CFA Society Chicago

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. 

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...

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

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

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?

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

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

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

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.

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.

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."

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 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/ a...

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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and f...

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 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.ht...

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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/ex...

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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog...

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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-ric...

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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with...

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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-...

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.htm...

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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https:...

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 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...

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.htm...

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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-20...