CFA Society Chicago
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.
Episodes
Mentioned books
Jan 13, 2022 • 43min
Investment Exchange Forum – Risk Management in Commodity Trading & Investing
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.
Jan 12, 2022 • 30min
Macro Matters Series – Interest Rates, Fiscal Policy, and Inflation
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.
Jan 7, 2022 • 35min
Investment Exchange Forum – Inflation & the Equity Market
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.
Jan 4, 2022 • 44min
Macro Matters Series – Lessons from 2021 Events and a 2022 Outlook
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.
Dec 29, 2021 • 40min
Investment Exchange Forum – Supply Chain Issues
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.
Dec 22, 2021 • 36min
Investment Exchange Forum – Inflation
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
Dec 17, 2021 • 43min
Macro Matters Series – Alternative Data
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.
Dec 14, 2021 • 1h 2min
Investment Exchange Forum – Enron 20 years on, thoughts from the inside
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.
Dec 9, 2021 • 40min
Fintech in Today's Economy
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.
Dec 3, 2021 • 36min
Macro Matters Series - The Coronavirus
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.
