Society News

  • Blog Entry

    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 ...read more

  • Investors First Podcast - 4.10.25

    10 Apr, 2025 09:28 AM
    Blog Entry

    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 ...read more

  • Investors First Podcast - 3.6.25

    06 Mar, 2025 08:41 AM
    Blog Entry

    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 ...read more

  • Blog Entry

    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

    10 Jan, 2025 05:30 PM
    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

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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].