Welcome to the Investors First Podcast, a service of CFA Society Orlando. We are here to educate investors, advisors, and consultants in the state of Florida, a state that has historically been a victim to a variety of bad actors and investment schemes due to its’ rapid population growth. The show is designed to have local subject matter experts from our Society’s member base host nationally recognized thought leaders in finance. The Investor’s First Podcast will make YOU a savvy and smart investor, less likely to fall victim to all of the common mistakes people make with their money.
CFA...
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...
Published 11/14/24
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....
Published 10/17/24