David Booth, Dimensional Fund Advisors – The Outsider Who Changed Investing
Our CIO, Chris Cannon, co-hosts an interview with David Booth on how he helped bridge the gap between academic finance and real-world portfolio management.
Tag: Investment Management
The PE Guy, Unfiltered (Mostly) on the Investors First Podcast
FirsTrust's CIO, Chris Cannon, interviews the PE Guy, whose real name is Johnny Hilbrant Partridge on his role in Private Equity and his stories from people in finance.
Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
FirsTrust CIO Chris Cannon interviews Brent Sullivan of The Tax Alpha Insider on tax alpha strategies, direct indexing, 351 exchanges, and why now may be one of the best times in history to be a taxable investor.
Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
On the latest episode of the Investors First Podcast, co-hosts Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) and Chris Cannon, CFA (CIO/Principal, FirsTrust) sat down with Joe Davis, Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group.
Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market Outlook
BlackRock's Rick Rieder joins the Investors First Podcast to discuss his path from betting lunch money to managing $2.4 trillion, his "make a little bit of money a lot of times" philosophy, and why 2026 will separate investors from gamblers.
The Best Investing Advice for College Grads
Getting a head start on investing and financial planning can be intimidating for new college graduates, but doing so will pay dividends for their financial health down the road.
On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness
Can a person ever serve two masters? Does a fiduciary investment adviser possess the obligation to avoid, rather than just "properly manage," conflicts of interest? When a conflict of interest exists for a fiduciary, full disclosure of the conflict of interest is required (in a manner designed to ensure client understanding), followed by "informed consent." This begs the question … would the client of a fiduciary investment adviser ever provide consent to a proposed action which would be harmful to the client? This gets to the heart of the fiduciary relationship.
Investors First Podcast: Herb Greenberg – Red Flags
In today’s episode with Herb Greenberg, we cover a wide range of topics, starting with Herb’s successful career as a journalist, how he developed a niche in covering red flags on individual companies, how to use his intel to help mitigate risk, and what his top red flags are today, along with much more.