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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 va... Read more

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Investment Exchange Forum – Moving from TradFi to DeFi – Lessons Learned

Investment Exchange Forum – Moving from TradFi to DeFi – Lessons Learned

CFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about cr... Read more

23 Jun 2022

29mins

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Investment Exchange Forum – Real Estate Market Trends

Investment Exchange Forum – Real Estate Market Trends

CFA Society Chicago member Rich Excell, CFA talks with Cliff Booth, Founder & Chairman, Westmount Realty Capital, on... Read more

16 Jun 2022

27mins

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Investment Exchange Forum – Venture Capital

Investment Exchange Forum – Venture Capital

CFA Society Chicago member Rich Excell, CFA chats with Nick Moran, General Partner at New Stack Ventures and the host of... Read more

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Macro Matters Series – Cannabis

Macro Matters Series – Cannabis

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss m... Read more

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Investment Exchange Forum – Private Markets

Investment Exchange Forum – Private Markets

CFA Society Chicago member Rich Excell, CFA chats with Bob Long, CEO of Conversus, a StepStone company, on the topic of ... Read more

2 Jun 2022

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Investment Exchange Forum – NLP Techniques for Investing

Investment Exchange Forum – NLP Techniques for Investing

CFA Society Chicago member Rich Excell, CFA and Dan Joldzic, CFA, FRM, CEO and Quantitative Researcher at Alexandria Tec... Read more

26 May 2022

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Macro Matters Series – Stablecoins: Does a Crypto Crash Create a Crisis?

Macro Matters Series – Stablecoins: Does a Crypto Crash Create a Crisis?

CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss m... Read more

20 May 2022

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Investment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors Face

Investment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors Face

CFA Society Chicago member Rich Excell, CFA and State Street Advisors Head of Practice Management, Brie Williams discuss... Read more

12 May 2022

45mins

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Investment Exchange Forum – Thematic Investing

Investment Exchange Forum – Thematic Investing

CFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research... Read more

5 May 2022

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Strategy in Investing

Strategy in Investing

CFA Society Chicago member Tony Zhang, PhD, CFA talks with Felix Oberholzer-Gees, Professor at Harvard University on his... Read more

28 Apr 2022

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