Episodes

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...

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