53 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

    • Business
    • 4.9 • 50 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.

    Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes

    Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes

    Our guest today is Jason Zweig. Jason has been a Columnist for the Wall Street Journal (WSJ) since 2008, writing the Intelligent Investor Column. Jason is on a short list of people globally that advocate for individual investors on a weekly basis and is somebody that embodies the spirit of The Investors First Podcast (putting investors first).


    Before joining the WSJ, Jason held positions with Money Magazine (Senior Writer) and Forbes (Mutual Funds Editor), while also serving as a guest columnist for Time magazine and cnn.com. He is author of Your Money and Your Brain, is editor of the revised edition of Benjamin Graham’s The Intelligent Investor and his most recent book is The Devil’s Financial Dictionary.


    In today’s episode, we start with Jason’s beginnings on a farm in upstate New York. We then compare traders vs. investors and discuss the gamification of investing, time on device (TOD; a term casinos often use as a measure of success), and the boredom market hypothesis (BMH; doing nothing). Jason then discusses how we can improve as an investor emotionally, the lone thing we can often control. We later discuss why investors don’t incorporate human capital in their investment portfolio, demand for ESG, the importance of writing in plain English for investors, and the illusion of “conflict-free” financial advice. Last, we cover heroes in investing and the financial literacy industrial complex.


    Our hosts today are Steve Curley, CFA and Chris Cannon, CFA. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter and LinkedIn.
     
    We invite you to join CFA Society Orlando on February 23rd for our 2022 Annual Forecast Dinner. our dinner's featured speaker, Dr. David Kelly, CFA, Chief Global Strategist and Head of Global Market Insights Strategy Team with J.P. Morgan Asset Management. Please note, you do not need to be a CFA charterholder or be a member of the society to attend. To learn more, click here. 

    • 1 hr 8 min
    Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers

    Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers

    Our guest today is Eric Sim. The header on his LinkedIn profile shows a banker, lecturer, speaker and writer, but he is actually much more. Eric is a proponent of the portfolio career, a topic for which he has become a thought leader and the most followed CFA charter holder globally with almost 3 million followers on LinkedIn. Based in Singapore, Eric reached the pinnacle of his career as a Managing director at UBS Investment Bank. He quickly realized that he could offer the world much more than being an investment banker and left his position at UBS. From there, he embarked on the portfolio career, founding the Institute of life, becoming a professor, a prominent speaker and now a global thought leader teaching others how to have a portfolio career of their own.

    In today’s episode, we start with Eric’s personal journey, how small actions can lead to big returns and the relevance of personal branding for anyone at any stage in their career. We then dive into details and tactics of personal branding, followed by a discussion on the three sources of capital (financial, human, and social) and the outsized returns that can be generated by investing in social capital.

    Our hosts today are Steve Curley, CFA and Marina Hayes, CFA. Please enjoy the episode.

    Follow the CFA Society of Orlando on Twitter and LinkedIn.

    • 34 min
    Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing

    Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing

    Our guest today is Drew Dickson, founder of Albert Bridge Capital and CIO of the Alpha Europe funds.
    Our conversation today focuses on Drew’s application of behavioral finance and fundamental analysis. We start with his time at the University of Chicago and learning from people like Merton Miller, Gene Fama and Richard Thaler, and then hear how he applies those behavioral principles when analyzing the market today. We talk about the valuation differences between the US and Europe, and then specifically the differences between value and growth in both regions, and get his thoughts on some of the speculation we’re seeing in the market today.
    As we wind down, we talk about some of Drew’s posts about the intersection of investing and sports. We cover James Harden & the paradox of skill and Rick Barry and being willing to look different.
    Our co-hosts today are Frank Garcia, CFA, and Colby Donovan. Please enjoy the episode. 
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
     
    Resources:
    Drew’s Writing
    James Harden and Alpha
    Bill Sharpe and Hank Aaron
    Rick Barry and Lewis Carroll
    A Memo to Investors
    Should Europe Be Cheap
     
    Malcolm Gladwell’s Podcast on Rick Barry: The Big Man Can’t Shoot

    • 1 hr
    Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment

    Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment

    Our guest today is Anthony Zhang, co-founder and CEO of Vinovest, the first of its kind investment platform where individual investors of all kinds can own fine wine (investment grade). He dropped out of the University of Southern California at the age of 20 when he was selected for the prestigious Thiel Fellowship, a two-year program that provides entrepreneurs under 23 a $100K grant to pursue their startups. Other companies he has held leadership or board positions include RateMyInvestor, Blockfolio, JOANY & JoyRun. He is also an active angel investor (portfolio holdings listed on LinkedIn profile).

    In today’s episode, we begin with discussing Anthony’s background as a serial entrepreneur, starting with the Thiel Fellowship, his pitch to Mark Cuban, and what led him to dropping out of USC. We quickly move to the life changing accident that Anthony experienced, including his painful rehab and his incredible return to save his company. We then discuss how his interest in wine led him to starting Vinovest. Then we get into the case for investing in wine, beta exposure and how you can generate alpha buying and selling wine. We also compare investing in wine vs. whiskey, storage, and most importantly, what success will look like for a Vinovest investor (performance vs. the U.S. stock market). Last, we discuss fundraising for a startup, his heavy hitter investors and the future of his company.

    Our host today is Steve Curley, CFA, Co-Founder of the Investors First Podcast and former President of CFA Society Orlando. Please enjoy the episode.
    Follow the Investors First Podcast & CFA Society of Orlando on Twitter and LinkedIn.

    • 38 min
    Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management Industry

    Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management Industry

    Our guest today is Eric Clarke, Chief Executive Officer for Orion Advisor Solutions (Orion). Eric is shaping the future of advice delivery with the organization's brand entities (fintech and investment management solutions), which include Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments and Brinker Capital Investments. Eric is a thought leader in the industry, writing numerous articles, as well as receiving multiple awards, most recently receiving the Investment News's Icon & Innovators Award in 2019. Eric holds a B.S. in Accounting from BYU and a MBA from Utah.

    In today's episode, we start with Eric's passion for entrepreneurship, the origin of Orion and what he is most excited about regarding industry consolidation and recent Orion acquisitions. We then discuss the future of the wealth management industry, including fee compression, private equity in the wealth management space & what advisors should be discussing (and are afraid to discuss).

    Our local hosts today are Steve Curley, CFA and Chris Cannon, CFA, both board members and former Presidents of CFA Society Orlando. Please enjoy the episode.

    Follow the CFA Society of Orlando on Twitter & LinkedIn.

    • 55 min
    Cliff Asness, AQR: Fama, Quant & Captain America

    Cliff Asness, AQR: Fama, Quant & Captain America

    Our guest today is Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He has authored articles on financial topics in almost every major financial publication and his awards are too many to list. He received his Ph.D. from University of Chicago while learning under Nobel Laureate Gene Fama. Notably, his bio states that “he still feels guilty trying to beat the market” after all these years because of his work with Gene.

    In today’s episode, we start with Cliff’s education background and how his father’s aim for diversification in education paid off for him. We then pivot to the Avengers and discuss the heir apparent to Captain America, before quickly diving into a variety of topics, ranging from his work under Gene Fama at University of Chicago, momentum investing, and then pulling the goalie in hockey. Then we discuss whether size is a factor, if price to book is a good value measure, his take on ESG investing, expected returns and much more.

    Our local host today is Steve Curley, CFA, board member and a former President of CFA Society Orlando. Please enjoy the episode.

    Follow the CFA Society of Orlando on Twitter and LinkedIn.

    • 1 hr 16 min

Customer Reviews

4.9 out of 5
50 Ratings

50 Ratings

Lijygr ,

Great material

Great content from the guests and the hosts.

GoGators123!!! ,

Best Investment Podcast in the South!

Investors First Podcast is awesome. Great Guests and great Interviews!

OrlandoCandidate ,

Great podcast!

Enjoyable podcast with fun guests!

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