The Investors First Podcast

Steve Curley, Chris Cannon, Pedro Bernal

Booking Overview

This is an interview-focused investment and finance podcast featuring senior investment executives, economists, policy figures, founders, and distinctive finance-industry voices. Agencies could credibly pitch investment strategists, economists, asset allocators, fintech or financial-services founders, and experts on markets, alternatives, tax strategy, and investor behavior; booking is generally high difficulty for top-tier guests but more attainable for established niche experts.

Metrics

Episodes: 100

Frequency: Irregular

Rating: 4.9/5.0

Estimated listeners: 1k-10k

Gender skew: Male

Location: USA

Contact Information

Publicly listed emails

podcast@cfaorlando.org

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Host

Steve Curley - Co-Managing Principal at 55 North Private Wealth and a CFA charterholder.

Chris Cannon - CIO and Principal at FirsTrust and a CFA charterholder.

Pedro Bernal - Managing Director at Foursquare Foundation and an advisory board member with Flock Homes.

Booking Intelligence

Booking Requirements

high

Typical Credentials:

Senior investment professionals, economists, policy leaders, founders and CEOs, asset allocators, financial-services executives, or recognized finance-industry experts with substantive market or investment expertise.

Required Achievements:

Executive leadership at major financial institutions, Government or central-bank economic-policy experience, Founding and scaling an investment, fintech, or financial-services company, Recognized expertise in investing, markets, portfolio construction, or investor behavior, Established public profile through books, media, research, or influential content

Recent Guest Discussions

Ari Rubin - Tax-efficient Exits, 721 Exchanges, Rental-property Diversification, Real-estate Operations, Liquidity, And Fund Structure.

Johnny Hilbrant Partridge - Private-equity Culture, Finance Content Creation, Influencer Platforms, Social-media Strategy, And Marketing For Financial Firms.

Mike Pyle - Macro Investing, Portfolio Construction, Changing Stock-bond Diversification, Hedge Funds, Alternatives, Geopolitical Fragmentation, And Structurally Higher Rates.

Recent Topics

Investing, Finance, Asset Allocation, Economics, Wealth Management

Episodes

Here's the recent few episodes on

The Investors First Podcast

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...

Ari Rubin, Flock Homes – Exchange Fund for Residential Rental Properties

July 09, 2026

In today's episode, we sit down with Ari Rubin, Founder & CEO of Flock Homes, for a deep dive into tax‑efficient exits for residential real estate through 721 exchanges into the Flock Homes fund. Ari was born in Brooklyn, Harvard undergrad, served in the Israeli military, and attended (then left, like many successful entrepreneurs in the Bay area) Stanford University to build Flock full‑time. Based on his background and our offline conversations, it sounds like he is just getting started wit...

Publicly listed emails

podcast@cfaorlando.org

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