CFA Society Chicago

CFA Society Chicago member Rich Excell, CFA, chats with Greg Daco from Oxford Economics on the impacts of peak globalization in US economy. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Greg on LinkedIn @ gregory-daco For more episodes go to  www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, returns with Reva Goujon of Crumpton Group to discuss the potential geopolitical impact of changes in the supply chain. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Reva on LinkedIn @ reva-goujon For more episodes go to  www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA, speaks with Harry Moser, founder of the non-profit Reshoring Initiative, on the topic of understanding reshoring and the potential for companies. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Harry on LinkedIn @ harry-moser and visit the Reshoring Initiative's website - www.reshorenow.org Access the links refere...

CFA Society Chicago member Brett Bina, CFA, CAIA discusses investing in Chinese tech companies with KraneShares' Chief Investment Officer, Brendan Ahern. Connect with Brett on LinkedIn @ brett-bina Connect with Brendan on LinkedIn @ brendan-ahern and follow his blog at www.chinalastnight.com Follow KraneShares on LinkedIn @kraneshares and visit their website www.kranshares.com For more episodes go...

CFA Society Chicago member Rich Excell, CFA, joins Jake Schleshinger from The Wall Street Journal to discuss his recent article "How the Coronavirus Will Reshape World Trade". Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Jake on LinkedIn @ jacobschlesinger Follow The Wall Street Journal on LinkedIn @the-wall-street-journal and www.wsj.com See Jake's artic...

CFA Society Chicago member Rich Excell, CFA, returns to chat with Project Production Institute's Executive Director, Ed Pound and Strategic Project Solutions' CFO, Joe Sweeney on the topic of impacts of a move away from peak globalization, how to assess and adjust supply chains in response Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Ed on LinkedIn @ ed-p...

CFA Society Chicago member Rich Excell, CFA, chats with Seenu Sarma, a Supply Chain Executive on if we have seen the peak of the trend toward globalization and will be moving away from it.  Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Seenu on LinkedIn @ seenu-sarma and see his article mentioned in the podcast here - https://www.linkedin.com/pulse/adaptin...

CFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why they work, when they don't and what you need to know about them. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Brian on LinkedIn @ brian-langstraat For more episodes go to  www.cfachicago.org/podcasts

CFA Society Chicago member Blaine Reed, CFA, discusses the transition away from Libor to Ameribor with Dr. Richard Sandor, Chairman & CEO at American Financial Exchange, LLC.  Connect with Blaine on LinkedIn @ blaine-reed Connect with Richard on LinkedIn @richard-l-sandor For more episodes go to  www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA discusses the current fiscal situation in Illinois with Nuveen Asset Management's Steve Hlavin, Senior Vice President, Portfolio Manager, and Molly Shellhorn, Managing Director, Senior Research Analyst. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard   Connect with Steve on LinkedIn @ steve-hlavin Follow Nuveen on LinkedIn @ Nuve...

CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business. Connect with Brett on LinkedIn @ brett-bina Connect with Matt on LinkedIn @ matthew-kocanda For more episodes go to  www.cfachicago.org/podcasts

We have launched a Peak Globalization Series and to kick it off CFA Society Chicago member Rich Excell, CFA, interviewed Richard Thies with Driehaus Capital Management. On this podcast Thies shares his current views on emerging market economies, what might an unwind of globalization look like, if he thinks Chinese domestic consumption can support its own mercantilist economic structure, ESG concer...

CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 3 to PM's use of options. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard    Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to  www.cfachicago.org/podcasts

CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 2 to discuss the importance of volatility. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard    Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to  www.cfachicago.org/...

CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 1 to discuss basic option concepts. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard    Connect with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to  www.cfachicago.org/podcast...

CFA Society Chicago member Rich Excell, CFA, and Fitch Ratings' Chief Economist, Brian Coulton discuss the path to recovery after the pandemic in this recap of the April 30th webinar event.  Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard    Connect with Brian on LinkedIn @brian-coulton For more episodes go to  www.cfachicago.org/podcasts  

CFA Society Chicago member Rich Excell, CFA discusses the future of fintech with Lin William Cong, Rudd Family Professor of Management and Associate Professor of Finance at Cornell University. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard    Connect with Will on LinkedIn @linwilliamcong For more episodes go to  www.cfachicago.org/podcasts

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...

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

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...

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

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

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

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

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