

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

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

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

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

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

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

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

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

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

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)

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