The Investors First Podcast
CFA Society Orlando
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, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber.
CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.
*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, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber.
CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.
Episodes
Mentioned books
Sep 24, 2020 • 43min
John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO
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 on all things Environmental, Social, and Corporate Governance (ESG). We discuss John's background and what led him to his position as CEO of Calvert, the history of ESG investing and how they implement ESG factors into their research, and the difference between exclusionary passive strategies relative to alpha seeking active management strategies. We also discuss ways you can learn more about the ESG space, as well as the new CFA Institute ESG certificate (born out of CFA United Kingdom), which will be helpful for anyone, whether you are an investor, advisor or consultant. Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Sep 17, 2020 • 59min
Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential
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 expanding the reach of financial education. Tyrone explains why the current state of financial education in schools is lacking and what he is doing to help fix it, why he believes bitcoin will be beneficial to inner city communities, and the exciting platform he is working on with Onramp Invest. Our guest-host today is Frank Garcia, Co-Chief Investment Officer at Resource Consulting Group and Vice President of CFA Society of Orlando. You can follow Tyrone on Twitter @TR401 and click here to see and support his work on financial education. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Sep 10, 2020 • 49min
Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness
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 personal finance is more important than ever. In this episode, we discuss Americans' lack of retirement preparedness, the need for more personal finance education for the demographic advisors don't serve, what she thinks young investors will learn from trading on Robinhood, and if the future of the 60/40 portfolio is dead. Our local co-host today is Steve Curley, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode. You can follow Christine on Twitter @christine_benz, read her work here, and subscribe to her podcast, The Long View. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Sep 3, 2020 • 50min
Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language
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 wrote the book Ultralearning: Master Hard Skills, Outsmart the Competition, and Accelerate Your Career. To say Scott has become an expert on self-directed learning is an understatement, and in this episode he shares the lessons he's learned that directly apply to you while studying for the CFA exam. He also explains common pitfalls people make while studying. Our local co-host today is Steve Curley, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode. Click here to learn more about Scott and his work. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Aug 27, 2020 • 29min
Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing
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 "Let's All Learn How To Fish… To Sustain Long-Term Economic Growth", the 2019 Monograph follow-up "Get to Work… on OUR Future" and he co-authored the 2017 "Money, Meaning and Mindsets." Our local co-host is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando. In this episode, we discuss Michael's six deadly sins of investing: 1) we interact too much with our money, 2) we actually think we know more than we do, 3) we do the opposite of what generally works, 4) we do not rebalance properly, 5) we don't define risk, and 6) we fall for good stories. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Aug 20, 2020 • 39min
Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial Decisions
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, The Behavioral Investor. Daniel is a licensed psychologist who provides a unique lens into decision-making around money. In the episode we discuss why we're not wired to make sound financial decisions, how bear markets truly have a long lasting impact on us, why he believes automating financial decisions is optimal in almost every scenario, and why he believes it's beneficial to have a financial advisor. He also offers advice on how advisors can better coach their clients and even touches on how to encourage your children to learn sound money habits early on. Our guest-host today is Frank Garcia, Co-Chief Investment Officer at Resource Consulting Group and Vice President of CFA Society of Orlando. Follow Daniel on Twiter at @DanielCrosby or connect with him on LinkedIn here. You can subscribe to Daniel's podcast and purchase his books here. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Aug 13, 2020 • 37min
Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth
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 headquartered in Florida. Due to the size of Advent Health, Rob is able to present a unique view of the impact of COVID on both portfolios and the healthcare system, along with possible long-term impacts of COVID on the U.S., supply chains, and potential inflation. He also discusses the impact of religious principles on their investment process. Our local co-host today is Javier Perez, COO of Commenda Capital and previously the President of the CFA Society of Orlando. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Aug 6, 2020 • 35min
Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell's BBQ, and Ponzi Schemes
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 to launch RIA Intel with him leading the charge in Summer 2019, how RIA's can leverage the media to benefit their business, and why he thinks some RIA's didn't properly evaluate the risk of accepting PPP loans. We also discuss some of his recent pieces covering ethical issues in the industry, why the March downturn may unmask ponzi schemes and fraudsters, and why the ability to develop trust with clients is so important for advisors. Our local co-host today is Steve Curley, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode. Follow Greg on Twiter at @gregorianchance or connect to him on LinkedIn here. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Jul 30, 2020 • 41min
Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?
Our guest today is Dr. Ed Yardeni, founder of Yardeni Research. He is also the author of multiple books, including Fed Watching for Fun & Profit: A Primer for Investors. 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 his thoughts on the unprecedented fiscal and monetary policy in response to COVID. We also get his take on the buyback debate and why he believes the increase in the market has caused the increase in buybacks, contrary to popular opinion. Our local co-host today is Steve Curley, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode. Follow Dr. Yardeni's firm on Twiter at @yardeni and connect with him on Linkedin. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Jul 23, 2020 • 41min
Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience
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 conversation hinges on the long-term themes he and his team discuss in the 2020 Mid Year Outlook, which cover the restart of activities post-COVID, the policy revolution we've witnessed in 2020, and why he expects countries and sectors will make comebacks as diversifiers going forward. He also reflects on the five years he spent at the center of President Obama's economic team, which gives him a unique perspective on the upcoming election and unprecedented fiscal and monetary stimulus we've seen this year. Our local co-host is Steve Curley, CIO of WaterOak Advisors and President of the CFA Society of Orlando. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
