About

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.

CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. Our membership is centered around the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program successfully earn the CFA charter. Successful candidates take an average of four years to complete the program.

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