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
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
Apr 23, 2020 • 32min
A Digital Dive into Fintech with Will Cong & Rich Excell, CFA
CFA Society Chicago member Rich Excell, CFA discusses the future of fintech with Lin William Cong, Rudd Family Professor of Management and Associate Professor of Finance at Cornell University. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Will on LinkedIn @linwilliamcong For more episodes go to www.cfachicago.org/podcasts
Apr 16, 2020 • 31min
Cannabis: Insights and Opportunities with Kristoffer Inton & Mike Kalil, CFA
On February 25, 2020, CFA Society Chicago hosted speakers from across the cannabis industry to share their insights on investment opportunities, the evolution and the future of the cannabis market. Are financial markets ready for this billion-dollar green economy? After the event CFA Society Chicago member Mike Kalil, CFA, caught up with Kristoffer Inton, director of basic materials research at Morningstar, for additional information. Regardless of your view on the industry, you’ll be less green on the subject! Follow Mike on LinkedIn @michael-j-kalil-cfa For more episodes go to www.cfachicago.org/podcasts
Apr 9, 2020 • 20min
LIBOR vs SOFR with Meredith Coffey & Blaine Reed, CFA
With the end of LIBOR approaching, what changes can you expect? CFA Society Chicago member Blaine Reed, CFA, discusses LIBOR vs SOFR with Meredith Coffey, Executive Vice President of Loan Syndications and Trading Association (LSTA). Connect with Blaine on LinkedIn @blaine-reed Connect with Meredith on LinkedIn @coffey-meredith For more episodes go to www.cfachicago.org/podcasts
Apr 2, 2020 • 31min
Economics with Nancy Lazar & Rich Excell, CFA
CFA Society Chicago member Rich Excell, CFA, sat down with Nancy Lazar, founder of Cornerstone Macro, for a quick conversation prior to the Society’s Economic Outlook event at the University Club on January 28th Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Nancy on LinkedIn @nancy-lazar and follow Cornerstone Macro @cornerstone-macro For more episodes go to www.cfachicago.org/podcasts
Mar 26, 2020 • 43min
Investing in Private Debt Markets with Tony Berkley & David Sekera, CFA
CFA Society Chicago member David Sekera, CFA discusses investing in the private debt markets with Tony Berkley, Vice President, Impact & Responsible Investments at Prudential. Connect with David on LinkedIn @davesekera Connect with Tony on LinkedIn @tonyberkley For more episodes go to www.cfachicago.org/podcasts
