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The Investors First Podcast

Jan 5, 2023

Our guest today is Jeffrey Sherman, Deputy CIO of DoubleLine, which manages over $100 billion.  Jeffrey oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector...


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...


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...