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The Investors First Podcast

Nov 29, 2022

Our guest today is Mark Brewer, President and CEO of the Central Florida Foundation. Mark frequently advises private and corporate foundation grantmakers across the region and plays a public policy advisory role on strategy and advisory boards around the state of Florida.

 

Our conversation on this Giving Tuesday...


Nov 3, 2022

Our guests today are David Berns & Mike Taylor.

David Berns is Chief Investment Officer & Co-Founder of Simplify Asset Management, which is focused on creating hedge fund and structured product strategies in a liquid, transparent, tax-efficient and low cost vehicle (ETF’s). David has a PhD in Physics from MIT in the...


Oct 6, 2022


Dr. Snaith is the Director of the University of Central Florida’s Institute for Economic Forecasting and a nationally recognized economist in the field of business and economic forecasting.

An award-winning forecaster, researcher and professor, Snaith applies academic expertise to solve real-world problems. He...


Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios

Sep 22, 2022

Our guest today is Zach Conway, Founder and CEO of Seeds Investor. Seeds Investor is a new wealth technology platform designed to empower advisors to better understand investors and deliver the personalized portfolios that align.

In addition to Seeds, Zach is a Managing Director with the Conway Wealth Group, a private...


Sep 22, 2022

Our guest today is Zach Conway, Founder and CEO of Seeds Investor. Seeds Investor is a new wealth technology platform designed to empower advisors to better understand investors and deliver the personalized portfolios that align.

In addition to Seeds, Zach is a Managing Director with the Conway Wealth Group, a private...