
The 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 | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementInvestingBusiness | |||

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
In today's episode, we welcome back Mike Pyle of BlackRock. Mike is a senior leader within BlackRock and a key member of the BlackRock Investment Institute (BII), where he helps shape the firm's global macro views and portfolio construction framework... more
In today's episode, we have Danny Jenkins, who is the CEO and Co-Founder of ThreatLocker, a rapidly growing cybersecurity firm focused on Zero Trust endpoint protection. With over 20 years in cybersecurity and a background in ethical hacking, Danny i... more
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Well worth a listen. This podcast is is educational and entertaining!!
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.
The guests and content are great! Keep up the good work.
Great content from the guests and the hosts.
Investors First Podcast is awesome. Great Guests and great Interviews!
Key themes from listener reviews, highlighting what works and what could be improved about the show.










Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The show centers on in-depth conversations with senior finance professionals, policymakers, and industry leaders about macroeconomics, investing strategy, financial markets, and emerging risks. Episodes frequently explore asset allocation, ETF and systemic trends, the impact of policy and regulation, and practical insights for wealth management and advisory professionals. A standout trait is consistently strong emphasis on fiduciary duty, data-driven insights, and real-world applications—from macro framework discussions at global institutions to hands-on topics like tax efficiency, cybersecurity, and housing market dynamics. Listeners are likely investors, RIAs, and professionals seeking actionable perspectives from seasoned practitioners a... more
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The Investors First Podcast launched 6 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.
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Recent guests on The Investors First Podcast include:
1. Ari Rubin
2. Johnny Hilbrandt Partridge
3. Mike Pyle
4. Danny Jenkins
5. Brent Sullivan
6. Joe Davis
7. Perth Tolle
8. Matt Orosz
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.