The Investors First Podcast

The Investors First Podcast

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, Jason Zweig, Cliff Asness, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber.

Recent Episodes

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

Sept. 22, 2022

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 a…

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

Sept. 8, 2022

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 matc…

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

Aug. 18, 2022

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 design…

Ranji Nagaswami, SVPGlobal: A Primer on Private Credit

July 14, 2022

Our guest today is Ranji Nagaswami, Managing Director, Chief Strategy/Commercial Officer at SVPGlobal. Headquartered in Greenwich, CT. SVP is a global investment firm focused on distressed debt and private equity opportuniti…

Samir Vasavada, Vise: Automating Wealth Management

June 2, 2022

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 …

Eduardo Repetto: Building Better Portfolios, From Aeronautics To Avantis

May 5, 2022

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 s…