CFA Society Chicago

CFA Society Chicago
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Oct 14, 2021 • 30min

Investment Exchange Forum – Risk in the Chinese Economy

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
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Oct 7, 2021 • 42min

Investment Exchange Forum – Asian Crypto Ecosystem

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
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Sep 16, 2021 • 40min

Investment Exchange Forum – Climate Change & Investing

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
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Sep 9, 2021 • 49min

Investing in China – What Has Changed? with Brendan Ahern & Brett Bina, CFA, CAIA

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
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Sep 2, 2021 • 57min

Industry Insights with Michael Falk, CFA

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
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Aug 26, 2021 • 45min

Investment Exchange Forum – Alternative Data

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
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Aug 12, 2021 • 36min

The Syndicated Loan Market

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
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Jul 22, 2021 • 36min

Investment Exchange Forum – Decentralized Finance (DeFi) & Regulation

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  
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Jul 15, 2021 • 38min

Investment Exchange Forum – Decentralized Finance (DeFi) & Macroeconomics

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)
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Jul 8, 2021 • 32min

Investment Exchange Forum – Decentralized Finance (DeFi) & the Bearish Outlook

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  

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