CFA Society Chicago
Episodes
Investment Exchange Forum – Risk Management in Commodity Trading & Investing
13 Jan 2022
Contributed by Lukas
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 B...
Macro Matters Series – Interest Rates, Fiscal Policy, and Inflation
12 Jan 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 – Inflation & the Equity Market
07 Jan 2022
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, talks with former chair and lead equity investment specialist with UBS, Tom Digenan, CFA on inflation and...
Macro Matters Series – Lessons from 2021 Events and a 2022 Outlook
04 Jan 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 – Supply Chain Issues
29 Dec 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, brings back Harry Moser, founder of non-profit Reshoring Initiative, to discuss the current problems occu...
Investment Exchange Forum – Inflation
22 Dec 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA and Kedran Panageas, Chief Economist at Allstate Investments, discuss the important topic of inflation fro...
Macro Matters Series – Alternative Data
17 Dec 2021
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 – Enron 20 years on, thoughts from the inside
14 Dec 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA talks with James Timmins, Enron Director and anonymous source for the Wall Street Journal, now Managing Pa...
Fintech in Today's Economy
09 Dec 2021
Contributed by Lukas
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...
Macro Matters Series - The Coronavirus
03 Dec 2021
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 ...
What is the Connection Between Economic Growth & Equity Returns?
02 Dec 2021
Contributed by Lukas
CFA Society Chicago member Lotta Moberg, CFA, chats with Roger Ibbotson, Professor at Yale School of Management on his article "The Long-Run Drivers o...
Macro Matters Series - Inflation
18 Nov 2021
Contributed by Lukas
CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, CFA and Tony Zhang, CFA come together to discuss macro events affecting markets today. Con...
Industry Insights with Heather Brilliant, CFA
11 Nov 2021
Contributed by Lukas
CFA Society Chicago CEO Chris Vincent, CFA, chats with 2020 Hortense Friedman Award Winner and form Chicago member Heather Brilliant, CFA on her caree...
Investment Exchange Forum – "Disunited Nations" and Economic Change
21 Oct 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, talks with Geopolitical strategist Peter Zeihan on his book "Disunited Nations: The Scramble for Power in...
Investment Exchange Forum – Risk in the Chinese Economy
14 Oct 2021
Contributed by Lukas
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 vola...
Investment Exchange Forum – Asian Crypto Ecosystem
07 Oct 2021
Contributed by Lukas
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 digita...
Investment Exchange Forum – Climate Change & Investing
16 Sep 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, talks with Aon's Senior Managing Director, Liz Henderson and Managing Director, Katie Sabo about how comp...
Investing in China – What Has Changed? with Brendan Ahern & Brett Bina, CFA, CAIA
09 Sep 2021
Contributed by Lukas
Former CFA Society Chicago member Brett Bina, CFA, CAIA brings back KraneShares' Chief Investment Officer, Brendan Ahern to dig deeper in the topic of...
Industry Insights with Michael Falk, CFA
02 Sep 2021
Contributed by Lukas
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 ...
Investment Exchange Forum – Alternative Data
26 Aug 2021
Contributed by Lukas
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, "...
The Syndicated Loan Market
12 Aug 2021
Contributed by Lukas
CFA Society Chicago member Blaine Reed, CFA talks with Bill Housey, CFA, Managing Director of Fixed Income at First Trust, on the often overlooked ass...
Investment Exchange Forum – Decentralized Finance (DeFi) & Regulation
22 Jul 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA brings on Nelson Rosario, partner at Smolinski Rosario Law, to discuss the regulatory issues with DeFi. Co...
Investment Exchange Forum – Decentralized Finance (DeFi) & Macroeconomics
15 Jul 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA chats with Lyric Hughes Hale, Editor-in-Chief of Econvue to discuss macroeconomics and digital assets. C...
Investment Exchange Forum – Decentralized Finance (DeFi) & the Bearish Outlook
08 Jul 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA chats with Chen Zhao, Chief Global Strategist at Alpine Macro on the less optimistic view of cryptocurrenc...
Investment Exchange Forum – Decentralized Finance (DeFi) & TradFi: A View from the Buyside
01 Jul 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA talks with Dan Johnson, founder and partner at Gillson Capital on what aspects of traditional financial sy...
Commodity Investing with John Reese
24 Jun 2021
Contributed by Lukas
CFA Society Chicago member Lotta Moberg, PhD, CFA brings back John Reese, CEO of Price Asset Management, to take a deeper look at understanding commod...
Investment Exchange Forum – Decentralized Finance (DeFi) & Investing Opportunities
10 Jun 2021
Contributed by Lukas
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...
Investment Exchange Forum – Decentralized Finance (DeFi) & Disruption
03 Jun 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA discusses DeFi, start-up companies in the digital asset ecosystem and why these new ventures can disrupt t...
Investment Exchange Forum – Decentralized Finance (DeFi) and Cryptocurrencies
27 May 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, talks with Mike McGlone, CFA of Bloomberg Intelligence on the evolution of digital assets the potential o...
Investment Exchange Forum – Decentralized Finance (DeFi): New Ventures and Investing in the Blockchain Ecosystem
20 May 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, kicks off a new series on Decentralized Finance (DeFi) with Rumi Morales partner at Outlier Ventures. The...
Investment Exchange Forum – Stakeholder vs. Shareholder: Responsible Investing
13 May 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, talks with Fiona Reynolds, the CEO of the Principles for Responsible Investment (PRI) on the catalyst in ...
Investment Exchange Forum – Stakeholder vs. Shareholder: Defending Milton Friedman
29 Apr 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, chats with Thomas Coleman and Steven Durlaf from the University of Chicago Harris School of Public Policy...
Investment Exchange Forum – Stakeholder vs. Shareholder: Stakeholder Theory
22 Apr 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, speaks with Dr. Ed Freeman, professor at the University of Virginia, to help understand the stakeholder t...
Investment Exchange Forum – ESG and the Energy Transition
15 Apr 2021
Contributed by Lukas
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...
Investment Exchange Forum – Global Market Risk Analysis
08 Apr 2021
Contributed by Lukas
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 ret...
Investment Exchange Forum – Stakeholder vs. Shareholder: Setting the Stage
02 Apr 2021
Contributed by Lukas
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...
Investment Exchange Forum – Monetary Policy & Market Stress
25 Mar 2021
Contributed by Lukas
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 M...
Investment Exchange Forum – ESG and Alternative Energy
18 Mar 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, speaks with Martha Goodell, MBA, MS co-founder of Enigami Partners on what has changed with alternative e...
Investment Exchange Forum – ESG and Asset Allocation
12 Mar 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, talks with PNC's Chief Investment Strategist, Amanda Agati, CFA and Director of Responsible Investing Str...
Investment Exchange Forum – Using technical analysis to determine the message from the markets
04 Mar 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, meets with Jim Bianco, President of Bianco Research to discuss the current message from across the variou...
Investment Exchange Forum – The Options Market
25 Feb 2021
Contributed by Lukas
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...
Investment Exchange Forum – ESG vs. Impact Investing
18 Feb 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, brings back Priya Parrish, managing partner at Impact Engine to discuss the differences of ESG and impact...
Investment Exchange Forum – Property Values
11 Feb 2021
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, speaks with Cook County Assessor and fellow charterholder Fritz Kaegi, CFA, about the challenges of moder...
Capital Market Expectations
04 Feb 2021
Contributed by Lukas
CFA Society Chicago member Lotta Moberg, CFA, discusses market expectations and alternative assets with Louis Finney, Co-Head of Strategic Asset Alloc...
ESG and Sustainable Investing
29 Jan 2021
Contributed by Lukas
CFA Society Chicago member Monique Thanos, CFA, talks with Emily Lawrence, Director of Sustainable Investing at Northern Trust Asset Management on the...
Investment Exchange Forum – ESG in Emerging Markets
21 Jan 2021
Contributed by Lukas
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 ...
Investment Exchange Forum – ESG: Fixed Income & Green Bonds
15 Jan 2021
Contributed by Lukas
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 fixe...
Investment Exchange Forum – Commodity Investing
07 Jan 2021
Contributed by Lukas
Investment Exchange Forum – Commodity Investing CFA Society Chicago member Rich Excell, CFA, dives into the rarely discussed area of commodity inves...
Investment Exchange Forum – ESG and Deep Value Investing
31 Dec 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, chats with Andrew Wellington, co-founder and CIO of Lyrical Asset Management, a deep value investment fir...
Investment Exchange Forum – ESG: Sustainable Finance from an Asset Owner Perspective
23 Dec 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, discusses sustainable investing with Joe Halwax, CAIA CIMA, Managing Director, Institutional Investments ...
Investment Exchange Forum: ESG in ETFs
17 Dec 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, talks with Ben Johnson, CFA, Director of Global ETF Research at Morningstar about ESG in the passive mark...
Investment Exchange Forum: ESG – Diversity, Equality, & Inclusion
10 Dec 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, continues exploring the topic of ESG with co-portfolio mangers Suresh Rajagopal, CFA and John Roberts fro...
Investment Exchange Forum: ESG in Real Estate & REITs
04 Dec 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, chats with Duff & Phelps Investment Managements' Dick Schiller, CFA and Jason Ren, CFA about ESG within t...
Capital Markets with Leo Schmidt of River Eddy Capital Management
25 Nov 2020
Contributed by Lukas
CFA Society Chicago member Christian Barron, CPA, CFA chats with Leo Schmidt of River Eddy Capital Management, formerly at the Chubb Corporation, to c...
Investment Exchange Forum: University Investment Groups
12 Nov 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, talks with members of local student investment groups – Connor Walsh from DePaul's Investment Group, Da...
Investment Exchange Forum: ESG – Impact with a Positive Alpha
29 Oct 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, discusses ESG & generating positive alpha with Sarah Bratton Hughes, Head of Sustainability, North Americ...
Investment Exchange Forum: Convertible Bonds
22 Oct 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, speaks with fellow member Joe Wysocki, CFA, Senior Portfolio Manager with Calamos Investments on the past...
Investment Exchange Forum: Convertible Bonds
22 Oct 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, speaks with fellow member Joe Wysocki, CFA, Senior Portfolio Manager with Calamos Investments on the past...
Investment Exchange Forum: Digital Assets
15 Oct 2020
Contributed by Lukas
Mike Ossowski, Hehmeyer's Chief Strategy Officer, joins CFA Society Chicago Board Member Rich Excell, CFA, for a great discussion on the ever-changing...
Quant-Focused ESG Investing with Mamadou-Abou Sarr & Monique Thanos, CFA
08 Oct 2020
Contributed by Lukas
CFA Society Chicago member Monique Thanos, CFA chats with Mamadou-Abou Sarr, Founder, President and CEO of V-Square Quantitative Management LLC on int...
Investment Exchange Forum: Investing in a Zero Rate World
01 Oct 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, chats with fellow member Lotta Moberg, PhD, CFA, Senior Macro Analyst at William Blair about her Financia...
Investment Exchange Forum: Investing in Peak Globalization
24 Sep 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, chats with fellow member Justin Hance, CFA, Director of International Research at Harris Associates about...
Peak Globalization Series: Final Thoughts
17 Sep 2020
Contributed by Lukas
Chris Vincent, CFA, president and CEO of CFA Society Chicago, sits down with Peak Globalization Series podcast host Rich Excell, CFA, to disucss his f...
Peak Globalization Series: "Open" a Progressive case for globalization with author Dr. Kim Clausing
03 Sep 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, chats with Dr. Kimberly Clausing, Professor of Economics at Reed College about her book Open: The Progres...
Peak Globalization Series: Impacts on the Economy with Greg Daco
20 Aug 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, chats with Greg Daco from Oxford Economics on the impacts of peak globalization in US economy. Connect wi...
Peak Globalization Series: A New Cold War with Reva Goujon
13 Aug 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, returns with Reva Goujon of Crumpton Group to discuss the potential geopolitical impact of changes in the...
Peak Globalization Series: Reshoring with Harry Moser
06 Aug 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, speaks with Harry Moser, founder of the non-profit Reshoring Initiative, on the topic of understanding re...
Investing in China with Brendan Ahern & Brett Bina, CFA, CAIA
03 Aug 2020
Contributed by Lukas
CFA Society Chicago member Brett Bina, CFA, CAIA discusses investing in Chinese tech companies with KraneShares' Chief Investment Officer, Brendan Ahe...
Peak Globalization Series: Reshaping Global Trade with Jake Schleshinger
23 Jul 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, joins Jake Schleshinger from The Wall Street Journal to discuss his recent article "How the Coronavirus W...
Peak Globalization Series: Supply Chain Part 2 with Ed Pound & Joe Sweeney
16 Jul 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, returns to chat with Project Production Institute's Executive Director, Ed Pound and Strategic Project So...
Peak Globalization Series: Supply Chain Part 1 with Seenu Sarma
09 Jul 2020
Contributed by Lukas
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 globaliz...
Investment Exchange Forum: Tax-loss Harvesting
02 Jul 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why th...
The Future of Libor and Ameribor with Dr. Richard Sandor & Blaine Reed, CFA
29 Jun 2020
Contributed by Lukas
CFA Society Chicago member Blaine Reed, CFA, discusses the transition away from Libor to Ameribor with Dr. Richard Sandor, Chairman & CEO at American ...
Investment Exchange Forum: Is Illinois still investable?
18 Jun 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA discusses the current fiscal situation in Illinois with Nuveen Asset Management's Steve Hlavin, Senior Vi...
Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA
11 Jun 2020
Contributed by Lukas
CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal financ...
Peak Globalization Series: Richard Thies of Driehaus Capital Management
04 Jun 2020
Contributed by Lukas
We have launched a Peak Globalization Series and to kick it off CFA Society Chicago member Rich Excell, CFA, interviewed Richard Thies with Driehaus C...
CFA Society Chicago and OIC Episode 3 of 3: PM's Use of Options with Rich Excell, CFA & Joe Burgoyne
28 May 2020
Contributed by Lukas
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...
CFA Society Chicago and OIC Episode 2 of 3: The Importance of Volatility with Rich Excell, CFA & Joe Burgoyne
21 May 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 2 to discuss the importance of volatil...
CFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe Burgoyne
14 May 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 1 to discuss basic option concepts. Co...
The Path to Recovery in a COVID-19 World with Brian Coulton & Rich Excell, CFA
07 May 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA, and Fitch Ratings' Chief Economist, Brian Coulton discuss the path to recovery after the pandemic in this...
A Digital Dive into Fintech with Will Cong & Rich Excell, CFA
23 Apr 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA discusses the future of fintech with Lin William Cong, Rudd Family Professor of Management and Associate ...
Cannabis: Insights and Opportunities with Kristoffer Inton & Mike Kalil, CFA
16 Apr 2020
Contributed by Lukas
On February 25, 2020, CFA Society Chicago hosted speakers from across the cannabis industry to share their insights on investment opportunities, the e...
LIBOR vs SOFR with Meredith Coffey & Blaine Reed, CFA
09 Apr 2020
Contributed by Lukas
With the end of LIBOR approaching, what changes can you expect? CFA Society Chicago member Blaine Reed, CFA, discusses LIBOR vs SOFR with Meredith Co...
Economics with Nancy Lazar & Rich Excell, CFA
02 Apr 2020
Contributed by Lukas
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 ...
Investing in Private Debt Markets with Tony Berkley & David Sekera, CFA
26 Mar 2020
Contributed by Lukas
CFA Society Chicago member David Sekera, CFA discusses investing in the private debt markets with Tony Berkley, Vice President, Impact & Responsible I...
Life after LIBOR Follow Up Discussion with Brian Battle & Blaine Reed, CFA
18 Mar 2020
Contributed by Lukas
CFA Society Chicago member Blaine Reed, CFA discusses the plan to phase out LIBOR with Brian Battle of Performance Trust. Connect with Blaine on Linke...
Impact Investing with Priya Parrish & Rich Excell, CFA
11 Mar 2020
Contributed by Lukas
CFA Society Chicago member Rich Excell, CFA discusses impact investing with Priya Parrish, Managing Partner at Impact Engine. Follow Rich on LinkedIn ...
Chicago Media Angels with Ted Reilly & Brian Gilmartin, CFA
05 Mar 2020
Contributed by Lukas
CFA Society Chicago member Brian Gilmartin, CFA has a follow-up conversation with Chicago Media Angels' Executive Director Ted Reilly to the Vault Ser...
Digital Assets with Mike Creadon & Rich Excell, CFA Part 2
17 Feb 2020
Contributed by Lukas
Rich Excell, CFA from the CFA Society Chicago Education Advisory Group returns with guest Mike Creadon from Drawbridge Lending to discuss more in dept...
Opportunity Zones with Andrew Lee & Lotta Moberg, CFA
13 Feb 2020
Contributed by Lukas
Lotta Moberg, CFA from the CFA Society Chicago Education Advisory Group discusses opportunity zones with guest Andrew Lee, Managing Director, Head of ...
Biotech with Michael Caldwell & Brian Gilmartin, CFA
03 Feb 2020
Contributed by Lukas
CFA Society Chicago member Brian Gilmartin, CFA has a follow up conversation with Driehaus' Michael Caldwell on the future of the biotech industry. ...
Digital Assets with Mike Creadon & Rich Excell, CFA Part 1
30 Jan 2020
Contributed by Lukas
Rich Excell, CFA from the CFA Society Chicago Education Advisory Group discusses digital assets with guest Mike Creadon from Drawbridge Lending. Follo...