CFA Society Chicago

Macro Matters - post FOMC show - last one for 2025!

11 Dec 2025

Contributed by Lukas

Tony Zhang, Blaine Reed and Rich Excell get together again to discuss the market reaction to the latest FOMC rate cut. What is the FOMC saying about 2...

Macro Matters - AI, job losses, rate cuts & affordability

17 Nov 2025

Contributed by Lukas

Tony Zhang, Blaine Reed and Rich Excell are back to discuss the macro that matters for the markets.  The latest narratives driving markets are the us...

Macro Matters - is the equity market too pessimistic?

03 Nov 2025

Contributed by Lukas

Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI Is there anything else to talk about? Seriously though.  What...

Macro Matters - Oct 22: growth, earnings, oil and inflation

23 Oct 2025

Contributed by Lukas

Blaine Reed, Tony Zhang and Rich Excell are back to cover all of the topics in the market: Are all assets now convinced that growth is falling? Market...

Macro Matters - October 3, 2025 - is it that easy?

06 Oct 2025

Contributed by Lukas

Tony, Zhang, Blaine Reed and Rich Excell are back to discuss the latest on the job market, rate cuts, financial conditions and the Dollar.  Is now th...

Macro Matters - it's going to happen, so what?

29 Aug 2025

Contributed by Lukas

The Fed is going to cut rates in September. Some think they shouldn't (Rich Excell and Blaine Reed) and some think they should (Tony Zhang). Whether t...

Macro Matters - the Fed is going to cut, but should it?

15 Aug 2025

Contributed by Lukas

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets.  CPI, PPI, inf...

Macro Matters - post FOMC, pre NFP

31 Jul 2025

Contributed by Lukas

Blaine Reed, Tony Zhang and Rich Excell get together to discuss what the FOMC did and should do. The FOMC has a dual mandate of price stability and fu...

Macro Matters - is there any inflation and what will the Fed do about it?

14 Jul 2025

Contributed by Lukas

It is July 14 and this is CPI and PPI week. What will we hear on the inflation front? More importantly, what could tariffs and the One Big Beautiful B...

Macro Matters - rate cuts & Treasury demand

20 Jun 2025

Contributed by Lukas

Its mid-June so it is all about the FOMC.  However, there are a lot of cross-currents out there from a fiscal and regulatory standpoint that may have...

Private Asset Performance: the Latest Academic Research

12 Jun 2025

Contributed by Lukas

CFA Society Chicago member Dan Grana, CFA speaks with Greg Brown, the Van and Kay Weatherspoon Distinguished Professor of Finance at UNC Kenan-Flagle...

Macro Matters - back after a long break

11 Jun 2025

Contributed by Lukas

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 in...

Macro Matters - Easter Monday update

21 Apr 2025

Contributed by Lukas

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. Ri...

Investment Exchange Forum - recapping the 2025 Investment Themes & discussing future events

11 Apr 2025

Contributed by Lukas

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...

Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis

09 Apr 2025

Contributed by Lukas

Any volatility in the market these days?   We couldn't have gone through investment themes for 2025 without discussing volatility and the options ...

Macro Matters - Liberation Day!

07 Apr 2025

Contributed by Lukas

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 ta...

Investment Exchange Forum - 2025 Investment Themes - economic forecast

03 Apr 2025

Contributed by Lukas

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 investo...

Investment Exchange Forum - 2025 Investment Themes - Geopolitics

31 Mar 2025

Contributed by Lukas

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 G...

Investment Exchange Forum - 2025 Investment Themes - Equity markets

17 Mar 2025

Contributed by Lukas

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 Sek...

Investment Exchange Forum - 2025 Investment Themes - Fixed Income

03 Mar 2025

Contributed by Lukas

Continuing on our with our 2025 investment themes, Rich Excell CFA, CMT digs into the fixed income market with two excellent guests: Elizabeth Henders...

Macro Matters - this is not about Nvidia ...

26 Feb 2025

Contributed by Lukas

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 (...

Investment Exchange Forum - 2025 Investment Themes - Commodities

18 Feb 2025

Contributed by Lukas

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 s...

Macro Matters - First one for 2025, it's all about the bonds

23 Jan 2025

Contributed by Lukas

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 Treasu...

CFA Society Chicago Macro Matters - equity market thoughts heading into 2025

12 Dec 2024

Contributed by Lukas

Rich Excell, CFA, CMT is joined by Institutional Investor's #1 Strategist Michael Kantrowitz, CFA from Piper Sandler to discuss the US equity market b...

Macro Matters Barry Knapp - What's going on in the bond market?

13 Nov 2024

Contributed by Lukas

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 ...

Macro Matters - post election, post FOMC recap

08 Nov 2024

Contributed by Lukas

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 w...

Macro Matters - Is it really all about TINA? Special Guest Mr. Risk!

30 Oct 2024

Contributed by Lukas

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 l...

Macro Matters - China!

16 Oct 2024

Contributed by Lukas

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 outperfo...

Power Auctions with the Electric Power Supply Association's CEO Todd Snitchler

25 Sep 2024

Contributed by Lukas

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...

Macro Matters - immediate reaction to September FOMC meeting

18 Sep 2024

Contributed by Lukas

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 ...

Macro Matters podcast September 4, 2024

05 Sep 2024

Contributed by Lukas

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 forwar...

Macro Matters - recapping a crazy 10 days

13 Aug 2024

Contributed by Lukas

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 ...

Investment Exchange Forum: India - Elections, Modi, and the investment landscape

31 Jul 2024

Contributed by Lukas

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...

Macro Matters - it's been a little while

25 Jul 2024

Contributed by Lukas

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 h...

Investment Exchange Forum: Cannabis - is it time to revisit?

17 Jun 2024

Contributed by Lukas

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 discu...

Macro Matters podcast June 14, 2024

17 Jun 2024

Contributed by Lukas

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 ma...

Macro Matters - May 21, 2024 - investor sentiment

22 May 2024

Contributed by Lukas

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, ...

Macro Matters - May 8, 2024 - its still all about the Fed

09 May 2024

Contributed by Lukas

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 t...

Macro Matters - April 22, 2024 - what's going on out there?

22 Apr 2024

Contributed by Lukas

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 ...

Investment Exchange Forum - QQQ - 25 years later

01 Apr 2024

Contributed by Lukas

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 e...

Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing

18 Mar 2024

Contributed by Lukas

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 an...

Investment Exchange Forum - Private Credit Series - Views of a multi-strat investor

12 Mar 2024

Contributed by Lukas

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 pro...

Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors!

04 Mar 2024

Contributed by Lukas

Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectatio...

Investing in US Financial History with Mark Higgins Podcast Part 2

22 Feb 2024

Contributed by Lukas

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...

Macro Matters - yield curve, Fed expectations, inflation and more

20 Feb 2024

Contributed by Lukas

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...

Investing in US Financial History with Mark Higgins Podcast Part 1

19 Feb 2024

Contributed by Lukas

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...

Macro Matters podcast - Feb 5, 2024

05 Feb 2024

Contributed by Lukas

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 t...

Macro Matters - Jan 22, 2024 - covering lots of current topics

22 Jan 2024

Contributed by Lukas

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 o...

Ana Marshall – "The Climb to Investment Excellence" at the Hewlett Foundation

12 Jan 2024

Contributed by Lukas

CFA Society Chicago member Dan Grana, CFA, talks with Ana Marshall, CFA, the Chief Investment Officer of the William and Flora Hewlett Foundation abou...

Macro Matters podcast - Jan 8, 2024 - cryptocurrencies

09 Jan 2024

Contributed by Lukas

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...

Macro Matters podcast – a crazy couple of weeks to end a crazy year

29 Dec 2023

Contributed by Lukas

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 fundamenta...

Investment Exchange Forum - Private Credit series - Middle-market Financing

22 Dec 2023

Contributed by Lukas

Rich Excell, CFA is joined by Kyle Lindsay of Maranon Capital to explore middle-market financing including the different levels in the capital structu...

Investment Exchange Forum - Private Credit Series - asset-based finance

14 Dec 2023

Contributed by Lukas

For the next installment in the IEF private credit series, Rich Excell, CFA, speaks with Isaiah Toback, the Deputy Co-Chief Investment Officer for Cas...

Macro Matters podcast– what is going on with this risk asset rally?

07 Dec 2023

Contributed by Lukas

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 m...

Investment Exchange Forum - Private Credit Series - Direct Lending

27 Nov 2023

Contributed by Lukas

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...

William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA

20 Nov 2023

Contributed by Lukas

Investment Exchange Forum - Private Credit Series - Opportunistic investing

15 Nov 2023

Contributed by Lukas

In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook...

Investment Exchange Forum - Private Credit Series - an investment overview

06 Nov 2023

Contributed by Lukas

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 inf...

Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023

05 Oct 2023

Contributed by Lukas

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 mo...

Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023

04 Aug 2023

Contributed by Lukas

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 fa...

Macro Matters - The AI revolution & what CFA members need to know - Volume 7, July 19, 2023

20 Jul 2023

Contributed by Lukas

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 opportu...

Macro Matters - Fed continued hawkishness impact on markets - Volume 6, 2023

29 Jun 2023

Contributed by Lukas

Tony Zhang and Rich Excell discuss recent Fed official comments, how the market is re-pricing this hawkishness, whether policy is diverging at the maj...

Macro Matters - Debt Ceiling Discussion - Volume 5, 2023

04 Jun 2023

Contributed by Lukas

Monique Thanos, Tony Zhang and RIch Excell are back in the latest Macro Matters. This week they discuss the recently concluded debt ceiling discussion...

Macro Matters - Financial Condtions - Volume 4 5/10/23

10 May 2023

Contributed by Lukas

Monique Thanos, Tony Zhang and Rich Excell are back after a little break and talking about financial conditions. Breaking down the index into its comp...

Macro Matters - Reaction to the March FOMC meeting - 2023, Volume 3

23 Mar 2023

Contributed by Lukas

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 i...

Macro Matters - Crypto, AI and emerging technologies - 2023, Volume 2

07 Mar 2023

Contributed by Lukas

In this episode, Monique Thanos, PhD, CFA,  Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT discuss the cryptocurrency market, emerging technologies a...

Antti Ilmanen – Expected Returns

24 Feb 2023

Contributed by Lukas

CFA Society Chicago member Dan Grana, CFA, talks with Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Mana...

Macro Matters - Inflation, economy and FOMC impact on the market - 2023 Volume 1

21 Feb 2023

Contributed by Lukas

Monique Thanos, Tony Zhang and Rich Excell, all CFA Charterholders and members of the CFA Society Chicago, get together to talk about inflation, the e...

Investment Exchange Forum - Japan and China economies in 2023

18 Dec 2022

Contributed by Lukas

Investment Exchange Forum – Japan and China economies in 2023 CFA Society Chicago member Rich Excell, CFA talks with Lyric Hughes Hale, Editor-in-Ch...

Investment Exchange Forum – Sorting through US election issues with Donald Schneider

26 Oct 2022

Contributed by Lukas

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. Wh...

Investment Exchange Forum - China today with Reva Goujon

19 Oct 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, th...

Investment Exchange Forum – Looking through the tail risks in the market with Mr. Risk

11 Oct 2022

Contributed by Lukas

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...

Investment Exchange Forum – The macroeconomic outlook for the coming quarter and year

11 Oct 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA and Barry Knapp, the Founder and Managing Partner of Ironsides Macroeconomics, discuss the economic enviro...

Investment Exchange Forum – Moving from TradFi to DeFi – Lessons Learned

23 Jun 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about crypto markets, entrepreneuriali...

Investment Exchange Forum – Real Estate Market Trends

16 Jun 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA talks with Cliff Booth, Founder & Chairman, Westmount Realty Capital, on the trends and changes in the rea...

Investment Exchange Forum – Venture Capital

09 Jun 2022

Contributed by Lukas

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 ...

Macro Matters Series – Cannabis

03 Jun 2022

Contributed by Lukas

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets ...

Investment Exchange Forum – Private Markets

02 Jun 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA chats with Bob Long, CEO of Conversus, a StepStone company, on the topic of accessing private markets. Con...

Investment Exchange Forum – NLP Techniques for Investing

26 May 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA and Dan Joldzic, CFA, FRM, CEO and Quantitative Researcher at Alexandria Technology discuss the role that ...

Macro Matters Series – Stablecoins: Does a Crypto Crash Create a Crisis?

20 May 2022

Contributed by Lukas

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets ...

Investment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors Face

12 May 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA and State Street Advisors Head of Practice Management, Brie Williams discuss biases and how they affect in...

Investment Exchange Forum – Thematic Investing

05 May 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research discuss bigger investment the...

Strategy in Investing

28 Apr 2022

Contributed by Lukas

CFA Society Chicago member Tony Zhang, PhD, CFA talks with Felix Oberholzer-Gees, Professor at Harvard University on his book "Better, Simpler Strateg...

Macro Matters Series - Is Duration Durable or Doomed?

27 Apr 2022

Contributed by Lukas

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets ...

"Asset allocation for an ESG world"

21 Apr 2022

Contributed by Lukas

CFA Society Chicago member Lotta Moberg, PhD, CFA talks with fellow Chicago member Michele Gambera, PhD, CFA, Co-head of strategic asset allocation at...

Investment Exchange Forum – Natural Language Processing (NLP)

11 Apr 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA and Ben McMillan, the Chief Investment Officer and Chief Technology Officer of IDX Insights, LLC and IDX D...

Macro Matters Series – Yield Curve Inversion: Diversion or Submersion?

08 Apr 2022

Contributed by Lukas

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets ...

Space Industry

07 Apr 2022

Contributed by Lukas

CFA Society Chicago member Gaurav Kumar, CFA and Chris Quilty, founder and partner of Quilty Analytics, discuss structure, trends, risks, and opportun...

Equity Duration

31 Mar 2022

Contributed by Lukas

CFA Society Chicago member Dan Grana, CFA talks with Richard Sloan, Deloitte and Touche Chair in Accounting at University of Southern California - Mar...

Investment Exchange Forum – The Future of Inflation

24 Mar 2022

Contributed by Lukas

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 ...

Investment Exchange Forum – Self-Directed IRAs

17 Mar 2022

Contributed by Lukas

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 ...

Investment Exchange Forum – Real Estate

11 Mar 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA talks with Frank Haggerty, CFA Senior Portfolio Manager at Duff & Phelps Investment Management on the chan...

Macro Matters Series – The Role of Crypto in the Ukrainian Crisis

04 Mar 2022

Contributed by Lukas

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets ...

Investment Exchange Forum – Behavioral Finance

24 Feb 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA talks with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus Investment Partner...

Macro Matters Series – Value & Growth

14 Feb 2022

Contributed by Lukas

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets...

Investing Decisions in Insurance

10 Feb 2022

Contributed by Lukas

CFA Society Chicago member Gaurav Kumar, CFA returns to talk with Aon's Managing Director of Capital Markets, Sourna Daneshvar on investment decision ...

NFTs

03 Feb 2022

Contributed by Lukas

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 ...

Macro Matters Series – Geopolitics and the Energy Markets

02 Feb 2022

Contributed by Lukas

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets ...

Investment Exchange Forum – ESG Investing

27 Jan 2022

Contributed by Lukas

CFA Society Chicago member Rich Excell, CFA, chats with Catherine Drake, CFA Senior Managing Director at PPM about the CFA Institute's ESG certificati...

Investment Exchange Forum – Inflation & Asset Allocations

20 Jan 2022

Contributed by Lukas

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 infl...