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Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets Thu, Oct 17, 2024 Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, havin... Read More
By CFA Institute

The Investors First PodCast: Jeremy Schwartz, CFA on Currency Hedging, Legacy of Professor Siegel & Innovation of ETF's
The Investors First PodCast: Jeremy Schwartz, CFA on Currency Hedging, Legacy of Professor Siegel & Innovation of ETF's Thu, Sep 05, 2024 Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. In this episode, we start by covering Jeremy’s charter holder story. We discuss how he first met Professor Jeremy Siegel while at U Penn and the amazing partnershi... Read More
By CFA Society of Orlando

The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing
The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing Fri, Jun 07, 2024 In this episode we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed... Read More

Vikram Mansharamani on Developments to Watch Over the Next Five Years
Vikram Mansharamani on Developments to Watch Over the Next Five Years Mon, Feb 05, 2024 Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities. In today’s episode, Vikram updates us on what’s been a busy three years since he first came on... Read More
By The Investors First Podcast

The Investors First PodCast: Howard Marks - Investing During a Regime Change
The Investors First PodCast: Howard Marks - Investing During a Regime Change Thu, Jan 04, 2024 Howard Marks of Oaktree Capital Management discusses investing during a regime change. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust). Read More
By CFA Society of Orlando

CFA's Investors First PodCast with Aswath Damodaran: Unmasking ESG
CFA's Investors First PodCast with Aswath Damodaran: Unmasking ESG Thu, Nov 02, 2023 On October 5, 2023 Investors First PodCast hosted Professor Aswath Damodaran, where they spoke about how Aswath gained his love for teaching and how it led to him becoming an expert in valuation. Read More

How will Social Security impact your future? As seen at AARP online
How will Social Security impact your future? As seen at AARP online Thu, Oct 19, 2023 Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation. Read More
By AARP Online Magazine

Investors First PodCast with Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy
Investors First PodCast with Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy Thu, Oct 05, 2023 On October 5, 2023 we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOP’s.   Read More

The Investors First PodCast: NewEdge Wealth’s Cameron Dawson on the State of the Markets
The Investors First PodCast: NewEdge Wealth’s Cameron Dawson on the State of the Markets Thu, Aug 03, 2023 The Investors First PodCast on August 3, 2023: NewEdge Wealth’s Cameron Dawson on the State of the Markets co-hosted by Chris Cannon, CFA and Colby Donvan, CFA Read More

How to Find a Financial Adviser
How to Find a Financial Adviser Wed, Jan 04, 2023 ......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More
By as seen at Kiplinger.com

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