did not disappoint.

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

Jan. 5, 2023

Our guest today is Jeffrey Sherman, Deputy CIO of DoubleLine, which manages over $100 billion.  Jeffrey oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and pro…

Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet

Nov. 29, 2022

Our guest today is , President and CEO of the Central Florida Foundation. Mark frequently advises private and corporate foundation grantmakers across the region and plays a public policy advisory role on strategy and advisor…

David Berns & Mike Taylor, Simplify: Finance for a Cure

Nov. 3, 2022

Our guests today are David Berns & Mike Taylor. David Berns is Chief Investment Officer & Co-Founder of Simplify Asset Management, which is focused on creating hedge fund and structured product strategies in a liquid, trans…

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

Oct. 6, 2022

Dr. Snaith is the Director of the University of Central Florida’s Institute for Economic Forecasting and a nationally recognized economist in the field of business and economic forecasting. An award-winning forecaster, resea…

Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios

Sept. 22, 2022

Our guest today is Zach Conway, Founder and CEO of Seeds Investor. Seeds Investor is a new wealth technology platform designed to empower advisors to better understand investors and deliver the personalized portfolios that a…