Our guest today is Dr. Raphael Bostic, the President of the Federal Reserve Bank of Atlanta and the first African-American President in the 106 year history of the Fed. Prior to his role at the Federal Reserve, he served as …
Our guest today is Marty Flanagan, the CEO of Invesco, a $1.1T asset manager. He joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from 2004 to 2005. Previously, he held num…
Our guest today is Rob Forsyth, Head of SPDR America’s ETF Strategy at State Street. He was previously the Head of Exchange Traded Products and Derivatives with UBS. Our local co-host today is Frank Garcia, CFA. Frank is the…
As many of you know, Second Harvest has been an important partner of CFA Society Orlando. As a team, and over the past four years, this partnership has aided many individuals through financial literacy and Second Harvest'…
Our guest today is Ben Harrison, who will be named as the head of BNY Mellon’s Pershing registered investment advisor (RIA) custody business, succeeding Mark Tibergien, effective June 1, 2020. He joined Pershing in 2006 and…
Our guest today is Danny Moses, who was the head trader at FrontPoint Partners under Steve Eisman during the housing crash in 2008 and was featured in Michael Lewis’ best-selling book “,” which was later turned into an Acade…
This episode features the CEO of Parametric, Brian Langstraat, CFA. Brian is responsible for Parametric’s firmwide strategy and organizational development. Since joining Parametric in 1990, Brian has held positions in portfo…
This is Part II of our episode with Barry Ritholtz. If you haven’t listened to Part I, hit pause and listen to that first. This episode features , co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Managem…
This is Part I of a two-part episode; check back for Part II. This episode features Barry Ritholtz, co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management. He is also the creator and host of the M…
This episode features Liz Ann Sonders, Chief Investment Strategist at Charles Schwab. In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Commit…
This episode features Jan van Eck, CEO and Director of Van Eck Associates, which manages more than $50 billion. He originally joined the family firm in 1992. In this episode, van Eck discusses the history of his firm, the ea…
Our guest today is Dr. David Kelly, the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Prior to joining J.P. Morgan Asset Management, David served as Economic A…
This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of t…
Our guest today is Peter Zeihan, a geopolitical expert. He launched his own firm, Zeihan on Geopolitics, in 2012 in order to specialize in customized executive briefings for his clients. Prior to going independent, Zeihan w…
Our guest today is Chen Zhao, Chief Global Strategist at Alpine Macro. Chen discusses the different factors causing the current economic and financial situation, why the Fed has done their job but it’s time for the governmen…
Our two guests today are Patrick O’Shaughnessy, CEO of O’Shaughnessy Asset Management and host of the podcast, and Steve Curley, Chief Investment Officer of WaterOak Advisors and President of the CFA Society of Orlando. Pa…
