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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

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
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... more

07 Dec 2023 · 1 hour, 3 minutes
Aswath Damodaran: Unmasking ESG

Today we host Professor Aswath Damodaran, where we speak about how Aswath gained his love for teaching and how it... more

02 Nov 2023 · 1 hour, 20 minutes
Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy

Today we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner... more

05 Oct 2023 · 53 minutes
Peter Atwater – Diversifying by Sentiment

Our guest today is Peter Atwater, President of Financial Insyghts and an adjunct professor at William & Mary and the... more

14 Sep 2023 · 1 hour, 9 minutes
KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework

Our guest today is Orlando’s own fantasy football expert, KC Joyner. KC used to work for ESPN and now runs... more

24 Aug 2023 · 58 minutes
NewEdge Wealth’s Cameron Dawson on the State of the Markets

Our guest today is Cameron Dawson, Chief Investment Officer of NewEdge Wealth. Cameron is a Florida native, Rollins college graduate and... more

03 Aug 2023 · 44 minutes
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer

Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating for quite some time to... more

13 Jul 2023 · 1 hour, 1 minute
The Investors First Podcast
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC
The Investors First Podcast
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