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The Investors First Podcast

Dec 16, 2021

Our guest today is Eric Sim. The header on his LinkedIn profile shows a banker, lecturer, speaker and writer, but he is actually much more. Eric is a proponent of the portfolio career, a topic for which he has become a thought leader and the most followed CFA charter holder globally with almost 3 million followers...


Dec 2, 2021

Our guest today is Drew Dickson, founder of Albert Bridge Capital and CIO of the Alpha Europe funds.

Our conversation today focuses on Drew’s application of behavioral finance and fundamental analysis. We start with his time at the University of Chicago and learning from people like Merton Miller, Gene Fama and...


Nov 4, 2021

Our guest today is Anthony Zhang, co-founder and CEO of Vinovest, the first of its kind investment platform where individual investors of all kinds can own fine wine (investment grade). He dropped out of the University of Southern California at the age of 20 when he was selected for the prestigious Thiel Fellowship, a...


Oct 7, 2021

Our guest today is Eric Clarke, Chief Executive Officer for Orion Advisor Solutions (Orion). Eric is shaping the future of advice delivery with the organization's brand entities (fintech and investment management solutions), which include Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments and Brinker Capital...


Sep 9, 2021

Our guest today is Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He has authored articles on financial topics in almost every major financial publication and his awards are too many to list. He received his Ph.D. from University of Chicago while learning under Nobel...