CFA Society Chicago

CFA Society Chicago member Brett Bina, CFA, CAIA discusses investing in Chinese tech companies with KraneShares’ Chief Investment Officer, Brendan Ahern. Connect with Brett on LinkedIn @ brett-bina Connect with Brendan on LinkedIn @ brendan-ahern and follow his blog at www.chinalastnight.com Follow KraneShares on LinkedIn @kraneshares and visit their website www.kranshares.com For more episodes go to www.cfachicago.org/podcasts Information referenced in this podcast - https://www.heritage.org/index/?version=1167 https://www.transparency.org/en/ https://libertystreeteconomics.newyorkfed.org/ https://www.msci.com/index-solutions

CFA Society Chicago member Rich Excell, CFA, joins Jake Schleshinger from The Wall Street Journal to discuss his recent article “How the Coronavirus Will Reshape World Trade”. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Jake on LinkedIn @ jacobschlesinger Follow The Wall Street Journal on LinkedIn @the-wall-street-journal and www.wsj.com See Jake’s article mentioned in the podcast here - https://www.wsj.com/articles/how-the-coronavirus-will-reshape-world-trade-11592592995 *Since this recording, Joe Biden spoke on July 9 focused on "Buy American" and bringing supply chains back home. Link to the WSJ story on the speech: https://www.wsj.com/articles/biden-looks-to-curb-covid-19-economic-damage-with-buy-american-plan-11594287005 Link to WSJ weekly newsletter on the business implications of the election. In this edition, Jake does a Q&A about the Biden Buy American plan. https://electionbusiness.cmail20.com/t/ViewEmail/d/D4045383943E7A532540EF23F30FEDED/ACB59639BA04A5BE0CC2E775D3CF5869 For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, returns to chat with Project Production Institute’s Executive Director, Ed Pound and Strategic Project Solutions’ CFO, Joe Sweeney on the topic of impacts of a move away from peak globalization, how to assess and adjust supply chains in response Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Ed on LinkedIn @ ed-pound and Joe @ joe-sweeney See the article mentioned in the podcast here - https://projectproduction.org/ppi-thinking/project-supply-chain-resiliency-covid-19-update/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with Seenu Sarma, a Supply Chain Executive on if we have seen the peak of the trend toward globalization and will be moving away from it.  Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Seenu on LinkedIn @ seenu-sarma and see his article mentioned in the podcast here - https://www.linkedin.com/pulse/adapting-sourcing-strategies-new-post-pandemic-world-seenu-sarma/ For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why they work, when they don’t and what you need to know about them. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Brian on LinkedIn @ brian-langstraat For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Blaine Reed, CFA, discusses the transition away from Libor to Ameribor with Dr. Richard Sandor, Chairman & CEO at American Financial Exchange, LLC.  Connect with Blaine on LinkedIn @ blaine-reed Connect with Richard on LinkedIn @richard-l-sandor For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA discusses the current fiscal situation in Illinois with Nuveen Asset Management’s Steve Hlavin, Senior Vice President, Portfolio Manager, and Molly Shellhorn, Managing Director, Senior Research Analyst. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Steve on LinkedIn @ steve-hlavin Follow Nuveen on LinkedIn @ Nuveen and visit their website www.nuveen.com  For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business. Connect with Brett on LinkedIn @ brett-bina Connect with Matt on LinkedIn @ matthew-kocanda For more episodes go to www.cfachicago.org/podcasts

We have launched a Peak Globalization Series and to kick it off CFA Society Chicago member Rich Excell, CFA, interviewed Richard Thies with Driehaus Capital Management. On this podcast Thies shares his current views on emerging market economies, what might an unwind of globalization look like, if he thinks Chinese domestic consumption can support its own mercantilist economic structure, ESG concerns and if there are industries that might find economic advantages of moving to the US. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard    Connect with Richard on LinkedIn @richthies Follow Driehaus Capital Management on LinkedIn @ driehaus-capital-management For more episodes go to www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 3 to PM's use of options. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard    Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts