The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor.
*The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber.
CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.
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Citywire
Barclays
FCLTGlobal
John Mihaljevic, CFA
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Ted Seides
Matthias Knab
Investment Magazine
Andreea Radulescu, Women in Finance Podcast
GuruFocus
Aoifinn Devitt
John Treadgold
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Simon Brewer and Will Campion
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JP Dallmann
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SEI Novus
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Orion Portfolio Solutions
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Sean Bill
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Symmetry Partners, LLC
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Lane Clark & Peacock
Legal & General Investment Management
Mindful Money
Grayhawk Wealth
Robert Rubinstein
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Jacob Taylor
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Panmure Gordon
Asset Allocator
IFA Magazine
JRL Money
51 Labs
Global Millennial Capital
Bob DiMeo and Devon Francis
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Active Investment Company Alliance
The Gavin Graham Show
Portfolio Institutional
James Baird
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David Clark
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Investing Matters
Moneywise
AGF Investments
Accelerate Investors
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JB Beckett
Willis Towers Watson
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Investors Chronicle
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Ryan
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Tobias Carlisle
Silvio Pupo-Casco
James Osborne
Kevin Simpson
Aegon UK
Linda Rogers
CapIntel
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McGuireWoods
Neuberger Berman
Investors Chronicle
Transform Finance Investor Network
Australian Institute of Superannuation Trustees