CFA Society Chicago

CFA Society Chicago
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Jul 1, 2021 • 37min

Investment Exchange Forum – Decentralized Finance (DeFi) & TradFi: A View from the Buyside

CFA Society Chicago member Rich Excell, CFA talks with Dan Johnson, founder and partner at Gillson Capital on what aspects of traditional financial system are most at risk. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Dan on LinkedIn https://www.linkedin.com/in/dan-johnson-867311a9/ For more episodes go to www.cfachicago.org/podcasts  
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Jun 24, 2021 • 49min

Commodity Investing with John Reese

CFA Society Chicago member Lotta Moberg, PhD, CFA brings back John Reese, CEO of Price Asset Management, to take a deeper look at understanding commodities. Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with John on LinkedIn https://www.linkedin.com/in/john-rusty-reese-8937327/ For more episodes go to www.cfachicago.org/podcasts
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Jun 10, 2021 • 28min

Investment Exchange Forum – Decentralized Finance (DeFi) & Investing Opportunities

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’s Cryptocurrency event and discuss what investors thoughts are on DeFi. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Matt on LinkedIn https://www.linkedin.com/in/matthew-hougan/ and Twitter @Matt_Hougan Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals https://www.cfainstitute.org/en/research/foundation/2021/cryptoassets For more episodes go to www.cfachicago.org/podcasts  
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Jun 3, 2021 • 41min

Investment Exchange Forum – Decentralized Finance (DeFi) & Disruption

CFA Society Chicago member Rich Excell, CFA discusses DeFi, start-up companies in the digital asset ecosystem and why these new ventures can disrupt the status quo with EJ Rogers & Keegan Selby of Fourth Revolution Capital. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with EJ on LinkedIn https://www.linkedin.com/in/edwardjamesrogers/ and Twitter @ej__rogers Connect with Keegan on LinkedIn https://www.linkedin.com/in/keegan-selby/ and Twitter @keegan_selby 4RC Website: https://www.fourthrevolution.capital/ For more episodes go to www.cfachicago.org/podcasts  
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May 27, 2021 • 34min

Investment Exchange Forum – Decentralized Finance (DeFi) and Cryptocurrencies

CFA Society Chicago member Rich Excell, CFA, talks with Mike McGlone, CFA of Bloomberg Intelligence on the evolution of digital assets the potential of them replacing fiat currencies.  *This podcast was recorded on May 11 and many comments made in this podcast now may appear outdated even if the main thrust of the argument may not be. DeFi Glossary - https://wiki.defi.school/section-vi-defi-glossary/teminology Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Mike on LinkedIn https://www.linkedin.com/in/mike-mcglone-a8442513/ For more episodes go to www.cfachicago.org/podcasts  
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May 20, 2021 • 25min

Investment Exchange Forum – Decentralized Finance (DeFi): New Ventures and Investing in the Blockchain Ecosystem

CFA Society Chicago member Rich Excell, CFA, kicks off a new series on Decentralized Finance (DeFi) with Rumi Morales partner at Outlier Ventures. They discuss if this new ecosystem has the potential to completely disrupt the current financial ecosystem. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Rumi on LinkedIn https://www.linkedin.com/in/rumimorales/ For more episodes go to www.cfachicago.org/podcasts  
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May 13, 2021 • 43min

Investment Exchange Forum – Stakeholder vs. Shareholder: Responsible Investing

CFA Society Chicago member Rich Excell, CFA, talks with Fiona Reynolds, the CEO of the Principles for Responsible Investment (PRI) on the catalyst in the move away from maximizing shareholder value to a focus on all stakeholders to the firm. Over half of the world’s investable AUM are now PRI signatories so this is a must listen for anyone in the investment industry. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Fiona on LinkedIn https://www.linkedin.com/in/fiona-reynolds-6b987168/ and Twitter @Fireynolds Podcast References: https://www.unpri.org/ For more episodes go to www.cfachicago.org/podcasts  
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Apr 29, 2021 • 38min

Investment Exchange Forum – Stakeholder vs. Shareholder: Defending Milton Friedman

CFA Society Chicago member Rich Excell, CFA, chats with Thomas Coleman and Steven Durlaf from the University of Chicago Harris School of Public Policy on Milton Friedman’s view on shareholder value. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Thomas on LinkedIn https://www.linkedin.com/in/thomas-coleman-2818144/ Connect with Steven on LinkedIn https://www.linkedin.com/in/steven-durlauf-1a46385/ For more episodes go to www.cfachicago.org/podcasts  
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Apr 22, 2021 • 33min

Investment Exchange Forum – Stakeholder vs. Shareholder: Stakeholder Theory

CFA Society Chicago member Rich Excell, CFA, speaks with Dr. Ed Freeman, professor at the University of Virginia, to help understand the stakeholder theory from organizational management. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Ed on LinkedIn https://www.linkedin.com/in/r-edward-freeman-98b8897/ For more episodes go to www.cfachicago.org/podcasts  
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Apr 15, 2021 • 42min

Investment Exchange Forum – ESG and the Energy Transition

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 ESG. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Rob on LinkedIn https://www.linkedin.com/in/robert-west-cfa-2b21b614/ and Twitter @energy_said Thunder Said Energy Insights https://thundersaidenergy.com/tse-insights/ Tree Planting Charities https://edenprojects.org/ or https://onetreeplanted.org/ For more episodes go to www.cfachicago.org/podcasts  

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