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 | 100 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessManagement | |||
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Latest Episodes
David Booth is one of the most influential figures in modern investing. As the co-founder and Executive Chairman of Dimensional Fund Advisors, he helped bridge the gap between academic finance and real-world portfolio management, transforming decades... more
In today's episode, we welcome Don Wordell, CFA, Chief Investment Officer of Ceredex Value Advisors, an institutional asset manager specializing in value-oriented domestic small, mid and large cap equity strategies. Don has been with the firm since 1... more
In today's episode, we sit down with Ari Rubin, Founder & CEO of Flock Homes, for a deep dive into tax‑efficient exits for residential real estate through 721 exchanges into the Flock Homes fund. Ari was born in Brooklyn, Harvard undergrad, served in... more
In today's episode, we welcome the PE Guy, whose real name is Johnny Hilbrant Partridge. The PE Guy character was started in early 2025 after capitulating from years of ridiculous travel and lifestyle stories from folks in finance, but particularly, ... more
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Reviews
- Loving this podcast!!
Well worth a listen. This podcast is is educational and entertaining!!
Apple Podcasts5Poppy@davedubeau
United Kingdoma year 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 States5 years ago - Great material
Great content from the guests and the hosts.
Apple Podcasts5LijygrUnited States5 years ago - Best Investment Podcast in the South!
Investors First Podcast is awesome. Great Guests and great Interviews!
Apple Podcasts5GoGators123!!!United States5 years ago
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Apple Podcasts | #176 |  Germany/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?
A finance-focused interview series featuring investment professionals, portfolio managers, and industry researchers who discuss current market themes, investment strategies, and the evolving landscape shaped by policy, technology, and economic shifts. Episodes frequently center on value investing, macro outlooks, real assets, tax-aware investing, and the practicalities of running investment businesses or wealth management practices. Notable throughlines include AI's impact on investing, active vs. passive management, regulatory and housing policy considerations, and real-world applications of sophisticated financial techniques for high-net-worth households and institutional-like audiences. The show tends to attract curious professionals see... more
Where can I find podcast stats for The Investors First Podcast?
Rephonic provides a wide range of podcast stats for The Investors First Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Investors First Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
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. Excess Returns
2. The Meb Faber Show - Better Investing
3. Masters in Business
4. Invest Like the Best with Patrick O'Shaughnessy
5. Alpha Exchange
How many episodes of The Investors First Podcast are there?
The Investors First Podcast launched 7 years ago and published 100 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. Don Wordell
2. Ari Rubin
3. Johnny Hilbrandt Partridge
4. Mike Pyle
5. Danny Jenkins
6. Brent Sullivan
7. Joe Davis
8. Perth Tolle
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.