CFA Society Chicago

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 Ste...

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.c...

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:...

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/de...

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....

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...

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 @Marth...

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...

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...

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/ Whitepape...

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

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 epis...

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.c...

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.n...

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/...

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-es...

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 epis...

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 po...

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 -...

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.cfac...

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...

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.l...

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 repla...

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 wit...

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...