CFA Society Chicago
CFA Society Chicago
CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
Episodes
Mentioned books
Dec 17, 2020 • 39min
Investment Exchange Forum: ESG in ETFs
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
Dec 10, 2020 • 27min
Investment Exchange Forum: ESG – Diversity, Equality, & Inclusion
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
Dec 4, 2020 • 28min
Investment Exchange Forum: ESG in Real Estate & REITs
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
Nov 25, 2020 • 41min
Capital Markets with Leo Schmidt of River Eddy Capital Management
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
Nov 12, 2020 • 35min
Investment Exchange Forum: University Investment Groups
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
Oct 29, 2020 • 34min
Investment Exchange Forum: ESG – Impact with a Positive Alpha
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
Oct 22, 2020 • 36min
Investment Exchange Forum: Convertible Bonds
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
Oct 22, 2020 • 36min
Investment Exchange Forum: Convertible Bonds
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
Oct 15, 2020 • 34min
Investment Exchange Forum: Digital Assets
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
Oct 8, 2020 • 17min
Quant-Focused ESG Investing with Mamadou-Abou Sarr & Monique Thanos, CFA
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
