CFA Society Chicago

CFA Society Chicago member Rich Excell, CFA, speaks with fellow member Joe Wysocki, CFA, Senior Portfolio Manager with Calamos Investments on the past, present and future of convertible bonds. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard  Connect with Joe on LinkedIn @ wysockijoe For more episodes go to www.cfachicago.org/podcasts

Mike Ossowski, Hehmeyer’s Chief Strategy Officer, joins CFA Society Chicago Board Member Rich Excell, CFA, for a great discussion on the ever-changing topic of digital assets.   Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard  Connect with Mike on LinkedIn @ m-ossowski For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Monique Thanos, CFA chats with Mamadou-Abou Sarr, Founder, President and CEO of V-Square Quantitative Management LLC on integrating quant investing with ESG. Connect with Monique on LinkedIn @ monique-thanos-phd-cfa-frm   Connect with Mamadou-Abou on LinkedIn @ mamadou-abousarr For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with fellow member Lotta Moberg, PhD, CFA, Senior Macro Analyst at William Blair about her Financial Times op-ed piece “Today’s ultra-low interest rates are anything but ‘natural’”. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard  Connect with Lotta on LinkedIn @ lotta-moberg Link to Lotta’s op-ed – Today’s ultra-low interest rates are anything but ‘natural’ https://www.ft.com/content/c4e10d2c-109a-40f5-a175-628d1db9c793 William Blair White Paper referenced in the episode https://www.williamblair.com/en/Research-and-Insights/Insights/Institutional-White-Paper/IM-Papers/2020/Adventures-on-the-Planet-of-the-Apes.aspx For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with fellow member Justin Hance, CFA, Director of International Research at Harris Associates about how international markets compare to US markets. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Justin on LinkedIn @ justin-hance-cfa For more episodes go to www.cfachicago.org/podcasts

Chris Vincent, CFA, president and CEO of CFA Society Chicago, sits down with Peak Globalization Series podcast host Rich Excell, CFA, to disucss his final thoughts and findings throughout the series. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Chris on LinkedIn @ christopher-t-vincent-cfa For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with Dr. Kimberly Clausing, Professor of Economics at Reed College about her book Open: The Progressive Case for Free Trade, Immigration, and Global Capital. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Kim on LinkedIn @ kimberly-clausing Kim’s book Open: The Progressive Case for Free Trade, Immigration, and Global Capital https://www.amazon.com/Open-Progressive-Immigration-Global-Capital/dp/0674919335 For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with Greg Daco from Oxford Economics on the impacts of peak globalization in US economy. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Greg on LinkedIn @ gregory-daco For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, returns with Reva Goujon of Crumpton Group to discuss the potential geopolitical impact of changes in the supply chain. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Reva on LinkedIn @ reva-goujon For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, speaks with Harry Moser, founder of the non-profit Reshoring Initiative, on the topic of understanding reshoring and the potential for companies. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Harry on LinkedIn @ harry-moser and visit the Reshoring Initiative’s website - www.reshorenow.org Access the links referenced by Harry below– TCO Estimator: https://reshorenow.org/tco-estimator/ Impact of TCO: https://reshorenow.org/blog/impact-of-using-tco-instead-of-price/ Import Substitution Program: https://reshorenow.org/isp/ 2018 data Report: https://drive.google.com/file/d/1UvSQEL51zHI6NzRlo1BdWoymvQhgfLvF/view Competitiveness Toolkit: https://reshorenow.org/blog/competitiveness-toolkit-draft/ Links to 24 Moser on Manufacturing columns in Assembly magazine: https://www.assemblymag.com/authors/2068-harry-moser FDI Intelligence article on picking the right country to manufacture for the U.S. market:  https://www.fdiintelligence.com/stream/author/Harry%20Moser%20and%20Michelle%20Comerford For more episodes go to www.cfachicago.org/podcasts