CFA Society Chicago

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and 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...

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 @ExcellRichar...

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/podcas...

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...

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 o...

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-p...

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-c...

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/disunit...

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...

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...

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-hende...

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...

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 http...

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://w...

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/podcas...

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  

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 episod...

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  

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/podc...

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

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/ an...

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/...

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-glossa...

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.li...

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...