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

April 11, 2024

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 firms active in the VC industry today. They’ve made over 500 commitments to venture c…
Feb. 1, 2024

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 and spot opportunities. In today’s episode, Vikram updates us on what’s been a busy three ye…
Jan. 4, 2024

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 introduction. He is somebody we have looked forward to hosting for quite some time and I couldn’t think of…
Dec. 7, 2023

Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)

Our guest today is , the co-founder & CEO of , 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 som…
Nov. 2, 2023

Aswath Damodaran: Unmasking ESG

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 shortcomin…
Oct. 5, 2023

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 of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOP’s.     In today’s episode, we sp…