CFA Society Chicago
CFA Society Chicago
CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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11. Nov 2026
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Cannabis: Insights and Opportunities with Kristoffer Inton & Mike Kalil, CFA 16.04.2020 30:49
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 Mo...
LIBOR vs SOFR with Meredith Coffey & Blaine Reed, CFA 09.04.2020 20:26
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 02.04.2020 31:05
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...
Investing in Private Debt Markets with Tony Berkley & David Sekera, CFA 26.03.2020 43:12
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 18.03.2020 19:26
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 11.03.2020 25:00
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 05.03.2020 31:49
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 17.02.2020 25:59
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 13.02.2020 41:58
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 03.02.2020 24:57
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 30.01.2020 19:31
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
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