34 episodes

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.

CFA Society Chicago CFA Society Chicago

    • Investing
    • 5.0 • 7 Ratings

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.

    Investment Exchange Forum: Digital Assets

    Investment Exchange Forum: Digital Assets

    Mike Ossowski, Hehmeyer’s Chief Strategy Officer, joins CFA Society Chicago Board Member Rich Excell, CFA, for a great discussion on the ever-changing topic of digital assets.
     
    Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard 
    Connect with Mike on LinkedIn @ m-ossowski
    For more episodes go to www.cfachicago.org/podcasts

    • 34 min
    Quant-Focused ESG Investing with Mamadou-Abou Sarr & Monique Thanos, CFA

    Quant-Focused ESG Investing with Mamadou-Abou Sarr & Monique Thanos, CFA

    CFA Society Chicago member Monique Thanos, CFA chats with Mamadou-Abou Sarr, Founder, President and CEO of V-Square Quantitative Management LLC on integrating quant investing with ESG.
    Connect with Monique on LinkedIn @ monique-thanos-phd-cfa-frm  
    Connect with Mamadou-Abou on LinkedIn @ mamadou-abousarr
    For more episodes go to www.cfachicago.org/podcasts

    • 16 min
    Investment Exchange Forum: Investing in a Zero Rate World

    Investment Exchange Forum: Investing in a Zero Rate World

    CFA Society Chicago member Rich Excell, CFA, chats with fellow member Lotta Moberg, PhD, CFA, Senior Macro Analyst at William Blair about her Financial Times op-ed piece “Today’s ultra-low interest rates are anything but ‘natural’”.
    Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard 
    Connect with Lotta on LinkedIn @ lotta-moberg
    Link to Lotta’s op-ed – Today’s ultra-low interest rates are anything but ‘natural’
    https://www.ft.com/content/c4e10d2c-109a-40f5-a175-628d1db9c793
    William Blair White Paper referenced in the episode https://www.williamblair.com/en/Research-and-Insights/Insights/Institutional-White-Paper/IM-Papers/2020/Adventures-on-the-Planet-of-the-Apes.aspx
    For more episodes go to www.cfachicago.org/podcasts

    • 28 min
    Investment Exchange Forum: Investing in Peak Globalization

    Investment Exchange Forum: Investing in Peak Globalization

    CFA Society Chicago member Rich Excell, CFA, chats with fellow member Justin Hance, CFA, Director of International Research at Harris Associates about how international markets compare to US markets.
    Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard  
    Connect with Justin on LinkedIn @ justin-hance-cfa
    For more episodes go to www.cfachicago.org/podcasts

    • 34 min
    Peak Globalization Series: Final Thoughts

    Peak Globalization Series: Final Thoughts

    Chris Vincent, CFA, president and CEO of CFA Society Chicago, sits down with Peak Globalization Series podcast host Rich Excell, CFA, to disucss his final thoughts and findings throughout the series.
    Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard  
    Connect with Chris on LinkedIn @ christopher-t-vincent-cfa
    For more episodes go to www.cfachicago.org/podcasts

    • 28 min
    Peak Globalization Series: “Open” a Progressive case for globalization with author Dr. Kim Clausing

    Peak Globalization Series: “Open” a Progressive case for globalization with author Dr. Kim Clausing

    CFA Society Chicago member Rich Excell, CFA, chats with Dr. Kimberly Clausing, Professor of Economics at Reed College about her book Open: The Progressive Case for Free Trade, Immigration, and Global Capital.
    Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard  
    Connect with Kim on LinkedIn @ kimberly-clausing
    Kim’s book Open: The Progressive Case for Free Trade, Immigration, and Global Capital https://www.amazon.com/Open-Progressive-Immigration-Global-Capital/dp/0674919335
    For more episodes go to www.cfachicago.org/podcasts

    • 43 min

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7 Ratings

7 Ratings

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