Society News

  • 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 ...read more

  • Investors First Podcast - 1.2.25

    Blog Entry

    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/ ...read more

  • Investors First Podcast - 12.5.24

    Blog Entry

    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 ...read more

  • Investors First Podcast - 10.17.2024

    Blog Entry

    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 ...read more

  • Investors First Podcast - 10.17.24

    Blog Entry

    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 ...read more

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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].