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

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Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
July 11, 2024

Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill

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 cur…
Ali Hamed – Contrarian Early-Stage Investing
June 6, 2024

Ali Hamed – Contrarian Early-Stage Investing

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 …
Dr. Meir Statman – A Diversified Measure of Wealth
May 2, 2024

Dr. Meir Statman – A Diversified Measure of Wealth

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…
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC
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…
Vikram Mansharamani on Developments to Watch Over the Next Five Years
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…
Howard Marks - Investing During a Regime Change from CFA Charter #3,700
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…
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