The Investors First Podcast
CFA Society OrlandoThe award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer's, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you ... more
| Publishes | Monthly | Episodes | 99 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingManagement | |||
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Latest Episodes
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 household in Boston, Kevin le... more
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 shape global investment ... more
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 firm in 2006, Mariner has g... more
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 Trinity Family Builders,... more
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Reviews
- Loving this podcast!!
Well worth a listen. This podcast is is educational and entertaining!!
Apple Podcasts5Poppy@davedubeau
United Kingdom7 months ago - Super informative!
This podcast is a must listen for anyone looking to enhance their investing strategies and build wealth to achieve financial freedom. The CFA Society Orlando team is fantastic and each episode is highly informative.
Apple Podcasts5maddie@podcastingyou
United States4 years ago - Great Podcast!
The guests and content are great! Keep up the good work.
Apple Podcasts5IPA attendeeUnited States4 years ago - Great material
Great content from the guests and the hosts.
Apple Podcasts5LijygrUnited States4 years ago - Best Investment Podcast in the South!
Investors First Podcast is awesome. Great Guests and great Interviews!
Apple Podcasts5GoGators123!!!United States4 years ago
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Apple Podcasts | #65 |  Denmark/Business/Investing |
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Frequently Asked Questions About The Investors First Podcast
What is The Investors First Podcast about and what kind of topics does it cover?
Focused on providing deep insights into the world of finance and investment, this podcast features conversations with prominent figures such as CEOs, investment strategists, and financial experts. Episodes often explore timely topics affecting the financial landscape, aiming to educate both investors and investment professionals. Discussions may cover a wide range of subjects including economic trends, innovative investment strategies, and best practices for managing assets effectively. The unique blend of expertise and the commitment to fostering informed dialogue around financial decision-making set this podcast apart, making it a valuable resource for anyone looking to enhance their understanding of finance and investment. Listeners can ... more
Where can I find podcast stats for The Investors First Podcast?
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How many listeners does The Investors First Podcast get?
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What are the audience demographics for The Investors First Podcast?
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How many subscribers and views does The Investors First Podcast have?
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Which podcasts are similar to The Investors First Podcast?
These podcasts share a similar audience with The Investors First Podcast:
1. The Meb Faber Show - Better Investing
2. Invest Like the Best with Patrick O'Shaughnessy
3. Masters in Business
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Long View
How many episodes of The Investors First Podcast are there?
The Investors First Podcast launched 6 years ago and published 99 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Investors First Podcast?
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Where can I see ratings and reviews for The Investors First Podcast?
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How do I access podcast episode transcripts for The Investors First Podcast?
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What guests have appeared on The Investors First Podcast?
Recent guests on The Investors First Podcast include:
1. Perth Tolle
2. Matt Orosz
3. Alejandra Grindal
4. Mike Thrasher
5. Tom Lee
6. Marko Papic
7. Jeremy Schwartz
8. Michael Mauboussin
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.