On October 5, 2023, we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOPs.
Our guest Peter Atwater, President of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware, studies the impact of changing confidence on consumer decision-making, using his research to advise investors.
The Investors First Podcast on August 3, 2023: NewEdge Wealth’s Cameron Dawson on the State of the Markets, co-hosted by Chris Cannon, CFA and Colby Donovan, CFA
FirsTrust's CIO, Chris Cannon, co-hosts the CFA Society Orlando Investors First Podcast: Jan van Eck: Back to School, a Lesson in Financial History.
As a former president and long-time board member, Chris Cannon has a deep history with CFA Society Orlando. He has also served on the CFA Institute US Advocacy Advisory Council and the CFA Institute Annual Conference Committee. Most recently, he served as Advocacy Chair and displayed exceptional leadership, launching the first-ever Florida state-wide Ethics Challenge.
This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry. The second is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando.
We are happy to announce that Chris Cannon, CFA, CFA Society Orlando Board Member, was selected as one of 3 finalists for CFA Institute’s 2020 Volunteer of the Year Awards in the Americas Region!
CFA Society of Orlando Investors First Podcast with Michael Falk, CFA and Chris Cannon, CFA discussing the 6 deadly sins of investing.
