Episodes

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...

May 21, 2020

Danny Moses and Jeff Goll, CFA: Life After The Big Short, COVID-19, and $TSLA

Our guest today is Danny Moses, who was the head trader at FrontPoint Partners under Steve Eisman during the housing crash in 2008 and was featured in Michael Lewis’ best-selling book “,” which was later turned into an Academy Award-winning...

May 14, 2020

Brian Langstraat, CFA and Steve Curley, CFA: Direct Indexing - Tax Alpha and Direct Beta

This episode features the CEO of Parametric, Brian Langstraat, CFA. Brian is responsible for Parametric’s firmwide strategy and organizational development. Since joining Parametric in 1990, Brian has held positions in portfolio management, product development, portfolio...

May 07, 2020

Barry Ritholtz and Steve Curley, CFA: Part II of II: Active Share

This is Part II of our episode with Barry Ritholtz. If you haven’t listened to Part I, hit pause and listen to that first. This episode features , co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management.  He is also the...

April 30, 2020

Barry Ritholtz and Steve Curley, CFA: Part I of II - Bailout Nation

This is Part I of a two-part episode; check back for Part II. This episode features Barry Ritholtz, co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management.   He is also the creator and host of the Masters in Business podcast/show on...

April 23, 2020

Liz Ann Sonders and Steve Curley, CFA - COVID-19: A Y-Shaped Recovery

This episode features Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.  In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S....

April 16, 2020

Jan van Eck and Steve Curley, CFA: Inside the Mind of an ETF Pioneer

This episode features Jan van Eck, CEO and Director of Van Eck Associates, which manages more than $50 billion. He originally joined the family firm in 1992. In this episode, van Eck discusses the history of his firm, the early days of his career and...

April 09, 2020

Dr. David Kelly, CFA and Steve Curley, CFA - COVID-19: Pessimist on the Virus, Optimist on the Economy

Our guest today is Dr. David Kelly, the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam...

April 02, 2020

Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again

This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute.  Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management...

March 26, 2020

Peter Zeihan and Steve Curley - COVID-19: New World Disorder

Our guest today is Peter Zeihan, a geopolitical expert.  He launched his own firm, Zeihan on Geopolitics, in 2012 in order to specialize in customized executive briefings for his clients. Prior to going independent, Zeihan worked for 12 years...

March 19, 2020

Chen Zhao and Steve Curley - COVID- 19, De-risk or Re-risk Your Portfolio?

Our guest today is Chen Zhao, Chief Global Strategist at Alpine Macro. Chen discusses the different factors causing the current economic and financial situation, why the Fed has done their job but it’s time for the government to step in and do...

March 05, 2020

Patrick O’Shaughnessy and Steve Curley - Trail Magic

Our two guests today are Patrick O’Shaughnessy, CEO of O’Shaughnessy Asset Management and host of the podcast, and Steve Curley, Chief Investment Officer of WaterOak Advisors and President of the CFA Society of Orlando.  Patrick discusses...