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
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29mins
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
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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
9 Jun 2022
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37mins
Macro Matters Series – Cannabis
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CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss m... Read more
3 Jun 2022
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45mins
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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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39mins
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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41mins
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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41mins
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
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45mins
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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38mins
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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36mins
