42 episodios

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.

The Investors First Podcas‪t‬ CFA Society Orlando

    • Inversiones

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.

    Anthony Scaramucci: The Mooch - Unfiltered

    Anthony Scaramucci: The Mooch - Unfiltered

    Our guest today is Anthony Scaramucci, founder and Co-Managing Partner of SkyBridge Capital. In November 2016, Mr. Scaramucci was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee and served as the White House Communications Director for a brief period in July 2017.
     
    In this episode, we discuss his professional journey as a first generation college graduate, then working for Goldman Sachs and becoming a serial entrepreneur. We talk about his brief stint in the White House, lessons learned from the experience and why it’s important to control your ego. Then we hear about what he’s most excited about right now: the SkyBridge Bitcoin fund, which was just approved at the start of 2021, and hear why he’s bullish on the space.
     
    Our local co-hosts today are Steve Curley, CFA and Colby Donovan. Please enjoy the episode. 
     
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
     
     
     
     

    • 48 min
    Tamar Frankel: State of The Union With The Godmother of Fiduciary

    Tamar Frankel: State of The Union With The Godmother of Fiduciary

    Our guest today is Professor Tamar Frankel, a long-time member of the Boston University School of Law faculty who writes and teaches in the areas of fiduciary law, corporate governance, mutual funds and the regulation of the financial system. In 2013, the Institute for Fiduciary Standard established the annual Frankel Fiduciary Prize in her honor to award individuals who advance fiduciary principles. WealthManagerWeb has named her among the 50 Top Women in Wealth Management.
    In today’s episode, Tamar explains what led her to spend her career focusing on fiduciary law and what it means to be a fiduciary. We talk about conflicts of interest within the advisory space and what regulatory suggestions she has to help eliminate them. We spend a lot of time around soft topics like trust, honesty and kindness and why we would all benefit more if we focused more on those.
     
    Today’s episode is hosted by Chris Cannon, CFA, Chief Investment Officer at FirsTrust and board member for CFA Society of Orlando.
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 53 min
    Dr. Campbell Harvey: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator

    Dr. Campbell Harvey: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator

    Our guest today is Dr. Campbell R. Harvey, who for the past 35 years has served as Professor of Finance at Duke University. Professor Harvey has also served as Partner/Senior Advisor to Research Affiliates, LLC and Advisor to Man Group. He served as Editor of the Journal of Finance from 2006 to 2012 and as the 2016 President of the American Finance Association.
    He holds a Ph.D. in Finance from the University of Chicago, MBA from York University and a BA from University of Toronto.
    Dr. Harvey has published over 125 scholarly articles on a variety of topics and has received many awards, including the following:
    Most recently, he won the 2020 Quant of the Year Award from the Journal of Portfolio Management. 8 Graham & Dodd Awards/Scrolls for excellence in financial writing from the CFA Institute. 2016 & 2015 Bernstein Fabozzi/Jacobs Levy Award for Best Article from Journal of Portfolio Management for his research on differentiating luck vs. skill. In this episode, we start by discussing how he got into finance and what he is most famous for, his research on the yield curve indicator (including his time at the University of Chicago under Nobel laureate Professor Eugene Fama), which has continued to be powerful in predicting recessions, including the current one. Further, we cover the risk of low interest rates, the expanding balance sheet of the U.S. Government, PPP loans, using gold as a risk against unexpected inflation, and more. Last, we discuss topics from one of the most popular finance courses in the country, Innovation & Cryptoventures, a class he has taught for the past five years, a course that focuses on the mechanics and applications of blockchain technology.
     
    Please enjoy the episode. 
    Show host: Colby Donovan & Steve Curley, both board members with CFA Society Orlando.
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 1h 6 min
    Dr. Gio Valiante & Steve Curley, CFA: The Art of Performance in Investing, the PGA Tour, & the NFL

    Dr. Gio Valiante & Steve Curley, CFA: The Art of Performance in Investing, the PGA Tour, & the NFL

    Our guest today is Dr. Gio Valiante, Sports Psychologist and Performance Coach to professional athletes and investors. Gio has a fascinating background, which includes a 5 year stint at Point 72 with Steve Cohen (many know Steve and Gio’s dynamic via the hit show Billions on Showtime), 10+ years of coaching pro golfers on the PGA Tour, and most recently, Head Performance Coach of the Buffalo Bills.

    • 46 min
    Meb Faber & Chris Cannon, CFA: Quantitative Investing, $TAIL Risk & Tim Tebow

    Meb Faber & Chris Cannon, CFA: Quantitative Investing, $TAIL Risk & Tim Tebow

    Our guest today is Meb Faber, Founder & Chief Investment Officer at Cambria Investment Management. He also hosts one of the top investment podcasts called The Meb Faber Show.  
    In this episode, talk about Meb’s quantitative approach to investing, embracing both value and trend following. We dive into one of his funds, $TAIL, and the entire thought process of how, when, and why to hedge your portfolio. We also talk about the benefits of a shareholder yield approach, and why he has started to do some private investing in over 200 companies.
    As we wind down, we have a fun quick Q&A on why he would describe himself as something other than a quant, why he would love to get in on SpaceX’s cap table, and how he loved the Tim Tebow days with the Denver Broncos.
    Today’s episode is hosted by Colby Donovan, Corporate Finance Associate at Truist Bank, and co-hosted with Chris Cannon, CFA, Chief Investment Officer at FirsTrust and board member for CFA Society of Orlando.
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
    Resources Discussed:
    Invest With The House: Hacking The Top Hedge Funds
    Nobody Wants To Invest In Your Sh*t
    Overview of the $TAIL ETF

    • 1h 11 min
    Marko Papic & Steve Curley, CFA: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha

    Marko Papic & Steve Curley, CFA: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha

    Our guest today is Marko Papic, Partner and Chief Strategist of Clocktower Group, an alternative investment management firm based in California. In 2011, he founded BCA Research's Geopolitical Strategy practice, the world's only dedicated investment consultancy focused on political analysis. He also recently wrote the book, Geopolitical Alpha: An Investment Framework for Predicting the Future.
    In this episode we discuss why investors need to be cognizant of geopolitics for the first time in 40 years, his framework anyone can use to assess the impact of geopolitics, and what his views are on global assets and relations with a Biden administration.  He explains why the median voter in the U.S. has moved to the left and the impact that will have, and what constraints the government will face over the next two years.
    Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode. 
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
     
     
     
     

    • 1h 3 min

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