New episode with Sion Evans of VenCap! We discuss: - How power laws drive venture capital - Finding fund-returners - Anti-dogmatic approach - Current state of VC & startups Co-hosted by Frank G & Colby Donovan investorsfirstpodcast.com/sion-evans-ven…

New episode w/ Dr. meir statman, hosted by Steve Curley, CFA & Frank G. We discuss personal wealth beyond the numbers (well-being) with the authority on the topic. Enjoy! investorsfirstpodcast.com/dr-meir-statma…

Thank you to everyone who joined us for our 'Beyond Banks: A Private Credit Symposium' last week! We extend our heartfelt gratitude to our esteemed panelists and a special thank you to our event sponsor, BlackRock, for their generous support. Check out the event recap!

New episode w/ Ali Hamed (Ali Hamed) hosted by Steve Curley, CFA & Chris Cannon, CFA (Chris Cannon). We discuss Ali Hamed’s origin story and his firm’s differentiated approach to private investments. Enjoy! bit.ly/4aPJwSy

It’s time to invest in the power of connection at CFA Institute LIVE 2025 in Chicago. CFA Society Orlando members receive exclusive access to register now through August 31st. Secure your seat today: lnkd.in/gxUC4FyW #CFAInstituteLIVE

New episode w/ Michael Mauboussin, hosted by Steve Curley, CFA & Chris Cannon. We discuss all things Mauboussin: buybacks, market concentration, public vs. private, luck vs. skill, & the Security Analysis class (Ben Graham) Michael teaches at Columbia. Enjoy: bit.ly/3zLmQpy

New episode w/ Jeremy Schwartz, CFA of WisdomTree , hosted by Steve Curley, CFA & Chris Cannon, CFA (Chris Cannon). We discuss currency hedging in equities, the legacy of Professor Siegel, his podcast & the calculus behind launching a new ETF. bit.ly/3yXWpNE

New episode w/ Marko Papic (Marko Papic), Chief Strategist, GeoMacro w/ BCA Research (BCA Research), hosted by Steve Curley, CFA & Chris Cannon, CFA (Chris Cannon). We discuss who will win the U.S. election, America’s current and potentially flawed policy w/ China, how to keep an

New episode w/ Marlena Lee, PhD, Head of Investment Solutions at DFA (Dimensional Fund Advisors), hosted by Steve Curley, CFA & Christina Shaffer, CFA. We discuss her time as a TA w/ Professor Gene Fama (Nobel Prize 2013), Mag 7 discussion, factor investing, history of Dimensional, Small

📢 Start 2025 on the Right Foot! Join CFA Society Orlando for a breakfast event on January 15 featuring Jack Manley, Global Market Strategist with J.P. Morgan Asset Management's Global Market Insights Strategy Team. Jack will lead an interactive discussion about the market outlook as we head into

New episode w/ Rob Arnott of Research Affiliates (Research Affiliates), hosted by Steve Curley, CFA & Javier Perez, CFA. We discuss Florida, Research Affiliates launch post Tech Bubble, new ETF NIXT, AI & its impact on white-collar professionals & expected returns. Enjoy!

New episode w/ Tom Lee, CFA (Thomas (Tom) Lee (not drummer) FSInsight.com) of Fundstrat Capital, hosted by Steve Curley, CFA & Drew Papke, CFA. We discuss a 2025 price target for the S&P 500, areas of public markets Tom likes in 2025, digital assets relative to gold, DOGE, and Granny Shots. Enjoy!

New episode w/ John Bowman, CFA (John L. Bowman) of CAIA Association, hosted by Steve Curley, CFA & Kevin Laake, CFA, CAIA. We discuss w/ new CEO of CAIA Association what alternative investing will look like in 2035, private/public convergence, tokenization of private assets and

New episode w/ Herb Greenberg (Herb Greenberg) of Red Flags Newsletter, hosted by Steve Curley, CFA & Chris Cannon, CFA (Chris Cannon), talking all things red flags, which companies currently have excess risk, his amazing career as a journalist at CNBC, WSJ, The Street, etc. and much

New episode w/ Mike Thrasher (Michael Thrasher), Founder of Modus News (Modus Newsletter), hosted by Steve Curley, CFA & Chris Cannon, CFA (Chris Cannon). We discuss all things related to family offices; when to create one (size needed), the mystique surrounding them, their rapid

🚨 New Episode of the Investors First Podcast We’re joined by Alejandra Grindal (Alejandra Grindal), Chief Economist at Ned Davis Research (Ned Davis Research), for a timely discussion on global economic trends. Hosted by Steve Curley, CFA & Christina Shaffer, CFA, the episode dives into:

🎧 New episode of the Investors First Podcast featuring Chris Hyzy, CIO of Merrill Lynch & Bank of America Private Bank — hosted by Steve Curley, CFA, CFP & Steven Rogers, CFA. We cover: • Chris’s competitive roots as an athlete & coach • His investment process as CIO • Why he values

New episode from CFA Society Orlando: Matt Orosz, Co-President of Trinity Family Builders — hosted by Steve Curley, CFA, CFP® & Jeff Goll, CFA. We discuss: - Matt’s curiosity, passion for homebuilding, & background in the industrial side of CRE - Public vs. private homebuilders