Society News

  • New episode w/ Dr.  Meir Statman , Professor of Finance at  Santa Clara University , hosted by  Steve Curley, CFA®, CFP®  &  Frank Garcia, CFA, CFP®, AIF® .   *Various measures of wealth a person can have *The healing power of multiple forms of wealth *Human capital as a measure of wealth *Optimal vs. sensible ...read more

  • 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 @FranklyFinances & @colby__donovan Sion Evans, VenCap – Exponential Outliers: The Power Law's ...read more

  • Investors First Podcast - 12/7/23

    19 Dec, 2023 05:31 PM
    Blog Entry

    New episode with entrepreneur, investor, and  Daffy  CEO  Adam Nash ! We cover donor advised funds, how Daffy provides them at a cost that makes Vanguard 13x more expensive, help people be more generous, tax strategies & more!   Co-hosts today are  Steve Curley, CFA  and  Colby Donovan . Enjoy!  https://lnkd ...read more

  • Investors First Podcast - 10/05/23

    05 Oct, 2023 11:30 AM
    Blog Entry

    New episode w/  Phillip Hayes Partner at Berman Hopkins CPAs & Associates, LLP , hosted by Steve Curley, CFA & Chris Cannon, CFA .   *Journey from banker to Managing Partner of Regional accounting firm to ESOP expert *The ESOP Guy podcast *Exit strategies and where ESOP’s fit for business owners *Tax advantages ...read more

  • Investors First Podcast - 8/24/23

    28 Aug, 2023 02:31 PM
    Blog Entry

    New podcast with KC Joyner  applying a Peter Zeihan-esque framework to  #FantasyFootball !   - Biggest sleeper - RB holdouts - Injury concerns - QB dropoff point - Most bullish on ___ - Over/Under Jets 9.5 wins?   Co-hosted by  Colby Donovan , CFA &  Steve Curley, CFA Enjoy!  https://lnkd.in/eGz56cBJ ...read more

We want to hear from you!

We will be continuing to featuring CFA Society Orlando Members on our social media platforms. The goal of these member-centric posts is to recognize member accomplishments across all career stages, to highlight the diversity of our membership, and to help members feel more connected by learning more about each other. Please update us on promotions, job changes, board appointments, news features or any other accomplishments. To submit, send details and a high-resolution color photo to [email protected].