Peak Globalization Series: “Open” a Progressive case for globalization with author Dr. Kim Clausing

Biotech with Michael Caldwell & Brian Gilmartin, CFA: CFA Society Chicago member Brian Gilmartin, CFA has a follow up conversation with Driehaus' Michael Caldwell on the future of the biotech industry. Find Brian on LinkedIn @bgilmartin Find Driehaus Capital Management on LinkedIn... by CFA Society Chicago

25 min listen

Digital Assets with Mike Creadon & Rich Excell, CFA Part 2: Rich Excell, CFA from the CFA Society Chicago Education Advisory Group returns with guest Mike Creadon from Drawbridge Lending to discuss more in depth on the topic of digital assets. Follow Rich on LinkedIn @richexcellcfa and Twitter... by CFA Society Chicago

26 min listen

Digital Assets with Mike Creadon & Rich Excell, CFA Part 1: Rich Excell, CFA from the CFA Society Chicago Education Advisory Group discusses digital assets with guest Mike Creadon from Drawbridge Lending. Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Follow Mike on... by CFA Society Chicago

20 min listen

Peak Globalization Series: Richard Thies of Driehaus Capital Management: We have launched a Peak Globalization Series and to kick it off CFA Society Chicago member Rich Excell, CFA, interviewed Richard Thies with Driehaus Capital Management. On this podcast Thies shares his current views on emerging market economies, what... by CFA Society Chicago

34 min listen

LIBOR vs SOFR with Meredith Coffey & Blaine Reed, CFA: With the end of LIBOR approaching, what changes can you expect? CFA Society Chicago member Blaine Reed, CFA, discusses LIBOR vs SOFR with Meredith Coffey, Executive Vice President of Loan Syndications and Trading Association (LSTA). Connect with... by CFA Society Chicago

20 min listen

Investing in Private Debt Markets with Tony Berkley & David Sekera, CFA: CFA Society Chicago member David Sekera, CFA discusses investing in the private debt markets with Tony Berkley, Vice President, Impact & Responsible Investments at Prudential. Connect with David on LinkedIn @davesekera Connect with Tony on... by CFA Society Chicago

43 min listen

Peak Globalization Series: A New Cold War with Reva Goujon: CFA Society Chicago member Rich Excell, CFA, returns with Reva Goujon of Crumpton Group to discuss the potential geopolitical impact of changes in the supply chain. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard ... by CFA Society Chicago

38 min listen

CFA Society Chicago and OIC Episode 3 of 3: PM’s Use of Options with Rich Excell, CFA & Joe Burgoyne: CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 3 to PM's use of options. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Joe on LinkedIn... by CFA Society Chicago

19 min listen

Life after LIBOR Follow Up Discussion with Brian Battle & Blaine Reed, CFA: CFA Society Chicago member Blaine Reed, CFA discusses the plan to phase out LIBOR with Brian Battle of Performance Trust. Connect with Blaine on LinkedIn @blaine-reed Connect with Brian on LinkedIn @brian-battle and follow Performance Trust... by CFA Society Chicago

19 min listen

Cannabis: Insights and Opportunities with Kristoffer Inton & Mike Kalil, CFA: On February 25, 2020, CFA Society Chicago hosted speakers from across the cannabis industry to share their insights on investment opportunities, the evolution and the future of the cannabis market. Are financial markets ready for this billion-dollar... by CFA Society Chicago

31 min listen

Chicago Media Angels with Ted Reilly & Brian Gilmartin, CFA: CFA Society Chicago member Brian Gilmartin, CFA has a follow-up conversation with Chicago Media Angels' Executive Director Ted Reilly to the Vault Series event. Find Brian on LinkedIn @bgilmartin Find Ted Reilly on LinkedIn @ted-reilly For... by CFA Society Chicago

32 min listen

Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA: CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business. Connect with Brett on LinkedIn @ brett-bina Connect with Matt on LinkedIn @... by CFA Society Chicago

27 min listen

Impact Investing with Priya Parrish & Rich Excell, CFA: CFA Society Chicago member Rich Excell, CFA discusses impact investing with Priya Parrish, Managing Partner at Impact Engine. Follow Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Follow Priya on LinkedIn... by CFA Society Chicago

25 min listen

Peak Globalization Series: Reshaping Global Trade with Jake Schleshinger: CFA Society Chicago member Rich Excell, CFA, joins Jake Schleshinger from The Wall Street Journal to discuss his recent article “How the Coronavirus Will Reshape World Trade”. Connect with Rich on LinkedIn @ richexcellcfa and Twitter... by CFA Society Chicago

31 min listen

CFA Society Chicago and OIC Episode 2 of 3: The Importance of Volatility with Rich Excell, CFA & Joe Burgoyne: CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 2 to discuss the importance of volatility. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect... by CFA Society Chicago

26 min listen

A Digital Dive into Fintech with Will Cong & Rich Excell, CFA: CFA Society Chicago member Rich Excell, CFA discusses the future of fintech with Lin William Cong, Rudd Family Professor of Management and Associate Professor of Finance at Cornell University. Connect with Rich on LinkedIn... by CFA Society Chicago

32 min listen

Peak Globalization Series: Supply Chain Part 1 with Seenu Sarma: CFA Society Chicago member Rich Excell, CFA, chats with Seenu Sarma, a Supply Chain Executive on if we have seen the peak of the trend toward globalization and will be moving away from it. Connect with Rich on LinkedIn @ richexcellcfa and... by CFA Society Chicago

29 min listen

Peak Globalization Series: Reshoring with Harry Moser: CFA Society Chicago member Rich Excell, CFA, speaks with Harry Moser, founder of the non-profit Reshoring Initiative, on the topic of understanding reshoring and the potential for companies. Connect with Rich on LinkedIn @ richexcellcfa and Twitter... by CFA Society Chicago

41 min listen

Peak Globalization Series: Supply Chain Part 2 with Ed Pound & Joe Sweeney: CFA Society Chicago member Rich Excell, CFA, returns to chat with Project Production Institute’s Executive Director, Ed Pound and Strategic Project Solutions’ CFO, Joe Sweeney on the topic of impacts of a move away from peak globalization, how to... by CFA Society Chicago

35 min listen

CFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe Burgoyne: CFA Society Chicago member Rich Excell, CFA joins Joe Burgoyne from the Options Industry Council (OIC) for part 1 to discuss basic option concepts. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Joe... by CFA Society Chicago

25 min listen

Economics with Nancy Lazar & Rich Excell, CFA: CFA Society Chicago member Rich Excell, CFA, sat down with Nancy Lazar, founder of Cornerstone Macro, for a quick conversation prior to the Society’s Economic Outlook event at the University Club on January 28th Connect with Rich on LinkedIn... by CFA Society Chicago

31 min listen

Peak Globalization Series: “Open” a Progressive case for globalization with author Dr. Kim Clausing: CFA Society Chicago member Rich Excell, CFA, chats with Dr. Kimberly Clausing, Professor of Economics at Reed College about her book Open: The Progressive Case for Free Trade, Immigration, and Global Capital. Connect with Rich on LinkedIn @... by CFA Society Chicago

43 min listen

The Path to Recovery in a COVID-19 World with Brian Coulton & Rich Excell, CFA: CFA Society Chicago member Rich Excell, CFA, and Fitch Ratings' Chief Economist, Brian Coulton discuss the path to recovery after the pandemic in this recap of the April 30th webinar event. Connect with Rich on LinkedIn... by CFA Society Chicago

33 min listen

Investment Exchange Forum – Using technical analysis to determine the message from the markets: CFA Society Chicago member Rich Excell, CFA, meets with Jim Bianco, President of Bianco Research to discuss the current message from across the various asset markets. This episode is brought to you by the letters ‘R’ and ‘I’ – reflation or... by CFA Society Chicago

48 min listen

The Future of Libor and Ameribor with Dr. Richard Sandor & Blaine Reed, CFA: CFA Society Chicago member Blaine Reed, CFA, discusses the transition away from Libor to Ameribor with Dr. Richard Sandor, Chairman & CEO at American Financial Exchange, LLC. Connect with Blaine on LinkedIn @ blaine-reed Connect with Richard... by CFA Society Chicago

42 min listen

Investment Exchange Forum: Investing in Peak Globalization: CFA Society Chicago member Rich Excell, CFA, chats with fellow member Justin Hance, CFA, Director of International Research at Harris Associates about how international markets compare to US markets. Connect with Rich on LinkedIn @ richexcellcfa and... by CFA Society Chicago

35 min listen

Peak Globalization Series: Final Thoughts: Chris Vincent, CFA, president and CEO of CFA Society Chicago, sits down with Peak Globalization Series podcast host Rich Excell, CFA, to disucss his final thoughts and findings throughout the series. Connect with Rich on LinkedIn @ richexcellcfa and... by CFA Society Chicago

28 min listen

Investment Exchange Forum: ESG in Real Estate & REITs: CFA Society Chicago member Rich Excell, CFA, chats with Duff & Phelps Investment Managements’ Dick Schiller, CFA and Jason Ren, CFA about ESG within the real estate and REIT markets. Connect with Rich on LinkedIn and Twitter... by CFA Society Chicago

28 min listen

Investment Exchange Forum: Digital Assets: Mike Ossowski, Hehmeyer’s Chief Strategy Officer, joins CFA Society Chicago Board Member Rich Excell, CFA, for a great discussion on the ever-changing topic of digital assets. Connect with Rich on LinkedIn @ richexcellcfa and Twitter... by CFA Society Chicago

34 min listen

Quant-Focused ESG Investing with Mamadou-Abou Sarr & Monique Thanos, CFA: CFA Society Chicago member Monique Thanos, CFA chats with Mamadou-Abou Sarr, Founder, President and CEO of V-Square Quantitative Management LLC on integrating quant investing with ESG. Connect with Monique on LinkedIn @... by CFA Society Chicago

17 min listen

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Peak Globalization Series: “Open” a Progressive case for globalization with author Dr. Kim Clausing

Peak Globalization Series: “Open” a Progressive case for globalization with author Dr. Kim Clausing

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