CFA Society Chicago

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

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