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.
Be sure to visit the podcast's website and support the creator: cfasocietychicago.cfainstitute.libsynpro.com
Author
CFA Society Chicago
Category
Podcast website
Latest episode
Nov 11, 2026
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Episodes
Investment Exchange Forum – Thematic Investing 05.05.2022 38:57
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 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...
Strategy in Investing 28.04.2022 36:38
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-obe...
Macro Matters Series - Is Duration Durable or Doomed? 27.04.2022 38:31
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...
"Asset allocation for an ESG world" 21.04.2022 44:16
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.co...
Investment Exchange Forum – Natural Language Processing (NLP) 11.04.2022 41:29
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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-w...
Macro Matters Series – Yield Curve Inversion: Diversion or Submersion? 08.04.2022 36:00
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 Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsl...
Space Industry 07.04.2022 49:05
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...
Equity Duration 31.03.2022 23:24
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....
Investment Exchange Forum – The Future of Inflation 24.03.2022 34:11
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 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-2...
Investment Exchange Forum – Self-Directed IRAs 17.03.2022 32:40
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 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-excel...
Investment Exchange Forum – Real Estate 11.03.2022 42:05
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 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-r...
Macro Matters Series – The Role of Crypto in the Ukrainian Crisis 04.03.2022 33:06
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...
Investment Exchange Forum – Behavioral Finance 24.02.2022 37:23
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 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-...
Macro Matters Series – Value & Growth 14.02.2022 44:30
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-2022-01-1...
Investing Decisions in Insurance 10.02.2022 43:19
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...
NFTs 03.02.2022 33:09
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...
Macro Matters Series – Geopolitics and the Energy Markets 02.02.2022 30:31
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...
Investment Exchange Forum – ESG Investing 27.01.2022 24:49
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 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-repor...
Investment Exchange Forum – Inflation & Asset Allocations 20.01.2022 33:34
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-c...
Investment Exchange Forum – Risk Management in Commodity Trading & Investing 13.01.2022 43:29
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/p...
Macro Matters Series – Interest Rates, Fiscal Policy, and Inflation 12.01.2022 30:02
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...
Investment Exchange Forum – Inflation & the Equity Market 07.01.2022 34:45
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.cfac...
Macro Matters Series – Lessons from 2021 Events and a 2022 Outlook 04.01.2022 43:35
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...
Investment Exchange Forum – Supply Chain Issues 29.12.2021 40:24
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 th...
Investment Exchange Forum – Inflation 22.12.2021 35:43
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.cfa...
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