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The Investors First Podcast
The Investors First Podcast
CFA Society Orlando

The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief... more

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Episodes

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... more

05 Dec 2024 · 1 hour, 3 minutes
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... more

14 Nov 2024 · 1 hour, 1 minute
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... more

17 Oct 2024 · 53 minutes
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... more

05 Sep 2024 · 49 minutes
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... more

11 Jul 2024 · 1 hour, 5 minutes
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... more

06 Jun 2024 · 56 minutes
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... more

02 May 2024 · 54 minutes
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... more

11 Apr 2024 · 55 minutes
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... more

01 Feb 2024 · 1 hour, 12 minutes
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... more

04 Jan 2024 · 49 minutes
The Investors First Podcast
Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns
The Investors First Podcast