CFA Society Chicago

Macro Matters - the chip wreck!

Rich Excell, Tony Zhang, Jessica Noviskis — Wed, 14 Oct 2026 10:24:24 -0400

Rich, Tony and Jessica are back to talk about the set-up of the market into earnings. The bond market is a disaster, so why are stocks near all-time highs? Is the market mis-pricing because we are in a bubble? What should we watch for?

Macro Matters - FOMC reaction

CFA Society Chicago — Fri, 18 Sep 2026 13:19:00 -0400

Jessica, Tony and Rich are back to react to the news from the FOMC and discuss the various market reactions to the news

Macro Matters - the name is bond....Treasury bond

CFA Society Chicago — Tue, 01 Sep 2026 09:49:00 -0400

This week, Jessica Noviskis, Tony Zhang and Rich Excell once again explore all of the macro that matters for markets. It is a fixed income heavy episode because bond yields are where all investors are focused. Have a listen to see what you think

Make sure to claim your continuing education credits as well!

Macro Matters - it's all about inflation

CFA Society Chicago — Fri, 14 Aug 2026 11:45:00 -0400

Tony Zhang PhD, CFA, Jessica Noviskis CFA and Rich Excell CFA, CMT are back discussing the macro that matters for the markets. Treasury auctions that are struggling and a bond market that sees risks are one sign inflation is still a market concern. Does the equity market care? Are we really going to get the rate hikes priced in? Join us to listen to our latest market thoughts and when you finish, reach out to CFA Society Chicago to get your Continuing Education credits!

Macro Matters - markets are in flux

CFA Society Chicago — Thu, 30 Jul 2026 12:27:00 -0400

Tony Zhang, Jessica Noviskis and Rich Excell are back to talk about the macro that matters! This time, it is all about the FOMC - is the bond market already giving up on Chairman Warsh? What does that mean for stocks? Will investors switch at some level? It is also about earnings - they have been off the charts, so why aren't stocks higher? The gang touches on all of this.

Make sure you reach out to cfachicago.org to get your CE credits after you listen

Macro Matters - what's new?

CFA Society Chicago — Tue, 07 Jul 2026 07:53:00 -0400

What's new since the last Macro Matters? We have a new co-host! Jessica Noviskis joins Tony Zhang and Rich Excell to cover the market moves of the last 2 weeks. As many were on holiday, they may have missed the economic news on inflation (PCE) and growth (ISM). They likely didn't miss the price action in semis & memory that are dragging the Nasdaq lower. Does this make the July earnings season even more important? Have a listen to find out

Macro Matters - price stability

CFA Society Chicago — Mon, 29 Jun 2026 09:33:00 -0400

Whether it is in semis and memory stocks or the overall economy, the big talk of the market is price stability or lack thereof. Tony Zhang and Rich Excell are back to break down market moves from short-term rates and Kevin Warsh to the AI trade. Let them know what you think, and reach out to CFA Soicety Chicago to get your continuing education credits after you do.

Macro Matters - a little bit of everything

CFA Society Chicago — Wed, 10 Jun 2026 11:10:00 -0400

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back after some R&R. Given it has been almost a month since we last talked, we looked at every asset class and guess what? There are some interesting moves going on in everything from gold to bonds to stocks to crypto. Is there a common thread going through them all? There just might be.

Macro Matters - Trump & Xi meeting

CFA Society Chicago — Wed, 13 May 2026 17:33:00 -0400

The market is back to its AI focus with the Iran War still in the background, particularly since commodities prices are impacting data. Tony Zhang and Rich Excell are back to talk about possibly the most important thing - the Trump & Xi meeting this week - as it will impact everything - AI, Iran and lots more. The macro ALWAYS matters, so listen in to see what people are talking about

Macro Matters - April month-end version

CFA Society Chicago — Wed, 29 Apr 2026 20:51:00 -0400

It is FOMC Day! It's AI data center earnings day! It's oil ovre $100 day! It's something for everyone day

Rich Excell and Tony Zhang are back to try and decode what we are seeing in the markets. Are you an AI optimist or pessimist? Do you care about oil supply or demand? These are the questions you should be asking

Macro Matters - Is the market macro?

CFA Society Chicago — Thu, 16 Apr 2026 13:47:00 -0400

Tony Zhang PhD, CFA and RIch Excell CFA, CMT are back for another episode. We ask the rhetorical question "is the market macro?' We know you know the answer and are frustrated by it. However, the 'macro' might be driving the rally even more than the sell-off. This macro has little to do with the Iran War! Have a listen to find out

Macro Matters - it's no April Fools, the Iran War is all that matters right now

CFA Society Chicago — Wed, 01 Apr 2026 17:50:00 -0400

Tony Zhang PhD, CFA and Rich Excell CFA, CMT discuss what may be the most macro of markets since we started Macro Matters. It may seem obvious, but right now, the Iran War is all that matters. What are the scenarios investors should worry about? What are the key indicators to watch to know which scenario may be playing out? Have a listen to find out

Macro Matters - is it too oily?

CFA Society Chicago — Mon, 09 Mar 2026 15:20:00 -0400

Tony Zhang and Rich Excell are back with another episode of Macro Matters

The market has presumably moved on from its AI concerns and is now focused on another big problem all together - the conflict in the Middle East. Oil prices have moved about $100. What are the impacts? What are investors doing? Tune in to find out

Macro Matters - why is everyone so negative?

CFA Society Chicago — Mon, 23 Feb 2026 17:42:00 -0500

Tony Zhang, Blaine Reed and Rich Excell are back and the topic is negativity. There is so much negative sentiment in the markets right now. What is driving it? Is it based on reality or is this a buying opportunity?

Macro Matters - Monday February 9 - is the AI trade over? Is the market doomed?

CFA Society Chicago — Tue, 10 Feb 2026 21:31:00 -0500

Tony Zhang, Blaine Reed and Rich Excell are back to talk about what is happening in the markets. It has been all about AI for the last 2 years. However, don't look now but the US is lagging Europe by 13.5% over the last 12 months and by 19% vs. emerging markets over the same time. Anyone notice energy besting technology by 20% this year? Is the AI trade over? Is the market doomed?

Macro Matters - Kicking off 2026!

CFA Society Chicago — Fri, 23 Jan 2026 09:43:00 -0500

Tony Zhang, Blaine Reed and Rich Excell are back with the first episode of 2026. At least nothing has been going on so far this year! The teams talks about 'Sell America', tech stocks, term premia and capital flows. A lot to cover in a short time

This podcast is worth 0.75 PL (continuing education) credits. For those that listened and want their credit for this episode, or others, reach out to info@cfachicago.org

Macro Matters - post FOMC show - last one for 2025!

CFA Society Chicago — Thu, 11 Dec 2025 10:40:00 -0500

Tony Zhang, Blaine Reed and Rich Excell get together again to discuss the market reaction to the latest FOMC rate cut. What is the FOMC saying about 2026? What are the various markets thinking? How are Blaine, Tony and Rich trying to navigate the markets? Have a listen to find out

Macro Matters - AI, job losses, rate cuts & affordability

CFA Society Chicago — Mon, 17 Nov 2025 16:45:00 -0500

Tony Zhang, Blaine Reed and Rich Excell are back to discuss the macro that matters for the markets. The latest narratives driving markets are the usual - AI and rates - and the new - job losses and affordability. Can Fed rate cuts help job losses from AI? Have a listen to find out

Macro Matters - is the equity market too pessimistic?

CFA Society Chicago — Mon, 03 Nov 2025 17:21:00 -0500

Tony Zhang, Blaine Reed and Rich Excell are back again. What are they talking about? AI

Is there anything else to talk about? Seriously though. What about yield curves and credit spreads and Fed policy and US/China trade talks and earnings analysis and seasonal stock patterns? Yep, covered that too. For a recap of the last 2 weeks and what to look for going forward, have a listen. Remember to like/share/subscribe

Macro Matters - Oct 22: growth, earnings, oil and inflation

CFA Society Chicago — Thu, 23 Oct 2025 07:43:00 -0400

Blaine Reed, Tony Zhang and Rich Excell are back to cover all of the topics in the market: Are all assets now convinced that growth is falling? Markets are convinced inflation is gone, but is it? What are we seeing in earnings? Do any stories matter outside of AI? Have a listen to find out

Macro Matters - October 3, 2025 - is it that easy?

CFA Society Chicago — Mon, 06 Oct 2025 14:43:00 -0400

Tony, Zhang, Blaine Reed and Rich Excell are back to discuss the latest on the job market, rate cuts, financial conditions and the Dollar. Is now the time to look to Asian markets given the catalysts? Does the Tricolor and First Brands news suggest cracks in the credit markets? Have a listen to find out

Macro Matters - it's going to happen, so what?

CFA Society Chicago — Fri, 29 Aug 2025 14:50:00 -0400

The Fed is going to cut rates in September. Some think they shouldn't (Rich Excell and Blaine Reed) and some think they should (Tony Zhang). Whether they should or shouldn't, it will happen, so what will be the response by the markets? What moves are we already seeing?

Have a listen to find out

Macro Matters - the Fed is going to cut, but should it?

CFA Society Chicago — Fri, 15 Aug 2025 12:18:00 -0400

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking about the latest macro that is moving the markets. CPI, PPI, inflation expectations, AI, productivity, overcapacity and Jackson Hole are just a few of the topics covered.

Please like/share/subscribe as it helps us a lot to get the word out

Macro Matters - post FOMC, pre NFP

CFA Society Chicago — Thu, 31 Jul 2025 14:00:00 -0400

Blaine Reed, Tony Zhang and Rich Excell get together to discuss what the FOMC did and should do. The FOMC has a dual mandate of price stability and full employment. Do measures of either suggest the Fed should cut? What does argue for the Fed to cut, housing? But the Fed controls short and not long term rates? Lots covered, lots to discuss

Macro Matters - is there any inflation and what will the Fed do about it?

CFA Society Chicago — Mon, 14 Jul 2025 15:11:00 -0400

It is July 14 and this is CPI and PPI week. What will we hear on the inflation front? More importantly, what could tariffs and the One Big Beautiful Bill mean for inflation. Finally, what is the Fed to do with all of this information. Tony Zhang, Blaine Reed and Rich Excell are back to discuss these topics and more!

Macro Matters - rate cuts & Treasury demand

CFA Society Chicago — Fri, 20 Jun 2025 13:46:00 -0400

Its mid-June so it is all about the FOMC. However, there are a lot of cross-currents out there from a fiscal and regulatory standpoint that may have differing effects on Treasury demand. What are we to do? Hard to say because even the FOMC doesn't know what to do! Have a listen and let us know what you think

Private Asset Performance: the Latest Academic Research

CFA Society Chicago — Thu, 12 Jun 2025 10:04:00 -0400

CFA Society Chicago member Dan Grana, CFA speaks with Greg Brown, the Van and Kay Weatherspoon Distinguished Professor of Finance at UNC Kenan-Flagler. They discuss the latest academic research in private asset performance, including results and applicability to practitioners in these asset classes.

Macro Matters - back after a long break

CFA Society Chicago — Wed, 11 Jun 2025 12:53:00 -0400

Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking markets after a bit of a break. Do Blaine and Rich think global investors are sick of the US? With 10 year yield at 4.5%, will it hit 4.2% or 4.8% first? What will the Fed do given the data we have seen? Have a listen to find out

Macro Matters - Easter Monday update

CFA Society Chicago — Mon, 21 Apr 2025 13:59:00 -0400

With Europe on Easter Monday holiday, and many in the US starting their Spring Break this week, the markets are starting on a weak, but quiet note. Rich Excell CFA is joined again by Tony Zhang CFA and Blaine Reed CFA for a discussion of tariffs, inflation expectations, credit market liquidity and dislocations in FX. We covered the gamut, so you don't have to. Have a listen!

Investment Exchange Forum - recapping the 2025 Investment Themes & discussing future events

CFA Society Chicago — Fri, 11 Apr 2025 13:52:00 -0400

Rich Excell CFA, CMT is joined by the CEO of the CFA Society Chicago Chris Vincent CFA to recap the 2025 Investment Themese series that just completed. Chris then tells us what to expect in the upcoming CFA Institute Live event from May 4-7 in Chicago

Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis

CFA Society Chicago — Wed, 09 Apr 2025 10:48:00 -0400

Any volatility in the market these days?

We couldn't have gone through investment themes for 2025 without discussing volatility and the options markets

Very lucky to have Zed Francis CIO of Convexitas join our host Rich Excell, CFA on this last installment of the

Macro Matters - Liberation Day!

CFA Society Chicago — Mon, 07 Apr 2025 14:25:00 -0400

In this episode, hosts Tony Zhang and Rich Excell are joined by fellow CFA Society Chicago member Blaine Reed to discuss the market reaction to the tariff news and how investors should try to think through the scenarios going forward

Investment Exchange Forum - 2025 Investment Themes - economic forecast

CFA Society Chicago — Thu, 03 Apr 2025 08:00:00 -0400

We continue to explore the themes that are driving markets in 2025. The impact of changing policies in the US and elsewhere is clearly causing investors to reconsider how they will forecast the economy and markets going forward. We are lucky to be joined by Brian Wesbury of First Trust, consistently one of the top forecasters on Wall Street, to discuss the important issues facing investors today

Investment Exchange Forum - 2025 Investment Themes - Geopolitics

CFA Society Chicago — Mon, 31 Mar 2025 09:00:00 -0400

If anything has characterized 2025 it has been the influence of geopolitics on the markets. In this episode, Rich Excell, CFA, CMT is joined by Reva Goujon, a geopolitical strategist and the Director of Corporate Advisory at Rhodium Group. Reva has two decades of experience working with C-suites and government agencies on how to deconstruct risks, assess future scenarios, and make informed decisions.

Investment Exchange Forum - 2025 Investment Themes - Equity markets

CFA Society Chicago — Mon, 17 Mar 2025 15:42:00 -0400

In the CFASC Investment Exchange Forum podcast, we continue on with our unpacking of the investment themes for 2025. This week, we speak with Dave Sekera, the US market Strategist for Morningstar Research Services. Dave and Rich start with a discussion of economic and interest rate forecasts and lead into what impact these views have on the different sectors, styles and factors in the US equity market.

Investment Exchange Forum - 2025 Investment Themes - Fixed Income

CFA Society Chicago — Mon, 03 Mar 2025 07:30:00 -0500

Continuing on our with our 2025 investment themes, Rich Excell CFA, CMT digs into the fixed income market with two excellent guests: Elizabeth Henderson, CFA the Head of Fixed Income for AAM and Anthony Woodside, CFA, FRM, the Head of Investment Strategy & Head of Multisector Fixed Income at LGIM America

Macro Matters - this is not about Nvidia ...

CFA Society Chicago — Wed, 26 Feb 2025 17:53:00 -0500

But we do cover a range of other interesting topics! Tony Zhang, PhD and CFA joins me to discuss falling US Treasury yields, money rotating overseas (particularly China and Europe), money rotating within the US market, the overvalued Dollar and crypto. We will get to NVDA next time!

Investment Exchange Forum - 2025 Investment Themes - Commodities

CFA Society Chicago — Tue, 18 Feb 2025 14:25:00 -0500

The first of a multiple part series, we are exploring the investment themes of 2025. With so much concern on inflation, we thought the best place to start is in commodities. We were lucky to be joined by Bloomberg Intelligence Commodity Strategist Mike McGlone, a fellow CFA charterholder and friend of the program. We covered the gamut from soybeans to Solana, gold to gas.

Macro Matters - First one for 2025, it's all about the bonds

CFA Society Chicago — Wed, 22 Jan 2025 19:32:00 -0500

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for the first Macro Matters of 2025. The story of the early part of the year is 10 year Treasury yields but that means we are talking yield curves, FOMC expectations, large cap vs. small cap and growth vs. value. We even got into the $7 trillion of Treasury issuance and Chinese 10 year yields at all-time lows! A full episode because we haven't spoken in a while. Enjoy!

CFA Society Chicago Macro Matters - equity market thoughts heading into 2025

CFA Society Chicago — Thu, 12 Dec 2024 13:24:00 -0500

Rich Excell, CFA, CMT is joined by Institutional Investor's #1 Strategist Michael Kantrowitz, CFA from Piper Sandler to discuss the US equity market backdrop. What does the factor performance of the market tell us? Are expensive valuations a problem? What about tight credit spreads? Can small caps finally outperform? All of this and more

Macro Matters Barry Knapp - What's going on in the bond market?

CFA Society Chicago — Wed, 13 Nov 2024 17:56:00 -0500

Rich Excell CFA, CMT is joined by Barry Knapp, Managing Partner of Ironsides Macro to discuss what is being priced into the bond market and the stock market, where they agree and where the discuss agree. Barry covered TGA, RRP, Active Treasury Issuance, Negative Swaps Spreads, Inverted Yield Curves and QT. Most importantly, he made all of those terms understandable for those that don't follow the inner-workings of the bond market as closely as he does.

Macro Matters - post election, post FOMC recap

CFA Society Chicago — Fri, 08 Nov 2024 13:16:00 -0500

Tony Zhang Phd, CFA and Rich Excell CFA, CMT get together to recap the events of the week. We hardly discussed the CFASC Annual Dinner because there was so much else going on!

Macro Matters - Is it really all about TINA? Special Guest Mr. Risk!

CFA Society Chicago — Wed, 30 Oct 2024 13:20:00 -0400

Fred Goodwin aka Mr. Risk, a senior macro strategist at State Street, is a guest of Rich Excell CFA, CMT. They have a wide-ranging discussion from leptokurtotic distributions to Chinese stimulus policy to the Rule of 100. When it is all said and done, does it all come down to TINA (There Is No Alternative) again? Have a listen to find out

Macro Matters - China!

CFA Society Chicago — Wed, 16 Oct 2024 10:50:00 -0400

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss a range of issues. Is China stimulus enough? Will it lead to China finally outperforming the US? What about the US? How is the housing market doing? What does this mean for the US economy?

Have a listen to find out

Power Auctions with the Electric Power Supply Association's CEO Todd Snitchler

CFA Society Chicago — Tue, 24 Sep 2024 21:07:00 -0400

Maybe you noticed, or maybe you didn't, but a month ago, the PJM auction results were announced and the cost for energy capacity in the largest region in the US saw prices up 800% yay! This was enough of a shock that we reached out to the Electirc Power Supply Association (EPSA) to ask them to explain what is going on. Rich Excell CFA, CMT was joined by Todd Snitchler, the President and CEO of EPSA, to walk us through the supply and demand dynamics in the energy market now

Macro Matters - immediate reaction to September FOMC meeting

CFA Society Chicago — Wed, 18 Sep 2024 19:35:00 -0400

Tony Zhang PhD, CFA and Rich Excell CFA, CMT go live right after the FOMC news comes out to discuss what the Fed might be seeing, the reaction we are seeing in markets and what we might expect going forward

Macro Matters podcast September 4, 2024

CFA Society Chicago — Wed, 04 Sep 2024 20:00:00 -0400

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss the data-filled week post Labor Day and what this might mean for markets going forward. What should we expect? How will the market react? What do investors need to focus on? Have a listen to find out

Macro Matters - recapping a crazy 10 days

CFA Society Chicago — Tue, 13 Aug 2024 10:18:00 -0400

Tony Zhang PhD, CFA is back with Rich Excell CFA, CMT to recap the crazy August we have seen in the markets. What are the important takeaways? Are we all clear? What should investors think about going forward?

Investment Exchange Forum: India - Elections, Modi, and the investment landscape

CFA Society Chicago — Wed, 31 Jul 2024 14:57:00 -0400

Rich Excell CFA, CMT is joined by renowned economic Lyric Hughes Hale of EconVue who is an expert on Asia economies and geopolitics. Lyric last joined Rich to talk about China after the last National Party Congress. Now she is on to discuss the seminal elections in India, what we need to know as investors, and what we might expect from the politicians.

Lyric mentions an article written by her team. This is a link to that article:

https://plus.econvue.com/p/indias-dynamic-growth-story

Macro Matters - it's been a little while

CFA Society Chicago — Thu, 25 Jul 2024 10:55:00 -0400

It's been a few week since Tony Zhang PhD, CFA and Rich Excell CFA, CMT have sat down to discuss the markets. Since then, we have not only seen some historic events in politics but we have moved into the middle of an important earnings season, where the bar is very high. Throw in weakening economic data, and it is tough for investors to navigate. Don't worry - we've got you covered.

Investment Exchange Forum: Cannabis - is it time to revisit?

CFA Society Chicago — Mon, 17 Jun 2024 09:08:00 -0400

Rich Excell CFA, CMT is joined by Lotta Moberg PhD, CFA, a partner at ViviFi Ventures and Paul Chesek, the Chief Growth Officer at GreenCheck to discuss the recent trends in cannabis & how the rescheduling of cannabis may change the landscape for investors going forward.

Macro Matters podcast June 14, 2024

CFA Society Chicago — Mon, 17 Jun 2024 09:02:00 -0400

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the recent events in the market. Last week was a major week for news, for the Fed and for markets. What does the team think of what happened?

Macro Matters - May 21, 2024 - investor sentiment

CFA Society Chicago — Wed, 22 May 2024 11:34:00 -0400

Tony Zhang Phd, CFA joins Rich Excell CFA, CMT for another episode of Macro Matters. In this episode they cover the abundant liquidity in the market, leading to rising investor sentiment that can be seen from crypto to tech stocks. With NVDA earnings this week, what will that mean for markets? Is it time for the emerging markets to catch up?

Macro Matters - May 8, 2024 - its still all about the Fed

CFA Society Chicago — Thu, 09 May 2024 08:29:00 -0400

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to cover the latest macro that matters for the markets. It is still all about the Fed & inflation for the financial markets. What has changed in the last two weeks? Have a listen to find out

Macro Matters - April 22, 2024 - what's going on out there?

CFA Society Chicago — Mon, 22 Apr 2024 10:32:00 -0400

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the latest events in the market. We are in earnings season, a time when investors should be focused on the micro issues, the idiosyncratic news. Why is everyone focusing on the macro all of a sudden? Join Tony and Rich to find out why this macro matters

Investment Exchange Forum - QQQ - 25 years later

CFA Society Chicago — Mon, 01 Apr 2024 11:31:00 -0400

March marked the 25th anniversary for the QQQ ETF, one of the granddaddies of them all. This ETF set the table for thousands more to follow. In this episode, Rich Excell CFA, CMT speaks with Paul Schroeder CMT, the QQQ Equity Product Strategist at Invesco, to talk about the history of QQQ, how the ETF landscape has evolved, and what it might look like going forward

Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing

CFA Society Chicago — Mon, 18 Mar 2024 16:36:00 -0400

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are together for another episode of Macro Matters. In this episode before the March FOMC meeting, Tony and Rich discuss the recent moves in commodities, what this means for inflation, how the bond market is reacting to this news on inflation, what we can expect from the FOMC, and finally, how assets are moving around the world based on this information. They cover a ton of ground ahead of important catalysts for the market

Investment Exchange Forum - Private Credit Series - Views of a multi-strat investor

CFA Society Chicago — Tue, 12 Mar 2024 09:20:00 -0400

In this episode, Rich Excell CFA, CMT sits down with Louay Mikdashi, the Head of Multi-sector Private Credit at Neuberger Berman. They discuss the pros & cons of the private credit market and explore the findings in Louay's recent paper "Private Credit is gaining steam – where do we go from here?"

Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors!

CFA Society Chicago — Mon, 04 Mar 2024 14:55:00 -0500

Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectations for the FOMC, what this means for the yield curve, the risk appetite present in stocks, crypto and credit, and the fundamental drivers of earnings and factors. It is an action-packed episode you do NOT want to miss

Investing in US Financial History with Mark Higgins Podcast Part 2

CFA Society Chicago — Thu, 22 Feb 2024 09:00:00 -0500

Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the same cycle after cycle, decade after decade, century after century. Part 2 of 2

Macro Matters - yield curve, Fed expectations, inflation and more

CFA Society Chicago — Tue, 20 Feb 2024 09:15:00 -0500

Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together on a market holiday to discuss the economic data that has come out over the last 2 weeks and what the implications are for various markets. It is the macro that matters, and the last 2 weeks were FULL of macro

Investing in US Financial History with Mark Higgins Podcast Part 1

CFA Society Chicago — Mon, 19 Feb 2024 09:00:00 -0500

Macro Matters podcast - Feb 5, 2024

CFA Society Chicago — Mon, 05 Feb 2024 15:08:00 -0500

Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together to discuss the recent FOMC news and impact, as well as earnings news and events. What does this mean for stocks? What does this mean for bonds?

Macro Matters - Jan 22, 2024 - covering lots of current topics

CFA Society Chicago — Mon, 22 Jan 2024 14:40:00 -0500

Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together again to cover a range of topics. We start by following up from our last discussion on crypto given the news of the Bitcoin ETF. Then we get into the economy, rates and stocks. A full macro podcast

Ana Marshall – "The Climb to Investment Excellence" at the Hewlett Foundation

CFA Society Chicago — Fri, 12 Jan 2024 10:19:00 -0500

CFA Society Chicago member Dan Grana, CFA, talks with Ana Marshall, CFA, the Chief Investment Officer of the William and Flora Hewlett Foundation about her recent book "The Climb to Investment Excellence." Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/ 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.

Macro Matters podcast - Jan 8, 2024 - cryptocurrencies

CFA Society Chicago — Tue, 09 Jan 2024 10:21:00 -0500

Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together in the latest installment of Macro Matters to disucss the headlines, price moves and catalysts in the cryptocurrency market. Potential Bitcoin ETFs? Layer 2 protocols? How will AI impact crypto? Check, check and check, all were covered. Let us know your thoughts!

Macro Matters podcast – a crazy couple of weeks to end a crazy year

CFA Society Chicago — Fri, 29 Dec 2023 13:33:00 -0500

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for another episode of Macro Matters. This week they look at financial markets from a fundamental and technical perspecitve, discussing what risks investors may need to be watchful of, but also opportunities where investors should potentially look

Investment Exchange Forum - Private Credit series - Middle-market Financing

CFA Society Chicago — Fri, 22 Dec 2023 14:39:00 -0500

Rich Excell, CFA is joined by Kyle Lindsay of Maranon Capital to explore middle-market financing including the different levels in the capital structures that are used and why they are preferred. What does the reward to risk look like in these financings? Enjoy

Investment Exchange Forum - Private Credit Series - asset-based finance

CFA Society Chicago — Thu, 14 Dec 2023 17:08:00 -0500

For the next installment in the IEF private credit series, Rich Excell, CFA, speaks with Isaiah Toback, the Deputy Co-Chief Investment Officer for Castlelake. Castlelake's primary business is in asset-based finance and they dig into the similarities and differences between this strategy of private credit and other strategies in the sector.

Macro Matters podcast– what is going on with this risk asset rally?

CFA Society Chicago — Thu, 07 Dec 2023 17:06:00 -0500

It has been two months since our last Macro Matters podcast and a LOT has changed. Back then, we were talking about Bond Vigilantes and risks in the market. Now, we have had one of the best 4-6 week returns across assets in a long, long time. Tony Zhang and Rich Excell get together to talk abot what they see going on in the market

Investment Exchange Forum - Private Credit Series - Direct Lending

CFA Society Chicago — Mon, 27 Nov 2023 13:40:00 -0500

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.

William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA

CFA Society Chicago — Mon, 20 Nov 2023 09:11:00 -0500

Investment Exchange Forum - Private Credit Series - Opportunistic investing

RICH EXCELL, CFA Brook Scardina — Wed, 15 Nov 2023 16:18:00 -0500

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.

Investment Exchange Forum - Private Credit Series - an investment overview

CFA Society Chicago — Mon, 06 Nov 2023 13:26:00 -0500

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

Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023

CFA Society Chicago — Thu, 05 Oct 2023 09:33:00 -0400

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

Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023

CFA Society Chicago — Fri, 04 Aug 2023 12:50:00 -0400

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

Macro Matters - The AI revolution & what CFA members need to know - Volume 7, July 19, 2023

CFA Society Chicago — Thu, 20 Jul 2023 09:12:00 -0400

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?

Macro Matters - Fed continued hawkishness impact on markets - Volume 6, 2023

CFA Society Chicago — Thu, 29 Jun 2023 15:50:00 -0400

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

Macro Matters - Debt Ceiling Discussion - Volume 5, 2023

CFA Society Chicago — Sun, 04 Jun 2023 19:13:00 -0400

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

Macro Matters - Financial Condtions - Volume 4 5/10/23

CFA Society Chicago — Wed, 10 May 2023 19:00:00 -0400

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

Macro Matters - Reaction to the March FOMC meeting - 2023, Volume 3

CFA Society Chicago — Thu, 23 Mar 2023 19:22:00 -0400

Monique Thanos, PhD, CFA, Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT, discuss what happened in the March FOMC meeting. What were the reactions in the short-term interest rate market, the futures market and the equity market. How is the banking crisis impacting Fed policy and what questions should CFA members be asking right now.

Macro Matters - Crypto, AI and emerging technologies - 2023, Volume 2

CFA Society Chicago — Tue, 07 Mar 2023 14:26:00 -0500

In this episode, Monique Thanos, PhD, CFA, Tony Zhang, PhD, CFA and Rich Excell, CFA, CMT discuss the cryptocurrency market, emerging technologies and AI. They look at the problems that have occured in crypto, what that means for investors, what that means for investors and what that may mean going forward.

Antti Ilmanen – Expected Returns

CFA Society Chicago — Fri, 24 Feb 2023 11:52:56 -0500

CFA Society Chicago member Dan Grana, CFA, talks with Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management, about his recent book "Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least."

Macro Matters - Inflation, economy and FOMC impact on the market - 2023 Volume 1

CFA Society Chicago — Tue, 21 Feb 2023 14:13:00 -0500

Monique Thanos, Tony Zhang and Rich Excell, all CFA Charterholders and members of the CFA Society Chicago, get together to talk about inflation, the economy, FOMC policy and the impact on markets. It's been a few months since we got together so we managed to pack a lot in!

Investment Exchange Forum - Japan and China economies in 2023

CFA Society Chicago — Sun, 18 Dec 2022 17:06:00 -0500

Investment Exchange Forum – Japan and China economies in 2023

CFA Society Chicago member Rich Excell, CFA talks with Lyric Hughes Hale, Editor-in-Chief of EconVue and host of the Hale Report podcast, about the events in China and Japan, the collapse of cryptocurrency, and how all of this can shape the global economy in 2023

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.html & stayvigilant.substack.com/

Connect with Lyric on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/ and at https://econvue.com/

Investment Exchange Forum – Sorting through US election issues with Donald Schneider

CFA Society Chicago — Wed, 26 Oct 2022 09:48:00 -0400

CFA Society Chicago member Rich Excell, CFA and Donald Schneider, the Deputy Head of US Policy at Piper Sandler, look at the upcoming US elections. What are the key issues that voters care about? What are the polls indicating? Importantly, what do we as investors need to know about what can change after the elections?

Connect with Donald on LinkedIn https://www.linkedin.com/in/donald-schneider-56a0585b/

Piper Sander - https://www.pipersandler.com/

Investment Exchange Forum - China today with Reva Goujon

CFA Society Chicago — Wed, 19 Oct 2022 08:16:00 -0400

CFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, the Chinese economy, and the upcoming National Party Congress.

Connect with Reva on LinkedIn https://www.linkedin.com/in/reva-goujon/

Rhodium Group https://rhg.com/

Investment Exchange Forum – Looking through the tail risks in the market with Mr. Risk

CFA Society Chicago — Tue, 11 Oct 2022 16:47:00 -0400

CFA Society Chicago member Rich Excell, CFA and Fred Goodwin, a macro strategist at State Street and Mr. Risk, look through the various looming global threats to risk-taking around the world – what should investors worry about and what is fully priced in

Connect with Fred on LinkedIn https://www.linkedin.com/in/fred-goodwin/

State Street - https://www.statestreet.com/home.html

Investment Exchange Forum – The macroeconomic outlook for the coming quarter and year

CFA Society Chicago — Tue, 11 Oct 2022 16:28:00 -0400

CFA Society Chicago member Rich Excell, CFA and Barry Knapp, the Founder and Managing Partner of Ironsides Macroeconomics, discuss the economic environment and Fed policy actions, and what this means for allocation to and performance of various asset classes through the end of this year and into next year.

Connect with Barry on LinkedIn https://www.linkedin.com/in/barry-c-knapp/

Ironsides Macroeconomics - https://ironsidesmacro.substack.com/

Investment Exchange Forum – Moving from TradFi to DeFi – Lessons Learned

CFA Society Chicago — Thu, 23 Jun 2022 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about crypto markets, entrepreneurialism, and women on Wall Street.

Connect with Micki on LinkedIn https://www.linkedin.com/in/mkoonin/ & Twitter @Micki_ShortVol

Find out more about Paradigm - https://www.paradigm.co/, https://www.linkedin.com/company/paradigmco/, & on Twitter @tradeparadigm

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.

Investment Exchange Forum – Real Estate Market Trends

CFA Society Chicago — Thu, 16 Jun 2022 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA talks with Cliff Booth, Founder & Chairman, Westmount Realty Capital, on the trends and changes in the real estate market amid the many changes in the world.

Connect with Cliff on LinkedIn https://www.linkedin.com/in/cliffboothwestmount/

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.

Investment Exchange Forum – Venture Capital

CFA Society Chicago — Thu, 09 Jun 2022 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA chats with Nick Moran, General Partner at New Stack Ventures and the host of The Full Ratchet podcast, on the increasing preference for private market investing, specifically in venture capital.

Connect with Nick on LinkedIn https://www.linkedin.com/in/nick-moran-a738503/ and his podcast here - https://fullratchet.net/about/

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.

Macro Matters Series – Cannabis

CFA Society Chicago — Fri, 03 Jun 2022 08:27:11 -0400

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 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.

Investment Exchange Forum – Private Markets

CFA Society Chicago — Thu, 02 Jun 2022 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA chats with Bob Long, CEO of Conversus, a StepStone company, on the topic of accessing private markets.

Connect with Dan on LinkedIn https://www.linkedin.com/in/boblongconversusceo/

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.

Investment Exchange Forum – NLP Techniques for Investing

CFA Society Chicago — Thu, 26 May 2022 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA and Dan Joldzic, CFA, FRM, CEO and Quantitative Researcher at Alexandria Technology discuss the role that Natural Language Processing (NLP) plays in the investing process.

Connect with Dan on LinkedIn https://www.linkedin.com/in/danjoldzic/ and https://www.alexandriatechnology.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.

Macro Matters Series – Stablecoins: Does a Crypto Crash Create a Crisis?

CFA Society Chicago — Fri, 20 May 2022 08:36:19 -0400

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 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.

Investment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors Face

CFA Society Chicago — Thu, 12 May 2022 13:14:50 -0400

CFA Society Chicago member Rich Excell, CFA and State Street Advisors Head of Practice Management, Brie Williams discuss biases and how they affect investing decisions.

Connect with Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/

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.

Investment Exchange Forum – Thematic Investing

CFA Society Chicago — Thu, 05 May 2022 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research discuss bigger investment themes in the market.

Connect with Pat on LinkedIn https://www.linkedin.com/in/patricktschosik/

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.

Strategy in Investing

CFA Society Chicago — Thu, 28 Apr 2022 08:30:00 -0400

CFA Society Chicago member Tony Zhang, PhD, CFA talks with Felix Oberholzer-Gees, Professor at Harvard University on his book "Better, Simpler Strategy: A Value-Based Guide to Exceptional Performance" and how it applies to investing.

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/

Connect with Professor Felix https://www.linkedin.com/in/felix-oberholzer-gee-16424b4/

Episode Resources

https://store.hbr.org/product/better-simpler-strategy-a-value-based-guide-to-exceptional-performance/10396

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.

Macro Matters Series - Is Duration Durable or Doomed?

CFA Society Chicago — Wed, 27 Apr 2022 10:10:18 -0400

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 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.

"Asset allocation for an ESG world"

CFA Society Chicago — Thu, 21 Apr 2022 08:30:00 -0400

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.

Investment Exchange Forum – Natural Language Processing (NLP)

CFA Society Chicago — Mon, 11 Apr 2022 09:54:30 -0400

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 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.

Macro Matters Series – Yield Curve Inversion: Diversion or Submersion?

CFA Society Chicago — Fri, 08 Apr 2022 15:13:37 -0400

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 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.

Space Industry

CFA Society Chicago — Thu, 07 Apr 2022 08:30:00 -0400

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

Equity Duration

CFA Society Chicago — Thu, 31 Mar 2022 08:30:00 -0400

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.

Investment Exchange Forum – The Future of Inflation

CFA Society Chicago — Thu, 24 Mar 2022 08:30:00 -0400

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 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.

Investment Exchange Forum – Self-Directed IRAs

CFA Society Chicago — Thu, 17 Mar 2022 08:30:00 -0400

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 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.

Investment Exchange Forum – Real Estate

CFA Society Chicago — Fri, 11 Mar 2022 12:10:57 -0500

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 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.

Macro Matters Series – The Role of Crypto in the Ukrainian Crisis

CFA Society Chicago — Fri, 04 Mar 2022 11:17:28 -0500

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 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.

Investment Exchange Forum – Behavioral Finance

CFA Society Chicago — Thu, 24 Feb 2022 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA talks with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus Investment Partners on behavioral finance and the biases that affect our investment processes.

Connect with Barry on LinkedIn https://www.linkedin.com/in/mandinach-barry/

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.

Macro Matters Series – Value & Growth

CFA Society Chicago — Mon, 14 Feb 2022 16:07:33 -0500

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 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.

Investing Decisions in Insurance

CFA Society Chicago — Thu, 10 Feb 2022 08:30:00 -0500

CFA Society Chicago member Gaurav Kumar, CFA returns to talk with Aon's Managing Director of Capital Markets, Sourna Daneshvar on investment decision making at insurance firms and insurance as a source of permanent capital.

Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/

Connect with Sourna on LinkedIn https://www.linkedin.com/in/sourna-daneshvar-12b07448/

For more episodes go to www.cfachicago.org/podcasts

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.

NFTs

CFA Society Chicago — Thu, 03 Feb 2022 08:00:00 -0500

CFA Society Chicago member Lotta Moberg, PhD, CFA and Jordan Prince, a software engineer and co-inventor of NFTs on Solana, discuss the uniqueness of Non-fungible tokens (NFTs) and how they are different from cryptocurrencies

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

Connect with Jordan on LinkedIn https://www.linkedin.com/in/jordan-prince/

For more episodes go to www.cfachicago.org/podcasts

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.

Macro Matters Series – Geopolitics and the Energy Markets

CFA Society Chicago — Wed, 02 Feb 2022 14:40:25 -0500

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 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.

Investment Exchange Forum – ESG Investing

CFA Society Chicago — Thu, 27 Jan 2022 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA, chats with Catherine Drake, CFA Senior Managing Director at PPM about the CFA Institute's ESG certification and how it has impacted her process.

Connect with Catherine on LinkedIn https://www.linkedin.com/in/catherine-drake-cfa-2b07641/

Certificate in ESG Investing - https://www.cfainstitute.org/en/programs/esg-investing

For more episodes go to www.cfachicago.org/podcasts

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.

Investment Exchange Forum – Inflation & Asset Allocations

CFA Society Chicago — Thu, 20 Jan 2022 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA, talks with Loyola University CIO, Katie Wyatt, CFA on what we should be considering when it comes to inflation and asset allocation and how it can impact the investment process.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Katie on LinkedIn https://www.linkedin.com/in/katharine-wyatt-cfa/

For more episodes go to www.cfachicago.org/podcasts

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.

Investment Exchange Forum – Risk Management in Commodity Trading & Investing

CFA Society Chicago — Thu, 13 Jan 2022 10:31:21 -0500

CFA Society Chicago member Gaurav Kumar, CFA takes the lead in this week's forum to chat with Dan Casey, head of credit risk portfolio management at BP on the risk of commodity trading and investing.

Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/

Connect with Dan on LinkedIn https://www.linkedin.com/in/dan-e-casey/

For more episodes go to www.cfachicago.org/podcasts

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.

Macro Matters Series – Interest Rates, Fiscal Policy, and Inflation

CFA Society Chicago — Wed, 12 Jan 2022 12:00:00 -0500

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 Twitter @ExcellRichard

Connect with Lotta on LinkedIn 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.

Investment Exchange Forum – Inflation & the Equity Market

CFA Society Chicago — Fri, 07 Jan 2022 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA, talks with former chair and lead equity investment specialist with UBS, Tom Digenan, CFA on inflation and it's impact on the equity market.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Tom on LinkedIn https://www.linkedin.com/in/thomas-digenan-bbb58b14/

For more episodes go to www.cfachicago.org/podcasts

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.

Macro Matters Series – Lessons from 2021 Events and a 2022 Outlook

CFA Society Chicago — Tue, 04 Jan 2022 09:00:00 -0500

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 Twitter @ExcellRichard

Connect with Lotta on LinkedIn 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.

Investment Exchange Forum – Supply Chain Issues

CFA Society Chicago — Wed, 29 Dec 2021 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA, brings back Harry Moser, founder of non-profit Reshoring Initiative, to discuss the current problems occurring with supply chains and how companies can address them.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Harry on LinkedIn https://www.linkedin.com/in/harry-moser-58a8024/

Visit the Reshoring Initiative's website - www.reshorenow.org

For more episodes go to www.cfachicago.org/podcasts

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.

Investment Exchange Forum – Inflation

CFA Society Chicago — Wed, 22 Dec 2021 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA and Kedran Panageas, Chief Economist at Allstate Investments, discuss the important topic of inflation from an economist's perspective.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Kedran on LinkedIn https://www.linkedin.com/in/kedran-panageas-3a58aa24/

For more episodes go to www.cfachicago.org/podcasts

Macro Matters Series – Alternative Data

CFA Society Chicago — Fri, 17 Dec 2021 08:30:00 -0500

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 Twitter @ExcellRichard

Connect with Lotta on LinkedIn 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

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.

Investment Exchange Forum – Enron 20 years on, thoughts from the inside

CFA Society Chicago — Tue, 14 Dec 2021 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA talks with James Timmins, Enron Director and anonymous source for the Wall Street Journal, now Managing Partner at Gemini Equity Capital, talks about what happened at Enron 20 years ago, and lessons we can potentially apply to our investing processes today.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with James on LinkedIn https://www.linkedin.com/in/james-timmins-b21b9633/ and email James.timmins@geminiequitycapital.com

For more episodes go to www.cfachicago.org/podcasts

This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.

Fintech in Today's Economy

CFA Society Chicago — Thu, 09 Dec 2021 08:30:00 -0500

CFA Society Chicago member Lotta Moberg, CFA, talks with Karl Grabbi, CFA a financial markets manager with PwC on fintech and the growth of technology in financial services.

Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn www.linkedin.com/in/lottamob

Connect with Karl on LinkedIn https://www.linkedin.com/in/karl-h-grabbi-cfa-7a531058/

For more episodes go to www.cfachicago.org/podcasts

This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.

Macro Matters Series - The Coronavirus

CFA Society Chicago — Fri, 03 Dec 2021 09:30:00 -0500

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 Twitter @ExcellRichard

Connect with Lotta on LinkedIn 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

This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.

What is the Connection Between Economic Growth & Equity Returns?

CFA Society Chicago — Thu, 02 Dec 2021 08:30:00 -0500

CFA Society Chicago member Lotta Moberg, CFA, chats with Roger Ibbotson, Professor at Yale School of Management on his article "The Long-Run Drivers of Stock Returns: Total Payouts and the Real Economy", which was co-authored with Philip U. Straehl and published in the Financial Analysts Journal.

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

Connect with Roger on LinkedIn https://www.linkedin.com/in/roger-ibbotson-00160a2/

Articles discussed: Philip U. Straehl and Roger G. Ibbotson, "The Long-Run Drivers of Stock Returns: Total Payouts and the Real Economy," Financial Analysts Journal, 21 February 2018, Volume 74, Issue 1. Link: https://www.cfainstitute.org/en/research/financial-analysts-journal/2018/faj-v74-n1-9 Audio summary: https://www.tandfonline.com/doi/full/10.2469/faj.v74.n1.9 Roger G. Ibbotson, Thomas M Idzorek, Paul D. Kaplan, James X. Xiong, "Popularity: A Bridge between Classical and Behavioral Finance," Research Foundation Books, 10 December 2018. Link: https://www.cfainstitute.org/en/research/foundation/2018/popularity-bridge-between-classical-and-behavioral-finance

For more episodes go to www.cfachicago.org/podcasts

This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.

Macro Matters Series - Inflation

CFA Society Chicago — Thu, 18 Nov 2021 12:58:54 -0500

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, CFA and Tony Zhang, CFA come together to discuss macro events affecting markets today.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

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

This podcast is provided for general information purposes only and does not constitute investment advice. The views of all our interviewees are those of their own and not of their company.

Industry Insights with Heather Brilliant, CFA

CFA Society Chicago — Thu, 11 Nov 2021 08:30:00 -0500

CFA Society Chicago CEO Chris Vincent, CFA, chats with 2020 Hortense Friedman Award Winner and form Chicago member Heather Brilliant, CFA on her career and looking forward to the future of working in the investment industry.

Connect with Chris on LinkedIn https://www.linkedin.com/in/christopher-t-vincent-cfa-b4b77b10/

Connect with Heather on LinkedIn https://www.linkedin.com/in/heather-brilliant-cfa-aa5a18/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – "Disunited Nations" and Economic Change

CFA Society Chicago — Thu, 21 Oct 2021 13:44:02 -0400

CFA Society Chicago member Rich Excell, CFA, talks with Geopolitical strategist Peter Zeihan on his book "Disunited Nations: The Scramble for Power in an Ungoverned World".

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Peter on LinkedIn https://www.linkedin.com/in/peter-zeihan-01b2b059/

Disunited Nations https://zeihan.com/disunited-nations/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Risk in the Chinese Economy

CFA Society Chicago — Thu, 14 Oct 2021 11:30:00 -0400

CFA Society Chicago member Tony Zhang, Ph.D., GMP, MBA, CFA, turns the tables on regular podcast host, Rich Excell, CFA to discuss Evergrande and volatility in the Asian markets.

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Asian Crypto Ecosystem

CFA Society Chicago — Thu, 07 Oct 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA, chats with Katt Gu, Direct of Compliance at Dimension and Suji Yan, Founder at Dimension on Asia's digital asset ecosystem.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Suji on LinkedIn https://www.linkedin.com/in/tedkoyan/

Connect with Katt on LinkedIn https://www.linkedin.com/in/katt-gu-5672688a/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Climate Change & Investing

CFA Society Chicago — Thu, 16 Sep 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA, talks with Aon's Senior Managing Director, Liz Henderson and Managing Director, Katie Sabo about how companies and investors should model the effects of climate change on risk management.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Liz on LinkedIn https://www.linkedin.com/in/liz-henderson-025a628/

Connect with Katie on LinkedIn https://www.linkedin.com/in/katie-sabo-1336051a5/

Resources

https://www.aon.com/reinsurance/wcc/default.jsp

https://www.theclimateservice.com/

For more episodes go to www.cfachicago.org/podcasts

Investing in China – What Has Changed? with Brendan Ahern & Brett Bina, CFA, CAIA

CFA Society Chicago — Thu, 09 Sep 2021 08:30:00 -0400

Former CFA Society Chicago member Brett Bina, CFA, CAIA brings back KraneShares' Chief Investment Officer, Brendan Ahern to dig deeper in the topic of investing in China and what has happened over the last year.

Connect with Brett on LinkedIn https://www.linkedin.com/in/brett-bina-cfa-caia-6a923b25/ and email brett.bina@gmail.com

Connect with Brendan on LinkedIn https://www.linkedin.com/in/brendan-ahern-4858083/ and follow his blog at www.chinalastnight.com

Follow KraneShares on LinkedIn https://www.linkedin.com/company/kraneshares and visit their website http://www.kraneshares.com/

For more episodes go to www.cfachicago.org/podcasts

Industry Insights with Michael Falk, CFA

CFA Society Chicago — Thu, 02 Sep 2021 08:30:00 -0400

CFA Society Chicago CEO Chris Vincent, CFA, chats with 2021 Hortense Friedman Award Winner and Chicago member Michael Falk, CFA on his career and the changing environment of the financial industry.

Connect with Chris on LinkedIn https://www.linkedin.com/in/christopher-t-vincent-cfa-b4b77b10/

Connect with Michael on LinkedIn https://www.linkedin.com/in/mlfalk/

Resources

Capitalism for Everyone

https://www.cfainstitute.org/en/research/foundation/2021/capitalism-for-everyone

Everything You Need to Know About … Investing

https://investmentsandwealth.org/getattachment/2166018f-6fbd-4389-ad61-8352e53d7537/IWM20NovDec-EverythingYouNeedToKnowAboutInvesting.pdf

Michael's Books

https://www.amazon.com/Learn-Sustain-Long-Term-Economic-Growth/dp/1944960058

https://www.amazon.com/Get-Work-Future-Michael-Falk/dp/1704375827

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Alternative Data

CFA Society Chicago — Thu, 26 Aug 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA, brings back fellow Chicago member, Tony Zhang, Ph.D., GMP, MBA, CFA to discuss the chapter he co-wrote, "Alternative Data in FinTech and Business Intelligence", for The Palgrave Handbook of FinTech and Blockchain.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/

Alternative Data in FinTech and Business Intelligence https://link.springer.com/chapter/10.1007/978-3-030-66433-6_9

For more episodes go to www.cfachicago.org/podcasts

The Syndicated Loan Market

CFA Society Chicago — Thu, 12 Aug 2021 08:30:00 -0400

CFA Society Chicago member Blaine Reed, CFA talks with Bill Housey, CFA, Managing Director of Fixed Income at First Trust, on the often overlooked asset class that is the syndicated loan market.

Connect with Blaine on LinkedIn https://www.linkedin.com/in/blaine-reed-ba599820/

Connect with Bill on LinkedIn https://www.linkedin.com/in/william-housey/

For more episodes go to www.cfachicago.org/podcasts

Recorded 7/27/21

Investment Exchange Forum – Decentralized Finance (DeFi) & Regulation

CFA Society Chicago — Thu, 22 Jul 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA brings on Nelson Rosario, partner at Smolinski Rosario Law, to discuss the regulatory issues with DeFi.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Nelson on LinkedIn https://www.linkedin.com/in/nelsonrosario/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Decentralized Finance (DeFi) & Macroeconomics

CFA Society Chicago — Thu, 15 Jul 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA chats with Lyric Hughes Hale, Editor-in-Chief of Econvue to discuss macroeconomics and digital assets.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Chen on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/

Hale Report Podcast - https://econvue.com/podcasts

For more episodes go to www.cfachicago.org/podcasts

(Episode Recorded 6/21/21)

Investment Exchange Forum – Decentralized Finance (DeFi) & the Bearish Outlook

CFA Society Chicago — Thu, 08 Jul 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA chats with Chen Zhao, Chief Global Strategist at Alpine Macro on the less optimistic view of cryptocurrencies.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Chen on LinkedIn https://www.linkedin.com/in/chen-zhao-a7668416/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Decentralized Finance (DeFi) & TradFi: A View from the Buyside

CFA Society Chicago — Thu, 01 Jul 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA talks with Dan Johnson, founder and partner at Gillson Capital on what aspects of traditional financial system are most at risk.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Dan on LinkedIn https://www.linkedin.com/in/dan-johnson-867311a9/

For more episodes go to www.cfachicago.org/podcasts

Commodity Investing with John Reese

CFA Society Chicago — Thu, 24 Jun 2021 08:30:00 -0400

CFA Society Chicago member Lotta Moberg, PhD, CFA brings back John Reese, CEO of Price Asset Management, to take a deeper look at understanding commodities.

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

Connect with John on LinkedIn https://www.linkedin.com/in/john-rusty-reese-8937327/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Decentralized Finance (DeFi) & Investing Opportunities

CFA Society Chicago — Thu, 10 Jun 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA brings on Matt Hougan, Chief Investment Officer at Bitwise Asset Management, as a follow up on the society's Cryptocurrency event and discuss what investors thoughts are on DeFi.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Matt on LinkedIn https://www.linkedin.com/in/matthew-hougan/ and Twitter @Matt_Hougan

Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals

https://www.cfainstitute.org/en/research/foundation/2021/cryptoassets

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Decentralized Finance (DeFi) & Disruption

CFA Society Chicago — Thu, 03 Jun 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA discusses DeFi, start-up companies in the digital asset ecosystem and why these new ventures can disrupt the status quo with EJ Rogers & Keegan Selby of Fourth Revolution Capital.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with EJ on LinkedIn https://www.linkedin.com/in/edwardjamesrogers/ and Twitter @ej__rogers

Connect with Keegan on LinkedIn https://www.linkedin.com/in/keegan-selby/ and Twitter @keegan_selby

4RC Website: https://www.fourthrevolution.capital/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Decentralized Finance (DeFi) and Cryptocurrencies

CFA Society Chicago — Thu, 27 May 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA, talks with Mike McGlone, CFA of Bloomberg Intelligence on the evolution of digital assets the potential of them replacing fiat currencies.

*This podcast was recorded on May 11 and many comments made in this podcast now may appear outdated even if the main thrust of the argument may not be.

DeFi Glossary - https://wiki.defi.school/section-vi-defi-glossary/teminology

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Mike on LinkedIn https://www.linkedin.com/in/mike-mcglone-a8442513/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Decentralized Finance (DeFi): New Ventures and Investing in the Blockchain Ecosystem

CFA Society Chicago — Thu, 20 May 2021 09:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, kicks off a new series on Decentralized Finance (DeFi) with Rumi Morales partner at Outlier Ventures. They discuss if this new ecosystem has the potential to completely disrupt the current financial ecosystem.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Rumi on LinkedIn https://www.linkedin.com/in/rumimorales/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Stakeholder vs. Shareholder: Responsible Investing

CFA Society Chicago — Thu, 13 May 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA, talks with Fiona Reynolds, the CEO of the Principles for Responsible Investment (PRI) on the catalyst in the move away from maximizing shareholder value to a focus on all stakeholders to the firm. Over half of the world's investable AUM are now PRI signatories so this is a must listen for anyone in the investment industry.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Fiona on LinkedIn https://www.linkedin.com/in/fiona-reynolds-6b987168/ and Twitter @Fireynolds

Podcast References:

https://www.unpri.org/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Stakeholder vs. Shareholder: Defending Milton Friedman

CFA Society Chicago — Thu, 29 Apr 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA, chats with Thomas Coleman and Steven Durlaf from the University of Chicago Harris School of Public Policy on Milton Friedman's view on shareholder value.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Thomas on LinkedIn https://www.linkedin.com/in/thomas-coleman-2818144/

Connect with Steven on LinkedIn https://www.linkedin.com/in/steven-durlauf-1a46385/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Stakeholder vs. Shareholder: Stakeholder Theory

CFA Society Chicago — Thu, 22 Apr 2021 08:30:00 -0400

CFA Society Chicago member Rich Excell, CFA, speaks with Dr. Ed Freeman, professor at the University of Virginia, to help understand the stakeholder theory from organizational management.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Ed on LinkedIn https://www.linkedin.com/in/r-edward-freeman-98b8897/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – ESG and the Energy Transition

CFA Society Chicago — Thu, 15 Apr 2021 09:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, brings back Rob West, CFA of Thunder Said Energy to discuss how the global energy market is responding to ESG.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Rob on LinkedIn https://www.linkedin.com/in/robert-west-cfa-2b21b614/ and Twitter @energy_said

Thunder Said Energy Insights https://thundersaidenergy.com/tse-insights/

Tree Planting Charities https://edenprojects.org/ or https://onetreeplanted.org/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Global Market Risk Analysis

CFA Society Chicago — Thu, 08 Apr 2021 10:46:37 -0400

CFA Society Chicago member Rich Excell, CFA, talks with Dean Curnutt, CEO of Macro Risk Advisors on what we learned from the GameStop saga, on the retail options trading phenomenon and on options market innovations over the last 25 years.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Dean on LinkedIn https://www.linkedin.com/in/dean-curnutt-4060157/

MacroMinds Virtual Symposium https://macrominds.org/the-symposium/

Alpha Exchange Podcast https://alphaexchange.simplecast.com/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Stakeholder vs. Shareholder: Setting the Stage

CFA Society Chicago — Fri, 02 Apr 2021 09:02:09 -0400

CFA Society Chicago member Rich Excell, CFA, talks with Kevin Stevens, Dean of Quinlan School of Business at Loyola University. We may be witnessing a shift from a corporate focus on maximizing shareholder value to maximizing value for all stakeholders, including employees, customers and communities. Dean Stevens helps us set the stage as we explore this topic from several different perspectives.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Kevin on LinkedIn https://www.linkedin.com/in/kevin-stevens-9496505/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Monetary Policy & Market Stress

CFA Society Chicago — Thu, 25 Mar 2021 10:30:00 -0400

CFA Society Chicago member Rich Excell, CFA, chats with fellow Chicago member, Tony Zhang, Ph.D., GMP, MBA, CFA on his white paper "The Evolution of Monetary Rules with Financial Stability Considerations", Fed puts, the PBOC's US market focus, and Decentralized Finance (DeFi).

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/

Link for the white paper https://dx.doi.org/10.2139/ssrn.3731159

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – ESG and Alternative Energy

CFA Society Chicago — Thu, 18 Mar 2021 10:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, speaks with Martha Goodell, MBA, MS co-founder of Enigami Partners on what has changed with alternative energy since we last saw her in person over a year ago.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Martha on LinkedIn https://www.linkedin.com/in/marthagoodell/ and Twitter @MarthaGoodell

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – ESG and Asset Allocation

CFA Society Chicago — Fri, 12 Mar 2021 10:30:00 -0500

CFA Society Chicago member Rich Excell, CFA, talks with PNC's Chief Investment Strategist, Amanda Agati, CFA and Director of Responsible Investing Strategy, Nick Ashburn on how ESG works within a strategic asset allocation framework.

On March 3rd 2021 it was announced that Amanda Agati will be PNC's next Chief Investment Officer following the retirement of Mark McGlone. In addition, Nick Ashburn was also named the head of the Responsible Investing team at PNC. All appointments will be effective on April 9th 2021. Reference to the press release is below:

https://pnc.mediaroom.com/2021-03-03-PNC-Asset-Management-Group-Names-Amanda-Agati-Chief-Investment-Officer-Mark-McGlone-To-Retire

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Amanda on LinkedIn https://www.linkedin.com/in/amandaagaticfa/ and Twitter @AmandaAgatiPNC

Connect with Nick on LinkedIn https://www.linkedin.com/in/nashburn/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Using technical analysis to determine the message from the markets

CFA Society Chicago — Thu, 04 Mar 2021 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA, meets with Jim Bianco, President of Bianco Research to discuss the current message from across the various asset markets. This episode is brought to you by the letters 'R' and 'I' – reflation or inflation and why it matters.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Jim on LinkedIn https://www.linkedin.com/in/james-bianco-117619152/ and Twitter @biancoresearch

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – The Options Market

CFA Society Chicago — Thu, 25 Feb 2021 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA, talks with Matt Moran, Head of Index Insights at Cboe about current trends in the options market.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Matt on LinkedIn https://www.linkedin.com/in/matthewtmoran/

Episode References

Cboe Options Institute https://www.cboe.com/education/

Whitepapers https://www.cboe.com/education/research/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – ESG vs. Impact Investing

CFA Society Chicago — Thu, 18 Feb 2021 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA, brings back Priya Parrish, managing partner at Impact Engine to discuss the differences of ESG and impact investing.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Priya on LinkedIn https://www.linkedin.com/in/priyaparrish/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – Property Values

CFA Society Chicago — Thu, 11 Feb 2021 09:00:00 -0500

CFA Society Chicago member Rich Excell, CFA, speaks with Cook County Assessor and fellow charterholder Fritz Kaegi, CFA, about the challenges of modernizing a government office in a way that builds investor confidence.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Fritz on LinkedIn https://www.linkedin.com/in/fkaegi/

For more episodes go to www.cfachicago.org/podcasts

Capital Market Expectations

CFA Society Chicago — Thu, 04 Feb 2021 08:30:00 -0500

CFA Society Chicago member Lotta Moberg, CFA, discusses market expectations and alternative assets with Louis Finney, Co-Head of Strategic Asset Allocation Modeling at UBS.

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

For more episodes go to www.cfachicago.org/podcasts

Podcast References

Alternative investments: Improving portfolio performance

https://www.ubs.com/global/en/asset-management/insights/asset-class-research/asset-allocation/upgrade-your-asset-allocation/alternative-investments.html?campID=CAAS-ActivityStream

A catalyst for diversification: Five-year capital market assumptions

https://www.ubs.com/global/en/asset-management/insights/asset-class-research/asset-allocation/upgrade-your-asset-allocation/catalyst-for-diversification.html?campID=CAAS-ActivityStream

ESG and Sustainable Investing

CFA Society Chicago — Fri, 29 Jan 2021 08:30:00 -0500

CFA Society Chicago member Monique Thanos, CFA, talks with Emily Lawrence, Director of Sustainable Investing at Northern Trust Asset Management on the evolution of ESG in investing.

Connect with Monique on LinkedIn https://www.linkedin.com/in/monique-thanos-phd-cfa-frm-4868a6158/

Connect with Emily on LinkedIn https://www.linkedin.com/in/emily-lawrence-426ba32/

Additional Information

https://www.northerntrust.com/united-states/what-we-do/investment-management/sustainable-investing/sustainable-investing-strategies?utm_source=cfa&utm_medium=referral&utm_campaign=am-global-esg--20210122

https://www.cfachicago.org/wp-content/uploads/2020/10/Staking-Out-Climate-Risk.pdf

https://www.cfachicago.org/wp-content/uploads/2020/10/Blog_-Managing-Risk-with-ESG-Investing.pdf

https://www.cfachicago.org/wp-content/uploads/2020/10/Blog_-How-500-Investors-Confronted-Climate-Risk.pdf

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – ESG in Emerging Markets

CFA Society Chicago — Thu, 21 Jan 2021 08:30:00 -0500

CFA Society Chicago member Rich Excell, CFA, chats with Fabio Alperowitch, CFA of FAMA Investments and member of CFA Society Brazil on the history of ESG in emerging markets.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Fabio on LinkedIn https://www.linkedin.com/in/fabio-alperowitch/

CFA Society Brazil https://cfasociety.org.br/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – ESG: Fixed Income & Green Bonds

CFA Society Chicago — Fri, 15 Jan 2021 14:00:00 -0500

CFA Society Chicago member Rich Excell, CFA, talks with Mitch Reznick, CFA from Federated Hermes on the impact and changes ESG is bringing to the fixed income market.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

For more episodes go to www.cfachicago.org/podcasts

https://www.hermes-investment.com/ie/wp-content/uploads/2017/04/hermes-credit-esg-paper-april-2017.pdf

https://www.hermes-investment.com/uki/insight/stewardship/we-can-all-get-along/

Investment Exchange Forum – Commodity Investing

CFA Society Chicago — Thu, 07 Jan 2021 08:00:00 -0500

Investment Exchange Forum – Commodity Investing

CFA Society Chicago member Rich Excell, CFA, dives into the rarely discussed area of commodity investing with Price Asset Management's CEO, John Reese.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with John on LinkedIn https://www.linkedin.com/in/john-rusty-reese-8937327/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – ESG and Deep Value Investing

CFA Society Chicago — Thu, 31 Dec 2020 08:00:00 -0500

CFA Society Chicago member Rich Excell, CFA, chats with Andrew Wellington, co-founder and CIO of Lyrical Asset Management, a deep value investment firm.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Andrew on LinkedIn https://www.linkedin.com/in/andrew-wellington-91251918/

Find more information on Andrew's references during the podcast - https://www.cfachicago.org/wp-content/uploads/2020/10/lyrical-asset-management.pdf

Lyrical's Annual Review Letters - www.lyricalam.com/letters/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum – ESG: Sustainable Finance from an Asset Owner Perspective

CFA Society Chicago — Wed, 23 Dec 2020 08:00:00 -0500

CFA Society Chicago member Rich Excell, CFA, discusses sustainable investing with Joe Halwax, CAIA CIMA, Managing Director, Institutional Investments at Wespath.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Joe on LinkedIn https://www.linkedin.com/in/joe-halwax-caia-cima%C2%AE-32b2621/

Wespath's External Manager ESG Integration - https://www.wespath.com/assets/1/7/5152.pdf

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: ESG in ETFs

CFA Society Chicago — Thu, 17 Dec 2020 08:00:00 -0500

CFA Society Chicago member Rich Excell, CFA, talks with Ben Johnson, CFA, Director of Global ETF Research at Morningstar about ESG in the passive market space.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Ben on LinkedIn https://www.linkedin.com/in/ben-johnson-cfa-5a288175/ and Twitter @MstarETFUS

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: ESG – Diversity, Equality, & Inclusion

CFA Society Chicago — Thu, 10 Dec 2020 08:00:00 -0500

CFA Society Chicago member Rich Excell, CFA, continues exploring the topic of ESG with co-portfolio mangers Suresh Rajagopal, CFA and John Roberts from the Segall Bryant & Hamill Workplace Equality Fund.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Suresh on LinkedIn https://www.linkedin.com/in/sureshrajagopal/

Connect with John on LinkedIn https://www.linkedin.com/in/jrobertsdenver/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: ESG in Real Estate & REITs

CFA Society Chicago — Fri, 04 Dec 2020 08:00:00 -0500

CFA Society Chicago member Rich Excell, CFA, chats with Duff & Phelps Investment Managements' Dick Schiller, CFA and Jason Ren, CFA about ESG within the real estate and REIT markets.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Dick on LinkedIn https://www.linkedin.com/in/dickschiller/

Connect with Jason on LinkedIn https://www.linkedin.com/in/jasoncren/

For more episodes go to www.cfachicago.org/podcasts

Capital Markets with Leo Schmidt of River Eddy Capital Management

CFA Society Chicago — Wed, 25 Nov 2020 01:30:00 -0500

CFA Society Chicago member Christian Barron, CPA, CFA chats with Leo Schmidt of River Eddy Capital Management, formerly at the Chubb Corporation, to continue the Education Advisory Group's series on Capital Markets.

Connect with Christian on LinkedIn https://www.linkedin.com/in/christianmbarroncpacfa/

Connect with Leo on LinkedIn https://www.linkedin.com/in/leo-schmidt-cfa-a258703/

Watch the replays of the Capital Market webinars here https://www.cfachicago.org/webcasts/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: University Investment Groups

CFA Society Chicago — Thu, 12 Nov 2020 08:00:00 -0500

CFA Society Chicago member Rich Excell, CFA, talks with members of local student investment groups – Connor Walsh from DePaul's Investment Group, Danny Feldmeier of Notre Dame's Investment Club, and Vrutik Patel and Fred Shoaff from University of Illinois' Investment Management Academy.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard

Connect with Connor on LinkedIn https://www.linkedin.com/in/cwalsh33/

Connect with Danny on LinkedIn https://www.linkedin.com/in/daniel-feldmeier-315942191/

Connect with Vrutik on LinkedIn https://www.linkedin.com/in/vp07/

Connect with Fred on LinkedIn https://www.linkedin.com/in/fred-shoaff-25618a171/

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: ESG – Impact with a Positive Alpha

CFA Society Chicago — Thu, 29 Oct 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, discusses ESG & generating positive alpha with Sarah Bratton Hughes, Head of Sustainability, North America at Schroders.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Sarah on LinkedIn @ sarah-bratton-hughes

Follow Schroders on LinkedIn @ schroders and Twitter @SchrodersUS

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: Convertible Bonds

CFA Society Chicago — Thu, 22 Oct 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, speaks with fellow member Joe Wysocki, CFA, Senior Portfolio Manager with Calamos Investments on the past, present and future of convertible bonds.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Joe on LinkedIn @ wysockijoe

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: Convertible Bonds

CFA Society Chicago — Thu, 22 Oct 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, speaks with fellow member Joe Wysocki, CFA, Senior Portfolio Manager with Calamos Investments on the past, present and future of convertible bonds.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Joe on LinkedIn @ wysockijoe

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: Digital Assets

CFA Society Chicago — Thu, 15 Oct 2020 08:00:00 -0400

Mike Ossowski, Hehmeyer's Chief Strategy Officer, joins CFA Society Chicago Board Member Rich Excell, CFA, for a great discussion on the ever-changing topic of digital assets. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Mike on LinkedIn @ m-ossowski

For more episodes go to www.cfachicago.org/podcasts

Quant-Focused ESG Investing with Mamadou-Abou Sarr & Monique Thanos, CFA

CFA Society Chicago — Thu, 08 Oct 2020 08:00:00 -0400

CFA Society Chicago member Monique Thanos, CFA chats with Mamadou-Abou Sarr, Founder, President and CEO of V-Square Quantitative Management LLC on integrating quant investing with ESG.

Connect with Monique on LinkedIn @ monique-thanos-phd-cfa-frm

Connect with Mamadou-Abou on LinkedIn @ mamadou-abousarr

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: Investing in a Zero Rate World

CFA Society Chicago — Thu, 01 Oct 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, chats with fellow member Lotta Moberg, PhD, CFA, Senior Macro Analyst at William Blair about her Financial Times op-ed piece "Today's ultra-low interest rates are anything but 'natural'".

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Lotta on LinkedIn @ lotta-moberg

Link to Lotta's op-ed – Today's ultra-low interest rates are anything but 'natural'

https://www.ft.com/content/c4e10d2c-109a-40f5-a175-628d1db9c793

William Blair White Paper referenced in the episode https://www.williamblair.com/en/Research-and-Insights/Insights/Institutional-White-Paper/IM-Papers/2020/Adventures-on-the-Planet-of-the-Apes.aspx

For more episodes go to www.cfachicago.org/podcasts

Investment Exchange Forum: Investing in Peak Globalization

CFA Society Chicago — Thu, 24 Sep 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, chats with fellow member Justin Hance, CFA, Director of International Research at Harris Associates about how international markets compare to US markets.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Justin on LinkedIn @ justin-hance-cfa

For more episodes go to www.cfachicago.org/podcasts

Peak Globalization Series: Final Thoughts

CFA Society Chicago — Thu, 17 Sep 2020 11:01:36 -0400

Chris Vincent, CFA, president and CEO of CFA Society Chicago, sits down with Peak Globalization Series podcast host Rich Excell, CFA, to disucss his final thoughts and findings throughout the series.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Chris on LinkedIn @ christopher-t-vincent-cfa

For more episodes go to www.cfachicago.org/podcasts

Peak Globalization Series: "Open" a Progressive case for globalization with author Dr. Kim Clausing

CFA Society Chicago — Thu, 03 Sep 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, chats with Dr. Kimberly Clausing, Professor of Economics at Reed College about her book Open: The Progressive Case for Free Trade, Immigration, and Global Capital.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Kim on LinkedIn @ kimberly-clausing

Kim's book Open: The Progressive Case for Free Trade, Immigration, and Global Capital https://www.amazon.com/Open-Progressive-Immigration-Global-Capital/dp/0674919335

For more episodes go to www.cfachicago.org/podcasts

Peak Globalization Series: Impacts on the Economy with Greg Daco

CFA Society Chicago — Thu, 20 Aug 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, chats with Greg Daco from Oxford Economics on the impacts of peak globalization in US economy.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Greg on LinkedIn @ gregory-daco

For more episodes go to www.cfachicago.org/podcasts

Peak Globalization Series: A New Cold War with Reva Goujon

CFA Society Chicago — Thu, 13 Aug 2020 11:14:50 -0400

CFA Society Chicago member Rich Excell, CFA, returns with Reva Goujon of Crumpton Group to discuss the potential geopolitical impact of changes in the supply chain.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Reva on LinkedIn @ reva-goujon

For more episodes go to www.cfachicago.org/podcasts

Peak Globalization Series: Reshoring with Harry Moser

CFA Society Chicago — Thu, 06 Aug 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, speaks with Harry Moser, founder of the non-profit Reshoring Initiative, on the topic of understanding reshoring and the potential for companies.

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Harry on LinkedIn @ harry-moser and visit the Reshoring Initiative's website - www.reshorenow.org

Access the links referenced by Harry below–

TCO Estimator: https://reshorenow.org/tco-estimator/

Impact of TCO: https://reshorenow.org/blog/impact-of-using-tco-instead-of-price/

Import Substitution Program: https://reshorenow.org/isp/

2018 data Report: https://drive.google.com/file/d/1UvSQEL51zHI6NzRlo1BdWoymvQhgfLvF/view

Competitiveness Toolkit: https://reshorenow.org/blog/competitiveness-toolkit-draft/

Links to 24 Moser on Manufacturing columns in Assembly magazine: https://www.assemblymag.com/authors/2068-harry-moser

FDI Intelligence article on picking the right country to manufacture for the U.S. market: https://www.fdiintelligence.com/stream/author/Harry%20Moser%20and%20Michelle%20Comerford

For more episodes go to www.cfachicago.org/podcasts

Investing in China with Brendan Ahern & Brett Bina, CFA, CAIA

CFA Society Chicago — Mon, 03 Aug 2020 10:00:00 -0400

CFA Society Chicago member Brett Bina, CFA, CAIA discusses investing in Chinese tech companies with KraneShares' Chief Investment Officer, Brendan Ahern.

Connect with Brett on LinkedIn @ brett-bina

Connect with Brendan on LinkedIn @ brendan-ahern and follow his blog at www.chinalastnight.com

Follow KraneShares on LinkedIn @kraneshares and visit their website www.kranshares.com

For more episodes go to www.cfachicago.org/podcasts

Information referenced in this podcast -

https://www.heritage.org/index/?version=1167

https://www.transparency.org/en/

https://libertystreeteconomics.newyorkfed.org/

https://www.msci.com/index-solutions

Peak Globalization Series: Reshaping Global Trade with Jake Schleshinger

CFA Society Chicago — Thu, 23 Jul 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, joins Jake Schleshinger from The Wall Street Journal to discuss his recent article "How the Coronavirus Will Reshape World Trade".

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Jake on LinkedIn @ jacobschlesinger

Follow The Wall Street Journal on LinkedIn @the-wall-street-journal and www.wsj.com

See Jake's article mentioned in the podcast here - https://www.wsj.com/articles/how-the-coronavirus-will-reshape-world-trade-11592592995

*Since this recording, Joe Biden spoke on July 9 focused on "Buy American" and bringing supply chains back home. Link to the WSJ story on the speech:

https://www.wsj.com/articles/biden-looks-to-curb-covid-19-economic-damage-with-buy-american-plan-11594287005

Link to WSJ weekly newsletter on the business implications of the election. In this edition, Jake does a Q&A about the Biden Buy American plan.

https://electionbusiness.cmail20.com/t/ViewEmail/d/D4045383943E7A532540EF23F30FEDED/ACB59639BA04A5BE0CC2E775D3CF5869

For more episodes go to www.cfachicago.org/podcasts

Peak Globalization Series: Supply Chain Part 2 with Ed Pound & Joe Sweeney

CFA Society Chicago — Thu, 16 Jul 2020 08:00:00 -0400

CFA Society Chicago member Rich Excell, CFA, returns to chat with Project Production Institute's Executive Director, Ed Pound and Strategic Project Solutions' CFO, Joe Sweeney on the topic of impacts of a move away from peak globalization, how to assess and adjust supply chains in response

Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard

Connect with Ed on LinkedIn @ ed-pound and Joe @ joe-sweeney

See the article mentioned in the podcast here - https://projectproduction.org/ppi-thinking/project-supply-chain-resiliency-covid-19-update/

For more episodes go to www.cfachicago.org/podcasts

Peak Globalization Series: Supply Chain Part 1 with Seenu Sarma

CFA Society Chicago — Thu, 09 Jul 2020 08:00:00 -0400

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

Investment Exchange Forum: Tax-loss Harvesting

CFA Society Chicago — Thu, 02 Jul 2020 08:00:00 -0400

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

The Future of Libor and Ameribor with Dr. Richard Sandor & Blaine Reed, CFA

CFA Society Chicago — Mon, 29 Jun 2020 08:00:00 -0400

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

Investment Exchange Forum: Is Illinois still investable?

CFA Society Chicago — Thu, 18 Jun 2020 16:37:31 -0400

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

Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

CFA Society Chicago — Thu, 11 Jun 2020 08:00:00 -0400

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

Peak Globalization Series: Richard Thies of Driehaus Capital Management

CFA Society Chicago — Thu, 04 Jun 2020 08:00:00 -0400

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

CFA Society Chicago and OIC Episode 3 of 3: PM's Use of Options with Rich Excell, CFA & Joe Burgoyne

CFA Society Chicago — Thu, 28 May 2020 08:30:00 -0400

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

CFA Society Chicago and OIC Episode 2 of 3: The Importance of Volatility with Rich Excell, CFA & Joe Burgoyne

CFA Society Chicago — Thu, 21 May 2020 10:10:44 -0400

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

CFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe Burgoyne

CFA Society Chicago — Thu, 14 May 2020 08:00:00 -0400

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

The Path to Recovery in a COVID-19 World with Brian Coulton & Rich Excell, CFA

CFA Society Chicago — Thu, 07 May 2020 08:03:09 -0400

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

A Digital Dive into Fintech with Will Cong & Rich Excell, CFA

CFA Society Chicago — Thu, 23 Apr 2020 08:00:00 -0400

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

Cannabis: Insights and Opportunities with Kristoffer Inton & Mike Kalil, CFA

CFA Society Chicago — Thu, 16 Apr 2020 08:00:00 -0400

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

LIBOR vs SOFR with Meredith Coffey & Blaine Reed, CFA

CFA Society Chicago — Thu, 09 Apr 2020 08:00:00 -0400

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

Economics with Nancy Lazar & Rich Excell, CFA

CFA Society Chicago — Thu, 02 Apr 2020 08:00:00 -0400

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

Investing in Private Debt Markets with Tony Berkley & David Sekera, CFA

CFA Society Chicago — Thu, 26 Mar 2020 08:00:00 -0400

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

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

CFA Society Chicago — Wed, 18 Mar 2020 08:00:00 -0400

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

Impact Investing with Priya Parrish & Rich Excell, CFA

CFA Society Chicago — Wed, 11 Mar 2020 08:00:00 -0400

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

Chicago Media Angels with Ted Reilly & Brian Gilmartin, CFA

CFA Society Chicago — Thu, 05 Mar 2020 08:00:00 -0500

CFA Society Chicago member Brian Gilmartin, CFA has a follow-up conversation with Chicago Media Angels' Executive Director Ted Reilly to the Vault Series event.

Find Brian on LinkedIn @bgilmartin

Find Ted Reilly on LinkedIn @ted-reilly

For more episodes go to www.cfachicago.org/podcasts

Digital Assets with Mike Creadon & Rich Excell, CFA Part 2

CFA Society Chicago — Mon, 17 Feb 2020 13:00:00 -0500

Rich Excell, CFA from the CFA Society Chicago Education Advisory Group returns with guest Mike Creadon from Drawbridge Lending to discuss more in depth on the topic of digital assets.

Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard

Follow Mike on LinkedIn @michael-creadon and Twitter @Mcc2129

For more episodes go to www.cfachicago.org/podcasts

Opportunity Zones with Andrew Lee & Lotta Moberg, CFA

CFA Society Chicago — Thu, 13 Feb 2020 13:00:00 -0500

Lotta Moberg, CFA from the CFA Society Chicago Education Advisory Group discusses opportunity zones with guest Andrew Lee, Managing Director, Head of Sustainable and Impact Investing at UBS Wealth Management.

Find Lotta on LinkedIn

Find Andrew on LinkedIn

For more episodes go to www.cfachicago.org/podcasts/

Biotech with Michael Caldwell & Brian Gilmartin, CFA

CFA Society Chicago — Mon, 03 Feb 2020 17:00:00 -0500

CFA Society Chicago member Brian Gilmartin, CFA has a follow up conversation with Driehaus' Michael Caldwell on the future of the biotech industry.

Find Brian on LinkedIn @bgilmartin

Find Driehaus Capital Management on LinkedIn @driehaus-capital-management

For more episodes go to www.cfachicago.org/podcasts

Digital Assets with Mike Creadon & Rich Excell, CFA Part 1

CFA Society Chicago — Thu, 30 Jan 2020 11:24:17 -0500

Rich Excell, CFA from the CFA Society Chicago Education Advisory Group discusses digital assets with guest Mike Creadon from Drawbridge Lending.

Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard

Follow Mike on LinkedIn @michael-creadon and Twitter @Mcc2129

For more episodes go to www.cfachicago.org/podcasts