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    Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth

    Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth

    FromThe Investors First Podcast

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    Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth

    FromThe Investors First Podcast

    ratings:
    Length:
    37 minutes
    Released:
    Aug 13, 2020
    Format:
    Podcast episode

    Description

    Our guest today is Rob Roy, Chief Investment Officer at AdventHealth, the largest hospital headquartered in the state of Florida.   In this episode, we take a look at the investment side that powers the largest healthcare system headquartered in Florida. Due to the size of Advent Health, Rob is able to present a unique view of the impact of COVID on both portfolios and the healthcare system, along with possible long-term impacts of COVID on the U.S., supply chains, and potential inflation. He also discusses the impact of religious principles on their investment process.   Our local co-host today is Javier Perez, COO of Commenda Capital and previously the President of the CFA Society of Orlando.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
    Released:
    Aug 13, 2020
    Format:
    Podcast episode

    Titles in the series (82)

    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.