CFA Society Chicago

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

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

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

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

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

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

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

CFA Society Chicago member Rich Excell, CFA, speaks with Martha Goodell, MBA, MS co-founder of Enigami Partners on what has changed with alternative energy since we last saw her in person over a year ago. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Martha on LinkedIn https://www.linkedin.com/in/marthagoodell/ and Twitter @MarthaGoodell For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, talks with PNC's Chief Investment Strategist, Amanda Agati, CFA and Director of Responsible Investing Strategy, Nick Ashburn on how ESG works within a strategic asset allocation framework. On March 3rd 2021 it was announced that Amanda Agati will be PNC's next Chief Investment Officer following the retirement of Mark McGlone. In addition, Nick Ashburn was also named the head of the Responsible Investing team at PNC. All appointments will be effective on April 9th 2021. Reference to the press release is below: https://pnc.mediaroom.com/2021-03-03-PNC-Asset-Management-Group-Names-Amanda-Agati-Chief-Investment-Officer-Mark-McGlone-To-Retire Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Amanda on LinkedIn https://www.linkedin.com/in/amandaagaticfa/ and Twitter @AmandaAgatiPNC Connect with Nick on LinkedIn https://www.linkedin.com/in/nashburn/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, meets with Jim Bianco, President of Bianco Research to discuss the current message from across the various asset markets. This episode is brought to you by the letters 'R' and 'I' – reflation or inflation and why it matters. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Jim on LinkedIn https://www.linkedin.com/in/james-bianco-117619152/ and Twitter @biancoresearch For more episodes go to www.cfachicago.org/podcasts