Episodes

Our guest today is John Streur, President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Our episode today focuses...

Our guest today is Tyrone Ross, CEO of Onramp Invest, a fintech platform designed for the next generation of advisors and investors.   The majority of our conversation today focuses on Tyrone's passion: lifting up Americans out of poverty and...

Our guest today is Christine Benz, Morningstar's Director of Personal Finance and recently named one of Barron's 100 Most Influential Women in Finance. As so many people have been put into tough financial circumstances due to COVID, the topic of...

If you are a CFA candidate or life-long learner, this episode is for you. Our guest today is Scott Young, who garnered notoriety when he completed MIT's four year computer science program in just 12 months without taking classes, and later...

Our guest today is Michael Falk, CFA, CRC. Michael is a partner at the Focus Consulting Group. Michael has authored 2.5 books: the 2016 CFA Institute Research Foundation Monograph “”, the 2019 Monograph follow-up “” and he...

Our guest today is Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital and a New York Times best-selling author of multiple books, including his most recent, .  Daniel is a licensed psychologist who provides a unique lens into...

Our guest today is Rob Roy, Chief Investment Officer at AdventHealth, the largest hospital headquartered in the state of Florida.   In this episode, we take a look at the investment side that powers the largest healthcare system...

Our guest today is Greg Bartalos, Editor in Chief of RIA Intel. He was previously Editor in Chief of Barrons.com and had roles at Yahoo Finance, Bloomberg News and Institutional Investor. In this episode, Greg explains what led Institutional Investor...

Our guest today is Dr. Ed Yardeni, founder of Yardeni Research. He is also the author of multiple books, including . We discuss his recent book, which is about the history of the Fed through the end of 2019 and couldn't be more timely, and get...

Our guest today is Mike Pyle, CFA. Mike is the Global Chief Investment Strategist for BlackRock, the world’s largest asset manager. Prior to joining BlackRock, he served for five years at the center of President Obama's economic team. Our...

Our guest today is Dr. Chris Pierson, founder and CEO of BlackCloak, a Concierge Cybersecurity protection suite for high net-worth individuals and corporate executives. Previously, he was the first Chief Privacy Officer for the Royal Bank of...

Our guest today is Dr. Vikram Mansharamani, who is currently a lecturer at Harvard University. In addition to teaching, he also advises several Fortune 500 CEOs and was listed as LinkedIn’s #1 Top Voice for Money, Finance and Global Economics twice....

Our guest today is Dr. Raphael Bostic, the President of the Federal Reserve Bank of Atlanta and the first African-American President in the 106 year history of the Fed. Prior to his role at the Federal Reserve, he served as a professor at the University of Southern...

Our guest today is Marty Flanagan, the CEO of Invesco, a $1.1T asset manager.  He joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from 2004 to 2005. Previously, he held numerous positions of...

Our guest today is Rob Forsyth, Head of SPDR America’s ETF Strategy at State Street. He was previously the Head of Exchange Traded Products and Derivatives with UBS. Our local co-host today is Frank Garcia, CFA. Frank is the VP of the CFA Society of...

­­­As many of you know, Second Harvest has been an important partner of CFA Society Orlando. As a team, and over the past four years, this partnership has aided many individuals through financial literacy and Second Harvest's culinary training...

Our guest today is Ben Harrison, who will be named as the head of BNY Mellon’s Pershing registered investment advisor (RIA) custody business, succeeding Mark Tibergien, effective June 1, 2020.  He joined Pershing in 2006 and was promoted...

Our guest today is Danny Moses, who was the head trader at FrontPoint Partners under Steve Eisman during the housing crash in 2008 and was featured in Michael Lewis’ best-selling book “,” which was later turned into an Academy Award-winning...

This episode features the CEO of Parametric, Brian Langstraat, CFA. Brian is responsible for Parametric’s firmwide strategy and organizational development. Since joining Parametric in 1990, Brian has held positions in portfolio management, product development, portfolio...

This is Part II of our episode with Barry Ritholtz. If you haven’t listened to Part I, hit pause and listen to that first. This episode features , co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management.  He is also the...

This is Part I of a two-part episode; check back for Part II. This episode features Barry Ritholtz, co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management.   He is also the creator and host of the Masters in Business podcast/show on...

This episode features Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.  In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S....

This episode features Jan van Eck, CEO and Director of Van Eck Associates, which manages more than $50 billion. He originally joined the family firm in 1992. In this episode, van Eck discusses the history of his firm, the early days of his career and...

Our guest today is Dr. David Kelly, the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam...