Episodes
November 05, 2020
Austen Allred & Steve Curley, CFA: Lambda School's CEO on Disrupting Education & Income Sharing Agreements
Our guest today is Austen Allred, co-founder & CEO of Lambda School, which provides students a computer science education funded by an Income Share Agreement (ISA). Lambda School recently raised $74M, valuing the company at over $150M. In this episode we...
October 29, 2020
Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work
Our guest today is Adam Davidson, the CEO of the podcast company Three Uncanny Four and author of The Passion Economy: The New Rules for Thriving in the Twenty-First Century. Adam is known for co-founding NPR’s Planet Money, one of the first and most popular business and economics podcast to this day. Our conversation today focuses on...
October 22, 2020
Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private
Our guest today is University of Florida Professor Jay Ritter, who is known as “Mr. IPO” for his work on initial public offerings. He received his BA, MA, and PhD degrees in economics and finance from the University of Chicago. In this episode, we...
October 15, 2020
Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime
Our guest today is Stuart Lucas, founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises. He also co-founded the University of Chicago's Private Wealth Management program, now in its...
October 12, 2020
Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide
Our guest today is Annie Duke, who was previously one of the best poker players in the world and is now a renowned public speaker and best-selling author. Our conversation is all about decision-making and there's no one better to cover the topic than...
October 08, 2020
Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto
Our guest today is Mark Yusko, Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management, which manages close to $2 billion. He is also the Managing Partner of Morgan Creek Digital Assets. Prior to founding Morgan Creek, he was CIO and...
October 01, 2020
Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man
Our guest today is Morgan Housel, Partner at Collaborative Fund, a former columnist at The Motley Fool and The Wall Street Journal, and arguably the best financial writer of our time. In this episode, we discuss his writing process, his advice to those in the...
September 24, 2020
John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO
Our guest today is John Streur, President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Our episode today focuses...
September 17, 2020
Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential
Our guest today is Tyrone Ross, CEO of Onramp Invest, a fintech platform designed for the next generation of advisors and investors. The majority of our conversation today focuses on Tyrone's passion: lifting up Americans out of poverty and...
September 10, 2020
Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness
Our guest today is Christine Benz, Morningstar's Director of Personal Finance and recently named one of Barron's 100 Most Influential Women in Finance. As so many people have been put into tough financial circumstances due to COVID, the topic of...
September 03, 2020
Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language
If you are a CFA candidate or life-long learner, this episode is for you. Our guest today is Scott Young, who garnered notoriety when he completed MIT's four year computer science program in just 12 months without taking classes, and later...
August 27, 2020
Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing
Our guest today is Michael Falk, CFA, CRC. Michael is a partner at the Focus Consulting Group. Michael has authored 2.5 books: the 2016 CFA Institute Research Foundation Monograph “”, the 2019 Monograph follow-up “” and he...
August 20, 2020
Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial Decisions
Our guest today is Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital and a New York Times best-selling author of multiple books, including his most recent, . Daniel is a licensed psychologist who provides a unique lens into...
August 13, 2020
Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth
Our guest today is Rob Roy, Chief Investment Officer at AdventHealth, the largest hospital headquartered in the state of Florida. In this episode, we take a look at the investment side that powers the largest healthcare system...
August 06, 2020
Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell’s BBQ, and Ponzi Schemes
Our guest today is Greg Bartalos, Editor in Chief of RIA Intel. He was previously Editor in Chief of Barrons.com and had roles at Yahoo Finance, Bloomberg News and Institutional Investor. In this episode, Greg explains what led Institutional Investor...
July 30, 2020
Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?
Our guest today is Dr. Ed Yardeni, founder of Yardeni Research. He is also the author of multiple books, including . We discuss his recent book, which is about the history of the Fed through the end of 2019 and couldn't be more timely, and get...
July 23, 2020
Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience
Our guest today is Mike Pyle, CFA. Mike is the Global Chief Investment Strategist for BlackRock, the world’s largest asset manager. Prior to joining BlackRock, he served for five years at the center of President Obama's economic team. Our...
July 16, 2020
Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth Individuals
Our guest today is Dr. Chris Pierson, founder and CEO of BlackCloak, a Concierge Cybersecurity protection suite for high net-worth individuals and corporate executives. Previously, he was the first Chief Privacy Officer for the Royal Bank of...
July 09, 2020
Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts
Our guest today is Dr. Vikram Mansharamani, who is currently a lecturer at Harvard University. In addition to teaching, he also advises several Fortune 500 CEOs and was listed as LinkedIn’s #1 Top Voice for Money, Finance and Global Economics twice....
June 25, 2020
Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility
Our guest today is Dr. Raphael Bostic, the President of the Federal Reserve Bank of Atlanta and the first African-American President in the 106 year history of the Fed. Prior to his role at the Federal Reserve, he served as a professor at the University of Southern...
June 18, 2020
Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton
Our guest today is Marty Flanagan, the CEO of Invesco, a $1.1T asset manager. He joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from 2004 to 2005. Previously, he held numerous positions of...
June 11, 2020
Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times
Our guest today is Rob Forsyth, Head of SPDR America’s ETF Strategy at State Street. He was previously the Head of Exchange Traded Products and Derivatives with UBS. Our local co-host today is Frank Garcia, CFA. Frank is the VP of the CFA Society of...
June 04, 2020
Dave Krepcho, Javier Perez, CFA and Zach Knope, CFA: Fighting Hunger and Feeding Hope with Second Harvest
As many of you know, Second Harvest has been an important partner of CFA Society Orlando. As a team, and over the past four years, this partnership has aided many individuals through financial literacy and Second Harvest's culinary training...
May 28, 2020
Ben Harrison and Steve Curley, CFA: Pershing Advisor Solutions CEO on the Future of RIA Custody
Our guest today is Ben Harrison, who will be named as the head of BNY Mellon’s Pershing registered investment advisor (RIA) custody business, succeeding Mark Tibergien, effective June 1, 2020. He joined Pershing in 2006 and was promoted...