81 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 • 58 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.

    Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC

    Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC

    Our guest today is Sion Evans, CFA, Senior Investment Manager at VenCap, one of the longest-established investment management and advisory firms active in the VC industry today. They’ve made over 500 commitments to venture capital funds in the US, Europe, China and India. 
     
    In today’s episode, Sion gives a masterclass on what the data says about venture capital. We spend a lot of time on the importance of capturing the fund returners, why power laws drive venture returns, and what the global VC & startup landscape looks like today. 
     
    Our co-hosts today are Frank Garcia, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode. 
     
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 55 min
    Vikram Mansharamani on Developments to Watch Over the Next Five Years

    Vikram Mansharamani on Developments to Watch Over the Next Five Years

    Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities.
     
    In today’s episode, Vikram updates us on what’s been a busy three years since he first came on the podcast. We discuss his senatorial campaign in New Hampshire, his unfortunate split at Harvard, and then get into his new book, The Making of a Generalist. He gives a brief overview of the book and then apply his generalist lens to talk about his annual blog post that shares global developments he’s keeping an eye on over the next five years. We touch on immigration, the space economy, AI, tensions between US & China, and more. 
     
    Be sure to check out the show notes for all the related links we discuss in the episode.
     
    Our co-hosts today are Chris Cannon, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode. 
     
    Resources
    24 Global Developments to Watch Over the Next Five Years
    Purchase his book, The Making of a Generalist: An Independent Thinker Finds Unconventional Success in an Uncertain World
    Read the intro to his book
    Drill, Baby, Drill!
    The Kai Guy Show
     
    Vikram's Recommendations
    Grant by Ron Chernow
    Quantum Supremacy: How the Quantum Computer Revolution Will Change Everything Hardcover
    Brave New World by Aldous Huxley
    1984 by George Orwell
    Grid Down, Power Up
     
     
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 1 hr 12 min
    Howard Marks - Investing During a Regime Change from CFA Charter #3,700

    Howard Marks - Investing During a Regime Change from CFA Charter #3,700

    Today we host Howard Marks of Oaktree Capital Management. For most of us in the investment community, Howard needs no introduction. He is somebody we have looked forward to hosting for quite some time and I couldn’t think of anybody better to kick off year five of the Investors First Podcast. We could go on and on about his track record, whether it be his time at the University of Pennsylvania or the University of Chicago, his firm’s investment performance, or his various professional achievements, but we must note that Howard is a fellow CFA charter holder (circa 1975). 
     
    In today’s episode, we cover the various phases of Howard’s career. We then discuss the beginning of his time in high-yield debt and how the shift to a risk-return framework for fiduciaries forever changed the investing profession. We also discussed his famous memos and his important thoughts on the Sea Change we are currently experiencing in markets and much more. We are truly grateful for the time Howard offered and he was everything we expected and then some. 
     
    Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust). 
     
    Please enjoy the episode. Follow us on Twitter & LinkedIn.

    • 49 min
    Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)

    Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)

    Our guest today is Adam Nash, the co-founder & CEO of Daffy.org, a modern platform and community for charitable giving that allows you to sign up for your donor-advised fund. Adam has served as an executive, angel investor, and advisor to some of the most successful technology companies to come out of Silicon Valley, including Dropbox, LinkedIn, eBay, and Apple. Adam also served as President & CEO of Wealthfront. 
     
    In today’s episode, Adam explains why his time at Wealthfront gave him the idea to launch Daffy (which stands for donor-advised fund for you). We walk through the ins and outs of a donor-advised fund, how Daffy manages to offer it at a cost that makes Vanguard 13x more expensive, and why this can be a great tool for year-end tax planning.
     
    Listeners get an extra $25 for charity when they join Daffy. Get started for free here. 
     
    Our co-hosts today are Steve Curley, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode. 
     
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 1 hr 3 min
    Aswath Damodaran: Unmasking ESG

    Aswath Damodaran: Unmasking ESG

    Today we host Professor Aswath Damodaran, where we speak about how Aswath gained his love for teaching and how it led to him becoming an expert in valuation. The episode quickly veered into a sharp critique of the shortcomings of ESG investing. We also discuss market efficiency as it relates to active vs. passive investing, his story approach to individual companies, the future of education, career advice for finance professionals and more. 
     
    Our hosts today are Steve Curley, CFA & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust).
     
    Please enjoy the episode. Follow us on Twitter & LinkedIn.
     
    Social Media:
     
    LinkedIn Post (and Facebook):
    New episode w/ Aswath Damodaran, hosted by Steve Curley, CFA & Chris Cannon, CFA.
     
    *Aswath’s love for teaching and how it led to him becoming an expert in valuation
    *A sharp critique of ESG investing
    *Market efficiency
    *His story approach to individual companies
    *Future of education and career advice for finance professionals
     
    Enjoy! Insert link here
     
    Twitter Post:
    New episode w/ Aswath Damodaran, hosted by Steve Curley, CFA & Chris Cannon, CFA. We discuss his love for teaching, his story approach for individual companies, a sharp critique of ESG investing and more.
     
    Show Notes: 
    NYU Homepage: https://pages.stern.nyu.edu/~adamodar/ Writing: https://pages.stern.nyu.edu/~adamodar Data: https://pages.stern.nyu.edu/~adamodar Tools: https://pages.stern.nyu.edu/~adamodar Musings on Markets blog: https://aswathdamodaran.substack.com/ YouTube Channel: https://www.youtube.com/channel/UCLvnJL8htRR1T9cbSccaoVw

    • 1 hr 20 min
    Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy

    Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy

    Today we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOP’s.  
     
    In today’s episode, we speak about exit strategies in general, where ESOP’s fit, the mechanics of ESOP transactions and the tax advantages of this structure. We then bounce around and discuss everything all at once ranging from 1042 exchanges with qualified replacement property, to whether this is a good deal for BOTH the owners and the employees and much more.  
     
    Our hosts today are Steve Curley, CFA & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust).
     
    Please enjoy the episode. Follow us on Twitter & LinkedIn.
     
    Social Media:
     
    LinkedIn Post (and Facebook):
    New episode w/ Phil Hayes, Partner at Berman Hopkins, hosted by Steve Curley, CFA & Chris Cannon, CFA.
     
    *Journey from banker to Managing Partner of Regional accounting firm to ESOP expert
    *The ESOP Guy podcast
    *Exit strategies and where ESOP’s fit for business owners
    *Tax advantages
    *1042 qualified replacement property
    *Is this a good deal for BOTH seller and employees? 
     
    Enjoy! Insert link here
     
    Twitter Post:
    New episode w/ Phil Hayes, Partner at Berman Hopkins, hosted by Steve Curley, CFA & Chris Cannon, CFA. We discuss the ESOP Guy podcast, goodness of fit for business owners, tax advantages, 1042 qualified replacement property, and whether this a good deal for all parties involved. 
     
    Show Notes: 
    https://www.journeytoanesop.com
    https://www.bermanhopkins.com/
    https://www.esopassociation.org/resources
    https://www.nceo.org/find-your-resource
    https://www.esop.org

    • 53 min

Customer Reviews

4.9 out of 5
58 Ratings

58 Ratings

IPA attendee ,

Great Podcast!

The guests and content are great! Keep up the good work.

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!

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