The Investors First Podcast
En podkast av CFA Society Orlando - Torsdager
94 Episoder
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Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
Publisert: 1.6.2023 -
Jan van Eck, VanEck: Back to School, A Lesson in Financial History
Publisert: 4.5.2023 -
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion
Publisert: 6.4.2023 -
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
Publisert: 2.2.2023 -
Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets
Publisert: 5.1.2023 -
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet
Publisert: 29.11.2022 -
David Berns & Mike Taylor, Simplify: Finance for a Cure
Publisert: 3.11.2022 -
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions
Publisert: 6.10.2022 -
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Publisert: 22.9.2022 -
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Publisert: 22.9.2022 -
Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper
Publisert: 8.9.2022 -
KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football
Publisert: 18.8.2022 -
Ranji Nagaswami, SVP Global: A Primer on Private Credit
Publisert: 14.7.2022 -
Samir Vasavada, Vise: Automating Wealth Management
Publisert: 2.6.2022 -
Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis
Publisert: 5.5.2022 -
Chris Arnade: Dignity: Seeking Respect in Back Row America
Publisert: 21.4.2022 -
Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer
Publisert: 7.4.2022 -
Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners
Publisert: 24.3.2022 -
Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.
Publisert: 3.3.2022 -
Ben Savage, Clocktower Technology Ventures: The State of Fintech VC
Publisert: 3.2.2022
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, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.
