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
Jul 9, 2020 • 29min
Peak Globalization Series: Supply Chain Part 1 with Seenu Sarma
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
Jul 2, 2020 • 29min
Investment Exchange Forum: Tax-loss Harvesting
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
Jun 29, 2020 • 42min
The Future of Libor and Ameribor with Dr. Richard Sandor & Blaine Reed, CFA
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
Jun 18, 2020 • 40min
Investment Exchange Forum: Is Illinois still investable?
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
Jun 11, 2020 • 27min
Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA
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
Jun 4, 2020 • 34min
Peak Globalization Series: Richard Thies of Driehaus Capital Management
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
May 28, 2020 • 19min
CFA Society Chicago and OIC Episode 3 of 3: PM's Use of Options with Rich Excell, CFA & Joe Burgoyne
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
May 21, 2020 • 26min
CFA Society Chicago and OIC Episode 2 of 3: The Importance of Volatility with Rich Excell, CFA & Joe Burgoyne
CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 2 to discuss the importance of volatility. 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
May 14, 2020 • 25min
CFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe Burgoyne
CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 1 to discuss basic option concepts. 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
May 7, 2020 • 33min
The Path to Recovery in a COVID-19 World with Brian Coulton & Rich Excell, CFA
CFA Society Chicago member Rich Excell, CFA, and Fitch Ratings' Chief Economist, Brian Coulton discuss the path to recovery after the pandemic in this recap of the April 30th webinar event. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Brian on LinkedIn @brian-coulton For more episodes go to www.cfachicago.org/podcasts
