CFA Society Chicago

CFA Society Chicago
  • 4.9 (17)
  • INVESTING
  • UPDATED BIWEEKLY
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.

  1. JUN 20 · VIDEO

    Macro Matters - rate cuts & Treasury demand

    Its mid-June so it is all about the FOMC.  However, there are a lot of cross-currents out there from a fiscal and regulatory standpoint that may have differing effects on Treasury demand. What are we to do? Hard to say because even the FOMC doesn't know what to do!   Have a listen and let us know what you think

    56 min

  2. JUN 12

    Private Asset Performance: the Latest Academic Research

    CFA Society Chicago member Dan Grana, CFA speaks with Greg Brown, the Van and Kay Weatherspoon Distinguished Professor of Finance at UNC Kenan-Flagler. They discuss the latest academic research in private asset performance, including results and applicability to practitioners in these asset classes.

    38 min

  3. JUN 11 · VIDEO

    Macro Matters - back after a long break

    Tony Zhang PhD, CFA, Blaine Reed CFA, AFM and Rich Excell CFA, CMT are back talking markets after a bit of a break. Do Blaine and Rich think global investors are sick of the US? With 10 year yield at 4.5%, will it hit 4.2% or 4.8% first?  What will the Fed do given the data we have seen?  Have a listen to find out

    48 min

  4. APR 21 · VIDEO

    Macro Matters - Easter Monday update

    With Europe on Easter Monday holiday, and many in the US starting their Spring Break this week, the markets are starting on a weak, but quiet note. Rich Excell CFA is joined again by Tony Zhang CFA and Blaine Reed CFA for a discussion of tariffs, inflation expectations, credit market liquidity and dislocations in FX. We covered the gamut, so you don't have to. Have a listen!

    49 min

  5. APR 11

    Investment Exchange Forum - recapping the 2025 Investment Themes & discussing future events

    Rich Excell CFA, CMT is joined by the CEO of the CFA Society Chicago Chris Vincent CFA to recap the 2025 Investment Themese series that just completed. Chris then tells us what to expect in the upcoming CFA Institute Live event from May 4-7 in Chicago

    58 min

  6. APR 9

    Investment Exchange Forum - Investment Themes for 2025 - Convexitas' Zed Francis

    Any volatility in the market these days?   We couldn't have gone through investment themes for 2025 without discussing volatility and the options markets   Very lucky to have Zed Francis CIO of Convexitas join our host Rich Excell, CFA on this last installment of the CFA Society Chicago Investment Exchange Forum - Investment Themes for 2025 series

    46 min

  7. APR 7 · VIDEO

    Macro Matters - Liberation Day!

    In this episode, hosts Tony Zhang and Rich Excell are joined by fellow CFA Society Chicago member Blaine Reed to discuss the market reaction to the tariff news and how investors should try to think through the scenarios going forward

    50 min

  8. APR 3

    Investment Exchange Forum - 2025 Investment Themes - economic forecast

    We continue to explore the themes that are driving markets in 2025. The impact of changing policies in the US and elsewhere is clearly causing investors to reconsider how they will forecast the economy and markets going forward. We are lucky to be joined by Brian Wesbury of First Trust, consistently one of the top forecasters on Wall Street, to discuss the important issues facing investors today

    46 min
See All (182)

Ratings & Reviews

4.9
out of 5
17 Ratings

About

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.

Information

  • Creator
    CFA Society Chicago
  • Years Active
    2020 - 2025
  • Episodes
    182
  • Rating
    Clean
  • Copyright
    © Copyright 2020 CFA Society Chicago. All Rights Reserved.
  • Show Website
    CFA Society Chicago

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