Bill Brewster, CFA: Value, Robinhood and #FinTwit

Bill Brewster, CFA is the Founder and Portfolio Manager of Sullimar Capital Group. Bill hosts the popular podcast, The Business Brew, and is also a co-host on the very popular series, Value After Hours, with Tobias Carlisle and Jake Taylor.   In today’s episode, Bill starts by explaining his windy road to be the value investor he is today. Then we spend some time talking about Robinhood and the gamification of the app. Bill shares the tragic story of his cousin-in-law who took his own life after Robinhood incorrectly showed he owed over $100,000 in his account and did not respond to his messages until after he passed. As we see more and more younger individuals start to trade on platforms like Robinhood over the past year, this is a really important conversation to be had.  Finally, we talk about Bill’s personal journey to be open minded and talk with people who have opposing views, and share his conversations publicly through both podcasts he hosts.     Resources Discussed: Freetrade podcast   Today’s episode is co-hosted by Chris Cannon, CFA, and Colby Donovan.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

Om Podcasten

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. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast. Previous guests include Patrick O’Shaugnessy, Liz Ann Sonders, Barry Ritholtz, Federal Reserve Bank President Raphael Bostic, Dr. David Kelly, Mark Yusko, Annie Duke, Morgan Housel, Peter Zeihan, and Meb Faber. CFA Society Orlando is a member of the CFA Institute's Network of over 150 societies globally. The majority of its members hold the Chartered Financial Analyst (CFA) designation, which is considered the most respected and recognized investment management credential in the world. Fewer than 1 in 5 candidates who begin the program end up successfully earning the CFA charter. Successful candidates take an average of four years to complete the program.