business
Hosted by CFA Society Orlando · business · EN · 100 episodes
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 reco
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Contact path
Verified email
Booking probability
34%
Guest openness
Selective
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Signup to Generate a PitchThe 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.
The Investors First Podcast is hosted by CFA Society Orlando. The show has published 100 episodes to date.
Recent episodes include "David Booth, Dimensional Fund Advisors, The Outsider Who Changed Investing" (27 August 2026, 56 minutes), "The Physical Economy: Where AI Meets Value Investing" (6 August 2026, 51 minutes), and "Ari Rubin, Flock Homes, Exchange Fund for Residential Rental Properties" (9 July 2026, 66 minutes).
The Investors First Podcast publishes roughly monthly, with episodes averaging 56 minutes across 100 episodes.
Booking probability for The Investors First Podcast is 34%, and the host is rated Selective on guests. The Investors First Podcast requires a Pod Score of 80 or higher. The Investors First Podcast's contact route on record: verified email.
The strongest fits for The Investors First Podcast are Investment Banking & Trading. The Investors First Podcast has a business audience.
CFA Society Orlando hosts The Investors First Podcast, a business show with 100 episodes published.
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Episode #108
David Booth is one of the most influential figures in modern investing. As the co-founder and Executive Chairman of Dimensional Fund Advisors, he helped bridge the gap between academic finance and real-world portfolio...
Episode #107
In today's episode, we welcome Don Wordell, CFA , Chief Investment Officer of Ceredex Value Advisors , an institutional asset manager specializing in value-oriented domestic small, mid and large cap equity strategies...
Episode #106
In today's episode, we sit down with Ari Rubin, Founder & CEO of Flock Homes, for a deep dive into tax‑efficient exits for residential real estate through 721 exchanges into the Flock Homes fund. Ari was born in...
Episode #105
<p>In today's episode, we welcome the PE Guy, whose real name is Johnny Hilbrandt Partridge. The PE Guy character was started in early 2025 after capitulating from years of ridiculous travel and lifestyle stories from...
Episode #104
<p>In today's episode, we welcome back Mike Pyle of BlackRock. Mike is a senior leader within BlackRock and a key member of the BlackRock Investment Institute (BII), where he helps shape the firm's global macro views...
Episode #103
<p>In today's episode, we have Danny Jenkins, who is the CEO and Co-Founder of ThreatLocker, a rapidly growing cybersecurity firm focused on Zero Trust endpoint protection. With over 20 years in cybersecurity and a...
Episode #102
<p>We are excited to welcome a friend of the show, Brent Sullivan of The Tax Alpha Insider. We discuss all things Tax Alpha as the investment puzzle is different when it comes to taxable investors. I have been fortunate...
Episode #101
<p>We are excited to welcome Joe Davis for this episode, currently Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group. Many of you likely know various iterations of the Vanguard story...
Episode #100
<p>To kick off year 7 of the Investors First Podcast, we interviewed Rick Rieder of BlackRock, currently Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the...
Episode #99
<p>Kevin Shea is a Director/Senior Equity Strategist at BNY Mellon, where he focuses on individual security analysis, market structure, and emerging technologies—most notably artificial intelligence. Raised in a...
Episode #98
<p>In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B in assets. We explore her vision for how personal and economic...
Episode #97
<p>Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individuals, families, and institutions. Under his leadership since...
Episode #96
<p>Today's guest is Matt Orosz. Matt Orosz is Co-President of Trinity Family Builders, launched in March 2024 by the Orosz brothers in Central Florida. He oversees marketing, sales, land acquisition & operations. Before...
Episode #95
<p >Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy...
Episode #95
<p>Today's guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master's) of Florida State University, we were pleased to host a...
Episode #94
In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size...
Episode #93
<p>For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb's career is incredible, with time as a journalist at major news outlets ranging from the Chicago...
Episode #92
<p>For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can't say enough positive things about what John is doing with the CAIA Association (as well as his predecessor...
Episode #91
<p>To kick off year six of the Investors First Podcast, today's guest is Tom Lee. Tom is the Managing Partner and Head of Research at Fundstrat Global Advisors, with over 25 years of experience in equity research...
Episode #90
<p>Today's guest is Rob Arnott, Founder and Chairman of Research Affiliates, where he actively contributes to research, portfolio management, product innovation, business strategy, and client relations. He co-manages...
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