25 min listen
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
ratings:
Length:
46 minutes
Released:
May 12, 2022
Format:
Podcast episode
Description
CFA Society Chicago member Rich Excell, CFA and State Street Advisors Head of Practice Management, Brie Williams discuss biases and how they affect investing decisions. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/ Connect with Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.
Released:
May 12, 2022
Format:
Podcast episode
Titles in the series (100)
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