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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

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... more

02 Feb 2023 · 1 hour, 11 minutes
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... more

05 Jan 2023 · 47 minutes
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... more

29 Nov 2022 · 45 minutes
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... more

03 Nov 2022 · 57 minutes
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... more

06 Oct 2022 · 48 minutes
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... more

22 Sep 2022 · 31 minutes
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... more

22 Sep 2022 ·
Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper

Our guest today is Andrew Beer, Managing Member and Co-Portfolio manager for Dynamic Beta Investments, an investment firm founded in... more

08 Sep 2022 · 45 minutes
KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football

Our guest today is KC Joyner, a fantasy football guru and pioneer of the football analytics revolution, featured on ESPN... more

18 Aug 2022 · 49 minutes
Ranji Nagaswami, SVP Global: A Primer on Private Credit

Our guest today is Ranji Nagaswami, Managing Director, Chief Strategy/Commercial Officer at SVP Global. Headquartered in Greenwich, CT. SVP is... more

14 Jul 2022 · 56 minutes
The Investors First Podcast
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets
The Investors First Podcast