Kevin Shea is a Director/Senior Equity Strategist at BNY Mellon, where he focuses on individual security analysis, market structure, and emerging technologies—most notably artificial intelligence. Raised in a blue-collar household in Boston, Kevin learned the value of investing early and carried that discipline through Penn State University and into his professional life. He earned the CFA charter while beginning his career at Merrill Lynch Investment Management, eventually joining BNY Mellon's Equity Advisory Group, a team dedicated to helping wealth clients navigate complex equity markets and fast-moving innovation cycles. In this episode, Kevin joins Steve Curley and co-host Dan Fasciano to break down the state of AI, technology leadership, and the increasing concentration within U.S. equity markets. He explains why today's mega-cap technology firms continue to dominate—highlighting advantages in data scale, free-cash-flow margins, and unparalleled AI investment. The discussion explores whether we are in an "AI bubble," how current valuations compare to the late-1990s dot-com era, and the unprecedented capital-expenditure supercycle underway as companies race to build data-center infrastructure. Kevin also offers a global lens—comparing U.S. and Chinese capabilities, semiconductor constraints, and the geopolitical factors shaping the AI race. The conversation then pivots to how AI is transforming the investment-research process itself. Kevin walks through the tools BNY Mellon and industry analysts increasingly rely on—from ChatGPT and internal models like "Eliza" to AlphaSense, Sentieo, and Claude—and how these systems enable teams to process far more information than ever before. He also discusses how AI-driven productivity may help address demographic and inflation challenges over the long run. The episode closes with a memorable perspective on work ethic, drawing parallels between success in investing and Kobe Bryant's "Mamba mentality," emphasizing that excellence is built on consistent, behind-the-scenes effort. Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Dan Fasciano, CFA (Principal at GW&K Investment Management) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com
In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B in assets. We explore her vision for how personal and economic freedom can shape global investment outcomes. Perth shares her journey from growing up in Beijing to moving to the U.S. at age nine, her early career as a Fidelity advisor, and how those experiences ultimately inspired her differentiated approach to emerging-markets investing. We discuss how she constructs and maintains the FRDM Index, the impact of excluding authoritarian regimes like China and Russia, the wide dispersion across EM index methodologies, and why her strategy has delivered top-tier long-term performance. Perth also walks us through fee decisions, her unique "team of one" operating model, her chance encounter with Rob Arnott and his future support of the Freedom 100 EM ETF, and what it's like partnering with Alpha Architect. This conversation offers a fresh perspective for advisors and investors seeking a freedom-focused approach to global markets. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com More info at: https://freedometfs.com
Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individuals, families, and institutions. Under his leadership since founding the firm in 2006, Mariner has grown from a small startup into one of the largest registered investment advisory (RIA) firms in the United States, with over $500 billion in assets under advisement. With a strong emphasis on client-first service, innovation, and culture, Marty has cultivated a business model that prioritizes holistic financial planning, investment management, and long-term relationship-building. Mariner has been ranked as a top 5 RIA by Barron's from 2016-2024. Beyond his role as CEO, Marty is an advocate for the financial advisory profession and frequently shares insights on entrepreneurship, leadership, and the future of wealth management. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com
Today's guest is Matt Orosz. Matt Orosz is Co-President of Trinity Family Builders, launched in March 2024 by the Orosz brothers in Central Florida. He oversees marketing, sales, land acquisition & operations. Before starting Trinity Family Builders, he co-founded Royal Oak Homes (2011) and Hanover Family Builders (2017), both high-growth companies that were sold—Royal Oak in 2014 and Hanover in 2022 (to Land & Sea Homes, a publicly traded entity). He holds a bachelor's degree from Villanova and an MBA from Rollins College. In today's episode, we discussed: · 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 [CEP + 3] Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Jeff Goll, CFA(Managing Director & Head of Capital Markets at Hillpointe). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com
Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance. Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career. Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles. In today's episode, we discussed: · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a "soft patch" rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing "slow burn" adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast. Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com
Today's guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master's) of Florida State University, we were pleased to host a true Floridian for this episode. We recently hosted Alejandra for our Annual Dinner for CFA Society Orlando and did such a great job, we wanted to have her on the podcast. She joined Ned Davis in 2006 and has been quoted in national media, including Barron's, WSJ, CNBC, and TIME, and is a guest on CNBC, and Bloomberg TV. Prior to Ned Davis, she served as a full-time Professor and also worked in British Parliament as a research assistant. Founded in 1980, Ned Davis Research is an independent investment research firm, offering a variety of research products and services to institutional clients globally. They emphasize a data-driven approach, using models, charts, indicators and a "weight-of-the-evidence" methodology to help clients make informed decisions (Gemini created summary). In this episode, we discuss Alejandra's career as she has been on the economics track at an early age and is practically a lifer at Ned Davis Research, which is rare these days. We discuss all things tariff related, along with her take on current economic data, the risk of stagflation and how investors should best position their portfolios. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Christina Shaffer, CFA (Director of Fixed Income, AllGen Financial) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: www.ndr.com See the Signals Podcast Signal Exchange Podcast NDR Signals Blog
In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size that justifies establishing a family office, and the transition to multifamily offices to manage costs and expand services. The conversation touched on investment management within family offices, the mystique and challenges of maintaining privacy, and the psychological factors, including family dynamics and governance. We also highlighted trends such as technological advancements, charitable involvement, and interest in unique investments like art and collectibles. Furthermore, the discussion emphasized the importance of journalism's role in bringing transparency and information to this evolving sector, with insights into Mike Thrasher's new company, Modus, which focuses on family office content. Mike Thrasher is Founder & Editor of Modus News, a newsletter for family-office professionals. His background includes two stints at Institutional Investor, time with Pensions & Investments as a Senior Reporter, as well as time at WealthManagmeent.com. Our host today are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust). Please enjoy the episode. Follow us on Twitter & LinkedIn.
For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb's career is incredible, with time as a journalist at major news outlets ranging from the Chicago Tribune and San Francisco Chronicle, to the WSJ, and also time at The Street and CNBC. It should be noted that he was born and raised in Florida and attended the University of Miami. Herb's energy and curiosity are up there with anyone we have interviewed in the history of this podcast. In today's episode, we cover a wide range of topics, starting with Herb's successful career as a journalist, how he developed a niche in covering red flags on individual companies, how to use his intel to help mitigate risk, and what are his top red flags today, along with much more. Today's hosts are Steve Curley, CFA (Founder/Co-Managing Principal, 55 North Private Wealth) & co-hostChris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: · Substack: https://substack.com/@herbgreenberg · Site: herbgreenberg.com
For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can't say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 and we thought it would be great to hear his vision for where alternative investing is headed over the next decade. John is a speaker, writer, commentator and frequently keynoting industry conferences and has been featured in the WSJ, NYT, Pension and Investments, Financial Advisor, CNBC and more. John earned a BS in Business Administration from Mary Washington College and is a CFA charter holder, which is how we have known John for so long. In this episode, we discuss past CEO Bill Kelly, miles traveled over the past year, the future of CAIA, liquidity budgets for investors and how to size an allocation to alternatives, the private/public convergence, tokenization of private assets, and more. Today's hosts are Steve Curley, CFA (Founder & Co-Managing Principal of 55 North Private Wealth) & co-host Kevin Laake, CFA, CAIA (Team Lead at Mariner Institutional). Both of us are past Presidents of CFA Society Orlando. It is worth noting that Kevin serves as a Chapter Executive for CAIA Florida, which is why I thought he would be great as a co-host for this episode. Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: · From Vision to Action: CAIA's CEO on Shaping Tomorrow's Industry (https://caia.org/blog/2025/01/14/vision-action-caias-ceo-shaping-tomorrows-industry) · Capital Decanted Podcast (https://caia.org/capital-decanted-podcast) · Caia.org · CFA stackable program (https://caia.org/stackable)
To kick off year six of the Investors First Podcast, today's guest is Tom Lee. Tom is the Managing Partner and Head of Research at Fundstrat Global Advisors, with over 25 years of experience in equity research. Formerly J.P. Morgan's Chief Equity Strategist, he is a top-ranked strategist and you will frequently find him on CNBC. Lee holds a BS in Economics from the Wharton School and is a CFA charter holder. In this episode, we discuss where the S&P 500 will end up in 2025 and areas of the market Tom likes in 2025. Tom discusses bitcoin and how it should be valued relative to gold. We talk about AI and its impact on the market, but more importantly, the importance of ethics as it relates to AI. We also discuss DOGE (which hasn't been discussed since Truman in the 40's), why more basketball players should shoot free throws underhand, and how he developed the granny shots strategy. Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Drew Papke, CFA (Director, Private Bank Investments at Fifth Third Bank). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: · FundSrat: https://fundstrat.com · Complimentary Research: fsinsight.com · Granny Shots: https://fsinsight.com/members/stock-lists/?category=granny-shots-stock-list · Book rec: The Coming Wave (By: Mustafa Suleyman)
Today's guest is Rob Arnott, Founder and Chairman of Research Affiliates, where he actively contributes to research, portfolio management, product innovation, business strategy, and client relations. He co-manages several funds, including the PIMCO All Asset and RAE™ funds. Throughout his career, Rob has challenged conventional financial wisdom and pioneered strategies such as tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach. Before founding Research Affiliates in 2002, Rob was chair of First Quadrant, LP, global equity strategist at Salomon Brothers, and CEO of TSA Capital Management. He has published over 150 articles and won numerous awards, including eight Graham and Dodd Scrolls awarded annually by the CFA Institute. Rob also received the 2013 William F. Sharpe Indexing Lifetime Achievement Award. Rob holds a summa cum laude BS in economics, applied mathematics, and computer science from UC Santa Barbara. (Note: bio condensed by ChatGPT). In this episode, Rob gets us current since he last visited us in Orlando last February, with everything from market returns to the returns impact pre and post-election. We officially welcome Rob as a Florida resident, we discuss the beginning of Research Affiliates, along with indexes dumping stocks and the contrarian launch of his new ETF, NIXT, expected returns, AI and its impact on white-collar professionals, and more. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Javier Perez, CFA (Director, BlackPoint Capital), both of us are Past Presidents of CFA Orlando. Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: Link: Expected Returns Interactive Tool Research Affiliates: https://www.researchaffiliates.com/ NIXT ETF: https://nixtetf.com/etf/
Today's guest is Marlena Lee. Marlena is Dimensional Fund Advisor's (DFA) Global Head of Investment Solutions, leading a team focused on investment thought leadership and client education. She is also a member of DFA's Investment Research Committee. Founded in 1981, DFA is a global asset management firm with ~$800B in assets under management, known for successfully applying academic research to practical investing. Prior to her time at DFA, Marlena served as Co-Head of Research, directing the firm's global research agenda. Marlena was a teaching assistant for Nobel laureate Eugene Fama at the University of Chicago Booth School of Business. She holds a PhD and MBA from Chicago Booth, an MS in agricultural and resource economics, and a BS in managerial economics from UC Davis. (ChatGPT generated Bio) In this episode, we start by covering Marlena's academic journey as a TA with Nobel Laureate Professor Gene Fama at the University of Chicago. We pivot to the investment side with a discussion about the Magnificent 7 and what is driving US market performance, an update on factor investing, a brief history of Dimensional Fund Advisors (DFA), small c(r)ap investing, the use of Russell 2000 as a benchmark and the dwindling number of public names in US markets. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Christina Shaffer, CFA (Director of Fixed Income, AllGen Financial) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Show Notes: https://www.dimensional.com https://www.dimensional.com/hk-en/bios/marlena-lee
Today's guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA's Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework for predicting investment outcomes. Previously, Marko was a Partner and Chief Strategist at Clocktower Group, advising institutional investors. His work is included in the CAIA curriculum and The Palgrave Handbook of Contemporary Geopolitics. Starting as a Senior Analyst at Stratfor, he has lectured at Stanford and Georgetown. Marko holds advanced degrees from the University of Texas and UBC. This is the second time we have had the privilege of hosting Marko, almost 4 years ago on the button. Marko is no doubt one of our favorite guests in the history of this podcast. In this episode, we cover the U.S. election, who will win and what America's foreign policy will look like for Trump or Harris. We discuss the powerful American consumer driven economy, how to position your portfolio, the untapped equity in American's homes, and getting us current on the last 4 years since the last time Marko joined us. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Links: https://www.bcaresearch.com https://www.bcaresearch.com/marketing/geomacro https://www.bcaresearch.com/marketing/report/gmac/what-geomacro/100026 Please enjoy the episode.
Today's guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a CFA charter holder and is a member of CFA Society Philadelphia. In this episode, we start by covering Jeremy's charter holder story. We discuss how he first met Professor Jeremy Siegel while at U Penn and the amazing partnership they have had over the last couple of decades. We also dived into currency hedging in equity markets, the calculus behind launching a new ETF, his podcast and more. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode.
In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves as an adjunct professor of finance teaching Security Analysis at Columbia Business School (since 1993), teaching essentially the same class that Ben Graham started teaching in 1920. Michael is chairman emeritus of the board of trustees of the Santa Fe Institute, a leading center for multi-disciplinary research in complex systems theory. Mauboussin is best known for his influential books like "The Success Equation" and "Think Twice," which explore critical concepts such as the interplay of skill and luck in business and the power of counterintuitive thinking, which we will touch on in this episode. In today's episode, we cover a wide range of topics, including the ongoing public vs. private equity discussion, luck vs. skill as skill increases, stock market concentration, buybacks, valuation and advice for aspiring investment professionals. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com
Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the startup ecosystem. (concise bio courtesy of ChatGPT). In today's episode, we start with Ali's origin story, starting with his time as a baseball player and agriculture major at Cornell, and what led to him eventually saying the internet was his major in college (which you will see on his LinkedIn profile). I have witnessed Ali's differentiated view on investing in person and have enjoyed listening to his firm's approach, which in some cases, they are 1 of 1 in their space. We discuss whether it is better to have capital or a good investment idea first, the democratization of private market investing, funding YouTube creators, and more. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust) Please enjoy the episode. Follow us on Twitter & LinkedIn.
Today we host Dr. Meir Statman, somebody who was extremely productive during the pandemic, which included completing his new book A Wealth of Well Being. For those familiar with his behavioral finance research, Meir needs no introduction. For the rest of you listening, Meir has devoted his entire career to behavioral finance and making better investment decisions. We were fortunate to have the opportunity to host Meir for an event before the pandemic, but this is the first time he has been on our podcast. Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem. It is worth noting that his research has been published in countless reputable academic journals and has been supported by the CFA Institute Reserarch Foundation, the National Science Foundation and the Investment Management Consultants Association (IMCA). In today's episode, we cover the different measures of wealth in a person's life and the case for diversification across the various measures of wealth one can have (financial, social, cultural, among others). We also discuss human capital as a measure of wealth, optimal vs. sensible portfolio management, overspending vs. underspending, self-actualization, and more. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Frank Garcia, CFA (Founder, Frankly Finances). Please enjoy the episode. Follow us on Twitter & LinkedIn. Social Media: LinkedIn Post (and Facebook): New episode w/ Dr. Meir Statman, Professor of Finance at Santa Clara University, hosted by Steve Curley, CFA & Frank Garcia, CFA *Various measures of wealth a person can have *The healing power of multiple forms of wealth *Human capital as a measure of wealth *Optimal vs. sensible portfolio management *Overspending vs. underspending *Self-Actualization Enjoy! Insert link here Twitter Post: New episode w/ Dr. Meir Statman, hosted by Steve Curley, CFA & Frank Garcia, CFA. We discuss personal wealth beyond the numbers (well-being) with the authority on the topic. Show Notes: Santa Clara University: https://www.scu.edu/business/finance/faculty/statman/ New book: A Wealth of Well-Being Office Hours with Professor Meir Statman: A Crash Course in Behavioral Finance
Our guest today is Sion Evans, CFA, Senior Investment Manager at VenCap, one of the longest-established investment management and advisory firms active in the VC industry today. They've made over 500 commitments to venture capital funds in the US, Europe, China and India. In today's episode, Sion gives a masterclass on what the data says about venture capital. We spend a lot of time on the importance of capturing the fund returners, why power laws drive venture returns, and what the global VC & startup landscape looks like today. Our co-hosts today are Frank Garcia, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities. In today's episode, Vikram updates us on what's been a busy three years since he first came on the podcast. We discuss his senatorial campaign in New Hampshire, his unfortunate split at Harvard, and then get into his new book, The Making of a Generalist. He gives a brief overview of the book and then apply his generalist lens to talk about his annual blog post that shares global developments he's keeping an eye on over the next five years. We touch on immigration, the space economy, AI, tensions between US & China, and more. Be sure to check out the show notes for all the related links we discuss in the episode. Our co-hosts today are Chris Cannon, CFA, and myself, Colby Donovan, CFA. Please enjoy the episode. Resources 24 Global Developments to Watch Over the Next Five Years Purchase his book, The Making of a Generalist: An Independent Thinker Finds Unconventional Success in an Uncertain World Read the intro to his book Drill, Baby, Drill! The Kai Guy Show Vikram's Recommendations Grant by Ron Chernow Quantum Supremacy: How the Quantum Computer Revolution Will Change Everything Hardcover Brave New World by Aldous Huxley 1984 by George Orwell Grid Down, Power Up Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Today we host Howard Marks of Oaktree Capital Management. For most of us in the investment community, Howard needs no introduction. He is somebody we have looked forward to hosting for quite some time and I couldn't think of anybody better to kick off year five of the Investors First Podcast. We could go on and on about his track record, whether it be his time at the University of Pennsylvania or the University of Chicago, his firm's investment performance, or his various professional achievements, but we must note that Howard is a fellow CFA charter holder (circa 1975). In today's episode, we cover the various phases of Howard's career. We then discuss the beginning of his time in high-yield debt and how the shift to a risk-return framework for fiduciaries forever changed the investing profession. We also discussed his famous memos and his important thoughts on the Sea Change we are currently experiencing in markets and much more. We are truly grateful for the time Howard offered and he was everything we expected and then some. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust). Please enjoy the episode. Follow us on Twitter & LinkedIn.