39 episodes

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

    • Investing
    • 4.9 • 46 Ratings

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.

    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

    • 1 hr 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
     
     
     
     

    • 1 hr 3 min
    Austen Allred & Steve Curley, CFA: Lambda School's CEO on Disrupting Education & Income Sharing Agreements

    Austen Allred & Steve Curley, CFA: Lambda School's CEO on Disrupting Education & Income Sharing Agreements

    Our guest today is Austen Allred, co-founder & CEO of Lambda School, which provides students a computer science education funded by an Income Share Agreement (ISA).  Lambda School recently raised $74M, valuing the company at over $150M.
    In this episode we discuss the structure of Lambda School's year-long program, the current issues within the education system, and how income sharing agreements work and provide students with an alternative to student loans. 
    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

    • 59 min
    Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work

    Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work

    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, one of the first and most popular business and economics podcast to this day.
    Our conversation today focuses on the passion economy and how finance professionals can thrive in the twenty-first century. Adam explains what the passion economy is, why some of the rules (like turning customers away) are counterintuitive but imperative, and what his career advice is to young professionals. He gives real examples of accountants and financial advisors, which he has an entire episode of his podcast dedicated to.  He finishes by touching on his new company, Three Uncanny Four, and the future of the podcast space.
    Our guest-host today is Frank Garcia, Co-Chief Investment Officer at Resource Consulting Group and Vice President of CFA Society of Orlando. Please enjoy the episode. 
     
    For more information on topics covered into the episode, see the information from a16z below:
    The Passion Economy and the Future of Work
    16 Key Metrics for the Passion Economy
    Podcast: How the Passion Economy Is Redefining Work
     
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 46 min
    Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private

    Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private

    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 Chicago. 
    In this episode, we discuss all things IPO. Professor Ritter gives an overview of the IPO process and why so many companies are being underpriced in 2020. He also explains why direct listings may be favorable to the traditional IPO process, and what has led to the popularity of SPACs in 2020. He finishes the episode with what he expects in the rest of 2020 and 2021 with companies like Airbnb, Stripe, and Robinhood all possibly going public.
    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. 
    For more information on topics covered into the episode, see below:
    IPOs:
    Presentation: Jay Ritter’s presentation titled Why Don’t Issuers Get Upset About Leaving Money on the Table in IPOs?
    Podcast: Ben Thompson’s Exponent Podcast on the IPO process
    Article: WSJ on IPO Market Parties Like It’s 1999
     
    Direct Listings:
    Podcast: Invest Like the Best with Bill Gurley on why he prefers direct listings to a traditional IPO
    Podcast: a16z Podcast with Barry McCarthy, former CFO of Spotify (and former CFO of Netflix); and Stacey Cunningham, president of the NYSE, on the process and decision for Spotify to use direct listing.
    Article: a16z on Direct Listings
     
    SPACs:
    Podcast: Odd Lots Podcast on Why Blank Check Companies Are The Hottest Thing This Year
    Podcast: Village Global’s Venture Stories on Everything You Need To Know About SPACs with Anuj Abrol
    Article: WSJ on Why Finance Executives Choose SPACs: A Guide to the IPO Rival
     
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 50 min

Customer Reviews

4.9 out of 5
46 Ratings

46 Ratings

Bailey Tollison ,

Great Podcast

Loved the first episode and looking forward to many more to come!

HNClem ,

WOW

Incredible!

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