The Investors First Podcast

The Investors First Podcast

The award-winning* Investors First Podcast is affiliated with CFA Society Orlando, a chapter of the CFA Institute. We interview Founders, CEO’s, CIO's, GP's and more to discuss timely and relevant topics in the investment profession. We pride ourselves on having no advertisements or revenue objective (the host is not compensated, nor are guests) and seek to help investment professionals in Florida, the Americas, and beyond to be a more informed advisor/consultant/investor, all while never forgetting to put investors first.

Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Howard Marks, Federal Reserve Bank President Raphael Bostic (ATL), Dr. David Kelly, Dr. Aswath Damodaran, Dr. Campbell Harvey, Jason Zweig, Cliff Asness, Annie Duke, Morgan Housel, Rob Arnott, Michael Mauboussin, Peter Zeihan, and Meb Faber.

*The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast.

Recent Episodes

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Kevin Shea, CFA, BNY Mellon – AI: Investment Implications & Lessons from Late 90’s
Dec. 4, 2025

Kevin Shea, CFA, BNY Mellon – AI: Investment Implications & Lessons from Late 90’s

Kevin Shea is a Director/Senior Equity Strategist at BNY Mellon, where he focuses on individual security analysis, market structure, and emerging technologies—most notably artificial intelligence. Raised in a blue-collar hous...
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Perth Tolle, Life & Liberty Indexes: Perth Tolle’s EM Freedom Factor
Nov. 6, 2025

Perth Tolle, Life & Liberty Indexes: Perth Tolle’s EM Freedom Factor

In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B in assets. We explore her vision for how personal and economic freedom can...
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Marty Bicknell, Mariner – A Private Wealth Shipwright in Kansas
Oct. 2, 2025

Marty Bicknell, Mariner – A Private Wealth Shipwright in Kansas

Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individuals, families, and institutions. Under his leadership since founding the fi...
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Matt Orosz, Trinity Family Builders – Current State of Housing & Homebuilders
Aug. 7, 2025

Matt Orosz, Trinity Family Builders – Current State of Housing & Homebuilders

Today’s guest is Matt Orosz. Matt Orosz is Co-President of Trinity Family Builders, launched in March 2024 by the Orosz brothers in Central Florida. He oversees marketing, sales, land acquisition & operations. Before starting...
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Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy’s Playbook
July 10, 2025

Coaching, Creating Your Own Window & Capital Allocation: Chris Hyzy’s Playbook

Today’s guest is Chris Hyzy . Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocat...
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Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal
June 5, 2025

Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal

Today’s guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master’s) of Florida State University, we were pleased to host a true Flor...
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