William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA

FromCFA Society Chicago

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William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA

FromCFA Society Chicago

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Length:

43 minutes

Released:

Nov 20, 2023

Format:

Podcast episode

Released:

Nov 20, 2023

Format:

Podcast episode

Titles in the series (100)

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.

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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
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
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
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
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
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
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: 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
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
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
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
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
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
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
Capital Markets with Leo Schmidt of River Eddy Capital Management: CFA Society Chicago member Christian Barron, CPA, CFA chats with Leo Schmidt of River Eddy Capital Management, formerly at the Chubb Corporation, to continue the Education Advisory Group’s series on Capital Markets. Connect with Christian on... by CFA Society Chicago
41 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
Investing in China with Brendan Ahern & Brett Bina, CFA, CAIA: CFA Society Chicago member Brett Bina, CFA, CAIA discusses investing in Chinese tech companies with KraneShares’ Chief Investment Officer, Brendan Ahern. Connect with Brett on LinkedIn @ brett-bina Connect with Brendan on LinkedIn @ brendan-ahern... by CFA Society Chicago
37 min listen
Investment Exchange Forum – Commodity Investing: Investment Exchange Forum – Commodity Investing CFA Society Chicago member Rich Excell, CFA, dives into the rarely discussed area of commodity investing with Price Asset Management’s CEO, John Reese. Connect with Rich on LinkedIn and... by CFA Society Chicago
41 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
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
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
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
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
Investment Exchange Forum: ESG – Impact with a Positive Alpha: CFA Society Chicago member Rich Excell, CFA, discusses ESG & generating positive alpha with Sarah Bratton Hughes, Head of Sustainability, North America at Schroders. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard ... by CFA Society Chicago
34 min listen
Investment Exchange Forum: University Investment Groups: CFA Society Chicago member Rich Excell, CFA, talks with members of local student investment groups – Connor Walsh from DePaul’s Investment Group, Danny Feldmeier of Notre Dame’s Investment Club, and Vrutik Patel and Fred Shoaff from University... by CFA Society Chicago
35 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
Investment Exchange Forum – Monetary Policy & Market Stress: CFA Society Chicago member Rich Excell, CFA, chats with fellow Chicago member, Tony Zhang, Ph.D., GMP, MBA, CFA on his white paper “The Evolution of Monetary Rules with Financial Stability Considerations”, Fed puts, the PBOC’s US market focus,... by CFA Society Chicago
40 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
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
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

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William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA

William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA

Titles in the series (100)

More Episodes from CFA Society Chicago

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