CFA Society Chicago

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

CFA Society Chicago member Rich Excell, CFA, talks with Matt Moran, Head of Index Insights at Cboe about current trends in the options market. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Matt on LinkedIn https://www.linkedin.com/in/matthewtmoran/ Episode References Cboe Options Institute https://www.cboe.com/education/ Whitepapers https://www.cboe.com/education/research/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, brings back Priya Parrish, managing partner at Impact Engine to discuss the differences of ESG and impact investing. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Priya on LinkedIn https://www.linkedin.com/in/priyaparrish/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, speaks with Cook County Assessor and fellow charterholder Fritz Kaegi, CFA, about the challenges of modernizing a government office in a way that builds investor confidence. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Fritz on LinkedIn https://www.linkedin.com/in/fkaegi/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Lotta Moberg, CFA, discusses market expectations and alternative assets with Louis Finney, Co-Head of Strategic Asset Allocation Modeling at UBS. Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ For more episodes go to www.cfachicago.org/podcasts Podcast References Alternative investments: Improving portfolio performance https://www.ubs.com/global/en/asset-management/insights/asset-class-research/asset-allocation/upgrade-your-asset-allocation/alternative-investments.html?campID=CAAS-ActivityStream A catalyst for diversification: Five-year capital market assumptions https://www.ubs.com/global/en/asset-management/insights/asset-class-research/asset-allocation/upgrade-your-asset-allocation/catalyst-for-diversification.html?campID=CAAS-ActivityStream

CFA Society Chicago member Monique Thanos, CFA, talks with Emily Lawrence, Director of Sustainable Investing at Northern Trust Asset Management on the evolution of ESG in investing. Connect with Monique on LinkedIn https://www.linkedin.com/in/monique-thanos-phd-cfa-frm-4868a6158/ Connect with Emily on LinkedIn https://www.linkedin.com/in/emily-lawrence-426ba32/ Additional Information https://www.northerntrust.com/united-states/what-we-do/investment-management/sustainable-investing/sustainable-investing-strategies?utm_source=cfa&utm_medium=referral&utm_campaign=am-global-esg--20210122 https://www.cfachicago.org/wp-content/uploads/2020/10/Staking-Out-Climate-Risk.pdf https://www.cfachicago.org/wp-content/uploads/2020/10/Blog_-Managing-Risk-with-ESG-Investing.pdf https://www.cfachicago.org/wp-content/uploads/2020/10/Blog_-How-500-Investors-Confronted-Climate-Risk.pdf For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with Fabio Alperowitch, CFA of FAMA Investments and member of CFA Society Brazil on the history of ESG in emerging markets. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Fabio on LinkedIn https://www.linkedin.com/in/fabio-alperowitch/ CFA Society Brazil https://cfasociety.org.br/ For more episodes go to www.cfachicago.org/podcasts