CFA Society Chicago: Recent Episodes
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.
CFA Society Chicago member Dan Grana, CFA speaks with Greg Brown, the Van and Kay Weatherspoon Distinguished Professor of Finance at UNC Kenan-Flagler. They discuss the latest academic research in private asset performance, including results and applicability to practitioners in these asset classes.
Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking markets after a bit of a break. Do Blaine and Rich think global investors are sick of the US? With 10 year yield at 4.5%, will it hit 4.2% or 4.8% first? What will the Fed do given the data we have seen? Have a listen to find out
With Europe on Easter Monday holiday, and many in the US starting their Spring Break this week, the markets are starting on a weak, but quiet note. Rich Excell CFA is joined again by Tony Zhang CFA and Blaine Reed CFA for a discussion of tariffs, inflation expectations, credit market liquidity and dislocations in FX. We covered the gamut, so you don't have to. Have a listen!
Rich Excell CFA, CMT is joined by the CEO of the CFA Society Chicago Chris Vincent CFA to recap the 2025 Investment Themese series that just completed. Chris then tells us what to expect in the upcoming CFA Institute Live event from May 4-7 in Chicago
Any volatility in the market these days?
We couldn't have gone through investment themes for 2025 without discussing volatility and the options markets
Very lucky to have Zed Francis CIO of Convexitas join our host Rich Excell, CFA on this last installment of the CFA Society Chicago Investment Exchange Forum - Investment Themes for 2025 series
In this episode, hosts Tony Zhang and Rich Excell are joined by fellow CFA Society Chicago member Blaine Reed to discuss the market reaction to the tariff news and how investors should try to think through the scenarios going forward
We continue to explore the themes that are driving markets in 2025. The impact of changing policies in the US and elsewhere is clearly causing investors to reconsider how they will forecast the economy and markets going forward. We are lucky to be joined by Brian Wesbury of First Trust, consistently one of the top forecasters on Wall Street, to discuss the important issues facing investors today
If anything has characterized 2025 it has been the influence of geopolitics on the markets. In this episode, Rich Excell, CFA, CMT is joined by Reva Goujon, a geopolitical strategist and the Director of Corporate Advisory at Rhodium Group. Reva has two decades of experience working with C-suites and government agencies on how to deconstruct risks, assess future scenarios, and make informed decisions.
In the CFASC Investment Exchange Forum podcast, we continue on with our unpacking of the investment themes for 2025. This week, we speak with Dave Sekera, the US market Strategist for Morningstar Research Services. Dave and Rich start with a discussion of economic and interest rate forecasts and lead into what impact these views have on the different sectors, styles and factors in the US equity market.
Continuing on our with our 2025 investment themes, Rich Excell CFA, CMT digs into the fixed income market with two excellent guests: Elizabeth Henderson, CFA the Head of Fixed Income for AAM and Anthony Woodside, CFA, FRM, the Head of Investment Strategy & Head of Multisector Fixed Income at LGIM America
But we do cover a range of other interesting topics! Tony Zhang, PhD and CFA joins me to discuss falling US Treasury yields, money rotating overseas (particularly China and Europe), money rotating within the US market, the overvalued Dollar and crypto. We will get to NVDA next time!
The first of a multiple part series, we are exploring the investment themes of 2025. With so much concern on inflation, we thought the best place to start is in commodities. We were lucky to be joined by Bloomberg Intelligence Commodity Strategist Mike McGlone, a fellow CFA charterholder and friend of the program. We covered the gamut from soybeans to Solana, gold to gas.
Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for the first Macro Matters of 2025. The story of the early part of the year is 10 year Treasury yields but that means we are talking yield curves, FOMC expectations, large cap vs. small cap and growth vs. value. We even got into the $7 trillion of Treasury issuance and Chinese 10 year yields at all-time lows! A full episode because we haven't spoken in a while. Enjoy!
Rich Excell, CFA, CMT is joined by Institutional Investor's #1 Strategist Michael Kantrowitz, CFA from Piper Sandler to discuss the US equity market backdrop. What does the factor performance of the market tell us? Are expensive valuations a problem? What about tight credit spreads? Can small caps finally outperform? All of this and more
Rich Excell CFA, CMT is joined by Barry Knapp, Managing Partner of Ironsides Macro to discuss what is being priced into the bond market and the stock market, where they agree and where the discuss agree. Barry covered TGA, RRP, Active Treasury Issuance, Negative Swaps Spreads, Inverted Yield Curves and QT. Most importantly, he made all of those terms understandable for those that don't follow the inner-workings of the bond market as closely as he does.
Tony Zhang Phd, CFA and Rich Excell CFA, CMT get together to recap the events of the week. We hardly discussed the CFASC Annual Dinner because there was so much else going on!
Fred Goodwin aka Mr. Risk, a senior macro strategist at State Street, is a guest of Rich Excell CFA, CMT. They have a wide-ranging discussion from leptokurtotic distributions to Chinese stimulus policy to the Rule of 100. When it is all said and done, does it all come down to TINA (There Is No Alternative) again? Have a listen to find out
Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss a range of issues. Is China stimulus enough? Will it lead to China finally outperforming the US? What about the US? How is the housing market doing? What does this mean for the US economy?
Have a listen to find out
Maybe you noticed, or maybe you didn't, but a month ago, the PJM auction results were announced and the cost for energy capacity in the largest region in the US saw prices up 800% yoy! This was enough of a shock that we reached out to the Energy Supply Association to ask them to explain what is going on. Rich Excell CFA, CMT was joined by Todd Snitchler, the CEO of Energy Supply Association, to walk us through the supply and demand dynamics in the energy market now
Tony Zhang PhD, CFA and Rich Excell CFA, CMT go live right after the FOMC news comes out to discuss what the Fed might be seeing, the reaction we are seeing in markets and what we might expect going forward
Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss the data-filled week post Labor Day and what this might mean for markets going forward. What should we expect? How will the market react? What do investors need to focus on? Have a listen to find out
Tony Zhang PhD, CFA is back with Rich Excell CFA, CMT to recap the crazy August we have seen in the markets. What are the important takeaways? Are we all clear? Wht should investors think about going forward?
Rich Excell CFA, CMT is joined by renowned economic Lyric Hughes Hale of EconVue who is an expert on Asia economies and geopolitics. Lyric last joined Rich to talk about China after the last National Party Congress. Now she is on to discuss the seminal elections in India, what we need to know as investors, and what we might expect from the politicians.
Lyric mentions an article written by her team. This is a link to that article:
https://plus.econvue.com/p/indias-dynamic-growth-story
It's been a few week since Tony Zhang PhD, CFA and Rich Excell CFA, CMT have sat down to discuss the markets. Since then, we have not only seen some historic events in politics but we have moved into the middle of an important earnings season, where the bar is very high. Throw in weakening economic data, and it is tough for investors to navigate. Don't worry - we've got you covered.
Rich Excell CFA, CMT is joined by Lotta Moberg PhD, CFA, a partner at ViviFi Ventures and Paul Chesek, the Chief Growth Officer at GreenCheck to discuss the recent trends in cannabis & how the rescheduling of cannabis may change the landscape for investors going forward.
Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the recent events in the market. Last week was a major week for news, for the Fed and for markets. What does the team think of what happened?
Tony Zhang Phd, CFA joins Rich Excell CFA, CMT for another episode of Macro Matters. In this episode they cover the abundant liquidity in the market, leading to rising investor sentiment that can be seen from crypto to tech stocks. With NVDA earnings this week, what will that mean for markets? Is it time for the emerging markets to catch up?
Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to cover the latest macro that matters for the markets. It is still all about the Fed & inflation for the financial markets. What has changed in the last two weeks? Have a listen to find out
Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the latest events in the market. We are in earnings season, a time when investors should be focused on the micro issues, the idiosyncratic news. Why is everyone focusing on the macro all of a sudden? Join Tony and Rich to find out why this macro matters
March marked the 25th anniversary for the QQQ ETF, one of the granddaddies of them all. This ETF set the table for thousands more to follow. In this episode, Rich Excell CFA, CMT speaks with Paul Schroeder CMT, the QQQ Equity Product Strategist at Invesco, to talk about the history of QQQ, how the ETF landscape has evolved, and what it might look like going forward
Tony Zhang PhD, CFA and Rich Excell CFA, CMT are together for another episode of Macro Matters. In this episode before the March FOMC meeting, Tony and Rich discuss the recent moves in commodities, what this means for inflation, how the bond market is reacting to this news on inflation, what we can expect from the FOMC, and finally, how assets are moving around the world based on this information. They cover a ton of ground ahead of important catalysts for the market
In this episode, Rich Excell CFA, CMT sits down with Louay Mikdashi, the Head of Multi-sector Private Credit at Neuberger Berman. They discuss the pros & cons of the private credit market and explore the findings in Louay's recent paper "Private Credit is gaining steam – where do we go from here?"
Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectations for the FOMC, what this means for the yield curve, the risk appetite present in stocks, crypto and credit, and the fundamental drivers of earnings and factors. It is an action-packed episode you do NOT want to miss
Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the same cycle after cycle, decade after decade, century after century. Part 2 of 2
Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together on a market holiday to discuss the economic data that has come out over the last 2 weeks and what the implications are for various markets. It is the macro that matters, and the last 2 weeks were FULL of macro
Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the same cycle after cycle, decade after decade, century after century. Part 1 of 2
Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together to discuss the recent FOMC news and impact, as well as earnings news and events. What does this mean for stocks? What does this mean for bonds?
Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together again to cover a range of topics. We start by following up from our last discussion on crypto given the news of the Bitcoin ETF. Then we get into the economy, rates and stocks. A full macro podcast
CFA Society Chicago member Dan Grana, CFA, talks with Ana Marshall, CFA, the Chief Investment Officer of the William and Flora Hewlett Foundation about her recent book "The Climb to Investment Excellence." Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together in the latest installment of Macro Matters to disucss the headlines, price moves and catalysts in the cryptocurrency market. Potential Bitcoin ETFs? Layer 2 protocols? How will AI impact crypto? Check, check and check, all were covered. Let us know your thoughts!
Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for another episode of Macro Matters. This week they look at financial markets from a fundamental and technical perspecitve, discussing what risks investors may need to be watchful of, but also opportunities where investors should potentially look
Rich Excell, CFA is joined by Kyle Lindsay of Maranon Capital to explore middle-market financing including the different levels in the capital structures that are used and why they are preferred. What does the reward to risk look like in these financings? Enjoy
For the next installment in the IEF private credit series, Rich Excell, CFA, speaks with Isaiah Toback, the Deputy Co-Chief Investment Officer for Castlelake. Castlelake's primary business is in asset-based finance and they dig into the similarities and differences between this strategy of private credit and other strategies in the sector.
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 week returns across assets in a long, long time. Tony Zhang and Rich Excell get together to talk abot what they see going on in the market
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 void left by traditional regulated lenders.
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 strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities and risks in this growing part of the market.
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, Rich Excell, CFA, speaks to Brad Rogoff, CFA, the Head of FICC Research at Barclays Capital. Brad helps explain why private credit has grown so much post the Great Financial Crisis and how investors should think about the investment landscape
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 every asset around the world. What is causing this? How will this play out? What is most affected? How should members be thinking about the move in yields? Listen in to find out more
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 performance can give us some clues as to what investors might be positioning for as we exit the summer
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 investors?
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 in the markets. Sometimes it is a market of stocks, and sometimes it is a stock market
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 market out of the woods? Or is the hard part only about to begin. Check it out
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 spreads, exchange rates and equities - they look at what the path going forward could be for financial conditions and what this means for the outlook to various asset markets
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 futures market and the equity market. How is the banking crisis impacting Fed policy and what questions should CFA members be asking right now.
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 occured in crypto, what that means for investors, what that means for investors and what that may mean going forward.
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 book "Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least."
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 markets. It's been a few months since we got together so we managed to pack a lot in!
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 host of the Hale Report podcast, about the events in China and Japan, the collapse of cryptocurrency, and how all of this can shape the global economy in 2023
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & stayvigilant.substack.com/
Connect with Lyric on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/ and at https://econvue.com/
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? What are the polls indicating? Importantly, what do we as investors need to know about what can change after the elections?
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack
Connect with Donald on LinkedIn https://www.linkedin.com/in/donald-schneider-56a0585b/
Piper Sander - https://www.pipersandler.com/
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 Party Congress.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack
Connect with Reva on LinkedIn https://www.linkedin.com/in/reva-goujon/
Rhodium Group https://rhg.com/
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 – what should investors worry about and what is fully priced in
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack
Connect with Fred on LinkedIn https://www.linkedin.com/in/fred-goodwin/
State Street - https://www.statestreet.com/home.html
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 means for allocation to and performance of various asset classes through the end of this year and into next year.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html & Stay Vigilant | Richard Excell | Substack
Connect with Barry on LinkedIn https://www.linkedin.com/in/barry-c-knapp/
Ironsides Macroeconomics - https://ironsidesmacro.substack.com/
CFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about crypto markets, entrepreneurialism, and women on Wall Street.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/
Connect with Micki on LinkedIn https://www.linkedin.com/in/mkoonin/ & Twitter @Micki_ShortVol
Find out more about Paradigm - https://www.paradigm.co/, https://www.linkedin.com/company/paradigmco/, & on Twitter @tradeparadigm
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Rich Excell, CFA talks with Cliff Booth, Founder & Chairman, Westmount Realty Capital, on the trends and changes in the real estate market amid the many changes in the world.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/
Connect with Cliff on LinkedIn https://www.linkedin.com/in/cliffboothwestmount/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Rich Excell, CFA chats with Nick Moran, General Partner at New Stack Ventures and the host of The Full Ratchet podcast, on the increasing preference for private market investing, specifically in venture capital.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/
Connect with Nick on LinkedIn https://www.linkedin.com/in/nick-moran-a738503/ and his podcast here - https://fullratchet.net/about/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Rich Excell, CFA chats with Bob Long, CEO of Conversus, a StepStone company, on the topic of accessing private markets.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/
Connect with Dan on LinkedIn https://www.linkedin.com/in/boblongconversusceo/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Rich Excell, CFA and Dan Joldzic, CFA, FRM, CEO and Quantitative Researcher at Alexandria Technology discuss the role that Natural Language Processing (NLP) plays in the investing process.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/
Connect with Dan on LinkedIn https://www.linkedin.com/in/danjoldzic/ and https://www.alexandriatechnology.com/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Rich Excell, CFA and State Street Advisors Head of Practice Management, Brie Williams discuss biases and how they affect investing decisions.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/
Connect with Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research discuss bigger investment themes in the market.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Pat on LinkedIn https://www.linkedin.com/in/patricktschosik/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Tony Zhang, PhD, CFA talks with Felix Oberholzer-Gees, Professor at Harvard University on his book “Better, Simpler Strategy: A Value-Based Guide to Exceptional Performance” and how it applies to investing.
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
Connect with Professor Felix https://www.linkedin.com/in/felix-oberholzer-gee-16424b4/
Episode Resources
https://store.hbr.org/product/better-simpler-strategy-a-value-based-guide-to-exceptional-performance/10396
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Lotta Moberg, PhD, CFA talks with fellow Chicago member Michele Gambera, PhD, CFA, Co-head of strategic asset allocation at UBS Asset Management on his co-written paper “Asset allocation for an ESG world”.
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ and https://lottamoberg.com/
Connect with Michele on LinkedIn https://www.linkedin.com/in/michele-gambera-223870/
Podcast References
https://www.cfainstitute.org/en/research/financial-analysts-journal/2006/long-term-returns-on-the-original-sp-500-companies
https://www.ubs.com/global/en/assetmanagement/insights/thematic-viewpoints/sustainable-impact-investing/articles/asset-allocation-for-an-esg-world.html
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 Natural Language Processing plays in the investing process.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Ben on LinkedIn https://www.linkedin.com/in/mcmillan2015/
IDX Insights - https://idxinsights.com/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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.
View this discussion on YouTube - https://www.youtube.com/watch?v=l3R0zK4f7NU&ab_channel=CFASocietyChicago
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 space industry.
Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/
Connect with Chris on LinkedIn https://www.linkedin.com/in/cquilty/
Quilty Analytics www.quiltyanalytics.com/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
CFA Society Chicago member Dan Grana, CFA talks with Richard Sloan, Deloitte and Touche Chair in Accounting at University of Southern California - Marshall School of Business on his co-authored papers around the concept of equity duration and how it evolved through Covid-19.
Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/
Resources:
2004 Paper (Publisher site): https://link.springer.com/article/10.1023/B:RAST.0000028186.44328.3f
2004 Paper (SSRN): https://papers.ssrn.com/sol3/papers.cfm?abstract_id=551644
2021 Paper: https://onlinelibrary.wiley.com/doi/10.1111/1475-679X.12348
Equity Duration Model: https://tinyurl.com/DurationSheet
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Rich Excell, CFA and Paul Donovan, the Global Chief Economist at UBS discuss inflation and its changes to the economy over the last few years.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Paul on LinkedIn https://www.linkedin.com/in/padonovan/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Brad on LinkedIn https://www.linkedin.com/in/bradjanitz/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Frank on LinkedIn https://www.linkedin.com/in/frank-haggerty-jr-cfa-7748129/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 affect our investment processes.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Barry on LinkedIn https://www.linkedin.com/in/mandinach-barry/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 source of permanent capital.
Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/
Connect with Sourna on LinkedIn https://www.linkedin.com/in/sourna-daneshvar-12b07448/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
CFA Society Chicago member Lotta Moberg, PhD, CFA and Jordan Prince, a software engineer and co-inventor of NFTs on Solana, discuss the uniqueness of Non-fungible tokens (NFTs) and how they are different from cryptocurrencies
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Jordan on LinkedIn https://www.linkedin.com/in/jordan-prince/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/
Connect with Catherine on LinkedIn https://www.linkedin.com/in/catherine-drake-cfa-2b07641/
Certificate in ESG Investing - https://www.cfainstitute.org/en/programs/esg-investing
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 impact the investment process.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Katie on LinkedIn https://www.linkedin.com/in/katharine-wyatt-cfa/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 investing.
Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/
Connect with Dan on LinkedIn https://www.linkedin.com/in/dan-e-casey/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Tom on LinkedIn https://www.linkedin.com/in/thomas-digenan-bbb58b14/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 can address them.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Harry on LinkedIn https://www.linkedin.com/in/harry-moser-58a8024/
Visit the Reshoring Initiative’s website - www.reshorenow.org
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Kedran on LinkedIn https://www.linkedin.com/in/kedran-panageas-3a58aa24/
For more episodes go to www.cfachicago.org/podcasts
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 https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
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 what happened at Enron 20 years ago, and lessons we can potentially apply to our investing processes today.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with James on LinkedIn https://www.linkedin.com/in/james-timmins-b21b9633/ and email James.timmins@geminiequitycapital.com
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.
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.
Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn www.linkedin.com/in/lottamob
Connect with Karl on LinkedIn https://www.linkedin.com/in/karl-h-grabbi-cfa-7a531058/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.
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 https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.
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 Economy”, which was co-authored with Philip U. Straehl and published in the Financial Analysts Journal.
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Roger on LinkedIn https://www.linkedin.com/in/roger-ibbotson-00160a2/
Articles discussed:
Philip U. Straehl and Roger G. Ibbotson, “The Long-Run Drivers of Stock Returns: Total Payouts and the Real Economy,” Financial Analysts Journal, 21 February 2018, Volume 74, Issue 1.
Link: https://www.cfainstitute.org/en/research/financial-analysts-journal/2018/faj-v74-n1-9
Audio summary: https://www.tandfonline.com/doi/full/10.2469/faj.v74.n1.9
Roger G. Ibbotson, Thomas M Idzorek, Paul D. Kaplan, James X. Xiong, “Popularity: A Bridge between Classical and Behavioral Finance,” Research Foundation Books, 10 December 2018.
Link: https://www.cfainstitute.org/en/research/foundation/2018/popularity-bridge-between-classical-and-behavioral-finance
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, CFA and Tony Zhang, CFA come together to discuss macro events affecting markets today.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
For more episodes go to www.cfachicago.org/podcasts
This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.
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 working in the investment industry.
Connect with Chris on LinkedIn https://www.linkedin.com/in/christopher-t-vincent-cfa-b4b77b10/
Connect with Heather on LinkedIn https://www.linkedin.com/in/heather-brilliant-cfa-aa5a18/
For more episodes go to www.cfachicago.org/podcasts
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”.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Peter on LinkedIn https://www.linkedin.com/in/peter-zeihan-01b2b059/
Disunited Nations https://zeihan.com/disunited-nations/
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Suji on LinkedIn https://www.linkedin.com/in/tedkoyan/
Connect with Katt on LinkedIn https://www.linkedin.com/in/katt-gu-5672688a/
For more episodes go to www.cfachicago.org/podcasts
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 of climate change on risk management.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Liz on LinkedIn https://www.linkedin.com/in/liz-henderson-025a628/
Connect with Katie on LinkedIn https://www.linkedin.com/in/katie-sabo-1336051a5/
Resources
https://www.aon.com/reinsurance/wcc/default.jsp
https://www.theclimateservice.com/
For more episodes go to www.cfachicago.org/podcasts
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 over the last year.
Connect with Brett on LinkedIn https://www.linkedin.com/in/brett-bina-cfa-caia-6a923b25/ and email brett.bina@gmail.com
Connect with Brendan on LinkedIn https://www.linkedin.com/in/brendan-ahern-4858083/ and follow his blog at www.chinalastnight.com
Follow KraneShares on LinkedIn https://www.linkedin.com/company/kraneshares and visit their website http://www.kraneshares.com/
For more episodes go to www.cfachicago.org/podcasts
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 industry.
Connect with Chris on LinkedIn https://www.linkedin.com/in/christopher-t-vincent-cfa-b4b77b10/
Connect with Michael on LinkedIn https://www.linkedin.com/in/mlfalk/
Resources
Capitalism for Everyone
https://www.cfainstitute.org/en/research/foundation/2021/capitalism-for-everyone
Everything You Need to Know About … Investing
https://investmentsandwealth.org/getattachment/2166018f-6fbd-4389-ad61-8352e53d7537/IWM20NovDec-EverythingYouNeedToKnowAboutInvesting.pdf
Michael’s Books
https://www.amazon.com/Learn-Sustain-Long-Term-Economic-Growth/dp/1944960058
https://www.amazon.com/Get-Work-Future-Michael-Falk/dp/1704375827
For more episodes go to www.cfachicago.org/podcasts
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 Intelligence”, for The Palgrave Handbook of FinTech and Blockchain.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
Alternative Data in FinTech and Business Intelligence https://link.springer.com/chapter/10.1007/978-3-030-66433-6_9
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Blaine on LinkedIn https://www.linkedin.com/in/blaine-reed-ba599820/
Connect with Bill on LinkedIn https://www.linkedin.com/in/william-housey/
For more episodes go to www.cfachicago.org/podcasts
Recorded 7/27/21
CFA Society Chicago member Rich Excell, CFA brings on Nelson Rosario, partner at Smolinski Rosario Law, to discuss the regulatory issues with DeFi.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Nelson on LinkedIn https://www.linkedin.com/in/nelsonrosario/
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA chats with Lyric Hughes Hale, Editor-in-Chief of Econvue to discuss macroeconomics and digital assets.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Chen on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/
Hale Report Podcast - https://econvue.com/podcasts
For more episodes go to www.cfachicago.org/podcasts
(Episode Recorded 6/21/21)
CFA Society Chicago member Rich Excell, CFA chats with Chen Zhao, Chief Global Strategist at Alpine Macro on the less optimistic view of cryptocurrencies.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Chen on LinkedIn https://www.linkedin.com/in/chen-zhao-a7668416/
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Dan on LinkedIn https://www.linkedin.com/in/dan-johnson-867311a9/
For more episodes go to www.cfachicago.org/podcasts
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 https://www.linkedin.com/in/lotta-moberg-4a856b25/
Connect with John on LinkedIn https://www.linkedin.com/in/john-rusty-reese-8937327/
For more episodes go to www.cfachicago.org/podcasts
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 investors thoughts are on DeFi.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Matt on LinkedIn https://www.linkedin.com/in/matthew-hougan/ and Twitter @Matt_Hougan
Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals
https://www.cfainstitute.org/en/research/foundation/2021/cryptoassets
For more episodes go to www.cfachicago.org/podcasts
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 of Fourth Revolution Capital.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with EJ on LinkedIn https://www.linkedin.com/in/edwardjamesrogers/ and Twitter @ej__rogers
Connect with Keegan on LinkedIn https://www.linkedin.com/in/keegan-selby/ and Twitter @keegan_selby
4RC Website: https://www.fourthrevolution.capital/
For more episodes go to www.cfachicago.org/podcasts
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.
*This podcast was recorded on May 11 and many comments made in this podcast now may appear outdated even if the main thrust of the argument may not be.
DeFi Glossary - https://wiki.defi.school/section-vi-defi-glossary/teminology
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Mike on LinkedIn https://www.linkedin.com/in/mike-mcglone-a8442513/
For more episodes go to www.cfachicago.org/podcasts
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 potential to completely disrupt the current financial ecosystem.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Rumi on LinkedIn https://www.linkedin.com/in/rumimorales/
For more episodes go to www.cfachicago.org/podcasts
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 value to a focus on all stakeholders to the firm. Over half of the world’s investable AUM are now PRI signatories so this is a must listen for anyone in the investment industry.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Fiona on LinkedIn https://www.linkedin.com/in/fiona-reynolds-6b987168/ and Twitter @Fireynolds
Podcast References:
https://www.unpri.org/
For more episodes go to www.cfachicago.org/podcasts
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 value.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Thomas on LinkedIn https://www.linkedin.com/in/thomas-coleman-2818144/
Connect with Steven on LinkedIn https://www.linkedin.com/in/steven-durlauf-1a46385/
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Ed on LinkedIn https://www.linkedin.com/in/r-edward-freeman-98b8897/
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Rob on LinkedIn https://www.linkedin.com/in/robert-west-cfa-2b21b614/ and Twitter @energy_said
Thunder Said Energy Insights https://thundersaidenergy.com/tse-insights/
Tree Planting Charities https://edenprojects.org/ or https://onetreeplanted.org/
For more episodes go to www.cfachicago.org/podcasts
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 options market innovations over the last 25 years.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Dean on LinkedIn https://www.linkedin.com/in/dean-curnutt-4060157/
MacroMinds Virtual Symposium https://macrominds.org/the-symposium/
Alpha Exchange Podcast https://alphaexchange.simplecast.com/
For more episodes go to www.cfachicago.org/podcasts
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 shareholder value to maximizing value for all stakeholders, including employees, customers and communities. Dean Stevens helps us set the stage as we explore this topic from several different perspectives.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Kevin on LinkedIn https://www.linkedin.com/in/kevin-stevens-9496505/
For more episodes go to www.cfachicago.org/podcasts
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 Considerations”, Fed puts, the PBOC’s US market focus, and Decentralized Finance (DeFi).
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/
Link for the white paper https://dx.doi.org/10.2139/ssrn.3731159
For more episodes go to www.cfachicago.org/podcasts
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 year ago.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Martha on LinkedIn https://www.linkedin.com/in/marthagoodell/ and Twitter @MarthaGoodell
For more episodes go to www.cfachicago.org/podcasts
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 a strategic asset allocation framework.
On March 3rd 2021 it was announced that Amanda Agati will be PNC’s next Chief Investment Officer following the retirement of Mark McGlone. In addition, Nick Ashburn was also named the head of the Responsible Investing team at PNC. All appointments will be effective on April 9th 2021. Reference to the press release is below:
https://pnc.mediaroom.com/2021-03-03-PNC-Asset-Management-Group-Names-Amanda-Agati-Chief-Investment-Officer-Mark-McGlone-To-Retire
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Amanda on LinkedIn https://www.linkedin.com/in/amandaagaticfa/ and Twitter @AmandaAgatiPNC
Connect with Nick on LinkedIn https://www.linkedin.com/in/nashburn/
For more episodes go to www.cfachicago.org/podcasts
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 you by the letters ‘R’ and ‘I’ – reflation or inflation and why it matters.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Jim on LinkedIn https://www.linkedin.com/in/james-bianco-117619152/ and Twitter @biancoresearch
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA, talks with Matt Moran, Head of Index Insights at Cboe about current trends in the options market.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Matt on LinkedIn https://www.linkedin.com/in/matthewtmoran/
Episode References
Cboe Options Institute https://www.cboe.com/education/
Whitepapers https://www.cboe.com/education/research/
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Priya on LinkedIn https://www.linkedin.com/in/priyaparrish/
For more episodes go to www.cfachicago.org/podcasts
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 builds investor confidence.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Fritz on LinkedIn https://www.linkedin.com/in/fkaegi/
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/
For more episodes go to www.cfachicago.org/podcasts
Podcast References
Alternative investments: Improving portfolio performance
https://www.ubs.com/global/en/asset-management/insights/asset-class-research/asset-allocation/upgrade-your-asset-allocation/alternative-investments.html?campID=CAAS-ActivityStream
A catalyst for diversification: Five-year capital market assumptions
https://www.ubs.com/global/en/asset-management/insights/asset-class-research/asset-allocation/upgrade-your-asset-allocation/catalyst-for-diversification.html?campID=CAAS-ActivityStream
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.
Connect with Monique on LinkedIn https://www.linkedin.com/in/monique-thanos-phd-cfa-frm-4868a6158/
Connect with Emily on LinkedIn https://www.linkedin.com/in/emily-lawrence-426ba32/
Additional Information
https://www.northerntrust.com/united-states/what-we-do/investment-management/sustainable-investing/sustainable-investing-strategies?utm_source=cfa&utm_medium=referral&utm_campaign=am-global-esg--20210122
https://www.cfachicago.org/wp-content/uploads/2020/10/Staking-Out-Climate-Risk.pdf
https://www.cfachicago.org/wp-content/uploads/2020/10/Blog_-Managing-Risk-with-ESG-Investing.pdf
https://www.cfachicago.org/wp-content/uploads/2020/10/Blog_-How-500-Investors-Confronted-Climate-Risk.pdf
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Fabio on LinkedIn https://www.linkedin.com/in/fabio-alperowitch/
CFA Society Brazil https://cfasociety.org.br/
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
For more episodes go to www.cfachicago.org/podcasts
https://www.hermes-investment.com/ie/wp-content/uploads/2017/04/hermes-credit-esg-paper-april-2017.pdf
https://www.hermes-investment.com/uki/insight/stewardship/we-can-all-get-along/
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, John Reese.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with John on LinkedIn https://www.linkedin.com/in/john-rusty-reese-8937327/
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA, chats with Andrew Wellington, co-founder and CIO of Lyrical Asset Management, a deep value investment firm.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Andrew on LinkedIn https://www.linkedin.com/in/andrew-wellington-91251918/
Find more information on Andrew’s references during the podcast - https://www.cfachicago.org/wp-content/uploads/2020/10/lyrical-asset-management.pdf
Lyrical’s Annual Review Letters - www.lyricalam.com/letters/
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA, discusses sustainable investing with Joe Halwax, CAIA CIMA, Managing Director, Institutional Investments at Wespath.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Joe on LinkedIn https://www.linkedin.com/in/joe-halwax-caia-cima%C2%AE-32b2621/
Wespath’s External Manager ESG Integration - https://www.wespath.com/assets/1/7/5152.pdf
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Ben on LinkedIn https://www.linkedin.com/in/ben-johnson-cfa-5a288175/ and Twitter @MstarETFUS
For more episodes go to www.cfachicago.org/podcasts
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 Equality Fund.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Suresh on LinkedIn https://www.linkedin.com/in/sureshrajagopal/
Connect with John on LinkedIn https://www.linkedin.com/in/jrobertsdenver/
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Dick on LinkedIn https://www.linkedin.com/in/dickschiller/
Connect with Jason on LinkedIn https://www.linkedin.com/in/jasoncren/
For more episodes go to www.cfachicago.org/podcasts
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 series on Capital Markets.
Connect with Christian on LinkedIn https://www.linkedin.com/in/christianmbarroncpacfa/
Connect with Leo on LinkedIn https://www.linkedin.com/in/leo-schmidt-cfa-a258703/
Watch the replays of the Capital Market webinars here https://www.cfachicago.org/webcasts/
For more episodes go to www.cfachicago.org/podcasts
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, and Vrutik Patel and Fred Shoaff from University of Illinois’ Investment Management Academy.
Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard
Connect with Connor on LinkedIn https://www.linkedin.com/in/cwalsh33/
Connect with Danny on LinkedIn https://www.linkedin.com/in/daniel-feldmeier-315942191/
Connect with Vrutik on LinkedIn https://www.linkedin.com/in/vp07/
Connect with Fred on LinkedIn https://www.linkedin.com/in/fred-shoaff-25618a171/
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA, discusses ESG & generating positive alpha with Sarah Bratton Hughes, Head of Sustainability, North America at Schroders.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Sarah on LinkedIn @ sarah-bratton-hughes
Follow Schroders on LinkedIn @ schroders and Twitter @SchrodersUS
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Joe on LinkedIn @ wysockijoe
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Joe on LinkedIn @ wysockijoe
For more episodes go to www.cfachicago.org/podcasts
Mike Ossowski, Hehmeyer’s Chief Strategy Officer, joins CFA Society Chicago Board Member Rich Excell, CFA, for a great discussion on the ever-changing topic of digital assets. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Mike on LinkedIn @ m-ossowski
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Monique on LinkedIn @ monique-thanos-phd-cfa-frm
Connect with Mamadou-Abou on LinkedIn @ mamadou-abousarr
For more episodes go to www.cfachicago.org/podcasts
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 interest rates are anything but ‘natural’”.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Lotta on LinkedIn @ lotta-moberg
Link to Lotta’s op-ed – Today’s ultra-low interest rates are anything but ‘natural’
https://www.ft.com/content/c4e10d2c-109a-40f5-a175-628d1db9c793
William Blair White Paper referenced in the episode https://www.williamblair.com/en/Research-and-Insights/Insights/Institutional-White-Paper/IM-Papers/2020/Adventures-on-the-Planet-of-the-Apes.aspx
For more episodes go to www.cfachicago.org/podcasts
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 markets.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Justin on LinkedIn @ justin-hance-cfa
For more episodes go to www.cfachicago.org/podcasts
Chris Vincent, CFA, president and CEO of CFA Society Chicago, sits down with Peak Globalization Series podcast host Rich Excell, CFA, to disucss his final thoughts and findings throughout the series. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Chris on LinkedIn @ christopher-t-vincent-cfa
For more episodes go to www.cfachicago.org/podcasts
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, and Global Capital.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Kim on LinkedIn @ kimberly-clausing
Kim’s book Open: The Progressive Case for Free Trade, Immigration, and Global Capital https://www.amazon.com/Open-Progressive-Immigration-Global-Capital/dp/0674919335
For more episodes go to www.cfachicago.org/podcasts
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 and Twitter @ExcellRichard
Connect with Greg on LinkedIn @ gregory-daco
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Reva on LinkedIn @ reva-goujon
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Harry on LinkedIn @ harry-moser and visit the Reshoring Initiative’s website - www.reshorenow.org
Access the links referenced by Harry below–
TCO Estimator: https://reshorenow.org/tco-estimator/
Impact of TCO: https://reshorenow.org/blog/impact-of-using-tco-instead-of-price/
Import Substitution Program: https://reshorenow.org/isp/
2018 data Report: https://drive.google.com/file/d/1UvSQEL51zHI6NzRlo1BdWoymvQhgfLvF/view
Competitiveness Toolkit: https://reshorenow.org/blog/competitiveness-toolkit-draft/
Links to 24 Moser on Manufacturing columns in Assembly magazine: https://www.assemblymag.com/authors/2068-harry-moser
FDI Intelligence article on picking the right country to manufacture for the U.S. market: https://www.fdiintelligence.com/stream/author/Harry%20Moser%20and%20Michelle%20Comerford
For more episodes go to www.cfachicago.org/podcasts
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 @ brett-bina
Connect with Brendan on LinkedIn @ brendan-ahern and follow his blog at www.chinalastnight.com
Follow KraneShares on LinkedIn @kraneshares and visit their website www.kranshares.com
For more episodes go to www.cfachicago.org/podcasts
Information referenced in this podcast -
https://www.heritage.org/index/?version=1167
https://www.transparency.org/en/
https://libertystreeteconomics.newyorkfed.org/
https://www.msci.com/index-solutions
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”.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Jake on LinkedIn @ jacobschlesinger
Follow The Wall Street Journal on LinkedIn @the-wall-street-journal and www.wsj.com
See Jake’s article mentioned in the podcast here - https://www.wsj.com/articles/how-the-coronavirus-will-reshape-world-trade-11592592995
*Since this recording, Joe Biden spoke on July 9 focused on "Buy American" and bringing supply chains back home. Link to the WSJ story on the speech:
https://www.wsj.com/articles/biden-looks-to-curb-covid-19-economic-damage-with-buy-american-plan-11594287005
Link to WSJ weekly newsletter on the business implications of the election. In this edition, Jake does a Q&A about the Biden Buy American plan.
https://electionbusiness.cmail20.com/t/ViewEmail/d/D4045383943E7A532540EF23F30FEDED/ACB59639BA04A5BE0CC2E775D3CF5869
For more episodes go to www.cfachicago.org/podcasts
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 impacts of a move away from peak globalization, how to assess and adjust supply chains in response
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Ed on LinkedIn @ ed-pound and Joe @ joe-sweeney
See the article mentioned in the podcast here - https://projectproduction.org/ppi-thinking/project-supply-chain-resiliency-covid-19-update/
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Seenu on LinkedIn @ seenu-sarma and see his article mentioned in the podcast here - https://www.linkedin.com/pulse/adapting-sourcing-strategies-new-post-pandemic-world-seenu-sarma/
For more episodes go to www.cfachicago.org/podcasts
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 to know about them.
Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Brian on LinkedIn @ brian-langstraat
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Blaine on LinkedIn @ blaine-reed
Connect with Richard on LinkedIn @richard-l-sandor
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA discusses the current fiscal situation in Illinois with Nuveen Asset Management’s Steve Hlavin, Senior Vice President, Portfolio Manager, and Molly Shellhorn, Managing Director, Senior Research Analyst. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard
Connect with Steve on LinkedIn @ steve-hlavin
Follow Nuveen on LinkedIn @ Nuveen and visit their website www.nuveen.com
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Brett on LinkedIn @ brett-bina
Connect with Matt on LinkedIn @ matthew-kocanda
For more episodes go to www.cfachicago.org/podcasts
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 shares his current views on emerging market economies, what might an unwind of globalization look like, if he thinks Chinese domestic consumption can support its own mercantilist economic structure, ESG concerns and if there are industries that might find economic advantages of moving to the US.
Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Connect with Richard on LinkedIn @richthies
Follow Driehaus Capital Management on LinkedIn @ driehaus-capital-management
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Connect with Joe on LinkedIn @joe-burgoyne
Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Connect with Joe on LinkedIn @joe-burgoyne
Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 1 to discuss basic option concepts.
Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Connect with Joe on LinkedIn @joe-burgoyne
Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu
For more episodes go to www.cfachicago.org/podcasts
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.
Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Connect with Brian on LinkedIn @brian-coulton
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA discusses the future of fintech with Lin William Cong, Rudd Family Professor of Management and Associate Professor of Finance at Cornell University.
Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Connect with Will on LinkedIn @linwilliamcong
For more episodes go to www.cfachicago.org/podcasts
On February 25, 2020, CFA Society Chicago hosted speakers from across the cannabis industry to share their insights on investment opportunities, the evolution and the future of the cannabis market. Are financial markets ready for this billion-dollar green economy? After the event CFA Society Chicago member Mike Kalil, CFA, caught up with Kristoffer Inton, director of basic materials research at Morningstar, for additional information. Regardless of your view on the industry, you’ll be less green on the subject! Follow Mike on LinkedIn @michael-j-kalil-cfa
For more episodes go to www.cfachicago.org/podcasts
With the end of LIBOR approaching, what changes can you expect? CFA Society Chicago member Blaine Reed, CFA, discusses LIBOR vs SOFR with Meredith Coffey, Executive Vice President of Loan Syndications and Trading Association (LSTA). Connect with Blaine on LinkedIn @blaine-reed
Connect with Meredith on LinkedIn @coffey-meredith
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA, sat down with Nancy Lazar, founder of Cornerstone Macro, for a quick conversation prior to the Society’s Economic Outlook event at the University Club on January 28th Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Connect with Nancy on LinkedIn @nancy-lazar and follow Cornerstone Macro @cornerstone-macro
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member David Sekera, CFA discusses investing in the private debt markets with Tony Berkley, Vice President, Impact & Responsible Investments at Prudential.
Connect with David on LinkedIn @davesekera
Connect with Tony on LinkedIn @tonyberkley
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Blaine Reed, CFA discusses the plan to phase out LIBOR with Brian Battle of Performance Trust.
Connect with Blaine on LinkedIn @blaine-reed
Connect with Brian on LinkedIn @brian-battle and follow Performance Trust @performance-trust-capital-partners
For more episodes go to www.cfachicago.org/podcasts
CFA Society Chicago member Rich Excell, CFA discusses impact investing with Priya Parrish, Managing Partner at Impact Engine.
Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Follow Priya on LinkedIn @priyaparrish
For more episodes go to www.cfachicago.org/podcasts
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.
Find Brian on LinkedIn @bgilmartin
Find Ted Reilly on LinkedIn @ted-reilly
For more episodes go to www.cfachicago.org/podcasts
Rich Excell, CFA from the CFA Society Chicago Education Advisory Group returns with guest Mike Creadon from Drawbridge Lending to discuss more in depth on the topic of digital assets.
Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Follow Mike on LinkedIn @michael-creadon and Twitter @Mcc2129
For more episodes go to www.cfachicago.org/podcasts
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 Wealth Management.
Find Lotta on LinkedIn
Find Andrew on LinkedIn
For more episodes go to www.cfachicago.org/podcasts/
CFA Society Chicago member Brian Gilmartin, CFA has a follow up conversation with Driehaus' Michael Caldwell on the future of the biotech industry.
Find Brian on LinkedIn @bgilmartin
Find Driehaus Capital Management on LinkedIn @driehaus-capital-management
For more episodes go to www.cfachicago.org/podcasts
Rich Excell, CFA from the CFA Society Chicago Education Advisory Group discusses digital assets with guest Mike Creadon from Drawbridge Lending.
Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard
Follow Mike on LinkedIn @michael-creadon and Twitter @Mcc2129
For more episodes go to www.cfachicago.org/podcasts