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
In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices,... more
For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb’s... more
For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I... more
To kick off year six of the Investors First Podcast, today’s guest is Tom Lee. Tom is the Managing Partner... more
Today’s guest is Rob Arnott, Founder and Chairman of Research Affiliates, where he actively contributes to research, portfolio management, product... more
Today’s guest is Marlena Lee. Marlena is Dimensional Fund Advisor’s (DFA) Global Head of Investment Solutions, leading a team focused on... more
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
Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he... more
In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated... more
Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative... more
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