CFA Society Chicago

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

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