HeyJaredThe Investors First Podcast
The award winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer's, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
David Booth, Dimensional Fund Advisors – The Outsider Who Changed Investing (opens the original)
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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 mana
The Physical Economy: Where AI Meets Value Investing (opens the original)
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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. Don
Ari Rubin, Flock Homes – Exchange Fund for Residential Rental Properties (opens the original)
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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 with so
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