The Investors First Podcast

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. In today's episode, Jeffrey shares how he views the investment landscape as we kick off a new year. He touches on inflation, interest rates, and whether or not he expects a Fed pivot. He also shares where he sees opportunity in the market today, specifically in the credit markets. Our co-hosts today are Steve Curley, CFA, and Colby Donovan, CFA. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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 society, best practices on how to be strategic about causes you choose to support, and the major areas of need in Central Florida today. Our co-hosts today are Steve Curley, CFA, and Colby Donovan. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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. Mike Taylor is Portfolio Manager for the health care strategy at Simplify, which is one of the most unique strategies in the investment management industry, with all net profits donated to the Susan G. Komen Foundation. He has spent the last two decades managing hedge fund strategies at funds including Millennium, Citadel and Diamondback Capital. Mike holds advanced degrees in Science and Business from the Johns Hopkins University and the William E. Simon School of Business. In today's episode, we discuss how Simplify was created and how the idea for their health care strategy came together. We then discuss Mike's hedge fund career, how managing a long only health care ETF differs from hedge fund investing and much more. We recorded this episode in October for breast cancer awareness month and we wanted to highlight the great work Simplify is doing with Susan G. Komen, using finance as a cause for good. This is the first 100% pro bono ETF, with all net profits donated for the benefit of Susan G. Komen Foundation. Our hosts today are Steve Curley, CFA, past President of CFA Society Orlando and co-founder of the Investors First Podcast, and Javier Perez, CFA, also a past President of CFA Society Orlando & Director at Skyview Investment Advisors. Follow us on Twitter and LinkedIn.

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 governments and multi-national corporations such as Compaq, Dell and IBM. Snaith holds a Ph.D. in Economics from Pennsylvania State University. Snaith frequently is interviewed in national and regional media and is a sought-after speaker. He has been quoted in The Wall Street Journal, USA Today, The New York Times, The Economist and CNNMoney.com and has appeared on CNBC, Fox Business Network and Business News Network, based in Toronto. Sean correctly called the end of the great financial crisis in June 2009. Prior to that, Snaith was named by Bloomberg News as one of the nation's most accurate forecasters in 2008. In 2007, he was named California's most accurate forecaster by the Western Blue Chip Consensus Forecast. In this episode, we will talk about the Fed, inflation, and discuss how we are headed for a pasta-bowl recession. We focus the rest of the episode on the state of Florida and potential headwinds to growth such as rising housing costs, supply chain shortages, labor market shortages, and high overall inflation. Last, we discuss ways the state of Florida (and particularly Central Florida) can best position itself for future growth. Our host today is Steve Curley, CFA, prior President of CFA Society Orlando, current board member & co-founder of The Investors First Podcast. Please enjoy the episode. Follow us on Twitter and LinkedIn.

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 Parsippany, New Jersey. Prior to the Conway Group, Zach served as Editorial Manager at Standard & Poor's. Zach is a contributor to Forbes, Founder of the Leader Board and Co-Founder of the Life & Health Network. Zach earned his bachelors degree from Gettysburg College. In today's episode, we discuss current headwinds in ESG, actor Adrian Grenier's involvement with Seeds Investor, tailored portfolios with values based investing and eliminating Fund/ETF wrappers from client conversations with direct investing. Our host today is Steve Curley, CFA, board member & past President of CFA Society Orlando, as well as co-founder of the Investors First Podcast. Please enjoy the episode. Follow us on Twitter and LinkedIn.

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 Parsippany, New Jersey. Prior to the Conway Group, Zach served as Editorial Manager at Standard & Poor's. Zach is a contributor to Forbes, Founder of the Leader Board and Co-Founder of the Life & Health Network. Zach earned his bachelors degree from Gettysburg College. In today's episode, we discuss current headwinds in ESG, actor Adrian Grenier's involvement with Seeds Investor, tailored portfolios with values based investing and eliminating Fund/ETF wrappers from client conversations with direct investing. Our host today is Steve Curley, CFA, board member & past President of CFA Society Orlando, as well as co-founder of the Investors First Podcast. Please enjoy the episode. Follow us on Twitter and LinkedIn.

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 and around the financial services and hedge fund industry in particular for more than 25 years. In today's episode, we will discuss Andrew's journey to starting dynamic beta, democratizing access to hedge fund strategies at a reasonable costs, the benefits of replication and managed futures for portfolios, and building investment solutions to solve for client needs. My name is Frank Garcia and I currently serve as the president of CFA Society Orlando and will be your host today. Please enjoy the episode. https://www.dynamicbeta.com/ Follow Andrew on Twitter: @Andrewdbeer1 FranklyFinances.com Follow Frank on Twitter: @franklyfinances

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 James-style book about football. 19 months later, his detailed tape breakdowns of the 2003 and 2004 season led to the self-publication of Joyner's groundbreaking book Scientific Football in 2005. Since his first book was released, he has joined forced with the likes of ESPN and most recently the writing team at The Athletic. KC is a nationally published author and his other books include Blindsided, Why the Left Tackle is Overrated and Other Contrarian Football Thoughts. In today's episode, we discuss KC's background and how the The Football Scientist publication came to be. We then dive in to the quant approach he uses for fantasy football and how it could help you win your league this year, with several stops in between. Our hosts today are Steve Curley, CFA and Colby Donovan, current board members of CFA Society Orlando. Please enjoy the episode. Follow us on Twitter and LinkedIn. Social Media: LinkedIn Post (and Facebook): New episode w/ KC Joyner, Founder of Football Scientist, hosted by Steve Curley, CFA and Colby Donovan. *KC's background and the research and book that put him on the map *His pursuit of a Bill James style of advanced analytics for the National Football League *Time w/ ESPN, the Athletic & more *How to win your fantasy football league this year, with actionable ideas for this year's draft Enjoy! Insert link here (and please add KC's twitter handle to below) Twitter Post: New episode w/ the Football Scientist KC Joyner, his background & the book that put him on the map, his pursuit of Bill James style analytics for NFL, time w/ ESPN, & how to win your fantasy football league this year. Show Notes:thefootballscientist.com (use code "CFA" to save on draft guide)https://theathletic.com/3359667/2022/06/23/warren-buffett-fantasy-football-strategy/

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 employees and over 60 investment professionals. Ranji is a Henry Crown Fellow at the Aspen Institute and is also the Founder and Lead Moderator of the Aspen Institute Finance Leaders Fellowship program. She has served as trustee and member of several boards, including the Yale University investment committee with David Swenson, the UAW VEBA investment advisory council and the Curtis Institute Investment Committee. Last, but certainly not least, she is a CFA Charter Holder. In today's episode, we start with Ranji's experience as the youngest ever MBA student at Yale, discussing the positive impact that studying dance as a child had on her. We then discuss some of her career highlights, including her time at Alliance Bernstein, Mayor Bloomberg and as the CEO of Hirtle Callaghan. We then take a deep dive on private credit investing. Last, we discuss her involvement with the CFA Institute and the wonderful work she is doing at the Aspen Institute. Our hosts today are Steve Curley, CFA and Chris Cannon, current board members (and Past Presidents) of CFA Society Orlando. Please enjoy the episode. Follow us on Twitter and LinkedIn.

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 startup using Artificial Intelligence to revolutionize Portfolio Construction and Management for Financial Advisors. Vise has raised enough capital to be considered a unicorn (valuation greater than $1B) and is backed by Sequoia Capital, Founders Fund, & the Wharton School of Business (among other investors). Samir is one of the youngest FinTech founders I have ever met and was named in the 2021 Forbes list for top 30 under 30. In today's episode, we go back to Samir's time in high school and how he met his business partner and fellow co-founder Runik Mehrotra. We discuss what Vise is, what is unique about them and the venture backed fundraising process. We also talk about the all in cost of advice for investors, the future of the wealth management profession and much more. It is worth noting that this episode was recorded a short time ago and both the market environment and Vise's strategy have shifted substantially since recording this episode. That said, it will be exciting to watch what Samir and Vise do next as they attempt to shape the future of investment management. Our host today is Steve Curley, CFA, current board member & most recent President of CFA Society Orlando. Please enjoy the episode. Follow us on Twitter & LinkedIn.