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The Investors First Podcast

Aug 27, 2020

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”...


Aug 20, 2020

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...


Aug 13, 2020

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...


Aug 6, 2020

Our guest today is Greg Bartalos, Editor in Chief of RIA Intel. He was previously Editor in Chief of Barrons.com and had roles at Yahoo Finance, Bloomberg News and Institutional Investor.

In this episode, Greg explains what led Institutional Investor to launch RIA Intel with him leading the charge in Summer 2019,...