137 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

    • Business
    • 4.9 • 17 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 - Private Credit Series - Direct Lending

    Investment Exchange Forum - Private Credit Series - Direct Lending

    In the third installment of the Private Credit Series, Rich Excell, CFA, speaks with Bill Kindorf, CFA, of Apogem Capital about direct lending and how asset management vehicles are filling the void left by traditional regulated lenders. 

    • 35 min
    William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA

    William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA

    • 43 min
    Investment Exchange Forum - Private Credit Series - Opportunistic investing

    Investment Exchange Forum - Private Credit Series - Opportunistic investing

    In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities and risks in this growing part of the market. 

    • 37 min
    Investment Exchange Forum - Private Credit Series - an investment overview

    Investment Exchange Forum - Private Credit Series - an investment overview

    The CFA Society Chicago is embarking on a multi-part series exploring the private credit market and the different strategies with some of the most influential firms in the business. IN part one, Rich Excell, CFA, speaks to Brad Rogoff, CFA, the Head of FICC Research at Barclays Capital. Brad helps explain why private credit has grown so much post the Great Financial Crisis and how investors should think about the investment landscape

    • 30 min
    Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023

    Macro Matters - the bond vigilantes return - Volume 9, October 5, 2023

    Tony Zhang and Rich Excell are back after a brief hiatus to talk about all things macro. Right now, we are in the middle of a BIG macro event - the move in yields. This has implications for every asset around the world. What is causing this? How will this play out? What is most affected?  How should members be thinking about the move in yields?  Listen in to find out more

    • 42 min
    • video
    Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023

    Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023

    In this episode, Tony and Rich recap the latest FOMC meeting, how the short-term interest rate market responded, what we have seen from earnings so far this season, and how the sector performance can give us some clues as to what investors might be positioning for as we exit the summer

    • 37 min

Customer Reviews

4.9 out of 5
17 Ratings

17 Ratings

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