CFA Society Chicago

CFA Society Chicago
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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
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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
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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  
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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
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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
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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
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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
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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
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Mar 18, 2020 • 19min

Life after LIBOR Follow Up Discussion with Brian Battle & Blaine Reed, CFA

CFA Society Chicago member Blaine Reed, CFA discusses the plan to phase out LIBOR with Brian Battle of Performance Trust. Connect with Blaine on LinkedIn @blaine-reed Connect with Brian on LinkedIn @brian-battle and follow Performance Trust @performance-trust-capital-partners  For more episodes go to www.cfachicago.org/podcasts
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Mar 11, 2020 • 25min

Impact Investing with Priya Parrish & Rich Excell, CFA

CFA Society Chicago member Rich Excell, CFA discusses impact investing with Priya Parrish, Managing Partner at Impact Engine. Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard    Follow Priya on LinkedIn @priyaparrish For more episodes go to www.cfachicago.org/podcasts

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