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Investors First Podcast - 02.06.26

By Allison Roberts posted 22 hours ago
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New episode with Joe Davis of Vanguard , hosted by Steve Curley, CFA, CFP® and Chris Cannon, CFA . • Vanguard’s 50+ year history as an innovator • The firm’s large, under-the-radar research group • Insights on new CEO Salim Ramji • Active vs. passive breakdown across the fund lineup • The impact of AI on markets, expected returns, Fed independence, and potential market scenarios Enjoy: https://lnkd.in/eyvdZ6rC
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Investors First Podcast - 01.08.2026

By Allison Roberts posted 29 days ago
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🎙️New episode featuring   Rick Rieder   of   BlackRock , hosted by   Steve Curley, CFA, CFP® , and   Chris Cannon,   CFA . In this conversation, Rick shares: His origin story in finance How his direct and extended teams manage more than $2 trillion in assets The difference between gambling and investing His passion for sports and how it shapes perspective A go-anywhere yield strategy that is bottom-up, not top-down Leaning on big tech for big ideas Enjoy the episode.   https://www.investorsfirstpodcast.com/rick-rieder-blackrock-rieder-riting-rithmetic/ ...
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Investors First Podcast - 10.02.25

By Allison Roberts posted 02 Oct, 2025
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🎙️ New Episode with Marty Bicknell , CEO & President of Mariner 🎙️ New Episode with Marty Bicknell , CEO & President of Mariner Hosted by  Steve Curley, CFA, CFP® , and Chris Cannon, CFA , this conversation dives into Marty’s journey building one of the largest wealth management firms in the country and the lessons learned along the way: From $300MM AUM in 2006 to over $500B AUA today – his origin story How Mariner brought multiple verticals and products under one roof His evolution from rainmaker to CEO M&A strategy, current market multiples, and key lessons learned Organic growth rates vs. the competition ...
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Investors First Podcast - 08.07.25

By Allison Roberts posted 01 Oct, 2025
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🎧 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 First-time buyers, market shifts, price points, affordability & rate buydowns (a gimmick?) Market forecast, build-to-rent trend & regulatory headwinds How the brothers run their family office (their investment allocation) Orosz family history, giving back & the success of Cristo Rey Orlando High School Advice ...
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Investors First Podcast - 7.10.25

By Allison Roberts posted 10 Jul, 2025
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🎧 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 the CFA designation Absolutes vs. probabilities in forecasting (spoiler: soft patch ahead) Public vs. private market opportunities CRE: Office market evolution & repositioning Advice for young pros (hint: stay curious!) …and interviewing Babe Ruth & Lou Gehrig!? 🎙️ Listen now:   ...
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Investors First Podcast - 6.05.25

By Allison Roberts posted 05 Jun, 2025
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New episode w/ Alejandra Grindal , Chief Economist at Ned Davis Research , hosted by Steve Curley, CFA, CFP® & Christina Shaffer, CFA . We discuss: *Alejandra’s early days as Professor Grindal *All things tariff related *Her take on current economic data (Alejandra/NDR heavily data dependent) *Risk of stagflation *Portfolio positioning (Small vs. large U.S. equities, Developed vs. EM, etc.) Enjoy! https://lnkd.in/gnGWip46
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Investors First Podcast - 4.10.25

By Allison Roberts posted 10 Apr, 2025
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New episode w/ Michael Thrasher , Founder of Modus News , hosted by Steve Curley, CFA, CFP® & Chris Cannon, CFA . *Structure, benefits, & when (and what amount of assets) it makes sense to form a family office *The mystique surrounding them *The rapid growth of family offices & the investment professionals that power them *Trends such as tech, private markets, family dynamics & governance *Modus News (free newsletter) & the need for more journalism/resources in the family office space Enjoy! https://lnkd.in/ec4YfNjE
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Investors First Podcast - 3.6.25

By Allison Roberts posted 06 Mar, 2025
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New episode w/  Herb Greenberg , hosted by  Steve Curley, CFA  &  Chris Cannon, CFA . ·        His incredible career as a journalist (CNBC, WSJ, The Street, and much more) ·        How he developed his niche covering red flags in general ·        Substack (and what it is for those who don’t know) ·        Herb’s current red flags (companies he has highlighted worth monitoring) ·        Does anyone care about risk anymore? Enjoy! https://www.investorsfirstpodcast.com/herb-greenberg-red-flags/
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New Investors First Podcast Episode 2.6.25

By Allison Roberts posted 06 Feb, 2025
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New episode w/ John L Bowman, CFA , new CEO of CAIA Association ; hosted by Steve Curley, CFA, CFP® & Kevin Laake, CFA, CAIA . *Vision 2035 for alternative investing *The future of CAIA *Liquidity budgets & sizing an allocation to alternatives *Private/public convergence *Tokenization of private assets Enjoy! https://lnkd.in/eAeg-U74
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Investors First Podcast - 1.2.25

By Allison Roberts posted 10 Jan, 2025
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New episode w/ Thomas (Tom) Lee , CFA, Co-Founder & Head of Research, Fundstrat Global Advisors ; hosted by Steve Curley, CFA, CFP® & Andrew Papke, CFA, CFP® . *2025 Price target of S&P 500 *Areas of market Tom likes in 2025 *Digital assets relative to gold *Ethics w/ AI *DOGE *Granny shots Enjoy! https://lnkd.in/ezdq9azt
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Investors First Podcast - 12.5.24

By Allison Roberts posted 05 Dec, 2024
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New episode w/ Rob Arnott, Founder & Chairman of Research Affiliates, hosted by Steve Curley, CFA & Javier Perez, CFA *Welcome to Florida *The founding of Research Affiliates post Tech Bubble *Contrarian launch of new ETF NIXT (Stocks getting dumped) *AI & its impact on white-collar professionals *Expected returns Enjoy! https://www.investorsfirstpodcast.com/rob-arnott-research-affiliates-getting-dumped-ai-expected-returns/
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Investors First Podcast - 10.17.2024

By Allison Roberts posted 17 Oct, 2024
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New episode w/ Marko Papic , Chief Strategist, GeoMacro w/ BCA Research , hosted by Steve Curley, CFA, CFP® & Chris Cannon, CFA . *U.S. election *Foreign policy under Trump vs. Harris *Untapped equity in American’s homes *Getting us current since last time Marko joined us in Q4 2020 *How to keep an unbiased view as a true geopolitical strategist *Who will make the NBA finals Enjoy! https://lnkd.in/ez-8NK-b
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Investors First Podcast - 10.17.24

By Allison Roberts posted 17 Oct, 2024
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New episode w/  Marko Papic , Chief Strategist, GeoMacro w/  BCA Research , hosted by  Steve Curley, CFA, CFP® &  Chris Cannon, CFA .   *U.S. election *Foreign policy under Trump vs. Harris *Untapped equity in American’s homes *Getting us current since last time Marko joined us in Q4 2020 *How to keep an unbiased view as a true geopolitical strategist *Who will make the NBA finals   Enjoy! https://www.investorsfirstpodcast.com/marko-papic-geomacro-lens-on-us-election-china-policy-markets/
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Investors First Podcast - 9.05.2024

By Allison Roberts posted 05 Sep, 2024
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New episode w/ Jeremy Schwartz , CFA, Global CIO at WisdomTree , hosted by Steve Curley, CFA, CFP® & Chris Cannon, CFA . *Business/Product ideas from the CFA education experience *Passing on 3 months in Australia & partnering with Professor Jeremy Siegel, a couple of decades later, he is Global CIO at WisdomTree (WT) *Legacy of Professor Siegel *Is currency hedging in equity investing worth it (specifically Japan)? *Calculus of launching a new ETF (& differentiating WT from a crowded field of ETF providers) *His podcast (Behind the Markets) Enjoy! https://lnkd.in/eYpSgMAD
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Investors First Podcast - 7.11.24

By Allison Roberts posted 11 Jul, 2024
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New episode w/  Michael Mauboussin , hosted by  Steve Curley, CFA  &  Chris Cannon, CFA .   *Public Market Stock concentration *Buybacks *Valuation *Teaching Security Analysis at Columbia (Ben Graham’s Security Analysis class) *Luck vs. skill as skill increases *Advice for current & aspiring investment professionals   Enjoy! Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill (investorsfirstpodcast.com)
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Investors First Podcast - 6.6.2024

By Allison Roberts posted 06 Jun, 2024
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New episode w/  Ali Hamed , Co-Founder & Partner at  CoVenture , hosted by  Steve Curley, CFA, CFP® &  Chris Cannon, CFA .   *Ali’s non-traditional route to starting his non-traditional firm *What is more important, the investment idea or capital *Finding new or different investments and convincing the world after that it is a good idea (after) *Funding YouTube personalities *How much does he pay attention to public markets *Is the democratization of alternatives for most retail investors too far removed from the original value add?   Enjoy!  https://lnkd.in/evMMx5sr
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New Investors First Podcast Episode 5.02.24

By Allison Roberts posted 02 May, 2024
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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 portfolio management *Overspending vs. underspending *Self-Actualization Enjoy!  https://lnkd.in/g89YrKB3
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New Investors First Podcast Episode 4.11.24

By Allison Roberts posted 11 Apr, 2024
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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 Role in VC (investorsfirstpodcast.com)
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Investors First Podcast - 12/7/23

By Allison Roberts posted 19 Dec, 2023
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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.in/g_SYt6N8
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Investors First Podcast - 10/05/23

By Allison Roberts posted 05 Oct, 2023
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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 *1042 qualified replacement property *Is this a good deal for BOTH seller and employees?  Enjoy! https://www.investorsfirstpodcast.com/phil-hayes-berman-hopkins-everywhere-all-at-once-w-the-esop-guy/
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