

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

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

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 *This podcast was recorded on May 11 and many comments made in this podcast now may appear outdated even if the main thrust of the argument may not be.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

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

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

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

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

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

Apr 8, 2021 • 48min
Investment Exchange Forum – Global Market Risk Analysis
CFA Society Chicago member Rich Excell, CFA, talks with Dean Curnutt, CEO of Macro Risk Advisors on what we learned from the GameStop saga, on the retail options trading phenomenon and on options market innovations over the last 25 years. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Dean on LinkedIn https://www.linkedin.com/in/dean-curnutt-4060157/ MacroMinds Virtual Symposium https://macrominds.org/the-symposium/ Alpha Exchange Podcast https://alphaexchange.simplecast.com/ For more episodes go to www.cfachicago.org/podcasts

Apr 2, 2021 • 32min
Investment Exchange Forum – Stakeholder vs. Shareholder: Setting the Stage
CFA Society Chicago member Rich Excell, CFA, talks with Kevin Stevens, Dean of Quinlan School of Business at Loyola University. We may be witnessing a shift from a corporate focus on maximizing shareholder value to maximizing value for all stakeholders, including employees, customers and communities. Dean Stevens helps us set the stage as we explore this topic from several different perspectives. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Kevin on LinkedIn https://www.linkedin.com/in/kevin-stevens-9496505/ For more episodes go to www.cfachicago.org/podcasts

Mar 25, 2021 • 40min
Investment Exchange Forum – Monetary Policy & Market Stress
CFA Society Chicago member Rich Excell, CFA, chats with fellow Chicago member, Tony Zhang, Ph.D., GMP, MBA, CFA on his white paper “The Evolution of Monetary Rules with Financial Stability Considerations”, Fed puts, the PBOC’s US market focus, and Decentralized Finance (DeFi). 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/ Link for the white paper https://dx.doi.org/10.2139/ssrn.3731159 For more episodes go to www.cfachicago.org/podcasts