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Professional Learning 
(PL) Credits​

CFA Society Orlando has determined that this podcast qualifies for .75 PL credit hour(s) under the guidelines of the CFA Institute Professional Learning (PL) Program. If you are a CFA Institute member, you will need to manually add you PL credit for listening to this podcast via your PL tracking tool.

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Guest: Mike Welker, CFA

Host(s): Colby Donovan & Steve Curley, CFA

Episode: Mike Welker: Redefining Institutional Consulting With A $100B+ Trend Setter

[The Investors First Podcast, EP. 42]

Our guest today is Mike Welker, CFA, CEO and Chairman of the Executive Committee at AndCo Consulting.

In today’s episode, we begin with Mike’s background, hearing how playing basketball at Rollins College brought him from Indiana to Central Florida. Mike shares the story of how he joined AndCo soon after the firm was founded in the early 2000’s and what led him to become the majority owner in 2015. Then we dive into AndCo’s consulting business. He shares the profile of a typical AndCo client, how the firm evaluates active managers, and how clients are handling lower return expectations by increasing their allocation to alternatives.  

Our local co-hosts today are Steve Curley, CFA and Colby Donovan, both board members with CFA Society Orlando.

Please enjoy the episode.

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL