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.
Featured Episodes
Here are some great episodes to start with.
Recent Episodes
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
June 1, 2023
In today’s episode, we host Wes Gray, CEO of Alpha Architect. Founded in 2010, Alpha Architect is a research focused quant firm that put themselves on the map offering value and momentum factor exposures, but it doesn’t stop…
Jan van Eck, VanEck: Back to School, A Lesson in Financial History
May 4, 2023
Today we host Jan van Eck for the second time on the Investors First Podcast. Jan is the CEO of VanEck, a global asset manager with over $57 billion in assets under management, including ETF’s, mutual funds, SMA’s, UCITS and…
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion
April 6, 2023
Our guest today are Rick Bookstaber and Govinda Quish, co-founders at Fabric Risk, which provides factor-based risk management applications for investment advisors, consultants and family offices. This is the second time we …
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…
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