94 Epizód

  1. Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private

    Közzétéve: 2020. 10. 22.

  2. Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime

    Közzétéve: 2020. 10. 15.

  3. Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide

    Közzétéve: 2020. 10. 12.

  4. Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto

    Közzétéve: 2020. 10. 08.

  5. Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man

    Közzétéve: 2020. 10. 01.

  6. John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO

    Közzétéve: 2020. 09. 24.

  7. Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential

    Közzétéve: 2020. 09. 17.

  8. Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness

    Közzétéve: 2020. 09. 10.

  9. Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language

    Közzétéve: 2020. 09. 03.

  10. Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing

    Közzétéve: 2020. 08. 27.

  11. Frank Garcia, CFA & Dr. Daniel Crosby: Your Brain on Money: How to Make Better Financial Decisions

    Közzétéve: 2020. 08. 20.

  12. Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth

    Közzétéve: 2020. 08. 13.

  13. Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell’s BBQ, and Ponzi Schemes

    Közzétéve: 2020. 08. 06.

  14. Dr. Ed Yardeni & Steve Curley, CFA: Fed Watching - Who is More Powerful: POTUS vs. Powell?

    Közzétéve: 2020. 07. 30.

  15. Mike Pyle, CFA & Steve Curley, CFA: Restart, Revolution, & Resilience

    Közzétéve: 2020. 07. 23.

  16. Dr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth Individuals

    Közzétéve: 2020. 07. 16.

  17. Vikram Mansharamani & Chris Cannon, CFA: Becoming a Heterodox Fox – How To Make Your Own Mosaic With Focused Experts

    Közzétéve: 2020. 07. 09.

  18. Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility

    Közzétéve: 2020. 06. 25.

  19. Marty Flanagan, CFA and Steve Curley, CFA: Invesco's CEO on Managing $1.1 Trillion in Assets & Lessons from John Templeton

    Közzétéve: 2020. 06. 18.

  20. Rob Forsyth and Frank Garcia, CFA: ETF’s and Their Role in Markets During Uncertain Times

    Közzétéve: 2020. 06. 11.

4 / 5

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.

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