CFA Society Chicago

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/    For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Lotta Moberg, PhD, CFA talks with fellow Chicago member Michele Gambera, PhD, CFA, Co-head of strategic asset allocation at UBS Asset Management on his co-written paper “Asset allocation for an ESG world”. Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ and https://lottamoberg.com/ Connect with Michele on LinkedIn https://www.linkedin.com/in/michele-gambera-223870/ Podcast References https://www.cfainstitute.org/en/research/financial-analysts-journal/2006/long-term-returns-on-the-original-sp-500-companies https://www.ubs.com/global/en/assetmanagement/insights/thematic-viewpoints/sustainable-impact-investing/articles/asset-allocation-for-an-esg-world.html For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA and Ben McMillan, the Chief Investment Officer and Chief Technology Officer of IDX Insights, LLC and IDX Digital Assets, LLC discuss the role that Natural Language Processing plays in the investing process. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Ben on LinkedIn https://www.linkedin.com/in/mcmillan2015/ IDX Insights - https://idxinsights.com/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. View this discussion on YouTube - https://www.youtube.com/watch?v=l3R0zK4f7NU&ab_channel=CFASocietyChicago  Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/    For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Gaurav Kumar, CFA and Chris Quilty, founder and partner of Quilty Analytics, discuss structure, trends, risks, and opportunities in the fast growing and ever evolving space industry. Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/ Connect with Chris on LinkedIn https://www.linkedin.com/in/cquilty/ Quilty Analytics www.quiltyanalytics.com/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org

CFA Society Chicago member Dan Grana, CFA talks with Richard Sloan, Deloitte and Touche Chair in Accounting at University of Southern California - Marshall School of Business on his co-authored papers around the concept of equity duration and how it evolved through Covid-19. Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/ Resources: 2004 Paper (Publisher site): https://link.springer.com/article/10.1023/B:RAST.0000028186.44328.3f 2004 Paper (SSRN): https://papers.ssrn.com/sol3/papers.cfm?abstract_id=551644 2021 Paper: https://onlinelibrary.wiley.com/doi/10.1111/1475-679X.12348 Equity Duration Model: https://tinyurl.com/DurationSheet For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA and Paul Donovan, the Global Chief Economist at UBS discuss inflation and its changes to the economy over the last few years. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Paul on LinkedIn https://www.linkedin.com/in/padonovan/  For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA chats with Brad Janitz, Vice President at Midland Trust on self-directed IRAs and how they can be used in various markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Brad on LinkedIn https://www.linkedin.com/in/bradjanitz/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago member Rich Excell, CFA talks with Frank Haggerty, CFA Senior Portfolio Manager at Duff & Phelps Investment Management on the changing face of urban real estate. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Frank on LinkedIn https://www.linkedin.com/in/frank-haggerty-jr-cfa-7748129/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/    For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.