Podcasts by CFA Society Chicago
CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
Further podcasts by CFA Society Chicago
Podcast on the topic Geldanlage
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Macro Matters podcast– what is going on with this risk asset rally? from 2023-12-07T22:06
It has been two months since our last Macro Matters podcast and a LOT has changed. Back then, we were talking about Bond Vigilantes and risks in the market. Now, we have had one of the best 4-6 ...
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Investment Exchange Forum - Private Credit Series - Direct Lending from 2023-11-27T18:40
In the third installment of the Private Credit Series, Rich Excell, CFA, speaks with Bill Kindorf, CFA, of Apogem Capital about direct lending and how asset management vehicles are filling the v...
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William Fitzpatrick CFA&Gautam Dhingra, PhD, CFA from 2023-11-20T14:11
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Investment Exchange Forum - Private Credit Series - Opportunistic investing from 2023-11-15T21:18
In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strat...
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Investment Exchange Forum - Private Credit Series - an investment overview from 2023-11-06T18:26
The CFA Society Chicago is embarking on a multi-part series exploring the private credit market and the different strategies with some of the most influential firms in the business. IN part one,...
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Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023 from 2023-10-05T13:33
Tony Zhang and Rich Excell are back after a brief hiatus to talk about all things macro. Right now, we are in the middle of a BIG macro event - the move in yields. This has implications for ever...
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Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023 from 2023-08-04T16:50
In this episode, Tony and Rich recap the latest FOMC meeting, how the short-term interest rate market responded, what we have seen from earnings so far this season, and how the sector performanc...
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Macro Matters - The AI revolution&what CFA members need to know - Volume 7, July 19, 2023 from 2023-07-20T13:12
Monique Thanos is back and joins Tony Zhang and Rich Excell to talk about AI and what investors need to know. What are the risks? What are the opportunities? How should you approach AI as invest...
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Macro Matters - Fed continued hawkishness impact on markets - Volume 6, 2023 from 2023-06-29T19:50
Tony Zhang and Rich Excell discuss recent Fed official comments, how the market is re-pricing this hawkishness, whether policy is diverging at the major central banks and where the risks may be ...
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Macro Matters - Debt Ceiling Discussion - Volume 5, 2023 from 2023-06-04T23:13
Monique Thanos, Tony Zhang and RIch Excell are back in the latest Macro Matters. This week they discuss the recently concluded debt ceiling discussion. Now that the bill has passed, is the marke...
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Macro Matters - Financial Condtions - Volume 4 5/10/23 from 2023-05-10T23:00
Monique Thanos, Tony Zhang and Rich Excell are back after a little break and talking about financial conditions. Breaking down the index into its component parts - Fed policy, corporate bond spr...
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Macro Matters - Reaction to the March FOMC meeting - 2023, Volume 3 from 2023-03-23T23:22
Monique Thanos, PhD, CFA, Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT, discuss what happened in the March FOMC meeting. What were the reactions in the short-term interest rate market, the fu...
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Macro Matters - Crypto, AI and emerging technologies - 2023, Volume 2 from 2023-03-07T19:26
In this episode, Monique Thanos, PhD, CFA, Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT discuss the cryptocurrency market, emerging technologies and AI. They look at the problems that have oc...
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Antti Ilmanen – Expected Returns from 2023-02-24T16:52:56
CFA Society Chicago member Dan Grana, CFA, talks with Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management, about his recent b...
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Macro Matters - Inflation, economy and FOMC impact on the market - 2023 Volume 1 from 2023-02-21T19:13
Monique Thanos, Tony Zhang and Rich Excell, all CFA Charterholders and members of the CFA Society Chicago, get together to talk about inflation, the economy, FOMC policy and the impact on market...
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Investment Exchange Forum - Japan and China economies in 2023 from 2022-12-18T22:06
Investment Exchange Forum – Japan and China economies in 2023
CFA Society Chicago member Rich Excell, CFA talks with Lyric Hughes Hale, Editor-in-Chief of EconVue and hos...
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Investment Exchange Forum – Sorting through US election issues with Donald Schneider from 2022-10-26T13:48
CFA Society Chicago member Rich Excell, CFA and Donald Schneider, the Deputy Head of US Policy at Piper Sandler, look at the upcoming US elections. What are the key issues that voters care about...
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Investment Exchange Forum - China today with Reva Goujon from 2022-10-19T12:16
CFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, the Chinese economy, and the upcoming National...
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Investment Exchange Forum – Looking through the tail risks in the market with Mr. Risk from 2022-10-11T20:47
CFA Society Chicago member Rich Excell, CFA and Fred Goodwin, a macro strategist at State Street and Mr. Risk, look through the various looming global threats to risk-taking around the world – w...
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Investment Exchange Forum – The macroeconomic outlook for the coming quarter and year from 2022-10-11T20:28
CFA Society Chicago member Rich Excell, CFA and Barry Knapp, the Founder and Managing Partner of Ironsides Macroeconomics, discuss the economic environment and Fed policy actions, and what this mea...
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Macro Matters Series - Is Duration Durable or Doomed? from 2022-04-27T14:10:18
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.
Connect with Rich on LinkedIn ...
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Investment Exchange Forum – Natural Language Processing (NLP) from 2022-04-11T13:54:30
CFA Society Chicago member Rich Excell, CFA and Ben McMillan, the Chief Investment Officer and Chief Technology Officer of IDX Insights, LLC and IDX Digital Assets, LLC discuss the role that Nat...
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Macro Matters Series – Yield Curve Inversion: Diversion or Submersion? from 2022-04-08T19:13:37
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.
Connect with Rich on LinkedIn ...
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Space Industry from 2022-04-07T12:30
CFA Society Chicago member Gaurav Kumar, CFA and Chris Quilty, founder and partner of Quilty Analytics, discuss structure, trends, risks, and opportunities in the fast growing and ever evolving ...
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Investment Exchange Forum – Self-Directed IRAs from 2022-03-17T12:30
CFA Society Chicago member Rich Excell, CFA chats with Brad Janitz, Vice President at Midland Trust on self-directed IRAs and how they can be used in various markets today.
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Investment Exchange Forum – Real Estate from 2022-03-11T17:10:57
CFA Society Chicago member Rich Excell, CFA talks with Frank Haggerty, CFA Senior Portfolio Manager at Duff & Phelps Investment Management on the changing face of urban real estate.
Conne...
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Investment Exchange Forum – Behavioral Finance from 2022-02-24T13:30
CFA Society Chicago member Rich Excell, CFA talks with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus Investment Partners on behavioral finance and the biases that ...
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Macro Matters Series – Value & Growth from 2022-02-14T21:07:33
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events aff...
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Investing Decisions in Insurance from 2022-02-10T13:30
CFA Society Chicago member Gaurav Kumar, CFA returns to talk with Aon’s Managing Director of Capital Markets, Sourna Daneshvar on investment decision making at insurance firms and insurance as a...
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Macro Matters Series – Geopolitics and the Energy Markets from 2022-02-02T19:40:25
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.
Connect with Rich on LinkedIn ...
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Investment Exchange Forum – ESG Investing from 2022-01-27T13:30
CFA Society Chicago member Rich Excell, CFA, chats with Catherine Drake, CFA Senior Managing Director at PPM about the CFA Institute’s ESG certification and how it has impacted her process.
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Investment Exchange Forum – Inflation & Asset Allocations from 2022-01-20T13:30
CFA Society Chicago member Rich Excell, CFA, talks with Loyola University CIO, Katie Wyatt, CFA on what we should be considering when it comes to inflation and asset allocation and how it can im...
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Investment Exchange Forum – Risk Management in Commodity Trading&Investing from 2022-01-13T15:31:21
CFA Society Chicago member Gaurav Kumar, CFA takes the lead in this week’s forum to chat with Dan Casey, head of credit risk portfolio management at BP on the risk of commodity trading and inves...
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Macro Matters Series – Interest Rates, Fiscal Policy, and Inflation from 2022-01-12T17:00
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.
Connect with Rich on LinkedIn ...
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Investment Exchange Forum – Inflation & the Equity Market from 2022-01-07T13:30
CFA Society Chicago member Rich Excell, CFA, talks with former chair and lead equity investment specialist with UBS, Tom Digenan, CFA on inflation and it’s impact on the equity market.
Co...
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Macro Matters Series – Lessons from 2021 Events and a 2022 Outlook from 2022-01-04T14:00
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.
Connect with Rich on LinkedIn ...
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Investment Exchange Forum – Supply Chain Issues from 2021-12-29T13:30
CFA Society Chicago member Rich Excell, CFA, brings back Harry Moser, founder of non-profit Reshoring Initiative, to discuss the current problems occurring with supply chains and how companies c...
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Investment Exchange Forum – Inflation from 2021-12-22T13:30
CFA Society Chicago member Rich Excell, CFA and Kedran Panageas, Chief Economist at Allstate Investments, discuss the important topic of inflation from an economist’s perspective.
Conne...
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Macro Matters Series – Alternative Data from 2021-12-17T13:30
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.
Connect with Rich on LinkedIn ...
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Investment Exchange Forum – Enron 20 years on, thoughts from the inside from 2021-12-14T13:30
CFA Society Chicago member Rich Excell, CFA talks with James Timmins, Enron Director and anonymous source for the Wall Street Journal, now Managing Partner at Gemini Equity Capital, talks about ...
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Fintech in Today’s Economy from 2021-12-09T13:30
CFA Society Chicago member Lotta Moberg, CFA, talks with Karl Grabbi, CFA a financial markets manager with PwC on fintech and the growth of technology in financial services.
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Macro Matters Series - The Coronavirus from 2021-12-03T14:30
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today.
Connect with Rich on LinkedIn ...
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What is the Connection Between Economic Growth&Equity Returns? from 2021-12-02T13:30
CFA Society Chicago member Lotta Moberg, CFA, chats with Roger Ibbotson, Professor at Yale School of Management on his article “The Long-Run Drivers of Stock Returns: Total Payouts and the Real ...
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Macro Matters Series - Inflation from 2021-11-18T17:58:54
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, CFA and Tony Zhang, CFA come together to discuss macro events affecting markets today.
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Industry Insights with Heather Brilliant, CFA from 2021-11-11T13:30
CFA Society Chicago CEO Chris Vincent, CFA, chats with 2020 Hortense Friedman Award Winner and form Chicago member Heather Brilliant, CFA on her career and looking forward to the future of worki...
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Investment Exchange Forum – “Disunited Nations” and Economic Change from 2021-10-21T17:44:02
CFA Society Chicago member Rich Excell, CFA, talks with Geopolitical strategist Peter Zeihan on his book “Disunited Nations: The Scramble for Power in an Ungoverned World”.
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Investment Exchange Forum – Risk in the Chinese Economy from 2021-10-14T15:30
CFA Society Chicago member Tony Zhang, Ph.D., GMP, MBA, CFA, turns the tables on regular podcast host, Rich Excell, CFA to discuss Evergrande and volatility in the Asian markets.
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Investment Exchange Forum – Asian Crypto Ecosystem from 2021-10-07T12:30
CFA Society Chicago member Rich Excell, CFA, chats with Katt Gu, Direct of Compliance at Dimension and Suji Yan, Founder at Dimension on Asia’s digital asset ecosystem.
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Investment Exchange Forum – Climate Change & Investing from 2021-09-16T12:30
CFA Society Chicago member Rich Excell, CFA, talks with Aon’s Senior Managing Director, Liz Henderson and Managing Director, Katie Sabo about how companies and investors should model the effects...
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Investing in China – What Has Changed? with Brendan Ahern & Brett Bina, CFA, CAIA from 2021-09-09T12:30
Former CFA Society Chicago member Brett Bina, CFA, CAIA brings back KraneShares’ Chief Investment Officer, Brendan Ahern to dig deeper in the topic of investing in China and what has happened ov...
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Industry Insights with Michael Falk, CFA from 2021-09-02T12:30
CFA Society Chicago CEO Chris Vincent, CFA, chats with 2021 Hortense Friedman Award Winner and Chicago member Michael Falk, CFA on his career and the changing environment of the financial indust...
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Investment Exchange Forum – Alternative Data from 2021-08-26T12:30
CFA Society Chicago member Rich Excell, CFA, brings back fellow Chicago member, Tony Zhang, Ph.D., GMP, MBA, CFA to discuss the chapter he co-wrote, “Alternative Data in FinTech and Business Int...
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The Syndicated Loan Market from 2021-08-12T12:30
CFA Society Chicago member Blaine Reed, CFA talks with Bill Housey, CFA, Managing Director of Fixed Income at First Trust, on the often overlooked asset class that is the syndicated loan market....
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Investment Exchange Forum – Decentralized Finance (DeFi) & Regulation from 2021-07-22T12:30
CFA Society Chicago member Rich Excell, CFA brings on Nelson Rosario, partner at Smolinski Rosario Law, to discuss the regulatory issues with DeFi.
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Investment Exchange Forum – Decentralized Finance (DeFi)&Macroeconomics from 2021-07-15T12:30
CFA Society Chicago member Rich Excell, CFA chats with Lyric Hughes Hale, Editor-in-Chief of Econvue to discuss macroeconomics and digital assets.
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Investment Exchange Forum – Decentralized Finance (DeFi)&the Bearish Outlook from 2021-07-08T12:30
CFA Society Chicago member Rich Excell, CFA chats with Chen Zhao, Chief Global Strategist at Alpine Macro on the less optimistic view of cryptocurrencies.
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Investment Exchange Forum – Decentralized Finance (DeFi)&TradFi: A View from the Buyside from 2021-07-01T12:30
CFA Society Chicago member Rich Excell, CFA talks with Dan Johnson, founder and partner at Gillson Capital on what aspects of traditional financial system are most at risk.
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Commodity Investing with John Reese from 2021-06-24T12:30
CFA Society Chicago member Lotta Moberg, PhD, CFA brings back John Reese, CEO of Price Asset Management, to take a deeper look at understanding commodities.
Connect with Lotta on LinkedIn...
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Investment Exchange Forum – Decentralized Finance (DeFi)&Investing Opportunities from 2021-06-10T12:30
CFA Society Chicago member Rich Excell, CFA brings on Matt Hougan, Chief Investment Officer at Bitwise Asset Management, as a follow up on the society’s Cryptocurrency event and discuss what inv...
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Investment Exchange Forum – Decentralized Finance (DeFi)&Disruption from 2021-06-03T12:30
CFA Society Chicago member Rich Excell, CFA discusses DeFi, start-up companies in the digital asset ecosystem and why these new ventures can disrupt the status quo with EJ Rogers & Keegan Selby ...
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Investment Exchange Forum – Decentralized Finance (DeFi) and Cryptocurrencies from 2021-05-27T12:30
CFA Society Chicago member Rich Excell, CFA, talks with Mike McGlone, CFA of Bloomberg Intelligence on the evolution of digital assets the potential of them replacing fiat currencies.
*T...
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Investment Exchange Forum – Decentralized Finance (DeFi): New Ventures and Investing in the Blockchain Ecosystem from 2021-05-20T13:00
CFA Society Chicago member Rich Excell, CFA, kicks off a new series on Decentralized Finance (DeFi) with Rumi Morales partner at Outlier Ventures. They discuss if this new ecosystem has the pote...
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Investment Exchange Forum – Stakeholder vs. Shareholder: Responsible Investing from 2021-05-13T12:30
CFA Society Chicago member Rich Excell, CFA, talks with Fiona Reynolds, the CEO of the Principles for Responsible Investment (PRI) on the catalyst in the move away from maximizing shareholder va...
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Investment Exchange Forum – Stakeholder vs. Shareholder: Defending Milton Friedman from 2021-04-29T12:30
CFA Society Chicago member Rich Excell, CFA, chats with Thomas Coleman and Steven Durlaf from the University of Chicago Harris School of Public Policy on Milton Friedman’s view on shareholder va...
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Investment Exchange Forum – Stakeholder vs. Shareholder: Stakeholder Theory from 2021-04-22T12:30
CFA Society Chicago member Rich Excell, CFA, speaks with Dr. Ed Freeman, professor at the University of Virginia, to help understand the stakeholder theory from organizational management.
Investment Exchange Forum – ESG and the Energy Transition from 2021-04-15T13:00
CFA Society Chicago member Rich Excell, CFA, brings back Rob West, CFA of Thunder Said Energy to discuss how the global energy market is responding to ESG.
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Investment Exchange Forum – Global Market Risk Analysis from 2021-04-08T14:46:37
CFA Society Chicago member Rich Excell, CFA, talks with Dean Curnutt, CEO of Macro Risk Advisors on what we learned from the GameStop saga, on the retail options trading phenomenon and on option...
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Investment Exchange Forum – Stakeholder vs. Shareholder: Setting the Stage from 2021-04-02T13:02:09
CFA Society Chicago member Rich Excell, CFA, talks with Kevin Stevens, Dean of Quinlan School of Business at Loyola University. We may be witnessing a shift from a corporate focus on maximizing ...
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Investment Exchange Forum – Monetary Policy & Market Stress from 2021-03-25T14:30
CFA Society Chicago member Rich Excell, CFA, chats with fellow Chicago member, Tony Zhang, Ph.D., GMP, MBA, CFA on his white paper “The Evolution of Monetary Rules with Financial Stability Consi...
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Investment Exchange Forum – ESG and Alternative Energy from 2021-03-18T14:00
CFA Society Chicago member Rich Excell, CFA, speaks with Martha Goodell, MBA, MS co-founder of Enigami Partners on what has changed with alternative energy since we last saw her in person over a...
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Investment Exchange Forum – ESG and Asset Allocation from 2021-03-12T15:30
CFA Society Chicago member Rich Excell, CFA, talks with PNC’s Chief Investment Strategist, Amanda Agati, CFA and Director of Responsible Investing Strategy, Nick Ashburn on how ESG works within ...
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Investment Exchange Forum – Using technical analysis to determine the message from the markets from 2021-03-04T13:30
CFA Society Chicago member Rich Excell, CFA, meets with Jim Bianco, President of Bianco Research to discuss the current message from across the various asset markets. This episode is brought to ...
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Investment Exchange Forum – The Options Market from 2021-02-25T13:30
CFA Society Chicago member Rich Excell, CFA, talks with Matt Moran, Head of Index Insights at Cboe about current trends in the options market.
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Investment Exchange Forum – ESG vs. Impact Investing from 2021-02-18T13:30
CFA Society Chicago member Rich Excell, CFA, brings back Priya Parrish, managing partner at Impact Engine to discuss the differences of ESG and impact investing.
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Investment Exchange Forum – Property Values from 2021-02-11T14:00
CFA Society Chicago member Rich Excell, CFA, speaks with Cook County Assessor and fellow charterholder Fritz Kaegi, CFA, about the challenges of modernizing a government office in a way that bui...
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Capital Market Expectations from 2021-02-04T13:30
CFA Society Chicago member Lotta Moberg, CFA, discusses market expectations and alternative assets with Louis Finney, Co-Head of Strategic Asset Allocation Modeling at UBS.
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ESG and Sustainable Investing from 2021-01-29T13:30
CFA Society Chicago member Monique Thanos, CFA, talks with Emily Lawrence, Director of Sustainable Investing at Northern Trust Asset Management on the evolution of ESG in investing.
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Investment Exchange Forum – ESG in Emerging Markets from 2021-01-21T13:30
CFA Society Chicago member Rich Excell, CFA, chats with Fabio Alperowitch, CFA of FAMA Investments and member of CFA Society Brazil on the history of ESG in emerging markets.
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Investment Exchange Forum – ESG: Fixed Income&Green Bonds from 2021-01-15T19:00
CFA Society Chicago member Rich Excell, CFA, talks with Mitch Reznick, CFA from Federated Hermes on the impact and changes ESG is bringing to the fixed income market.
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Investment Exchange Forum – Commodity Investing from 2021-01-07T13:00
Investment Exchange Forum – Commodity Investing
CFA Society Chicago member Rich Excell, CFA, dives into the rarely discussed area of commodity investing with Price Asset Management’s CEO,...
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Investment Exchange Forum – ESG: Sustainable Finance from an Asset Owner Perspective from 2020-12-23T13:00
CFA Society Chicago member Rich Excell, CFA, discusses sustainable investing with Joe Halwax, CAIA CIMA, Managing Director, Institutional Investments at Wespath.
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Investment Exchange Forum: ESG in ETFs from 2020-12-17T13:00
CFA Society Chicago member Rich Excell, CFA, talks with Ben Johnson, CFA, Director of Global ETF Research at Morningstar about ESG in the passive market space.
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Investment Exchange Forum: ESG – Diversity, Equality, & Inclusion from 2020-12-10T13:00
CFA Society Chicago member Rich Excell, CFA, continues exploring the topic of ESG with co-portfolio mangers Suresh Rajagopal, CFA and John Roberts from the Segall Bryant & Hamill Workplace Equal...
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Investment Exchange Forum: ESG in Real Estate & REITs from 2020-12-04T13:00
CFA Society Chicago member Rich Excell, CFA, chats with Duff & Phelps Investment Managements’ Dick Schiller, CFA and Jason Ren, CFA about ESG within the real estate and REIT markets.
Conn...
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Capital Markets with Leo Schmidt of River Eddy Capital Management from 2020-11-25T06:30
CFA Society Chicago member Christian Barron, CPA, CFA chats with Leo Schmidt of River Eddy Capital Management, formerly at the Chubb Corporation, to continue the Education Advisory Group’s serie...
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Investment Exchange Forum: University Investment Groups from 2020-11-12T13:00
CFA Society Chicago member Rich Excell, CFA, talks with members of local student investment groups – Connor Walsh from DePaul’s Investment Group, Danny Feldmeier of Notre Dame’s Investment Club,...
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Investment Exchange Forum: ESG – Impact with a Positive Alpha from 2020-10-29T12:00
CFA Society Chicago member Rich Excell, CFA, discusses ESG & generating positive alpha with Sarah Bratton Hughes, Head of Sustainability, North America at Schroders.
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Investment Exchange Forum: Convertible Bonds from 2020-10-22T12:00
CFA Society Chicago member Rich Excell, CFA, speaks with fellow member Joe Wysocki, CFA, Senior Portfolio Manager with Calamos Investments on the past, present and future of convertible bonds. Listen
Investment Exchange Forum: Digital Assets from 2020-10-15T12:00
Quant-Focused ESG Investing with Mamadou-Abou Sarr & Monique Thanos, CFA from 2020-10-08T12:00
CFA Society Chicago member Monique Thanos, CFA chats with Mamadou-Abou Sarr, Founder, President and CEO of V-Square Quantitative Management LLC on integrating quant investing with ESG.
Co...
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Investment Exchange Forum: Investing in a Zero Rate World from 2020-10-01T12:00
CFA Society Chicago member Rich Excell, CFA, chats with fellow member Lotta Moberg, PhD, CFA, Senior Macro Analyst at William Blair about her Financial Times op-ed piece “Today’s ultra-low inter...
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Investment Exchange Forum: Investing in Peak Globalization from 2020-09-24T12:00
CFA Society Chicago member Rich Excell, CFA, chats with fellow member Justin Hance, CFA, Director of International Research at Harris Associates about how international markets compare to US mar...
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Peak Globalization Series: Final Thoughts from 2020-09-17T15:01:36
Peak Globalization Series: “Open” a Progressive case for globalization with author Dr. Kim Clausing from 2020-09-03T12:00
CFA Society Chicago member Rich Excell, CFA, chats with Dr. Kimberly Clausing, Professor of Economics at Reed College about her book Open: The Progressive Case for Free Trade, Immigration, a...
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Peak Globalization Series: Impacts on the Economy with Greg Daco from 2020-08-20T12:00
CFA Society Chicago member Rich Excell, CFA, chats with Greg Daco from Oxford Economics on the impacts of peak globalization in US economy.
Connect with Rich on LinkedIn @ richexcellcfa a...
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Peak Globalization Series: A New Cold War with Reva Goujon from 2020-08-13T15:14:50
CFA Society Chicago member Rich Excell, CFA, returns with Reva Goujon of Crumpton Group to discuss the potential geopolitical impact of changes in the supply chain.
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Peak Globalization Series: Reshoring with Harry Moser from 2020-08-06T12:00
CFA Society Chicago member Rich Excell, CFA, speaks with Harry Moser, founder of the non-profit Reshoring Initiative, on the topic of understanding reshoring and the potential for companies.
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Investing in China with Brendan Ahern&Brett Bina, CFA, CAIA from 2020-08-03T14:00
CFA Society Chicago member Brett Bina, CFA, CAIA discusses investing in Chinese tech companies with KraneShares’ Chief Investment Officer, Brendan Ahern.
Connect with Brett on LinkedIn @ ...
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Peak Globalization Series: Reshaping Global Trade with Jake Schleshinger from 2020-07-23T12:00
CFA Society Chicago member Rich Excell, CFA, joins Jake Schleshinger from The Wall Street Journal to discuss his recent article “How the Coronavirus Will Reshape World Trade”.
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Peak Globalization Series: Supply Chain Part 2 with Ed Pound & Joe Sweeney from 2020-07-16T12:00
CFA Society Chicago member Rich Excell, CFA, returns to chat with Project Production Institute’s Executive Director, Ed Pound and Strategic Project Solutions’ CFO, Joe Sweeney on the topic of im...
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Peak Globalization Series: Supply Chain Part 1 with Seenu Sarma from 2020-07-09T12:00
CFA Society Chicago member Rich Excell, CFA, chats with Seenu Sarma, a Supply Chain Executive on if we have seen the peak of the trend toward globalization and will be moving away from it.
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Investment Exchange Forum: Tax-loss Harvesting from 2020-07-02T12:00
CFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why they work, when they don’t and what you need t...
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The Future of Libor and Ameribor with Dr. Richard Sandor & Blaine Reed, CFA from 2020-06-29T12:00
CFA Society Chicago member Blaine Reed, CFA, discusses the transition away from Libor to Ameribor with Dr. Richard Sandor, Chairman & CEO at American Financial Exchange, LLC.
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Investment Exchange Forum: Is Illinois still investable? from 2020-06-18T20:37:31
Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA from 2020-06-11T12:00
CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business.
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Peak Globalization Series: Richard Thies of Driehaus Capital Management from 2020-06-04T12:00
We have launched a Peak Globalization Series and to kick it off CFA Society Chicago member Rich Excell, CFA, interviewed Richard Thies with Driehaus Capital Management. On this podcast Thies sha...
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CFA Society Chicago and OIC Episode 3 of 3: PM’s Use of Options with Rich Excell, CFA & Joe Burgoyne from 2020-05-28T12:30
CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 3 to PM's use of options.
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CFA Society Chicago and OIC Episode 2 of 3: The Importance of Volatility with Rich Excell, CFA & Joe Burgoyne from 2020-05-21T14:10:44
CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 2 to discuss the importance of volatility.
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CFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe Burgoyne from 2020-05-14T12:00
CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 1 to discuss basic option concepts.
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The Path to Recovery in a COVID-19 World with Brian Coulton & Rich Excell, CFA from 2020-05-07T12:03:09
CFA Society Chicago member Rich Excell, CFA, and Fitch Ratings' Chief Economist, Brian Coulton discuss the path to recovery after the pandemic in this recap of the April 30th webinar event.
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Cannabis: Insights and Opportunities with Kristoffer Inton & Mike Kalil, CFA from 2020-04-16T12:00
LIBOR vs SOFR with Meredith Coffey & Blaine Reed, CFA from 2020-04-09T12:00
Economics with Nancy Lazar & Rich Excell, CFA from 2020-04-02T12:00
Investing in Private Debt Markets with Tony Berkley&David Sekera, CFA from 2020-03-26T12:00
CFA Society Chicago member David Sekera, CFA discusses investing in the private debt markets with Tony Berkley, Vice President, Impact & Responsible Investments at Prudential.
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Life after LIBOR Follow Up Discussion with Brian Battle & Blaine Reed, CFA from 2020-03-18T12:00
CFA Society Chicago member Blaine Reed, CFA discusses the plan to phase out LIBOR with Brian Battle of Performance Trust.
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Impact Investing with Priya Parrish & Rich Excell, CFA from 2020-03-11T12:00
CFA Society Chicago member Rich Excell, CFA discusses impact investing with Priya Parrish, Managing Partner at Impact Engine.
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Chicago Media Angels with Ted Reilly & Brian Gilmartin, CFA from 2020-03-05T13:00
CFA Society Chicago member Brian Gilmartin, CFA has a follow-up conversation with Chicago Media Angels' Executive Director Ted Reilly to the Vault Series event.
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Opportunity Zones with Andrew Lee & Lotta Moberg, CFA from 2020-02-13T18:00
Lotta Moberg, CFA from the CFA Society Chicago Education Advisory Group discusses opportunity zones with guest Andrew Lee, Managing Director, Head of Sustainable and Impact Investing at UBS Weal...
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Biotech with Michael Caldwell&Brian Gilmartin, CFA from 2020-02-03T22:00
CFA Society Chicago member Brian Gilmartin, CFA has a follow up conversation with Driehaus' Michael Caldwell on the future of the biotech industry.
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Biotech with Michael Caldwell & Brian Gilmartin, CFA from 2020-02-03T22:00
CFA Society Chicago member Brian Gilmartin, CFA has a follow up conversation with Driehaus' Michael Caldwell on the future of the biotech industry.
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Digital Assets with Mike Creadon&Rich Excell, CFA Part 1 from 2020-01-30T16:24:17
Rich Excell, CFA from the CFA Society Chicago Education Advisory Group discusses digital assets with guest Mike Creadon from Drawbridge Lending.
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Digital Assets with Mike Creadon & Rich Excell, CFA Part 1 from 2020-01-30T16:24:17
Rich Excell, CFA from the CFA Society Chicago Education Advisory Group discusses digital assets with guest Mike Creadon from Drawbridge Lending.
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