77 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 • 14 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 – Risk in the Chinese Economy

    Investment Exchange Forum – Risk in the Chinese Economy

    CFA Society Chicago member Tony Zhang, Ph.D., GMP, MBA, CFA, turns the tables on regular podcast host, Rich Excell, CFA to discuss Evergrande and volatility in the Asian markets.
    Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/   
    Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard 
    For more episodes go to www.cfachicago.org/podcasts

    • 29 min
    Investment Exchange Forum – Asian Crypto Ecosystem

    Investment Exchange Forum – Asian Crypto Ecosystem

    CFA Society Chicago member Rich Excell, CFA, chats with Katt Gu, Direct of Compliance at Dimension and Suji Yan, Founder at Dimension on Asia’s digital asset ecosystem.
    Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard 
    Connect with Suji on LinkedIn https://www.linkedin.com/in/tedkoyan/
    Connect with Katt on LinkedIn https://www.linkedin.com/in/katt-gu-5672688a/
    For more episodes go to www.cfachicago.org/podcasts

    • 42 min
    Investment Exchange Forum – Climate Change & Investing

    Investment Exchange Forum – Climate Change & Investing

    CFA Society Chicago member Rich Excell, CFA, talks with Aon’s Senior Managing Director, Liz Henderson and Managing Director, Katie Sabo about how companies and investors should model the effects of climate change on risk management.
    Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard 
    Connect with Liz on LinkedIn https://www.linkedin.com/in/liz-henderson-025a628/
    Connect with Katie on LinkedIn https://www.linkedin.com/in/katie-sabo-1336051a5/
    Resources
    https://www.aon.com/reinsurance/wcc/default.jsp
    https://www.theclimateservice.com/
    For more episodes go to www.cfachicago.org/podcasts

    • 40 min
    Investing in China – What Has Changed? with Brendan Ahern & Brett Bina, CFA, CAIA

    Investing in China – What Has Changed? with Brendan Ahern & Brett Bina, CFA, CAIA

    Former CFA Society Chicago member Brett Bina, CFA, CAIA brings back KraneShares’ Chief Investment Officer, Brendan Ahern to dig deeper in the topic of investing in China and what has happened over the last year.
    Connect with Brett on LinkedIn https://www.linkedin.com/in/brett-bina-cfa-caia-6a923b25/ and email brett.bina@gmail.com
    Connect with Brendan on LinkedIn https://www.linkedin.com/in/brendan-ahern-4858083/ and follow his blog at www.chinalastnight.com
    Follow KraneShares on LinkedIn https://www.linkedin.com/company/kraneshares and visit their website http://www.kraneshares.com/
    For more episodes go to www.cfachicago.org/podcasts

    • 49 min
    Industry Insights with Michael Falk, CFA

    Industry Insights with Michael Falk, CFA

    CFA Society Chicago CEO Chris Vincent, CFA, chats with 2021 Hortense Friedman Award Winner and Chicago member Michael Falk, CFA on his career and the changing environment of the financial industry.
    Connect with Chris on LinkedIn https://www.linkedin.com/in/christopher-t-vincent-cfa-b4b77b10/
    Connect with Michael on LinkedIn https://www.linkedin.com/in/mlfalk/
    Resources
    Capitalism for Everyone
    https://www.cfainstitute.org/en/research/foundation/2021/capitalism-for-everyone
    Everything You Need to Know About … Investing
    https://investmentsandwealth.org/getattachment/2166018f-6fbd-4389-ad61-8352e53d7537/IWM20NovDec-EverythingYouNeedToKnowAboutInvesting.pdf
    Michael’s Books
    https://www.amazon.com/Learn-Sustain-Long-Term-Economic-Growth/dp/1944960058
    https://www.amazon.com/Get-Work-Future-Michael-Falk/dp/1704375827
    For more episodes go to www.cfachicago.org/podcasts

    • 57 min
    Investment Exchange Forum – Alternative Data

    Investment Exchange Forum – Alternative Data

    CFA Society Chicago member Rich Excell, CFA, brings back fellow Chicago member, Tony Zhang, Ph.D., GMP, MBA, CFA to discuss the chapter he co-wrote, “Alternative Data in FinTech and Business Intelligence”, for The Palgrave Handbook of FinTech and Blockchain.
    Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard 
    Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/   
    Alternative Data in FinTech and Business Intelligence https://link.springer.com/chapter/10.1007/978-3-030-66433-6_9
    For more episodes go to www.cfachicago.org/podcasts

    • 44 min

Customer Reviews

4.9 out of 5
14 Ratings

14 Ratings

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