The Investors First Podcast
Booking Overview
Metrics
Episodes: 100
Frequency: Monthly
Rating: 4.9/5.0
Estimated listeners: 1,000 - 10,000
Gender skew: Male
Listener location: USA
Page updated: Nov 4, 2026 · How we check this data
Contact Information
Publicly listed emails
podcast@cfaorlando.org
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Host
Steve Curley - Co-Managing Principal at 55 North Private Wealth and a CFA charterholder.
Chris Cannon - Chief Investment Officer and Principal at FirsTrust, and a CFA charterholder.
Jeff Goll - Head of Capital Markets at Hillpointe and a CFA charterholder.
Pedro Bernal - Managing Director at Foursquare Foundation, an advisory board member with Flock Homes, and a CFA charterholder.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
David Booth - Evidence-based Investing, Financial Research, Portfolio Implementation, Market Behavior, Speculation Versus Investing, Artificial Intelligence, And His Book Stay Calm.
Don Wordell - Value Investing, Small-cap Equities, Active Management, Private Equity, And Investment Opportunities In The Power, Infrastructure, Manufacturing, Cooling, And Data-center Ecosystems Supporting Artificial Intelligence.
Ari Rubin - Tax-efficient Exits For Residential Landlords, 721 Exchanges, Diversification, Real-estate Operations, Liquidity, Fees, Leverage, And The Firm's Partnership Model.
Johnny Hilbrant Partridge - Private-equity Culture, Content Creation, Social-media Platforms, Influencer Strategy, And How Financial Firms Can Use Distinctive Content Instead Of Traditional Advertising.
Mike Pyle - Global Macro Views, Portfolio Construction, Changing Stock-bond Diversification, Hedge Funds, Alternatives, Volatility, Geopolitical Fragmentation, And Structurally Higher Interest Rates.
Recent Topics
Episodes
Roger Bayston, CFA – Tokenization of Traditional Assets
October 15, 2026
Today's guest on the Investors First Podcast is Roger Bayston, CFA. Roger has been with Franklin Templeton since 1991 and has spent more than three decades in the investment industry. Roger holds an undergraduate degree from University of Virginia, and an MBA from UCLA. He is also a CFA Charterholder. Based in Alamo, California, Roger discusses Franklin Templeton's global operations and the firm's growing digital-asset and blockchain capabilities. In this episode, we discuss Franklin Templeto...
David Booth, Dimensional Fund Advisors – The Outsider Who Changed Investing
August 27, 2026
David Booth is one of the most influential figures in modern investing. As the co-founder and Executive Chairman of Dimensional Fund Advisors, he helped bridge the gap between academic finance and real-world portfolio management, transforming decades of research into practical investment solutions for advisors and investors around the world. In this episode, David joins us as he approaches his 80th birthday, celebrates Dimensional's 45th anniversary and more than $1 trillion in assets under m...
The Physical Economy: Where AI Meets Value Investing
August 06, 2026
In today's episode, we welcome Don Wordell, CFA, Chief Investment Officer of Ceredex Value Advisors, an institutional asset manager specializing in value-oriented domestic small, mid and large cap equity strategies. Don has been with the firm since 1996, starting with Ceredex's predecessor firm as a research analyst covering value equity strategies. He became portfolio manager of the Mid-Cap Value Equity strategy in 2001 and portfolio manager of the Small Cap Value Equity strategy in 2023. Do...
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Frequently asked questions
How do I get in touch with The Investors First Podcast?
The Investors First Podcast is hosted by Steve Curley and Chris Cannon. Its publicly listed email is podcast@cfaorlando.org. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
What is the email for The Investors First Podcast?
The publicly listed email for The Investors First Podcast: podcast@cfaorlando.org.
How many listeners does The Investors First Podcast have?
Podseeker estimates The Investors First Podcast reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.
Who is an ideal guest for The Investors First Podcast?
The Investors First Podcast typically books industry leaders. Typical guest background: Senior investment executives, portfolio managers, institutional allocators, economists, policy leaders, financial-services founders, and recognized finance authors or commentators with strong subject-matter expertise and practical market experience. Common among recent guests: Leading an established investment firm or major financial institution; Managing or advising substantial institutional or client assets; Holding senior government or economic-policy positions. Recent guests include David Booth, Don Wordell, and Ari Rubin.
How hard is it to get booked on The Investors First Podcast?
High. It mostly books established leaders in its field.
What topics does The Investors First Podcast cover?
Recent episodes cover Finance, Investing, Portfolio Management, Macroeconomics, and Private Equity. Pitch an idea tied to one of these topics and mention a recent episode.
How does Podseeker get this information?
From public sources and our own research: podcast websites, social profiles, podcast feeds, and our data team. Podcast feeds and episodes are checked daily, and details like contacts, recent guests, and booking difficulty are refreshed regularly.
I host The Investors First Podcast. How do I correct this page?
If something here is out of date, ask us to correct it through Podseeker's contact form at podseeker.co/contact. Our research team reviews every request and updates the listing.
Publicly listed emails
podcast@cfaorlando.org
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