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The Investors First Podcast

CFA Society Orlando
Venture Capital
China
Wealth Management
Artificial Intelligence
Private Equity
ETF
CFA
Valuation
Investment Management
Blackrock
Wisdomtree
U.S. Elections
ESG Investing
Family Offices
Emerging Market Index
Market Concentration
Interest Rates
S&P 500
Value Investing
Daffy

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

PublishesMonthlyEpisodes100Founded6 years ago
Number of ListenersCategories
ManagementInvestingBusiness

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Artwork for The Investors First Podcast

Latest Episodes

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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Recent Guests

Ari Rubin
founder and CEO of Flock Homes
Flock Homes
Episode: Ari Rubin, Flock Homes – Exchange Fund for Residential Rental Properties
Johnny Hilbrandt Partridge
Creator/performer of the PE Guy character
Content creator focused on private equity humor
Episode: The PE Guy, Unfiltered (Mostly)
Mike Pyle
Executive at BlackRock, former Global Chief Investment Strategist and member of BlackRock Investment Institute
BlackRock
Episode: Mike Pyle, BlackRock – White House to Wall Street, An Allocator's Perspective
Danny Jenkins
CEO and co-founder of ThreatLocker
ThreatLocker
Episode: Danny Jenkins, ThreatLocker – Zero Trust Cybersecurity
Brent Sullivan
Founder of the Tax Alpha Insider; organizer of Basis Northwest conference; former Parametric software engineer
Tax Alpha Insider
Episode: Brent Sullivan, Tax Alpha Insider – Tribology of Tax Alpha
Joe Davis
Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard
Vanguard
Episode: Joe Davis, Vanguard – An Economist Crossing the T
Perth Tolle
Founder of the Freedom 100 Emerging Market Index
Freedom ETF
Episode: Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor
Matt Orosz
Co-president of Trinity Family Builders
Trinity Family Builders
Episode: Matt Orosz, Trinity Family Builders – Current State of Housing & Homebuilders
Alejandra Grindal
Chief Economist for Ned Davis Research Group
Ned Davis Research Group
Episode: Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal

Hosts

Steve Curley
Co-managing principal at 55 North Private Wealth; CFA Society Orlando member; co-host with broad experience in private wealth and investment management.
Chris Cannon
CIO principal at FirsTrust; co-host with emphasis on investment strategy and fiduciary guidance.

Reviews

4.8 out of 5 stars from 76 ratings
  • Loving this podcast!!

    Well worth a listen. This podcast is is educational and entertaining!!

    Apple Podcasts
    5
    Poppy@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 Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • Great Podcast!

    The guests and content are great! Keep up the good work.

    Apple Podcasts
    5
    IPA attendee
    United States4 years ago
  • Great material

    Great content from the guests and the hosts.

    Apple Podcasts
    5
    Lijygr
    United States5 years ago
  • Best Investment Podcast in the South!

    Investors First Podcast is awesome. Great Guests and great Interviews!

    Apple Podcasts
    5
    GoGators123!!!
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The content is described as informative for investors seeking to enhance strategies and wealth-building knowledge.
Many appreciate practical investing guidance and in-depth interviews with industry leaders.
Listeners praise the show as educational and entertaining, with strong guest lineups.

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Talking Points

Recent interactions between the hosts and their guests.

Ari Rubin, Flock Homes – Exchange Fund for Residential Rental Properties
Q: How do you compare Flock's 721-based approach to a traditional Delaware DST in terms of fees and liquidity?
Flock eliminates many intermediaries and associated fees typical of DSTs, offering lower ongoing costs, simpler structure, and a clearer path to liquidity through quarterly distributions and potential earlier liquidity, with reduced or no boot concerns, making it a more seamless exit for retiring property owners.
Ari Rubin, Flock Homes – Exchange Fund for Residential Rental Properties
Q: Can you walk us through the main steps a client goes through to contribute their property into the Flock fund?
A client brings an asset, undergoes a preliminary valuation and due diligence, then inspection and potential valuation adjustments before acquiring the asset and issuing shares in the partnership; the mortgage is paid off, the contributor exits title responsibilities, and the client begins receiving quarterly cash flow with the option to redeem portions after a set period.
Ari Rubin, Flock Homes – Exchange Fund for Residential Rental Properties
Q: What were your thoughts on Basis Northwest and its relevance to this discussion?
Basis Northwest highlighted the growing focus on tax-efficient approaches to real estate and the opportunity to shift attention toward real assets like residential housing, which informs Flock's strategy of offering a scalable, exchange-based path that reduces liquidity constraints and allows investors to diversify away from concentrated real estate positions.
The PE Guy, Unfiltered (Mostly)
Q: End of episode question. If you could interview anyone dead or alive, who would you pick and why?
I'd choose Catherine O'Hara for her comedic genius and a Will Ferrell or Jim Carrey for their ability to blend humor with character work; Will Ferrell might be the more grounded contrast to Carrey's method acting.
Mike Pyle, BlackRock – White House to Wall Street, An Allocator's Perspective
Q: How did your background in government influence your approach to macro investing and policy interpretation in financial markets?
Mike explains that interpreting policy signals while in government gave him a unique barometer for how policy impacts markets, and the CFA journey served as a formal proof point that he could learn and apply complex material to investing.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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?

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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1. Excess Returns
2. The Meb Faber Show - Better Investing
3. The Real Eisman Playbook
4. Animal Spirits Podcast
5. RiskReversal Pod

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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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What guests have appeared on The Investors First Podcast?

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

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