CFA Society Orlando

New episode with Brent Sullivan (@TaxAlphaInsider) of The Tax Alpha Insider, hosted by Steve Curley, CFA, CFP and Chris Cannon, CFA (@CC_Rock). • Householding and asset location strategies • Direct indexing to tax-aware long/short • ETF innovation and evolving structures • Tax Alpha as a volatility buffer • The launch of the Basis Northwest conference in Seattle Enjoy: investorsfirstpodcast.com/brent-sullivan…

New episode w/ Joe Davis of Vanguard (@Vanguard_Group), hosted by Steve Curley, CFA & Chris Cannon, CFA (@CC_Rock). We discuss: *Vanguard’s 50+ year history as an innovator *The firm’s large & under-the-radar research group *New CEO Salim Ramji *Active/Passive breakdown in fund lineup *Impact of AI on markets, expected returns, Fed independence, & potential market scenarios Enjoy! investorsfirstpodcast.com/joe-davis-vang…

What an incredible night at the 2026 CFA Society Orlando Annual Dinner! Thank you to everyone who joined us to celebrate our community and connect with fellow finance and investment professionals. We first got to know Tom Lee, CFA, of Fundstrat Global Advisors, @fundstrat & @FundstratCap, when he joined us as a guest on our Investors First Podcast early last year. We were thrilled when he agreed to return as our keynote speaker for this year’s Annual Dinner. Tom’s market outlook and engaging insights made for a standout program, and we’re grateful to him for sharing his perspective with our members and guests. If you’d like to revisit Tom’s full conversation on our podcast, you can find the episode here: investorsfirstpodcast.com/tom-lee-fundst… Thank you again to our members, guests, partners, and supporters for making the evening so special.

New episode with Rick Rieder (@RickRieder) of BlackRock (@BlackRock), hosted by Steve Curley, CFA & Chris Cannon, CFA (@CC_Rock). We discuss Rick’s origin story, gambling vs. investing, his passion for sports, go anywhere yield strategy & leaning on big tech for big ideas. 🎧 Listen here: investorsfirstpodcast.com/rick-rieder-bl…

New episode w/ Perth Tolle (@Perth_Tolle), Founder of Life & Liberty Indexes, hosted by Steve Curley, CFA & Chris Cannon, CFA (@CC_Rock). We discuss launching your own ETF, using freedom as an investment factor, excluding authoritarian regimes like China and Russia, her early days as a one-person team, and much more. Listen here: investorsfirstpodcast.com/perth-tolle-li…

🎙️ New episode with Marty Bicknell (@MartyBicknell) of Mariner (@AccessMariner), hosted by Steve Curley, CFA & Chris Cannon, CFA (@CC_Rock). We dive into: • How Mariner scaled to $500B+ AUA • Marty’s evolution from rainmaker to CEO • M&A strategy & current market multiples • Building multiple verticals under one roof • Organic growth vs. competitors • Investing in human capital 🎧 Listen here: investorsfirstpodcast.com

New episode from CFA Society Orlando: Matt Orosz, Co-President of Trinity Family Builders — hosted by Steve Curley, CFA, CFP® & Jeff Goll, CFA. We discuss: - Matt’s curiosity, passion for homebuilding, & background in the industrial side of CRE - Public vs. private homebuilders - First-time buyers, market shifts, price points, affordability & rate buydowns (a gimmick?) - Market forecast, build-to-rent trend & regulatory headwinds - How the brothers run their family office (their investment allocation) - Orosz family history, giving back & the success of Cristo Rey Orlando High School - Advice for young professionals (hint: CEP + 3) Enjoy! investorsfirstpodcast.com #RealEstate #Homebuilding #CapitalMarkets #Leadership #Entrepreneurship

🎧 New episode of the Investors First Podcast featuring Chris Hyzy, CIO of @MerrillLynch & @BofAPrivateBank — hosted by Steve Curley, CFA, CFP & Steven Rogers, CFA. We cover: • Chris’s competitive roots as an athlete & coach • His investment process as CIO • Why he values the CFA designation • Absolutes vs. probabilities in forecasting (spoiler: soft patch ahead) • Public vs. private market opportunities • CRE: Office market evolution & repositioning • Advice for young pros (hint: stay curious!) • …and interviewing Babe Ruth & Lou Gehrig!? 🎙️ Listen now: investorsfirstpodcast.com/coaching-creat…

🚨 New Episode of the Investors First Podcast We’re joined by Alejandra Grindal (@AleGrindal), Chief Economist at Ned Davis Research (@NDR_Research), for a timely discussion on global economic trends. Hosted by Steve Curley, CFA & Christina Shaffer, CFA, the episode dives into: • The real impact of tariffs on the global economy • Why stagflation is back in the conversation • Which economic data matters most right now • How investors should be thinking about portfolio positioning amid uncertainty 🎧 Listen now: investorsfirstpodcast.com #InvestorsFirst #Economy #Stagflation #Markets #NDR #FinancePodcast

New episode w/ Mike Thrasher (@Mike_Thrasher), Founder of Modus News (@ModusNewsletter), hosted by Steve Curley, CFA & Chris Cannon, CFA (@CC_Rock). We discuss all things related to family offices; when to create one (size needed), the mystique surrounding them, their rapid growth, tech trends, private market. Enjoy! investorsfirstpodcast.com/mike-thrasher-…

New episode w/ Herb Greenberg (@herbgreenberg) of Red Flags Newsletter, hosted by Steve Curley, CFA & Chris Cannon, CFA (@CC_Rock), talking all things red flags, which companies currently have excess risk, his amazing career as a journalist at CNBC, WSJ, The Street, etc. and much more. Enjoy! investorsfirstpodcast.com/herb-greenberg…

New episode w/ John Bowman, CFA (@BowmanJohnL) of @CAIAAssociation, hosted by Steve Curley, CFA & Kevin Laake, CFA, CAIA. We discuss w/ new CEO of CAIA Association what alternative investing will look like in 2035, private/public convergence, tokenization of private assets and more. Enjoy! investorsfirstpodcast.com/john-bowman-ca…

New episode w/ Tom Lee, CFA (@fundstrat) of @FundstratCap, hosted by Steve Curley, CFA & Drew Papke, CFA. We discuss a 2025 price target for the S&P 500, areas of public markets Tom likes in 2025, digital assets relative to gold, DOGE, and Granny Shots. Enjoy! investorsfirstpodcast.com/tom-lee-fundst…

New episode w/ Rob Arnott of Research Affiliates (@RA_Insights), hosted by Steve Curley, CFA & Javier Perez, CFA. We discuss Florida, Research Affiliates launch post Tech Bubble, new ETF NIXT, AI & its impact on white-collar professionals & expected returns. Enjoy! investorsfirstpodcast.com/rob-arnott-res…

📢 Start 2025 on the Right Foot! Join CFA Society Orlando for a breakfast event on January 15 featuring Jack Manley, Global Market Strategist with @JPMorganAM's Global Market Insights Strategy Team. Jack will lead an interactive discussion about the market outlook as we head into 2025. Don’t miss this opportunity to gain valuable insights and connect with fellow professionals. 🔗 Register here: cvent.me/Mm1xlQ