CFA Society Chicago

CFA Society Chicago member Rich Excell, CFA, talks with Mitch Reznick, CFA from Federated Hermes on the impact and changes ESG is bringing to the fixed income market. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  For more episodes go to www.cfachicago.org/podcasts https://www.hermes-investment.com/ie/wp-content/uploads/2017/04/hermes-credit-esg-paper-april-2017.pdf https://www.hermes-investment.com/uki/insight/stewardship/we-can-all-get-along/

Investment Exchange Forum – Commodity Investing CFA Society Chicago member Rich Excell, CFA, dives into the rarely discussed area of commodity investing with Price Asset Management’s CEO, John Reese.   Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with John on LinkedIn https://www.linkedin.com/in/john-rusty-reese-8937327/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with Andrew Wellington, co-founder and CIO of Lyrical Asset Management, a deep value investment firm. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Andrew on LinkedIn https://www.linkedin.com/in/andrew-wellington-91251918/ Find more information on Andrew’s references during the podcast - https://www.cfachicago.org/wp-content/uploads/2020/10/lyrical-asset-management.pdf Lyrical’s Annual Review Letters - www.lyricalam.com/letters/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, discusses sustainable investing with Joe Halwax, CAIA CIMA, Managing Director, Institutional Investments at Wespath. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Joe on LinkedIn https://www.linkedin.com/in/joe-halwax-caia-cima%C2%AE-32b2621/ Wespath’s External Manager ESG Integration -  https://www.wespath.com/assets/1/7/5152.pdf For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, talks with Ben Johnson, CFA, Director of Global ETF Research at Morningstar about ESG in the passive market space. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Ben on LinkedIn https://www.linkedin.com/in/ben-johnson-cfa-5a288175/ and Twitter @MstarETFUS For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, continues exploring the topic of ESG with co-portfolio mangers Suresh Rajagopal, CFA and John Roberts from the Segall Bryant & Hamill Workplace Equality Fund. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Suresh on LinkedIn https://www.linkedin.com/in/sureshrajagopal/ Connect with John on LinkedIn https://www.linkedin.com/in/jrobertsdenver/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with Duff & Phelps Investment Managements’ Dick Schiller, CFA and Jason Ren, CFA about ESG within the real estate and REIT markets. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Dick on LinkedIn https://www.linkedin.com/in/dickschiller/ Connect with Jason on LinkedIn https://www.linkedin.com/in/jasoncren/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Christian Barron, CPA, CFA chats with Leo Schmidt of River Eddy Capital Management, formerly at the Chubb Corporation, to continue the Education Advisory Group’s series on Capital Markets. Connect with Christian on LinkedIn https://www.linkedin.com/in/christianmbarroncpacfa/ Connect with Leo on LinkedIn https://www.linkedin.com/in/leo-schmidt-cfa-a258703/ Watch the replays of the Capital Market webinars here https://www.cfachicago.org/webcasts/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, talks with members of local student investment groups – Connor Walsh from DePaul’s Investment Group, Danny Feldmeier of Notre Dame’s Investment Club, and Vrutik Patel and Fred Shoaff from University of Illinois’ Investment Management Academy. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Connor on LinkedIn https://www.linkedin.com/in/cwalsh33/ Connect with Danny on LinkedIn https://www.linkedin.com/in/daniel-feldmeier-315942191/ Connect with Vrutik on LinkedIn https://www.linkedin.com/in/vp07/ Connect with Fred on LinkedIn https://www.linkedin.com/in/fred-shoaff-25618a171/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, discusses ESG & generating positive alpha with Sarah Bratton Hughes, Head of Sustainability, North America at Schroders. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard  Connect with Sarah on LinkedIn @ sarah-bratton-hughes Follow Schroders on LinkedIn @ schroders and Twitter @SchrodersUS   For more episodes go to www.cfachicago.org/podcasts