69 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 • 57 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.

    Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets

    Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets

    Our guests today are Dan Rasmussen and Bob Elliott. This is the first time both Dan and Bob have shared a podcast stage and they did not disappoint.
    In today’s episode, we discuss Dan and Bob’s time at Bain Capital and Bridgewater and how that experience led to founding their respective firms. We then discuss the idea of return smoothing in venture capital, whether active management has an edge in this market environment, is alpha just beta waiting to be discovered, the flaws of private market indices, and much more.
    Our host today is Steve Curley, CFA. Please enjoy the episode.
    BIO's:
    Dan is the Founder of Verdad, which is an independent research driven global asset management firm seeking to replicate private equity exposure in public markets. Prior to Verdad, Dan spent time at Bain Capital Private Equity and Bridgewater Associates. In 2017, Dan was named to the Forbes 30 under 30 list. Dan earned an AB from Harvard College and a MBA from Stanford.
    Bob is Co-Founder, CEO and CIO of Unlimited Funds, which uses machine learning to create low cost ETF’s to replicate the returns of classic hedge fund strategies. Prior to Unlimited, Bob was at Bridgewater Associates, where he served on Bridgewater’s investment committee, led Ray Dalio’s personal research team and authored hundreds of Bridgewater’s widely read Daily Observations. Bob holds a BA in History and Science from Harvard.
    Follow CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 1 hr 11 min
    Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets

    Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets

    Our guest today is Jeffrey Sherman, Deputy CIO of DoubleLine, which manages over $100 billion.  Jeffrey oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies.
    In today’s episode, Jeffrey shares how he views the investment landscape as we kick off a new year. He touches on inflation, interest rates, and whether or not he expects a Fed pivot. He also shares where he sees opportunity in the market today, specifically in the credit markets.
    Our co-hosts today are Steve Curley, CFA, and Colby Donovan, CFA. Please enjoy the episode. 
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 47 min
    Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet

    Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet

    Our guest today is Mark Brewer, President and CEO of the Central Florida Foundation. Mark frequently advises private and corporate foundation grantmakers across the region and plays a public policy advisory role on strategy and advisory boards around the state of Florida.
     
    Our conversation on this Giving Tuesday focuses on the role philanthropy in society, best practices on how to be strategic about causes you choose to support, and the major areas of need in Central Florida today.
     
    Our co-hosts today are Steve Curley, CFA, and Colby Donovan. Please enjoy the episode. 
     
    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

    • 45 min
    David Berns & Mike Taylor, Simplify: Finance for a Cure

    David Berns & Mike Taylor, Simplify: Finance for a Cure

    Our guests today are David Berns & Mike Taylor.

    David Berns is Chief Investment Officer & Co-Founder of Simplify Asset Management, which is focused on creating hedge fund and structured product strategies in a liquid, transparent, tax-efficient and low cost vehicle (ETF’s). David has a PhD in Physics from MIT in the field of Quantum Computation.

    Mike Taylor is Portfolio Manager for the health care strategy at Simplify, which is one of the most unique strategies in the investment management industry, with all net profits donated to the Susan G. Komen Foundation. He has spent the last two decades managing hedge fund strategies at funds including Millennium, Citadel and Diamondback Capital. Mike holds advanced degrees in Science and Business from the Johns Hopkins University and the William E. Simon School of Business.

    In today’s episode, we discuss how Simplify was created and how the idea for their health care strategy came together. We then discuss Mike’s hedge fund career, how managing a long only health care ETF differs from hedge fund investing and much more.

    We recorded this episode in October for breast cancer awareness month and we wanted to highlight the great work Simplify is doing with Susan G. Komen, using finance as a cause for good. This is the first 100% pro bono ETF, with all net profits donated for the benefit of Susan G. Komen Foundation.

    Our hosts today are Steve Curley, CFA, past President of CFA Society Orlando and co-founder of the Investors First Podcast, and Javier Perez, CFA, also a past President of CFA Society Orlando & Director at Skyview Investment Advisors.
    Follow us on Twitter and LinkedIn.

    • 57 min
    Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions

    Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions

    Dr. Snaith is the Director of the University of Central Florida’s Institute for Economic Forecasting and a nationally recognized economist in the field of business and economic forecasting.

    An award-winning forecaster, researcher and professor, Snaith applies academic expertise to solve real-world problems. He has served as a consultant for local governments and multi-national corporations such as Compaq, Dell and IBM.  Snaith holds a Ph.D. in Economics from Pennsylvania State University.

    Snaith frequently is interviewed in national and regional media and is a sought-after speaker. He has been quoted in The Wall Street Journal, USA Today, The New York Times, The Economist and CNNMoney.com and has appeared on CNBC, Fox Business Network and Business News Network, based in Toronto.

    Sean correctly called the end of the great financial crisis in June 2009. Prior to that, Snaith was named by Bloomberg News as one of the nation's most accurate forecasters in 2008. In 2007, he was named California’s most accurate forecaster by the Western Blue Chip Consensus Forecast.

    In this episode, we will talk about the Fed, inflation, and discuss how we are headed for a pasta-bowl recession. We focus the rest of the episode on the state of Florida and potential headwinds to growth such as rising housing costs, supply chain shortages, labor market shortages, and high overall inflation. Last, we discuss ways the state of Florida (and particularly Central Florida) can best position itself for future growth.

    Our host today is Steve Curley, CFA, prior President of CFA Society Orlando, current board member & co-founder of The Investors First Podcast. Please enjoy the episode. Follow us on Twitter and LinkedIn.

    • 48 min
    Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios

    Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios

    Our guest today is Zach Conway, Founder and CEO of Seeds Investor. Seeds Investor is a new wealth technology platform designed to empower advisors to better understand investors and deliver the personalized portfolios that align.

    In addition to Seeds, Zach is a Managing Director with the Conway Wealth Group, a private advisory firm based in Parsippany, New Jersey. Prior to the Conway Group, Zach served as Editorial Manager at Standard & Poor’s. Zach is a contributor to Forbes, Founder of the Leader Board and Co-Founder of the Life & Health Network. Zach earned his bachelors degree from Gettysburg College.

    In today’s episode, we discuss current headwinds in ESG, actor Adrian Grenier’s involvement with Seeds Investor, tailored portfolios with values based investing and eliminating Fund/ETF wrappers from client conversations with direct investing.

    Our host today is Steve Curley, CFA, board member & past President of CFA Society Orlando, as well as co-founder of the Investors First Podcast. Please enjoy the episode. Follow us on Twitter and LinkedIn.

    • 31 min

Customer Reviews

4.9 out of 5
57 Ratings

57 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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