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