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
Nov 27, 2023 • 35min
Investment Exchange Forum - Private Credit Series - Direct Lending
In the third installment of the Private Credit Series, Rich Excell, CFA, speaks with Bill Kindorf, CFA, of Apogem Capital about direct lending and how asset management vehicles are filling the void left by traditional regulated lenders.
Nov 20, 2023 • 43min
William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA
Nov 15, 2023 • 37min
Investment Exchange Forum - Private Credit Series - Opportunistic investing
In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities and risks in this growing part of the market.
Nov 6, 2023 • 30min
Investment Exchange Forum - Private Credit Series - an investment overview
The CFA Society Chicago is embarking on a multi-part series exploring the private credit market and the different strategies with some of the most influential firms in the business. IN part one, Rich Excell, CFA, speaks to Brad Rogoff, CFA, the Head of FICC Research at Barclays Capital. Brad helps explain why private credit has grown so much post the Great Financial Crisis and how investors should think about the investment landscape
Oct 5, 2023 • 43min
Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023
Tony Zhang and Rich Excell are back after a brief hiatus to talk about all things macro. Right now, we are in the middle of a BIG macro event - the move in yields. This has implications for every asset around the world. What is causing this? How will this play out? What is most affected? How should members be thinking about the move in yields? Listen in to find out more
Aug 4, 2023 • 37min
Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023
In this episode, Tony and Rich recap the latest FOMC meeting, how the short-term interest rate market responded, what we have seen from earnings so far this season, and how the sector performance can give us some clues as to what investors might be positioning for as we exit the summer
Jul 20, 2023 • 50min
Macro Matters - The AI revolution & what CFA members need to know - Volume 7, July 19, 2023
Monique Thanos is back and joins Tony Zhang and Rich Excell to talk about AI and what investors need to know. What are the risks? What are the opportunities? How should you approach AI as investors?
Jun 29, 2023 • 54min
Macro Matters - Fed continued hawkishness impact on markets - Volume 6, 2023
Tony Zhang and Rich Excell discuss recent Fed official comments, how the market is re-pricing this hawkishness, whether policy is diverging at the major central banks and where the risks may be in the markets. Sometimes it is a market of stocks, and sometimes it is a stock market
Jun 4, 2023 • 37min
Macro Matters - Debt Ceiling Discussion - Volume 5, 2023
Monique Thanos, Tony Zhang and RIch Excell are back in the latest Macro Matters. This week they discuss the recently concluded debt ceiling discussion. Now that the bill has passed, is the market out of the woods? Or is the hard part only about to begin. Check it out
May 10, 2023 • 41min
Macro Matters - Financial Condtions - Volume 4 5/10/23
Monique Thanos, Tony Zhang and Rich Excell are back after a little break and talking about financial conditions. Breaking down the index into its component parts - Fed policy, corporate bond spreads, exchange rates and equities - they look at what the path going forward could be for financial conditions and what this means for the outlook to various asset markets
