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,…
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 Chica…
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 pr…
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 bett…
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 foundin…
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 …
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 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 …
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 t…
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 cla…
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...
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 uni…
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 sy…
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 …
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 m…
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 econ…
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 …
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 an…
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 …
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 num…
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…
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'…
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…
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 Acade…
