The Investors First Podcast

The Investors First Podcast

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, Jason Zweig, Cliff Asness, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber.

Recent Episodes

View all
Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns
Dec. 5, 2024

Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns

Today’s guest is Rob Arnott, Founder and Chairman of Research Affiliates, where he actively contributes to research, portfolio management, product innovation, business strategy, and client relations. He co-manages several fu…
Marlena Lee, PhD – Fama, Factors & Women in Finance
Nov. 14, 2024

Marlena Lee, PhD – Fama, Factors & Women in Finance

Today’s guest is Marlena Lee. Marlena is Dimensional Fund Advisor’s (DFA) Global Head of Investment Solutions, leading a team focused on investment thought leadership and client education. She is also a member of DFA’s Inves…
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Oct. 17, 2024

Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets

Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network …
Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s
Sept. 5, 2024

Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s

Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the …
Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
July 11, 2024

Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill

In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is cur…
Ali Hamed – Contrarian Early-Stage Investing
June 6, 2024

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 …
View all Episodes