83 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.

    Ali Hamed – Contrarian Early-Stage Investing

    Ali Hamed – Contrarian Early-Stage Investing

    Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the startup ecosystem. (concise bio courtesy of ChatGPT).
     
    In today’s episode, we start with Ali’s origin story, starting with his time as a baseball player and agriculture major at Cornell, and what led to him eventually saying the internet was his major in college (which you will see on his LinkedIn profile). I have witnessed Ali’s differentiated view on investing in person and have enjoyed listening to his firm’s approach, which in some cases, they are 1 of 1 in their space. We discuss whether it is better to have capital or a good investment idea first, the democratization of private market investing, funding YouTube creators, and more.  
     
    Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust)
     
    Please enjoy the episode. Follow us on Twitter & LinkedIn. 
     
    Social Media:
     
    LinkedIn Post (and Facebook):
    New episode w/ Ali Hamed, Co-Founder & Partner at Coventure, hosted by Steve Curley, CFA & Chris Cannon, CFA.
     
    *Ali’s non-traditional route to starting his non-traditional firm
    *What is more important, the investment idea or capital
    *Finding new or different investments and convincing the world after that it is a good idea (after)
    *Funding YouTube personalities
    *How much does he pay attention to public markets
    *Is the democratization of alternatives for most retail investors too far removed from the original value add?
     
    Enjoy! Insert link here
     
    Twitter Post:
    New episode w/ Ali Hamed, hosted by Steve Curley, CFA & Chris Cannon, CFA. We discuss Ali Hamed’s origin story and his firm’s differentiated approach to private investments. 
     
    Show Notes: 
    https://www.coventure.vc/
    https://www.crossbeam.vc/team/ali-hamed
    https://www.crossbeam.vc

    • 56 min
    Dr. Meir Statman – A Diversified Measure of Wealth

    Dr. Meir Statman – A Diversified Measure of Wealth

    Today we host Dr. Meir Statman, somebody who was extremely productive during the pandemic, which included completing his new book A Wealth of Well Being. For those familiar with his behavioral finance research, Meir needs no introduction. For the rest of you listening, Meir has devoted his entire career to behavioral finance and making better investment decisions. We were fortunate to have the opportunity to host Meir for an event before the pandemic, but this is the first time he has been on our podcast.
     
    Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem. It is worth noting that his research has been published in countless reputable academic journals and has been supported by the CFA Institute Reserarch Foundation, the National Science Foundation and the Investment Management Consultants Association (IMCA). 
     
    In today’s episode, we cover the different measures of wealth in a person’s life and the case for diversification across the various measures of wealth one can have (financial, social, cultural, among others). We also discuss human capital as a measure of wealth, optimal vs. sensible portfolio management, overspending vs. underspending, self-actualization, and more.
     
    Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Frank Garcia, CFA (Founder, Frankly Finances). 
     
    Please enjoy the episode. Follow us on Twitter & LinkedIn. 
     
    Social Media:
     
    LinkedIn Post (and Facebook):
    New episode w/ Dr. Meir Statman, Professor of Finance at Santa Clara University, hosted by Steve Curley, CFA & Frank Garcia, CFA
     
    *Various measures of wealth a person can have
    *The healing power of multiple forms of wealth
    *Human capital as a measure of wealth
    *Optimal vs. sensible portfolio management
    *Overspending vs. underspending
    *Self-Actualization
     
    Enjoy! Insert link here
     
    Twitter Post:
    New episode w/ Dr. Meir Statman, hosted by Steve Curley, CFA & Frank Garcia, CFA. We discuss personal wealth beyond the numbers (well-being) with the authority on the topic.
     
    Show Notes: 
    Santa Clara University: https://www.scu.edu/business/finance/faculty/statman/
    New book: A Wealth of Well-Being
    Office Hours with Professor Meir Statman: A Crash Course in Behavioral Finance

    • 54 min
    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

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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