Best CFA Society Orlando Podcasts (2024)

1
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets 53:51

14d ago53:51

53:51

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 connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework fo…

1
Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s 49:35

2M ago49:35

49:35

Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University…

1
Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill 1:05:46

4M ago1:05:46

1:05:46

In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves a…

1
Ali Hamed – Contrarian Early-Stage Investing 56:12

5M ago56:12

56:12

Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the s…

1
Dr. Meir Statman – A Diversified Measure of Wealth 54:19

6M ago54:19

54:19

Today we host Dr. Meir Statman, somebody who was extremely productive during the pandemic, which included completing his new book A Wealth of Well Being. For those familiar with his behavioral finance research, Meir needs no introduction. For the rest of you listening, Meir has devoted his entire career to behavioral finance and making better inves…

1
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC 55:22

7M ago55:22

55:22

Our guest today is Sion Evans, CFA, Senior Investment Manager at VenCap, one of the longest-established investment management and advisory firms active in the VC industry today. They’ve made over 500 commitments to venture capital funds in the US, Europe, China and India. In today’s episode, Sion gives a masterclass on what the data says about vent…

1
Vikram Mansharamani on Developments to Watch Over the Next Five Years 1:12:28

9M ago1:12:28

1:12:28

Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities. In today’s episode, Vikram updates us on what’s been a busy three years since he first came on the podcast. We discuss his senatorial campaign in New Hampshire, his unfortunate split at Harvard,…

1
Howard Marks - Investing During a Regime Change from CFA Charter #3,700 49:18

10M ago49:18

49:18

Today we host Howard Marks of Oaktree Capital Management. For most of us in the investment community, Howard needs no introduction. He is somebody we have looked forward to hosting for quite some time and I couldn’t think of anybody better to kick off year five of the Investors First Podcast. We could go on and on about his track record, whether it…

1
Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds) 1:03:44

11M ago1:03:44

1:03:44

Our guest today is Adam Nash, the co-founder & CEO of Daffy.org, a modern platform and community for charitable giving that allows you to sign up for your donor-advised fund. Adam has served as an executive, angel investor, and advisor to some of the most successful technology companies to come out of Silicon Valley, including Dropbox, LinkedIn, eB…

1
Aswath Damodaran: Unmasking ESG 1:20:11

1y ago1:20:11

1:20:11

Today we host Professor Aswath Damodaran, where we speak about how Aswath gained his love for teaching and how it led to him becoming an expert in valuation. The episode quickly veered into a sharp critique of the shortcomings of ESG investing. We also discuss market efficiency as it relates to active vs. passive investing, his story approach to in…

1
Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy 53:34

1y ago53:34

53:34

Today we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOP’s. In today’s episode, we speak about exit strategies in general, where ESOP’s fit, the mechanics of ESOP transactions and the tax advantages of this structur…

1
Peter Atwater – Diversifying by Sentiment 1:09:12

1y ago1:09:12

1:09:12

Our guest today is Peter Atwater, President of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware. He studies the impact of changing confidence on consumer decision-making, using his research to advise investors, business leaders, and policymakers. In 2023, he released the book, The Confidence Map: Charting…

1
KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework 58:50

1y ago58:50

58:50

Our guest today is Orlando’s own fantasy football expert, KC Joyner. KC used to work for ESPN and now runs his own website called The Football Scientist. We’ve had lots of amazing podcast guests since we started in March 2020, but since last year’s episode with KC was the second most downloaded episode of any episode we’ve had, we had to invite him…

1
NewEdge Wealth’s Cameron Dawson on the State of the Markets 44:12

1+ y ago44:12

44:12

Our guest today is Cameron Dawson, Chief Investment Officer of NewEdge Wealth. Cameron is a Florida native, Rollins college graduate and former board member of the CFA Society of Orlando. In today’s episode, Cameron talks about her overall view of the markets. She touches on value, emerging markets, alternatives, and why she’s keeping a close eye o…

1
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer 1:01:23

1+ y ago1:01:23

1:01:23

Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating for quite some time to solve retirement income puzzles for investors. David has been doing it with DPL, bridging the gap between low cost insurance and Fee Only wealth management firms. On the other hand, Wade has been approaching retirement solutions from t…

1
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative 59:54

1+ y ago59:54

59:54

In today’s episode, we host Wes Gray, CEO of Alpha Architect. Founded in 2010, Alpha Architect is a research focused quant firm that put themselves on the map offering value and momentum factor exposures, but it doesn’t stop there. Wes and his group have evolved to offer advanced tax strategies in the form of ETF’s, separately managed accounts (SMA…

1
Jan van Eck, VanEck: Back to School, A Lesson in Financial History 47:02

1+ y ago47:02

47:02

Today we host Jan van Eck for the second time on the Investors First Podcast. Jan is the CEO of VanEck, a global asset manager with over $57 billion in assets under management, including ETF’s, mutual funds, SMA’s, UCITS and more. Since our first recording with Jan in April 2020, Jan took the initiative to create a financial history course at VanEc…

1
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion 52:19

1+ y ago52:19

52:19

Our guest today are Rick Bookstaber and Govinda Quish, co-founders at Fabric Risk, which provides factor-based risk management applications for investment advisors, consultants and family offices. This is the second time we have hosted Rick on our podcast, with this time focused on the current state of banking and the risks of contagion, as well as…

1
Dan Rasmussen & Bob Elliott - Replicating Private Equity/Hedge Funds in Public Markets 1:11:37

2y ago1:11:37

1:11:37

Our guests today are Dan Rasmussen and Bob Elliott. This is the first time both Dan and Bob have shared a podcast stage and they did not disappoint. In today’s episode, we discuss Dan and Bob’s time at Bain Capital and Bridgewater and how that experience led to founding their respective firms. We then discuss the idea of return smoothing in venture…

1
Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets 47:27

2y ago47:27

47:27

Our guest today is Jeffrey Sherman, Deputy CIO of DoubleLine, which manages over $100 billion. Jeffrey oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. …

1
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet 45:09

2y ago45:09

45:09

Our guest today is Mark Brewer, President and CEO of the Central Florida Foundation. Mark frequently advises private and corporate foundation grantmakers across the region and plays a public policy advisory role on strategy and advisory boards around the state of Florida. Our conversation on this Giving Tuesday focuses on the role philanthropy in s…

1
David Berns & Mike Taylor, Simplify: Finance for a Cure 57:57

2y ago57:57

57:57

Our guests today are David Berns & Mike Taylor. David Berns is Chief Investment Officer & Co-Founder of Simplify Asset Management, which is focused on creating hedge fund and structured product strategies in a liquid, transparent, tax-efficient and low cost vehicle (ETF’s). David has a PhD in Physics from MIT in the field of Quantum Computation. Mi…

1
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions 48:05

2y ago48:05

48:05

Dr. Snaith is the Director of the University of Central Florida’s Institute for Economic Forecasting and a nationally recognized economist in the field of business and economic forecasting. An award-winning forecaster, researcher and professor, Snaith applies academic expertise to solve real-world problems. He has served as a consultant for local g…

1
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios 31:10

2y ago31:10

31:10

Our guest today is Zach Conway, Founder and CEO of Seeds Investor. Seeds Investor is a new wealth technology platform designed to empower advisors to better understand investors and deliver the personalized portfolios that align. In addition to Seeds, Zach is a Managing Director with the Conway Wealth Group, a private advisory firm based in Parsipp…

1
Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper 45:11

2y ago45:11

45:11

Our guest today is Andrew Beer, Managing Member and Co-Portfolio manager for Dynamic Beta Investments, an investment firm founded in 2012. Over the past decade, Andrew’s singular focus has been to identify strategies to match or outperform portfolios of leading hedge funds with low fees, daily liquidity, and less downside risk. Andrew has been in a…

1
KC Joyner, The Football Scientist: A Buffett/Munger Approach to Fantasy Football 49:13

2y ago49:13

49:13

Our guest today is KC Joyner, a fantasy football guru and pioneer of the football analytics revolution, featured on ESPN and The Athletic. He is Founder of the Football Scientist, a data analytics subscription service designed to help you win your fantasy football league. KC left his career in telecom to pursue a lifelong dream of writing a Bill Ja…

1
Ranji Nagaswami, SVP Global: A Primer on Private Credit 56:20

2+ y ago56:20

56:20

Our guest today is Ranji Nagaswami, Managing Director, Chief Strategy/Commercial Officer at SVP Global. Headquartered in Greenwich, CT. SVP is a global investment firm focused on distressed debt and private equity opportunities. Founded in 2001, SVP has over $18 billion in assets under management, 4 offices in the U.S., Europe and Asia and has ~140…

1
Samir Vasavada, Vise: Automating Wealth Management 42:57

2+ y ago42:57

42:57

Our guest today is Samir Vasavada, co-founder & CEO of Vise. Samir came up with the idea for Vise when him and Runik Mehrotra (fellow co-founder) were teenagers. Samir is responsible for Operations, Business Development and managing a team of Engineers and Ph.D. AI and Quantitative Finance Researchers at Vise. Vise is a venture-backed FinTech start…

1
Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis 54:41

2+ y ago54:41

54:41

Our guest today is Eduardo Repetto, Chief Investment Officer for Avantis Investors. Avantis was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for added value with the reliability of indexing…

1
Chris Arnade: Dignity: Seeking Respect in Back Row America 58:20

2+ y ago58:20

58:20

Our guest today is Chris Arnade, author of the best seller Dignity: Seeking Respect in Back Row America. A Florida native, Chris was one of the first quants on Wall Street and spent 20 years as a trader before becoming disenchanted in finance’s role in the 2008 Great Financial Crisis, leading him to walk through the South Bronx and all over areas o…

1
Rick Bookstaber, Fabric: A Framework for Risk Management from an Industry Pioneer 1:04:37

2+ y ago1:04:37

1:04:37

Our guest today is Rick Bookstaber, co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors. Rick resume is as impressive as you can come across. He’s held Chief Risk Officer roles at Morgan Stanley, Salomon, Bridgewater, and the University of California pension. He also worked at the…

1
Roger Urwin, Willis Towers Watson - Sustainable Investing & Seeing Around Corners 59:52

2+ y ago59:52

59:52

Our guest today is Roger Urwin, Global Head of Investment Content with Willis Towers Watson. Roger joined Watson Wyatt in 1989 to start the firm’s investment consulting practice and, under his leadership, grew to a global team of over 600. Roger has been influential with the CFA Institute and their Future of Finance initiative, as well as co-founde…

1
Matt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors. 51:06

2+ y ago51:06

51:06

Our guest today is Matt Brown. Matt is the Founder, CEO, and Chairman of CAIS. Found in 2009, CAIS, a fintech leader, empowers over 4,000+ unique advisor firms/teams who oversee more than $2T+ in network assets. Founded by a financial advisor, CAIS considers itself the first truly open marketplace for alternative investments, where financial adviso…

1
Ben Savage, Clocktower Technology Ventures: The State of Fintech VC 1:01:42

3y ago1:01:42

1:01:42

Our guest today is Ben Savage. Ben manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities. Our conversation covers the state of venture capital today, where fintech sits within the venture space, the convergence of public and private markets, and the importance of trust within financial ser…

1
Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes 1:08:46

3y ago1:08:46

1:08:46

Our guest today is Jason Zweig. Jason has been a Columnist for the Wall Street Journal (WSJ) since 2008, writing the Intelligent Investor Column. Jason is on a short list of people globally that advocate for individual investors on a weekly basis and is somebody that embodies the spirit of The Investors First Podcast (putting investors first). Befo…

1
Eric Sim, Institute of Life: How a Portfolio Career & Social Capital Led to 2.8+ Million Followers 34:10

3y ago34:10

34:10

Our guest today is Eric Sim. The header on his LinkedIn profile shows a banker, lecturer, speaker and writer, but he is actually much more. Eric is a proponent of the portfolio career, a topic for which he has become a thought leader and the most followed CFA charter holder globally with almost 3 million followers on LinkedIn. Based in Singapore, E…

1
Drew Dickson, Albert Bridge Capital: Behavioral Investing, Bias-Bias, & The Intersection of Sports & Investing 1:00:07

3y ago1:00:07

1:00:07

Our guest today is Drew Dickson, founder of Albert Bridge Capital and CIO of the Alpha Europe funds. Our conversation today focuses on Drew’s application of behavioral finance and fundamental analysis. We start with his time at the University of Chicago and learning from people like Merton Miller, Gene Fama and Richard Thaler, and then hear how he …

1
Anthony Zhang, Vinovest: Fine Wine as an Alternative Investment 38:04

3y ago38:04

38:04

Our guest today is Anthony Zhang, co-founder and CEO of Vinovest, the first of its kind investment platform where individual investors of all kinds can own fine wine (investment grade). He dropped out of the University of Southern California at the age of 20 when he was selected for the prestigious Thiel Fellowship, a two-year program that provides…

1
Eric Clarke, Orion Advisor Technology: WealthTech & Future of Wealth Management Industry 55:50

3y ago55:50

55:50

Our guest today is Eric Clarke, Chief Executive Officer for Orion Advisor Solutions (Orion). Eric is shaping the future of advice delivery with the organization's brand entities (fintech and investment management solutions), which include Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments and Brinker Capital Investments. Eric is a thoug…

1
Cliff Asness, AQR: Fama, Quant & Captain America 1:16:52

3y ago1:16:52

1:16:52

Our guest today is Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He has authored articles on financial topics in almost every major financial publication and his awards are too many to list. He received his Ph.D. from University of Chicago while learning under Nobel Laureate Gene Fama. Notably, hi…

1
Bill Kelly, CAIA: Democratizing Alternatives & The Retirement Promise 58:20

3y ago58:20

58:20

Our guest for this episode, is Bill Kelly, CEO of the CAIA Association, a position he has held since 2014. Previously, Bill was the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Management. He is a tireless advocate for shareholder protection and investor education and a frequent industry speaker, writer, an…

1
Gerard O'Reilly, Dimensional Fund Advisors: Innovation, Engineering, and the Power of Prices 1:06:14

3+ y ago1:06:14

1:06:14

Gerard O’Reilly serves as Co-Chief Executive Officer and Chief Investment Officer of Dimensional Fund Advisors LP and has been with Dimensional since 2004. Since joining the firm, Gerard has been instrumental in the evolution of Dimensional’s systematic approach to creating and implementing investment solutions. He is Co-Chair of the firm’s Investm…

1
Jerry Parker, Chesapeake Capital: Tampa’s Turtle Trader 54:08

3+ y ago54:08

54:08

Our guest today is Jerry Parker, Chairman and Chief Executive Officer of Chesapeake Capital and long-time trend-follower. In this episode we start by going back to Jerry’s days as a “Turtle Trader” under Richard Dennis and the lessons he learned from the experience. We walk through some of the keys to trend-following, what 2020 looked like from his…

1
Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based Investing 49:51

3+ y ago49:51

49:51

Our guest today is Dr. Vincent Milhau, who is a Research Director of the EDHEC-Risk Institute. Vincent is in charge of several research projects at the Institute in the fields of portfolio optimization and asset allocation for institutional and individual investors. Most of these projects are funded by large industry players interested in the lates…

1
Bill Brewster, CFA: Value, Robinhood and #FinTwit 58:46

3+ y ago58:46

58:46

Bill Brewster, CFA is the Founder and Portfolio Manager of Sullimar Capital Group. Bill hosts the popular podcast, The Business Brew, and is also a co-host on the very popular series, Value After Hours, with Tobias Carlisle and Jake Taylor. In today’s episode, Bill starts by explaining his windy road to be the value investor he is today. Then we sp…

1
Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter 48:36

3+ y ago48:36

48:36

Our guest today is Mike Welker, CFA, CEO and Chairman of the Executive Committee at AndCo Consulting. In today’s episode, we begin with Mike’s background, hearing how playing basketball at Rollins College brought him from Indiana to Central Florida. Mike shares the story of how he joined AndCo soon after the firm was founded in the early 2000’s and…

1
Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered 48:28

3+ y ago48:28

48:28

Our guest today is Anthony Scaramucci, founder and Co-Managing Partner of SkyBridge Capital. In November 2016, Mr. Scaramucci was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee and served as the White House Communications Director for a brief period in July 2017. In this episode, we discuss his professio…

1
Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary 53:24

3+ y ago53:24

53:24

Our guest today is Professor Tamar Frankel, a long-time member of the Boston University School of Law faculty who writes and teaches in the areas of fiduciary law, corporate governance, mutual funds and the regulation of the financial system. In 2013, the Institute for Fiduciary Standard established the annual Frankel Fiduciary Prize in her honor t…

1
Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator 1:06:05

4y ago1:06:05

1:06:05

Our guest today is Dr. Campbell R. Harvey, who for the past 35 years has served as Professor of Finance at Duke University. Professor Harvey has also served as Partner/Senior Advisor to Research Affiliates, LLC and Advisor to Man Group. He served as Editor of the Journal of Finance from 2006 to 2012 and as the 2016 President of the American Finance…

1
Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL 46:46

4y ago46:46

46:46

Our guest today is Dr. Gio Valiante, Sports Psychologist and Performance Coach to professional athletes and investors. Gio has a fascinating background, which includes a 5 year stint at Point 72 with Steve Cohen (many know Steve and Gio’s dynamic via the hit show Billions on Showtime), 10+ years of coaching pro golfers on the PGA Tour, and most rec…

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CFA Society Orlando Podcasts

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