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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 a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
 
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This podcast is produced in conjunction with Prospection Medical data on patients and their treatments forms highly complex data sets that need specialist software to decode and examine. Among the few organizations that can address the challenges of medical information is Prospection, an Aussie business that works with clinicians, pharmaceutical co…
 
Our guest today is Jason Zweig. Jason has been a Columnist for the Wall Street Journal (WSJ) since 2008, writing the Intelligent Investor Column. Jason is on a short list of people globally that advocate for individual investors on a weekly basis and is somebody that embodies the spirit of The Investors First Podcast (putting investors first). Befo…
 
This podcast is produced in conjunction with NGINX. From its earliest incarnations as the first serious challenger to the Apache web server, NGINX has become the go-to platform for modern applications, used for app management, API mediation, proxying, load-balancing, security, and more. This podcast is the audio-only version of the fireside chat, h…
 
Our guest today is Eric Sim. The header on his LinkedIn profile shows a banker, lecturer, speaker and writer, but he is actually much more. Eric is a proponent of the portfolio career, a topic for which he has become a thought leader and the most followed CFA charter holder globally with almost 3 million followers on LinkedIn. Based in Singapore, E…
 
This podcast is produced in conjunction with Wipro. When organisations make an investment in technology or an IT transformation, the decision to do so should be based on a mixture of business strategy and technical knowledge. In either arena, it's always a positive thing to bring in an outside, objective view of what's needed, and why. Our guest in…
 
As cyber criminals evolve their methods, a zero-trust framework can help prevent a goodly number of attacks by ensuring users, applications, and devices are allowed to even begin interacting with protected system. Then, after being admitted (with minimum privileges), the framework checks again and again, at every point of interaction, to make sure …
 
The guys consider whether their days of procreating are behind them, discuss the value of their phalanges, and plot to infiltrate a high school prom. Want more content? Have you checked out our Patreon feed yet? Get bonus shows, funny videos, and more by visiting our feed on Patreon.com. Check it out at https://www.patreon.com/ourbesteffort. Are yo…
 
Our guest today is Drew Dickson, founder of Albert Bridge Capital and CIO of the Alpha Europe funds. Our conversation today focuses on Drew’s application of behavioral finance and fundamental analysis. We start with his time at the University of Chicago and learning from people like Merton Miller, Gene Fama and Richard Thaler, and then hear how he …
 
Our guest today is Anthony Zhang, co-founder and CEO of Vinovest, the first of its kind investment platform where individual investors of all kinds can own fine wine (investment grade). He dropped out of the University of Southern California at the age of 20 when he was selected for the prestigious Thiel Fellowship, a two-year program that provides…
 
The internet's original designers didn't consider the medium's use for crime; unfortunately, that's the reality we all face every day online. This podcast looks at some of the cybersecurity issues facing companies doing business digitally. Our guest is Aaron Bugal, Global Solutions Engineer at Sophos, one of the world's leading cybersecurity compan…
 
Our guest today is Eric Clarke, Chief Executive Officer for Orion Advisor Solutions (Orion). Eric is shaping the future of advice delivery with the organization's brand entities (fintech and investment management solutions), which include Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments and Brinker Capital Investments. Eric is a thoug…
 
This podcast is produced in conjunction with SUSE In this episode of the Tech Means Business podcast we look at the edge, and really dig into how it's best defined and used by organizations. Edge computing environments are often characterized by the prevalence of IoT or IIoT devices, so any discussion about edge usually involves talking about app d…
 
Our guest today is Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He has authored articles on financial topics in almost every major financial publication and his awards are too many to list. He received his Ph.D. from University of Chicago while learning under Nobel Laureate Gene Fama. Notably, hi…
 
Back in the day, a small company called Citrix started pushing technology that allowed computers, and what became their desktops, to be reached and controlled remotely. Initially, the concept was treated as backwards-looking, harking back to the days when mainframes were addressed by thin clients. From being the CEO of Citrix, Mark B. Templeton has…
 
Our guest for this episode, is Bill Kelly, CEO of the CAIA Association, a position he has held since 2014. Previously, Bill was the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Management. He is a tireless advocate for shareholder protection and investor education and a frequent industry speaker, writer, an…
 
Gerard O’Reilly serves as Co-Chief Executive Officer and Chief Investment Officer of Dimensional Fund Advisors LP and has been with Dimensional since 2004. Since joining the firm, Gerard has been instrumental in the evolution of Dimensional’s systematic approach to creating and implementing investment solutions. He is Co-Chair of the firm’s Investm…
 
The great promise of containerized applications and services is one of true platform agnosticism. Microservices are quick to spin up, knit together, and scale, are less resource-intensive than full-blooded virtual machines and can be deployed on hybrid infrastructure as easily as on a single bare metal instance. As organizations start to explore th…
 
"Hybrid work is here to stay." So says Brett Wilson, Chief Operating Officer – Infrastructure & Risk at Interactive, an Australian company specialising in remote working, business continuity, protection, and general operational resilience. In this podcast, host Joe Green talks to Brett about how the shape of work is changing, how it's changed since…
 
This podcast is produced in conjunction with SAP Many of the world's enterprise-scale businesses and organizations run on software from SAP. The company produces one of the best-known ERP (enterprise resource planning) solutions today, where smart software helps companies with every aspect of their operations, from accounts, HR, operations, busines…
 
Our guest today is Jerry Parker, Chairman and Chief Executive Officer of Chesapeake Capital and long-time trend-follower. In this episode we start by going back to Jerry’s days as a “Turtle Trader” under Richard Dennis and the lessons he learned from the experience. We walk through some of the keys to trend-following, what 2020 looked like from his…
 
This podcast is produced in conjunction with McAfee With almost every organization on the planet now making at least some use of cloud computing, how are they protecting those remote operations and their data from a cyber-attack? McAfee has transitioned from a provider of antivirus software on desktops to a device-to-cloud cybersecurity company. It…
 
In an internet environment that's seen the deterioration of privacy over the last few years especially, there are various methods people and businesses can use to stop sensitive information being leeched away. Some of them -- like setting up a VPN tunnel -- are difficult to achieve in ways that are scalable and reliable. This episode's guest, Seven…
 
Giant stadiums and local sports grounds all over the world lie empty with sports men and women competing to no audience at all, in most cases. Can tech save sport? Steve Madincea of Fantastec thinks so. His company is behind a digital memorabilia trading platform that's powered by blockchain, and he has plenty more projects at different stages of c…
 
Our guest today is Dr. Vincent Milhau, who is a Research Director of the EDHEC-Risk Institute. Vincent is in charge of several research projects at the Institute in the fields of portfolio optimization and asset allocation for institutional and individual investors. Most of these projects are funded by large industry players interested in the lates…
 
This episode looks at one of technology's less-regarded aspects, but one that needs quickly to be given a whole lot more attention: the sustainability of the tech we use, and our approaches and attitudes to achieve a greener, yet more technologically advanced future. When your organization starts its next procurement round for a desktop or data cen…
 
Bill Brewster, CFA is the Founder and Portfolio Manager of Sullimar Capital Group. Bill hosts the popular podcast, The Business Brew, and is also a co-host on the very popular series, Value After Hours, with Tobias Carlisle and Jake Taylor. In today’s episode, Bill starts by explaining his windy road to be the value investor he is today. Then we sp…
 
The guys discuss the subtleties of the criteria for participation in RuPaul's Drag Race and discuss whether it's safe to "trust the science" on the Covid-19 Vaccine. Plus, John reveals a deep secret. Want more content? Have you checked out our Patreon feed yet? Get bonus shows, funny videos, and more by visiting our feed on Patreon.com. Check it ou…
 
This podcast is produced in conjunction with Nuage Networks from Nokia Connectivity is a business imperative and is one of the first things companies plan when they open a new store, branch office or far-flung outpost. It's a whole lot easier to get connected these days, too, but once an organization is linked up, how is that connection best optimi…
 
Our guest today is Mike Welker, CFA, CEO and Chairman of the Executive Committee at AndCo Consulting. In today’s episode, we begin with Mike’s background, hearing how playing basketball at Rollins College brought him from Indiana to Central Florida. Mike shares the story of how he joined AndCo soon after the firm was founded in the early 2000’s and…
 
The guys talk about what the future holds for America's favorite 80's kids television host and explore the world of online dating for those of us with "niche" tastes. Want more content? Have you checked out our Patreon feed yet? Get bonus shows, funny videos, and more by visiting our feed on Patreon.com. Check it out at https://www.patreon.com/ourb…
 
IIoT (the industrial internet of things) is already changing the face of manufacturing, utilities and heavy industry. But here and in more white-collar settings, deploying even simple, system-on-chip devices is difficult at scale. In this episode of Tech means Business, we talk to Hima Mukkamala, CEO of Pelion, a spin-off from the chip company that…
 
Our guest today is Anthony Scaramucci, founder and Co-Managing Partner of SkyBridge Capital. In November 2016, Mr. Scaramucci was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee and served as the White House Communications Director for a brief period in July 2017. In this episode, we discuss his professio…
 
IT professionals have thick skins that deflects most marketing, especially when it comes to AI. After all, your phone apparently uses AI to frame the perfect picture (really?) and your TV knows and adapts to your taste in viewing thanks to "advanced machine learning" (nope). So selling AI into ITops must be an uphill struggle. But with the right me…
 
Our guest today is Professor Tamar Frankel, a long-time member of the Boston University School of Law faculty who writes and teaches in the areas of fiduciary law, corporate governance, mutual funds and the regulation of the financial system. In 2013, the Institute for Fiduciary Standard established the annual Frankel Fiduciary Prize in her honor t…
 
The technology press is full of references to "stampedes to the cloud" and other, assorted hyperbole. What's undeniable is that although cloud may not be ideal for your use-case, all the latest DevOps tooling is focused towards cloud. If you want hybrid, multi-cloud or vanilla on-premise deployments and still need all the latest and greatest K8s, R…
 
Our guest today is Dr. Campbell R. Harvey, who for the past 35 years has served as Professor of Finance at Duke University. Professor Harvey has also served as Partner/Senior Advisor to Research Affiliates, LLC and Advisor to Man Group. He served as Editor of the Journal of Finance from 2006 to 2012 and as the 2016 President of the American Finance…
 
In addition to the private and public sectors, there's the charity sector. Giving to needy causes is getting easier online and in person, thanks to technology like TapSimple's. In this episode of the Tech Means Business podcast, we talk to Tom Montague, co-founder of the company. After graduating in Bristol (Hybrid News Group's home city), Tom star…
 
Our guest today is Dr. Gio Valiante, Sports Psychologist and Performance Coach to professional athletes and investors. Gio has a fascinating background, which includes a 5 year stint at Point 72 with Steve Cohen (many know Steve and Gio’s dynamic via the hit show Billions on Showtime), 10+ years of coaching pro golfers on the PGA Tour, and most rec…
 
Our guest today is Meb Faber, Founder & Chief Investment Officer at Cambria Investment Management. He also hosts one of the top investment podcasts called The Meb Faber Show. In this episode, talk about Meb’s quantitative approach to investing, embracing both value and trend following. We dive into one of his funds, $TAIL, and the entire thought pr…
 
We're back!!! The guys discuss stories from their upbringing involving wheelchairs, Planned Parenthood, home schooling, and cocaine. Plus, Elliott passionately makes his case for outlawing Christmas music before Thanksgiving. Want more content? Have you checked out our Patreon feed yet? Get bonus shows, funny videos, and more by visiting our feed o…
 
This podcast is produced in conjunction with Cisco Cybercriminals never let up. Even schools and hospitals remained targets at the height of the coronavirus pandemic. For most people, working at home was the reality of their year, and as Kerry confirms, most organizations will be adopting a much more generous working-from-home stance from 2021. The…
 
Buy a computer chip with some serious "grunt" and you go for Intel, right? Or AMD, perhaps more likely, these days. In whichever case, it's x86 architecture. That's what data centers and clouds run on, after all — these are the serious computers for grown-ups. The little voice you hear, however hails from Cambridge, UK, a little company called ARM,…
 
Our guest today is Marko Papic, Partner and Chief Strategist of Clocktower Group, an alternative investment management firm based in California. In 2011, he founded BCA Research's Geopolitical Strategy practice, the world's only dedicated investment consultancy focused on political analysis. He also recently wrote the book, Geopolitical Alpha: An I…
 
Nuance Communications is on a mission to put the human voice at the heart of every organization! Forget what you think you know about voice assistants and those hopelessly dumb 'bots you run into when you call into some companies. Nuance is a company that pretty much invented voice recognition and voice-to-text back in the days when such tech was s…
 
Our guest today is Austen Allred, co-founder & CEO of Lambda School, which provides students a computer science education funded by an Income Share Agreement (ISA). Lambda School recently raised $74M, valuing the company at over $150M. In this episode we discuss the structure of Lambda School's year-long program, the current issues within the educa…
 
Our guest today is Adam Davidson, the CEO of the podcast company Three Uncanny Four and author of The Passion Economy: The New Rules for Thriving in the Twenty-First Century. Adam is known for co-founding NPR’s Planet Money, one of the first and most popular business and economics podcast to this day. Our conversation today focuses on the passion e…
 
Just a few short years ago, technologists were predicting that smart algorithms could determine our tastes and perhaps suggest other goods or services we might buy! Now, with that type of technology a reality, what's the next logical step, and where does that leave our rights to privacy? Who owns our data? Is privacy a human right? How do companies…
 
Our guest today is University of Florida Professor Jay Ritter, who is known as “Mr. IPO” for his work on initial public offerings. He received his BA, MA, and PhD degrees in economics and finance from the University of Chicago. In this episode, we discuss all things IPO. Professor Ritter gives an overview of the IPO process and why so many companie…
 
Our guest today is Stuart Lucas, founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises. He also co-founded the University of Chicago's Private Wealth Management program, now in its fourteenth year. Our conversation today focuses on his book, The Taxable Investor’s Manifesto: Wealth Manage…
 
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