Greg Bartalos's guest appearances

Greg Bartalos

The Investors First Podcast

Meb Faber

Annie Duke

Mark Yusko

Liz Ann Sonders

Jason Zweig

Scott Young

Austen Allred

Peter Zeihan

Paul Smith

Matt Brown

Chris Arnade

Adam Davidson

Campbell Harvey

Ed Yardeni

Rob Roy

OwlTail

Steve Curley

Boog Powell

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

Our guest today is Greg Bartalos, Editor in Chief of RIA Intel. He was previously Editor in Chief of <a href="http://Barrons.com" rel="nofollow" target="_blank">Barrons.com</a> 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 <a href="https://twitter.com/gregorianchance" rel="nofollow" target="_blank">@gregorianchance</a> or connect to him on LinkedIn <a href="https://www.linkedin.com/in/gregbartalos/" rel="nofollow" target="_blank">here</a>. Follow the CFA Society of Orlando on Twitter at <a href="https://twitter.com/CFAOrlandoFL" rel="noopener nofollow" target="_blank">@CFAOrlandoFL</a>

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