Greg Bartalos & Steve Curley, CFA: RIA Intel, Boog Powell’s BBQ, and Ponzi Schemes

Our guest today is Greg Bartalos, Editor in Chief of RIA Intel. He was previously Editor in Chief of Barrons.com and had roles at Yahoo Finance, Bloomberg News and Institutional Investor. In this episode, Greg explains what led Institutional Investor to launch RIA Intel with him leading the charge in Summer 2019, how RIA's can leverage the media to benefit their business, and why he thinks some RIA's didn't properly evaluate the risk of accepting PPP loans. We also discuss some of his recent pieces covering ethical issues in the industry, why the March downturn may unmask ponzi schemes and fraudsters, and why the ability to develop trust with clients is so important for advisors. Our local co-host today is Steve Curley, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.  Follow Greg on Twiter at @gregorianchance or connect to him on LinkedIn here. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

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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.