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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 professional journey as a first generation college graduate, then working for Goldman Sachs and becoming a serial entrepreneur. We talk about his brief stint in the White House, lessons learned from the experience and why it’s important to control your ego. Then we hear about what he’s most excited about right now: the SkyBridge Bitcoin fund, which was just approved at the start of 2021, and hear why he’s bullish on the space.   Our local co-hosts today are Steve Curley, CFA and Colby Donovan. Please enjoy the episode.    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL        

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 to award individuals who advance fiduciary principles. WealthManagerWeb has named her among the 50 Top Women in Wealth Management. In today’s episode, Tamar explains what led her to spend her career focusing on fiduciary law and what it means to be a fiduciary. We talk about conflicts of interest within the advisory space and what regulatory suggestions she has to help eliminate them. We spend a lot of time around soft topics like trust, honesty and kindness and why we would all benefit more if we focused more on those.   Today’s episode is hosted by Chris Cannon, CFA, Chief Investment Officer at FirsTrust and board member for CFA Society of Orlando. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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 Association. He holds a Ph.D. in Finance from the University of Chicago, MBA from York University and a BA from University of Toronto. Dr. Harvey has published over 125 scholarly articles on a variety of topics and has received many awards, including the following: Most recently, he won the 2020 Quant of the Year Award from the Journal of Portfolio Management. 8 Graham & Dodd Awards/Scrolls for excellence in financial writing from the CFA Institute. 2016 & 2015 Bernstein Fabozzi/Jacobs Levy Award for Best Article from Journal of Portfolio Management for his research on differentiating luck vs. skill. In this episode, we start by discussing how he got into finance and what he is most famous for, his research on the yield curve indicator (including his time at the University of Chicago under Nobel laureate Professor Eugene Fama), which has continued to be powerful in predicting recessions, including the current one. Further, we cover the risk of low interest rates, the expanding balance sheet of the U.S. Government, PPP loans, using gold as a risk against unexpected inflation, and more. Last, we discuss topics from one of the most popular finance courses in the country, Innovation & Cryptoventures, a class he has taught for the past five years, a course that focuses on the mechanics and applications of blockchain technology.   Please enjoy the episode.  Show host: Colby Donovan & Steve Curley, both board members with CFA Society Orlando. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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 recently, Head Performance Coach of the Buffalo Bills. Gio’s academic background includes a Master’s of Education at University of Florida, a Ph.D. from Emory University, and 13+ years as a College Professor at Rollins College. In this episode, we discuss a variety of topics, including the successful traits of Gio’s clients, which includes both well known investors and professional athletes. We also talk about how ordinary investors and investment professionals (and even sales professionals) can train like a professional athlete to perfect their own craft. Our local co-host today is Steve Curley, CFA, President of CFA Society Orlando and Director of Investment Strategy at Eaton Vance WaterOak Advisors. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL   Links: Website: fearlessgolf.com Papers: The Mundanity of Excellence. https://academics.hamilton.edu/documents/themundanityofexcellence.pdf Books: Fearless Golf: https://www.amazon.com/Fearless-Golf-Conquering-Mental-Game/dp/0385511922 Golf Flow: https://www.amazon.com/Golf-Flow-Gio-Valiante/dp/1450434045

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 process of how, when, and why to hedge your portfolio. We also talk about the benefits of a shareholder yield approach, and why he has started to do some private investing in over 200 companies. As we wind down, we have a fun quick Q&A on why he would describe himself as something other than a quant, why he would love to get in on SpaceX’s cap table, and how he loved the Tim Tebow days with the Denver Broncos. Today’s episode is hosted by Colby Donovan, Corporate Finance Associate at Truist Bank, and co-hosted with Chris Cannon, CFA, Chief Investment Officer at FirsTrust and board member for CFA Society of Orlando. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL Resources Discussed: Invest With The House: Hacking The Top Hedge Funds Nobody Wants To Invest In Your Sh*t Overview of the $TAIL ETF

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 Investment Framework for Predicting the Future. In this episode we discuss why investors need to be cognizant of geopolitics for the first time in 40 years, his framework anyone can use to assess the impact of geopolitics, and what his views are on global assets and relations with a Biden administration.  He explains why the median voter in the U.S. has moved to the left and the impact that will have, and what constraints the government will face over the next two years. Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL        

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 education system, and how income sharing agreements work and provide students with an alternative to student loans.  Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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 economy and how finance professionals can thrive in the twenty-first century. Adam explains what the passion economy is, why some of the rules (like turning customers away) are counterintuitive but imperative, and what his career advice is to young professionals. He gives real examples of accountants and financial advisors, which he has an entire episode of his podcast dedicated to.  He finishes by touching on his new company, Three Uncanny Four, and the future of the podcast space. Our guest-host today is Frank Garcia, Co-Chief Investment Officer at Resource Consulting Group and Vice President of CFA Society of Orlando. Please enjoy the episode.    For more information on topics covered into the episode, see the information from a16z below: The Passion Economy and the Future of Work 16 Key Metrics for the Passion Economy Podcast: How the Passion Economy Is Redefining Work   Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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 companies are being underpriced in 2020. He also explains why direct listings may be favorable to the traditional IPO process, and what has led to the popularity of SPACs in 2020. He finishes the episode with what he expects in the rest of 2020 and 2021 with companies like Airbnb, Stripe, and Robinhood all possibly going public. Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.  For more information on topics covered into the episode, see below: IPOs: Presentation: Jay Ritter’s presentation titled Why Don’t Issuers Get Upset About Leaving Money on the Table in IPOs? Podcast: Ben Thompson’s Exponent Podcast on the IPO process Article: WSJ on IPO Market Parties Like It’s 1999   Direct Listings: Podcast: Invest Like the Best with Bill Gurley on why he prefers direct listings to a traditional IPO Podcast: a16z Podcast with Barry McCarthy, former CFO of Spotify (and former CFO of Netflix); and Stacey Cunningham, president of the NYSE, on the process and decision for Spotify to use direct listing. Article: a16z on Direct Listings   SPACs: Podcast: Odd Lots Podcast on Why Blank Check Companies Are The Hottest Thing This Year Podcast: Village Global’s Venture Stories on Everything You Need To Know About SPACs with Anuj Abrol Article: WSJ on Why Finance Executives Choose SPACs: A Guide to the IPO Rival   Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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 Management Strategies to Last a Lifetime. We discuss why investors typically treat taxes as an afterthought, his analogy of taxable and non-taxable investors playing the same game by two different rules, what his thoughts are about how to position your portfolio based on a possible Biden victory in November, and how he perceives the different alternative investments from a tax perspective.  Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL  

Our guest today is Annie Duke, who was previously one of the best poker players in the world and is now a renowned public speaker and best-selling author. Our conversation is all about decision-making and there's no one better to cover the topic than her.  We begin with the topics of tracking error, career risk in the NFL and in finance, and remaining process-focused over time. We then shift to discussing how to fine tune our predictions, ways we can combat memory creep and hindsight bias, and how to structure organizations to make better group decisions. If you enjoy this episode be sure to get her new book, How to Decide: Simple Tools for Making Better Choices, which is available now.   Follow Annie on Twitter at @AnnieDuke and follow her work here. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

Our guest today is Mark Yusko, Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management, which manages close to $2 billion. He is also the Managing Partner of Morgan Creek Digital Assets. Prior to founding Morgan Creek, he was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill.   In this episode we discuss his transition from running UNC’s endowment to starting Morgan Creek with the help of Julian Robertson, why his recent road trip across the country leads him to believe the U.S. recovery is not going well, the benefits from using Twitter, and his elevator pitch to advisors on why bitcoin belongs in everyone’s portfolio.   Our local co-host today is Chris Cannon, CFA, Chief Investment Officer at FirsTrust and board member for CFA Society of Orlando. Please enjoy the episode.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

Our guest today is Morgan Housel, Partner at Collaborative Fund, a former columnist at The Motley Fool and The Wall Street Journal, and arguably the best financial writer of our time. In this episode, we discuss his writing process, his advice to those in the finance industry looking to start or improve their writing, and his new book, The Psychology of Money: Timeless lessons on wealth, greed, and happiness. Some of the topics he touches on include what his goal of personal finance is, how we can use money to make us happier, and the different muscles required to build wealth and maintain wealth. Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.  To read his article that was the original idea for the book, click here. To read his article about tail risk mentioned at the end of the episode, click here. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

Our guest today is John Streur, President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Our episode today focuses on all things Environmental, Social, and Corporate Governance (ESG). We discuss John's background and what led him to his position as CEO of Calvert, the history of ESG investing and how they implement ESG factors into their research, and the difference between exclusionary passive strategies relative to alpha seeking active management strategies. We also discuss ways you can learn more about the ESG space, as well as the new CFA Institute ESG certificate (born out of CFA United Kingdom), which will be helpful for anyone, whether you are an investor, advisor or consultant. Our local co-host today is Steve Curley, CFA, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

Our guest today is Tyrone Ross, CEO of Onramp Invest, a fintech platform designed for the next generation of advisors and investors.   The majority of our conversation today focuses on Tyrone's passion: lifting up Americans out of poverty and expanding the reach of financial education. Tyrone explains why the current state of financial education in schools is lacking and what he is doing to help fix it, why he believes bitcoin will be beneficial to inner city communities, and the exciting platform he is working on with Onramp Invest.  Our guest-host today is Frank Garcia, Co-Chief Investment Officer at Resource Consulting Group and Vice President of CFA Society of Orlando.    You can follow Tyrone on Twitter @TR401 and click here to see and support his work on financial education. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL  

Our guest today is Christine Benz, Morningstar's Director of Personal Finance and recently named one of Barron's 100 Most Influential Women in Finance. As so many people have been put into tough financial circumstances due to COVID, the topic of personal finance is more important than ever. In this episode, we discuss Americans' lack of retirement preparedness, the need for more personal finance education for the demographic advisors don't serve, what she thinks young investors will learn from trading on Robinhood, and if the future of the 60/40 portfolio is dead. Our local co-host today is Steve Curley, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.  You can follow Christine on Twitter @christine_benz, read her work here, and subscribe to her podcast, The Long View. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

If you are a CFA candidate or life-long learner, this episode is for you. Our guest today is Scott Young, who garnered notoriety when he completed MIT's four year computer science program in just 12 months without taking classes, and later wrote the book Ultralearning: Master Hard Skills, Outsmart the Competition, and Accelerate Your Career. To say Scott has become an expert on self-directed learning is an understatement, and in this episode he shares the lessons he's learned that directly apply to you while studying for the CFA exam. He also explains common pitfalls people make while studying. Our local co-host today is Steve Curley, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.    Click here to learn more about Scott and his work. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

Our guest today is Michael Falk, CFA, CRC. Michael is a partner at the Focus Consulting Group. Michael has authored 2.5 books: the 2016 CFA Institute Research Foundation Monograph “Let’s All Learn How To Fish… To Sustain Long-Term Economic Growth”, the 2019 Monograph follow-up “Get to Work… on OUR Future” and he co-authored the 2017 “Money, Meaning and Mindsets.” Our local co-host is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando. In this episode, we discuss Michael’s six deadly sins of investing: 1) we interact too much with our money, 2) we actually think we know more than we do, 3) we do the opposite of what generally works, 4) we do not rebalance properly, 5) we don’t define risk, and 6) we fall for good stories. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

Our guest today is Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital and a New York Times best-selling author of multiple books, including his most recent, The Behavioral Investor.  Daniel is a licensed psychologist who provides a unique lens into decision-making around money. In the episode we discuss why we're not wired to make sound financial decisions, how bear markets truly have a long lasting impact on us, why he believes automating financial decisions is optimal in almost every scenario, and why he believes it's beneficial to have a financial advisor. He also offers advice on how advisors can better coach their clients and even touches on how to encourage your children to learn sound money habits early on.  Our guest-host today is Frank Garcia, Co-Chief Investment Officer at Resource Consulting Group and Vice President of CFA Society of Orlando.    Follow Daniel on Twiter at @DanielCrosby or connect with him on LinkedIn here.   You can subscribe to Daniel’s podcast and purchase his books here. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL  

Our guest today is Rob Roy, Chief Investment Officer at AdventHealth, the largest hospital headquartered in the state of Florida.   In this episode, we take a look at the investment side that powers the largest healthcare system headquartered in Florida. Due to the size of Advent Health, Rob is able to present a unique view of the impact of COVID on both portfolios and the healthcare system, along with possible long-term impacts of COVID on the U.S., supply chains, and potential inflation. He also discusses the impact of religious principles on their investment process.   Our local co-host today is Javier Perez, COO of Commenda Capital and previously the President of the CFA Society of Orlando.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL