Shows
ILLUMENATEEpisode 2.05: Faith, Family, and Serving Others with Rich ExcellRich Excell spent three decades in investment banking and hedge funds, living and working in five countries across Asia, Europe, and the U.S. before “settling down” as a finance professor at the Gies College of Business at the University of Illinois Urbana-Champaign. In this conversation with host Chris Tidrick, Rich traces how his early motivations were driven by classic pursuits—money, power, prestige—and how he slowly came to realize that his deepest sense of happiness and purpose comes from helping others. Now in his seventh year of teaching and leading multiple academies, he sees his work in the clas...
2025-12-1854 min
The Options Insider Radio NetworkThe Futures Rundown 32: Defense Against Dark Markets Mark Longo, alongside guest Rich Excell, discuss various futures including WTI crude oil, natural gas, and agricultural products. They analyze trends in equities, particularly NASDAQ and S&P, and provide evaluations on the agricultural, commodities, energy, metals, and crypto markets. Notable highlights include the impact of the trade war on different markets, market volatility, key economic indicators, and inflation. 02:40 Welcome to the Futures Rundown Show 03:55 Special Guest: Rich Excell Returns 05:55 Analyzing the Current Futures Market 12:36 Top Upside Movers in Futures 18:09 Top Downside Movers in Futures 23:15 Today's Active Futures Markets 24:13 Gold and Rates Overview 24:40 Top 10 Contracts of the Day 28:15 Retail vs. Instituti...
2025-05-0145 min
The Futures RundownThe Futures Rundown 32: Defense Against Dark Markets Mark Longo, alongside guest Rich Excell, discuss various futures including WTI crude oil, natural gas, and agricultural products. They analyze trends in equities, particularly NASDAQ and S&P, and provide evaluations on the agricultural, commodities, energy, metals, and crypto markets. Notable highlights include the impact of the trade war on different markets, market volatility, key economic indicators, and inflation. 02:40 Welcome to the Futures Rundown Show 03:55 Special Guest: Rich Excell Returns 05:55 Analyzing the Current Futures Market 12:36 Top Upside Movers in Futures 18:09 Top Downside Movers in Futures 23:15 Today's Active Futures Markets 24:13 Gold and Rates Overview 24:40 Top 10 Contracts of the Day 28:15 Retail vs. Instituti...
2025-05-0145 min
nourify-beautify.comYour Health and the Holidays | Cameron ExcellThis week, we’re here to help you stay on top of your health this holiday season. Cameron Excell came back on our show to share how you can fight the impacts of all those delicious holiday treats and get through the season feeling your absolute finest.
How Holiday Eating Disrupts Your Body
Food is fuel for our bodies. Eating a lot of sugary or processed food can act like dirty gasoline in an engine - it can slow down the works.
Our metabolism changes based on our habits. If you’re taking a lot of time...
2024-12-1723 min
Surface Tension#14 - Professor Rich Excell: How Banks Work, Silicon Valley Bank ExplainedIn this episode, we interview Professor Rich Excell, a seasoned financial veteran and knowledgable resource on macroeconomics, to break down the most recent Silicon Valley Bank (SVB) news in a way that everyone can understand. We begin by discussing something that most people taken for granted - how a bank works and use that foundation to break down the SVB news into what it means for people and small business owners alike.Rich’s Twitter, Substack, LinkedInLet us know what you think, and follow us on Substack and Instagram. This is a...
2023-03-2341 min
CFA Society ChicagoInvestment Exchange Forum - Japan and China economies in 2023Investment Exchange Forum – Japan and China economies in 2023 CFA Society Chicago member Rich Excell, CFA talks with Lyric Hughes Hale, Editor-in-Chief of EconVue and host of the Hale Report podcast, about the events in China and Japan, the collapse of cryptocurrency, and how all of this can shape the global economy in 2023 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.html & stayvigilant.substack.com/ Connect with Lyric on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/ and at htt...
2022-12-1845 minCFA Society ChicagoInvestment Exchange Forum – Sorting through US election issues with Donald SchneiderCFA Society Chicago member Rich Excell, CFA and Donald Schneider, the Deputy Head of US Policy at Piper Sandler, look at the upcoming US elections. What are the key issues that voters care about? What are the polls indicating? Importantly, what do we as investors need to know about what can change after the elections? 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.html & Stay Vigilant | Richard Excell | Substack Connect with Donald on LinkedIn https://www.linkedin.c...
2022-10-2642 minCFA Society ChicagoInvestment Exchange Forum - China today with Reva GoujonCFA Society Chicago member Rich Excell, CFA and Reva Goujon, Director of Corporate Advisory at Rhodium Group, discuss the geopolitical environment, the Chinese economy, and the upcoming National Party Congress. 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.html & Stay Vigilant | Richard Excell | Substack Connect with Reva on LinkedIn https://www.linkedin.com/in/reva-goujon/ Rhodium Group https://rhg.com/
2022-10-1944 minCFA Society ChicagoInvestment Exchange Forum – Looking through the tail risks in the market with Mr. RiskCFA Society Chicago member Rich Excell, CFA and Fred Goodwin, a macro strategist at State Street and Mr. Risk, look through the various looming global threats to risk-taking around the world – what should investors worry about and what is fully priced in 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.html &
2022-10-1148 minCFA Society ChicagoInvestment Exchange Forum – The macroeconomic outlook for the coming quarter and yearCFA Society Chicago member Rich Excell, CFA and Barry Knapp, the Founder and Managing Partner of Ironsides Macroeconomics, discuss the economic environment and Fed policy actions, and what this means for allocation to and performance of various asset classes through the end of this year and into next year. 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.html & Stay Vigilant | Richard Excell | Substack Connect with Barry on LinkedIn https://www.linkedin.com/in/barry-c-knapp/ Ironsides Macroeconomics - h...
2022-10-1150 min
CFA Society ChicagoInvestment Exchange Forum – Moving from TradFi to DeFi – Lessons LearnedCFA Society Chicago member Rich Excell, CFA talks with Micki Koonin, Co-Founder and Chief of Staff of Paradigm, about crypto markets, entrepreneurialism, and women on Wall Street. 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 Micki on LinkedIn https://www.linkedin.com/in/mkoonin/ & Twitter @Micki_ShortVol Find out more about Paradigm - https://www.paradigm.co/, https://www.linkedin.com/company/paradigmco/, & on Twitter @tradeparadigm
2022-06-2329 min
CFA Society ChicagoInvestment Exchange Forum – Real Estate Market TrendsCFA Society Chicago member Rich Excell, CFA talks with Cliff Booth, Founder & Chairman, Westmount Realty Capital, on the trends and changes in the real estate market amid the many changes in the world. 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 Cliff on LinkedIn https://www.linkedin.com/in/cliffboothwestmount/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This p...
2022-06-1627 min
CFA Society ChicagoInvestment Exchange Forum – Venture CapitalCFA Society Chicago member Rich Excell, CFA chats with Nick Moran, General Partner at New Stack Ventures and the host of The Full Ratchet podcast, on the increasing preference for private market investing, specifically in venture capital. 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 Nick on LinkedIn https://www.linkedin.com/in/nick-moran-a738503/ and his podcast here - https://fullratchet.net/about/ For more episodes go...
2022-06-0937 min
CFA Society ChicagoMacro Matters Series – CannabisCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. 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://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts an...
2022-06-0345 min
CFA Society ChicagoInvestment Exchange Forum – Private MarketsCFA Society Chicago member Rich Excell, CFA chats with Bob Long, CEO of Conversus, a StepStone company, on the topic of accessing private markets. 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 Dan on LinkedIn https://www.linkedin.com/in/boblongconversusceo/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and...
2022-06-0239 min
CFA Society ChicagoInvestment Exchange Forum – NLP Techniques for InvestingCFA Society Chicago member Rich Excell, CFA and Dan Joldzic, CFA, FRM, CEO and Quantitative Researcher at Alexandria Technology discuss the role that Natural Language Processing (NLP) plays in the investing process. 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 Dan on LinkedIn https://www.linkedin.com/in/danjoldzic/ and https://www.alexandriatechnology.com/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago...
2022-05-2641 min
CFA Society ChicagoMacro 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 macro events affecting markets today. 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://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts an...
2022-05-2041 min
CFA Society ChicagoInvestment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors FaceCFA 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...
2022-05-1245 min
CFA Society ChicagoInvestment Exchange Forum – Thematic InvestingCFA Society Chicago member Rich Excell, CFA and Pat Tschosik, CFA, CMT Senior Portfolio Strategist at Ned Davis Research discuss bigger investment themes in the market. 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://demystifinance.blogspot.com/ Connect with Pat on LinkedIn https://www.linkedin.com/in/patricktschosik/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes...
2022-05-0538 min
CFA Society ChicagoMacro Matters Series - Is Duration Durable or Doomed?CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. 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://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts an...
2022-04-2738 min
CFA Society ChicagoInvestment Exchange Forum – Natural Language Processing (NLP)CFA Society Chicago member Rich Excell, CFA and Ben McMillan, the Chief Investment Officer and Chief Technology Officer of IDX Insights, LLC and IDX Digital Assets, LLC discuss the role that Natural Language Processing plays in the investing process. 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://demystifinance.blogspot.com/ Connect with Ben on LinkedIn https://www.linkedin.com/in/mcmillan2015/ IDX Insights - https://idxinsights.com/ For more episodes...
2022-04-1141 min
CFA Society ChicagoMacro Matters Series – Yield Curve Inversion: Diversion or Submersion?CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. View this discussion on YouTube - https://www.youtube.com/watch?v=l3R0zK4f7NU&ab_channel=CFASocietyChicago 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://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect w...
2022-04-0836 min
CFA Society ChicagoInvestment Exchange Forum – The Future of InflationCFA Society Chicago member Rich Excell, CFA and Paul Donovan, the Global Chief Economist at UBS discuss inflation and its changes to the economy over the last few years. 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://demystifinance.blogspot.com/ Connect with Paul on LinkedIn https://www.linkedin.com/in/padonovan/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for g...
2022-03-2434 min
CFA Society ChicagoInvestment Exchange Forum – Self-Directed IRAsCFA Society Chicago member Rich Excell, CFA chats with Brad Janitz, Vice President at Midland Trust on self-directed IRAs and how they can be used in various markets today. 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://demystifinance.blogspot.com/ Connect with Brad on LinkedIn https://www.linkedin.com/in/bradjanitz/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for...
2022-03-1732 min
CFA Society ChicagoInvestment Exchange Forum – Real EstateCFA Society Chicago member Rich Excell, CFA talks with Frank Haggerty, CFA Senior Portfolio Manager at Duff & Phelps Investment Management on the changing face of urban real estate. 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://demystifinance.blogspot.com/ Connect with Frank on LinkedIn https://www.linkedin.com/in/frank-haggerty-jr-cfa-7748129/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general...
2022-03-1142 min
CFA Society ChicagoMacro Matters Series – The Role of Crypto in the Ukrainian CrisisCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. 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://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts an...
2022-03-0433 min
CFA Society ChicagoInvestment Exchange Forum – Behavioral FinanceCFA Society Chicago member Rich Excell, CFA talks with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus Investment Partners on behavioral finance and the biases that affect our investment processes. 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://demystifinance.blogspot.com/ Connect with Barry on LinkedIn https://www.linkedin.com/in/mandinach-barry/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This...
2022-02-2437 minCFA Society ChicagoMacro Matters Series – Value & Growth CFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. 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://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email i...
2022-02-1444 min
CFA Society ChicagoMacro Matters Series – Geopolitics and the Energy MarketsCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. 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://demystifinance.blogspot.com/ Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts an...
2022-02-0230 min
CFA Society ChicagoInvestment Exchange Forum – ESG InvestingCFA Society Chicago member Rich Excell, CFA, chats with Catherine Drake, CFA Senior Managing Director at PPM about the CFA Institute's ESG certification and how it has impacted her process. 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://demystifinance.blogspot.com/ Connect with Catherine on LinkedIn https://www.linkedin.com/in/catherine-drake-cfa-2b07641/ Certificate in ESG Investing - https://www.cfainstitute.org/en/programs/esg-investing For more episodes go to...
2022-01-2724 min
CFA Society ChicagoMacro Matters Series – Interest Rates, Fiscal Policy, and InflationCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general inf...
2022-01-1230 min
CFA Society ChicagoInvestment Exchange Forum – Inflation & the Equity MarketCFA Society Chicago member Rich Excell, CFA, talks with former chair and lead equity investment specialist with UBS, Tom Digenan, CFA on inflation and it's impact on the equity market. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Tom on LinkedIn https://www.linkedin.com/in/thomas-digenan-bbb58b14/ For more episodes go to www.cfachicago.org/podcasts 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 C...
2022-01-0734 min
CFA Society ChicagoMacro Matters Series – Lessons from 2021 Events and a 2022 OutlookCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general inf...
2022-01-0443 min
CFA Society ChicagoInvestment Exchange Forum – Supply Chain IssuesCFA Society Chicago member Rich Excell, CFA, brings back Harry Moser, founder of non-profit Reshoring Initiative, to discuss the current problems occurring with supply chains and how companies can address them. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Harry on LinkedIn https://www.linkedin.com/in/harry-moser-58a8024/ Visit the Reshoring Initiative's website - www.reshorenow.org For more episodes go to www.cfachicago.org/podcasts This podcast is provided for general information purposes only and does not constitute investment a...
2021-12-2940 min
CFA Society ChicagoInvestment Exchange Forum – InflationCFA Society Chicago member Rich Excell, CFA and Kedran Panageas, Chief Economist at Allstate Investments, discuss the important topic of inflation from an economist's perspective. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Kedran on LinkedIn https://www.linkedin.com/in/kedran-panageas-3a58aa24/ For more episodes go to www.cfachicago.org/podcasts
2021-12-2235 min
CFA Society ChicagoMacro Matters Series – Alternative DataCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts This podcast is provided for general information purposes only and does not...
2021-12-1742 min
CFA Society ChicagoInvestment Exchange Forum – Enron 20 years on, thoughts from the insideCFA Society Chicago member Rich Excell, CFA talks with James Timmins, Enron Director and anonymous source for the Wall Street Journal, now Managing Partner at Gemini Equity Capital, talks about what happened at Enron 20 years ago, and lessons we can potentially apply to our investing processes today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with James on LinkedIn https://www.linkedin.com/in/james-timmins-b21b9633/ and email James.timmins@geminiequitycapital.com For more episodes go to www.cfachicago.org/podcasts This podcast is p...
2021-12-141h 02
CFA Society ChicagoMacro Matters Series - The CoronavirusCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts This podcast is provided for general information purposes only and does not...
2021-12-0336 min
CFA Society ChicagoMacro Matters Series - InflationCFA Society Chicago members Rich Excell, CFA, Lotta Moberg, CFA and Tony Zhang, CFA come together to discuss macro events affecting markets today. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ For more episodes go to www.cfachicago.org/podcasts This podcast is provided for general information purposes only and does not constitute investment advice. The views of all...
2021-11-1832 min
CFA Society ChicagoInvestment Exchange Forum – "Disunited Nations" and Economic ChangeCFA Society Chicago member Rich Excell, CFA, talks with Geopolitical strategist Peter Zeihan on his book "Disunited Nations: The Scramble for Power in an Ungoverned World". Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Peter on LinkedIn https://www.linkedin.com/in/peter-zeihan-01b2b059/ Disunited Nations https://zeihan.com/disunited-nations/ For more episodes go to www.cfachicago.org/podcasts
2021-10-2156 min
CFA Society ChicagoInvestment Exchange Forum – Risk in the Chinese EconomyCFA Society Chicago member Tony Zhang, Ph.D., GMP, MBA, CFA, turns the tables on regular podcast host, Rich Excell, CFA to discuss Evergrande and volatility in the Asian markets. Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard For more episodes go to www.cfachicago.org/podcasts
2021-10-1429 min
CFA Society ChicagoInvestment Exchange Forum – Asian Crypto EcosystemCFA Society Chicago member Rich Excell, CFA, chats with Katt Gu, Direct of Compliance at Dimension and Suji Yan, Founder at Dimension on Asia's digital asset ecosystem. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Suji on LinkedIn https://www.linkedin.com/in/tedkoyan/ Connect with Katt on LinkedIn https://www.linkedin.com/in/katt-gu-5672688a/ For more episodes go to www.cfachicago.org/podcasts
2021-10-0742 min
CFA Society ChicagoInvestment Exchange Forum – Climate Change & InvestingCFA Society Chicago member Rich Excell, CFA, talks with Aon's Senior Managing Director, Liz Henderson and Managing Director, Katie Sabo about how companies and investors should model the effects of climate change on risk management. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Liz on LinkedIn https://www.linkedin.com/in/liz-henderson-025a628/ Connect with Katie on LinkedIn https://www.linkedin.com/in/katie-sabo-1336051a5/ Resources https://www.aon.com/reinsurance/wcc/default.jsp https://www.theclimateservice.com/
2021-09-1640 min
CFA Society ChicagoInvestment Exchange Forum – Alternative DataCFA Society Chicago member Rich Excell, CFA, brings back fellow Chicago member, Tony Zhang, Ph.D., GMP, MBA, CFA to discuss the chapter he co-wrote, "Alternative Data in FinTech and Business Intelligence", for The Palgrave Handbook of FinTech and Blockchain. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ Alternative Data in FinTech and Business Intelligence https://link.springer.com/chapter/10.1007/978-3-030-66433-6_9 For more episodes go to www.cfachicago.org/podcasts
2021-08-2644 min
CFA Society ChicagoInvestment Exchange Forum – Decentralized Finance (DeFi) & RegulationCFA Society Chicago member Rich Excell, CFA brings on Nelson Rosario, partner at Smolinski Rosario Law, to discuss the regulatory issues with DeFi. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Nelson on LinkedIn https://www.linkedin.com/in/nelsonrosario/ For more episodes go to www.cfachicago.org/podcasts
2021-07-2235 min
CFA Society ChicagoInvestment Exchange Forum – Decentralized Finance (DeFi) & MacroeconomicsCFA Society Chicago member Rich Excell, CFA chats with Lyric Hughes Hale, Editor-in-Chief of Econvue to discuss macroeconomics and digital assets. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Chen on LinkedIn https://www.linkedin.com/in/lyric-hughes-hale-4919337/ Hale Report Podcast - https://econvue.com/podcasts For more episodes go to www.cfachicago.org/podcasts (Episode Recorded 6/21/21)
2021-07-1538 min
CFA Society ChicagoInvestment Exchange Forum – Decentralized Finance (DeFi) & the Bearish OutlookCFA Society Chicago member Rich Excell, CFA chats with Chen Zhao, Chief Global Strategist at Alpine Macro on the less optimistic view of cryptocurrencies. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Chen on LinkedIn https://www.linkedin.com/in/chen-zhao-a7668416/ For more episodes go to www.cfachicago.org/podcasts
2021-07-0831 min
CFA Society ChicagoInvestment Exchange Forum – Decentralized Finance (DeFi) & TradFi: A View from the BuysideCFA Society Chicago member Rich Excell, CFA talks with Dan Johnson, founder and partner at Gillson Capital on what aspects of traditional financial system are most at risk. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Dan on LinkedIn https://www.linkedin.com/in/dan-johnson-867311a9/ For more episodes go to www.cfachicago.org/podcasts
2021-07-0136 min
CFA Society ChicagoInvestment Exchange Forum – Decentralized Finance (DeFi) & Investing OpportunitiesCFA Society Chicago member Rich Excell, CFA brings on Matt Hougan, Chief Investment Officer at Bitwise Asset Management, as a follow up on the society's Cryptocurrency event and discuss what investors thoughts are on DeFi. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Matt on LinkedIn https://www.linkedin.com/in/matthew-hougan/ and Twitter @Matt_Hougan Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals https://www.cfainstitute.org/en/research/foundation/2021/cryptoassets For more episodes go to www.c...
2021-06-1027 min
CFA Society ChicagoInvestment Exchange Forum – Decentralized Finance (DeFi) & DisruptionCFA Society Chicago member Rich Excell, CFA discusses DeFi, start-up companies in the digital asset ecosystem and why these new ventures can disrupt the status quo with EJ Rogers & Keegan Selby of Fourth Revolution Capital. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with EJ on LinkedIn https://www.linkedin.com/in/edwardjamesrogers/ and Twitter @ej__rogers Connect with Keegan on LinkedIn https://www.linkedin.com/in/keegan-selby/ and Twitter @keegan_selby 4RC Website: https://www.fourthrevolution.capital/ For more episodes go t...
2021-06-0340 min
CFA Society ChicagoInvestment Exchange Forum – Decentralized Finance (DeFi) and CryptocurrenciesCFA Society Chicago member Rich Excell, CFA, talks with Mike McGlone, CFA of Bloomberg Intelligence on the evolution of digital assets the potential of them replacing fiat currencies. *This podcast was recorded on May 11 and many comments made in this podcast now may appear outdated even if the main thrust of the argument may not be. DeFi Glossary - https://wiki.defi.school/section-vi-defi-glossary/teminology Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Mike on LinkedIn https://www.linkedin.com/in/mike-mcglone-a8442513/ ...
2021-05-2734 min
CFA Society ChicagoInvestment Exchange Forum – Decentralized Finance (DeFi): New Ventures and Investing in the Blockchain EcosystemCFA Society Chicago member Rich Excell, CFA, kicks off a new series on Decentralized Finance (DeFi) with Rumi Morales partner at Outlier Ventures. They discuss if this new ecosystem has the potential to completely disrupt the current financial ecosystem. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Rumi on LinkedIn https://www.linkedin.com/in/rumimorales/ For more episodes go to www.cfachicago.org/podcasts
2021-05-2025 min
CFA Society ChicagoInvestment Exchange Forum – Stakeholder vs. Shareholder: Responsible InvestingCFA Society Chicago member Rich Excell, CFA, talks with Fiona Reynolds, the CEO of the Principles for Responsible Investment (PRI) on the catalyst in the move away from maximizing shareholder value to a focus on all stakeholders to the firm. Over half of the world's investable AUM are now PRI signatories so this is a must listen for anyone in the investment industry. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Fiona on LinkedIn https://www.linkedin.com/in/fiona-reynolds-6b987168/ and Twitter @Fireynolds Podcast R...
2021-05-1342 min
CFA Society ChicagoInvestment Exchange Forum – Stakeholder vs. Shareholder: Defending Milton FriedmanCFA Society Chicago member Rich Excell, CFA, chats with Thomas Coleman and Steven Durlaf from the University of Chicago Harris School of Public Policy on Milton Friedman's view on shareholder value. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Thomas on LinkedIn https://www.linkedin.com/in/thomas-coleman-2818144/ Connect with Steven on LinkedIn https://www.linkedin.com/in/steven-durlauf-1a46385/ For more episodes go to www.cfachicago.org/podcasts
2021-04-2938 min
CFA Society ChicagoInvestment Exchange Forum – Stakeholder vs. Shareholder: Stakeholder TheoryCFA Society Chicago member Rich Excell, CFA, speaks with Dr. Ed Freeman, professor at the University of Virginia, to help understand the stakeholder theory from organizational management. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Ed on LinkedIn https://www.linkedin.com/in/r-edward-freeman-98b8897/ For more episodes go to www.cfachicago.org/podcasts
2021-04-2233 min
CFA Society ChicagoInvestment Exchange Forum – ESG and the Energy TransitionCFA Society Chicago member Rich Excell, CFA, brings back Rob West, CFA of Thunder Said Energy to discuss how the global energy market is responding to ESG. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Rob on LinkedIn https://www.linkedin.com/in/robert-west-cfa-2b21b614/ and Twitter @energy_said Thunder Said Energy Insights https://thundersaidenergy.com/tse-insights/ Tree Planting Charities https://edenprojects.org/ or https://onetreeplanted.org/ For more episodes go to www.cfachicago.org/podcasts
2021-04-1542 min
CFA Society ChicagoInvestment Exchange Forum – Global Market Risk AnalysisCFA Society Chicago member Rich Excell, CFA, talks with Dean Curnutt, CEO of Macro Risk Advisors on what we learned from the GameStop saga, on the retail options trading phenomenon and on options market innovations over the last 25 years. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Dean on LinkedIn https://www.linkedin.com/in/dean-curnutt-4060157/ MacroMinds Virtual Symposium https://macrominds.org/the-symposium/ Alpha Exchange Podcast https://alphaexchange.simplecast.com/ For more episodes go to www.cfachicago.org/podcasts
2021-04-0847 min
CFA Society ChicagoInvestment Exchange Forum – Stakeholder vs. Shareholder: Setting the StageCFA Society Chicago member Rich Excell, CFA, talks with Kevin Stevens, Dean of Quinlan School of Business at Loyola University. We may be witnessing a shift from a corporate focus on maximizing shareholder value to maximizing value for all stakeholders, including employees, customers and communities. Dean Stevens helps us set the stage as we explore this topic from several different perspectives. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Kevin on LinkedIn https://www.linkedin.com/in/kevin-stevens-9496505/ For more episodes go to www.cfachicago.org...
2021-04-0231 min
CFA Society ChicagoInvestment Exchange Forum – Monetary Policy & Market StressCFA 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, and Decentralized Finance (DeFi). Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/ Link for the white paper https://dx.doi.org/10.2139/ssrn.3731159 For more episodes go to www.cfachicago.org/podcasts
2021-03-2539 minCFA Society ChicagoInvestment Exchange Forum – ESG and Alternative EnergyCFA Society Chicago member Rich Excell, CFA, speaks with Martha Goodell, MBA, MS co-founder of Enigami Partners on what has changed with alternative energy since we last saw her in person over a year ago. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Martha on LinkedIn https://www.linkedin.com/in/marthagoodell/ and Twitter @MarthaGoodell For more episodes go to www.cfachicago.org/podcasts
2021-03-1838 min
CFA Society ChicagoInvestment Exchange Forum – ESG and Asset AllocationCFA Society Chicago member Rich Excell, CFA, talks with PNC's Chief Investment Strategist, Amanda Agati, CFA and Director of Responsible Investing Strategy, Nick Ashburn on how ESG works within a strategic asset allocation framework. On March 3rd 2021 it was announced that Amanda Agati will be PNC's next Chief Investment Officer following the retirement of Mark McGlone. In addition, Nick Ashburn was also named the head of the Responsible Investing team at PNC. All appointments will be effective on April 9th 2021. Reference to the press release is below: https://pnc.mediaroom.com/2021-03-03-PNC-Asset-Management-Group-Names-Amanda-Agati-Chief-Investment-Officer-Mark-McGlone-To-Retire C...
2021-03-1247 min
CFA Society ChicagoInvestment Exchange Forum – Using technical analysis to determine the message from the marketsCFA 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 inflation and why it matters. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Jim on LinkedIn https://www.linkedin.com/in/james-bianco-117619152/ and Twitter @biancoresearch For more episodes go to www.cfachicago.org/podcasts
2021-03-0448 min
CFA Society ChicagoInvestment Exchange Forum – The Options MarketCFA Society Chicago member Rich Excell, CFA, talks with Matt Moran, Head of Index Insights at Cboe about current trends in the options market. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Matt on LinkedIn https://www.linkedin.com/in/matthewtmoran/ Episode References Cboe Options Institute https://www.cboe.com/education/ Whitepapers https://www.cboe.com/education/research/ For more episodes go to www.cfachicago.org/podcasts
2021-02-2536 min
CFA Society ChicagoInvestment Exchange Forum – ESG vs. Impact InvestingCFA Society Chicago member Rich Excell, CFA, brings back Priya Parrish, managing partner at Impact Engine to discuss the differences of ESG and impact investing. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Priya on LinkedIn https://www.linkedin.com/in/priyaparrish/ For more episodes go to www.cfachicago.org/podcasts
2021-02-1838 min
CFA Society ChicagoInvestment Exchange Forum – Property ValuesCFA Society Chicago member Rich Excell, CFA, speaks with Cook County Assessor and fellow charterholder Fritz Kaegi, CFA, about the challenges of modernizing a government office in a way that builds investor confidence. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Fritz on LinkedIn https://www.linkedin.com/in/fkaegi/ For more episodes go to www.cfachicago.org/podcasts
2021-02-1144 minCFA Society ChicagoInvestment Exchange Forum – ESG in Emerging MarketsCFA Society Chicago member Rich Excell, CFA, chats with Fabio Alperowitch, CFA of FAMA Investments and member of CFA Society Brazil on the history of ESG in emerging markets. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Fabio on LinkedIn https://www.linkedin.com/in/fabio-alperowitch/ CFA Society Brazil https://cfasociety.org.br/ For more episodes go to www.cfachicago.org/podcasts
2021-01-2137 minCFA Society ChicagoInvestment Exchange Forum – ESG: Fixed Income & Green BondsCFA Society Chicago member Rich Excell, CFA, talks with Mitch Reznick, CFA from Federated Hermes on the impact and changes ESG is bringing to the fixed income market. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard For more episodes go to www.cfachicago.org/podcasts https://www.hermes-investment.com/ie/wp-content/uploads/2017/04/hermes-credit-esg-paper-april-2017.pdf https://www.hermes-investment.com/uki/insight/stewardship/we-can-all-get-along/
2021-01-1537 minCFA Society ChicagoInvestment Exchange Forum – Commodity InvestingInvestment 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 https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with John on LinkedIn https://www.linkedin.com/in/john-rusty-reese-8937327/ For more episodes go to www.cfachicago.org/podcasts
2021-01-0740 minCFA Society ChicagoInvestment Exchange Forum – ESG and Deep Value InvestingCFA Society Chicago member Rich Excell, CFA, chats with Andrew Wellington, co-founder and CIO of Lyrical Asset Management, a deep value investment firm. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Andrew on LinkedIn https://www.linkedin.com/in/andrew-wellington-91251918/ Find more information on Andrew's references during the podcast - https://www.cfachicago.org/wp-content/uploads/2020/10/lyrical-asset-management.pdf Lyrical's Annual Review Letters - www.lyricalam.com/letters/ For more episodes go to www.cfachicago.org/podcasts
2020-12-3141 minCFA Society ChicagoInvestment Exchange Forum – ESG: Sustainable Finance from an Asset Owner PerspectiveCFA Society Chicago member Rich Excell, CFA, discusses sustainable investing with Joe Halwax, CAIA CIMA, Managing Director, Institutional Investments at Wespath. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Joe on LinkedIn https://www.linkedin.com/in/joe-halwax-caia-cima%C2%AE-32b2621/ Wespath's External Manager ESG Integration - https://www.wespath.com/assets/1/7/5152.pdf For more episodes go to www.cfachicago.org/podcasts
2020-12-2341 minCFA Society ChicagoInvestment Exchange Forum: ESG in ETFsCFA Society Chicago member Rich Excell, CFA, talks with Ben Johnson, CFA, Director of Global ETF Research at Morningstar about ESG in the passive market space. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Ben on LinkedIn https://www.linkedin.com/in/ben-johnson-cfa-5a288175/ and Twitter @MstarETFUS For more episodes go to www.cfachicago.org/podcasts
2020-12-1738 minCFA Society ChicagoInvestment Exchange Forum: ESG – Diversity, Equality, & InclusionCFA Society Chicago member Rich Excell, CFA, continues exploring the topic of ESG with co-portfolio mangers Suresh Rajagopal, CFA and John Roberts from the Segall Bryant & Hamill Workplace Equality Fund. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Suresh on LinkedIn https://www.linkedin.com/in/sureshrajagopal/ Connect with John on LinkedIn https://www.linkedin.com/in/jrobertsdenver/ For more episodes go to www.cfachicago.org/podcasts
2020-12-1026 minCFA Society ChicagoInvestment Exchange Forum: ESG in Real Estate & REITsCFA 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 https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Dick on LinkedIn https://www.linkedin.com/in/dickschiller/ Connect with Jason on LinkedIn https://www.linkedin.com/in/jasoncren/ For more episodes go to www.cfachicago.org/podcasts
2020-12-0427 minCFA Society ChicagoInvestment Exchange Forum: University Investment GroupsCFA 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 of Illinois' Investment Management Academy. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard Connect with Connor on LinkedIn https://www.linkedin.com/in/cwalsh33/ Connect with Danny on LinkedIn https://www.linkedin.com/in/daniel-feldmeier-315942191/ Connect with Vrutik on LinkedIn https://www.linkedin.com/in/vp07/ Connect wit...
2020-11-1235 minCFA Society ChicagoInvestment Exchange Forum: ESG – Impact with a Positive AlphaCFA 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 Connect with Sarah on LinkedIn @ sarah-bratton-hughes Follow Schroders on LinkedIn @ schroders and Twitter @SchrodersUS For more episodes go to www.cfachicago.org/podcasts
2020-10-2933 minCFA Society ChicagoInvestment Exchange Forum: Convertible BondsCFA Society Chicago member Rich Excell, CFA, speaks with fellow member Joe Wysocki, CFA, Senior Portfolio Manager with Calamos Investments on the past, present and future of convertible bonds. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Joe on LinkedIn @ wysockijoe For more episodes go to www.cfachicago.org/podcasts
2020-10-2235 minCFA Society ChicagoInvestment Exchange Forum: Digital AssetsMike 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 @ExcellRichard Connect with Mike on LinkedIn @ m-ossowski For more episodes go to www.cfachicago.org/podcasts
2020-10-1534 minCFA Society ChicagoInvestment Exchange Forum: Investing in a Zero Rate WorldCFA Society Chicago member Rich Excell, CFA, chats with fellow member Lotta Moberg, PhD, CFA, Senior Macro Analyst at William Blair about her Financial Times op-ed piece "Today's ultra-low interest rates are anything but 'natural'". Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Lotta on LinkedIn @ lotta-moberg Link to Lotta's op-ed – Today's ultra-low interest rates are anything but 'natural' https://www.ft.com/content/c4e10d2c-109a-40f5-a175-628d1db9c793 William Blair White Paper referenced in the episode https://www.williamblair.com...
2020-10-0128 minCFA Society ChicagoInvestment Exchange Forum: Investing in Peak GlobalizationCFA 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 Twitter @ExcellRichard Connect with Justin on LinkedIn @ justin-hance-cfa For more episodes go to www.cfachicago.org/podcasts
2020-09-2434 minCFA Society ChicagoPeak Globalization Series: Final ThoughtsChris 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 Twitter @ExcellRichard Connect with Chris on LinkedIn @ christopher-t-vincent-cfa For more episodes go to www.cfachicago.org/podcasts
2020-09-1728 minCFA Society ChicagoPeak Globalization Series: "Open" a Progressive case for globalization with author Dr. Kim ClausingCFA 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 @ richexcellcfa and Twitter @ExcellRichard Connect with Kim on LinkedIn @ kimberly-clausing Kim's book Open: The Progressive Case for Free Trade, Immigration, and Global Capital https://www.amazon.com/Open-Progressive-Immigration-Global-Capital/dp/0674919335 For more episodes go to www.cfachicago.org/podcasts
2020-09-0343 minCFA Society ChicagoPeak Globalization Series: Impacts on the Economy with Greg DacoCFA Society Chicago member Rich Excell, CFA, chats with Greg Daco from Oxford Economics on the impacts of peak globalization in US economy. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Greg on LinkedIn @ gregory-daco For more episodes go to www.cfachicago.org/podcasts
2020-08-2042 minCFA Society ChicagoPeak Globalization Series: A New Cold War with Reva GoujonCFA 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 Connect with Reva on LinkedIn @ reva-goujon For more episodes go to www.cfachicago.org/podcasts
2020-08-1337 minCFA Society ChicagoPeak Globalization Series: Reshoring with Harry MoserCFA 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 @ExcellRichard Connect with Harry on LinkedIn @ harry-moser and visit the Reshoring Initiative's website - www.reshorenow.org Access the links referenced by Harry below– TCO Estimator: https://reshorenow.org/tco-estimator/ Impact of TCO: https://reshorenow.org/blog/impact-of-using-tco-instead-of-price/ Import Substitution Program: https://reshorenow.org/isp/ 2018 data Report: https://drive.goog...
2020-08-0641 minCFA Society ChicagoPeak Globalization Series: Reshaping Global Trade with Jake SchleshingerCFA 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 @ExcellRichard Connect with Jake on LinkedIn @ jacobschlesinger Follow The Wall Street Journal on LinkedIn @the-wall-street-journal and www.wsj.com See Jake's article mentioned in the podcast here - https://www.wsj.com/articles/how-the-coronavirus-will-reshape-world-trade-11592592995 *Since this recording, Joe Biden spoke on July 9 focused on "Buy American" and bringing supply chains back home. Link to th...
2020-07-2331 minCFA Society ChicagoPeak Globalization Series: Supply Chain Part 2 with Ed Pound & Joe SweeneyCFA 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 assess and adjust supply chains in response Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Ed on LinkedIn @ ed-pound and Joe @ joe-sweeney See the article mentioned in the podcast here - https://projectproduction.org/ppi-thinking/project-supply-chain-resiliency-covid-19-update/ For more episodes go to www.cfachicago.org/podcasts
2020-07-1634 minCFA Society ChicagoPeak Globalization Series: Supply Chain Part 1 with Seenu SarmaCFA 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 Twitter @ExcellRichard Connect with Seenu on LinkedIn @ seenu-sarma and see his article mentioned in the podcast here - https://www.linkedin.com/pulse/adapting-sourcing-strategies-new-post-pandemic-world-seenu-sarma/ For more episodes go to www.cfachicago.org/podcasts
2020-07-0929 minCFA Society ChicagoInvestment Exchange Forum: Tax-loss HarvestingCFA Society Chicago member Rich Excell, CFA, chats with Brian Langstraat, CFA, President & CEO of Parametric on tax-loss harvesting strategies, why they work, when they don't and what you need to know about them. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Brian on LinkedIn @ brian-langstraat For more episodes go to www.cfachicago.org/podcasts
2020-07-0228 minCFA Society ChicagoInvestment Exchange Forum: Is Illinois still investable? CFA Society Chicago member Rich Excell, CFA discusses the current fiscal situation in Illinois with Nuveen Asset Management's Steve Hlavin, Senior Vice President, Portfolio Manager, and Molly Shellhorn, Managing Director, Senior Research Analyst. Connect with Rich on LinkedIn @ richexcellcfa and Twitter @ExcellRichard Connect with Steve on LinkedIn @ steve-hlavin Follow Nuveen on LinkedIn @ Nuveen and visit their website www.nuveen.com For more episodes go to www.cfachicago.org/podcasts
2020-06-1839 minCFA Society ChicagoPeak Globalization Series: Richard Thies of Driehaus Capital ManagementWe 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 might an unwind of globalization look like, if he thinks Chinese domestic consumption can support its own mercantilist economic structure, ESG concerns and if there are industries that might find economic advantages of moving to the US. Connect with Rich on LinkedIn @richexcellcfa and Twitter @ExcellRichard Connect with Richard on LinkedIn @richthies Follow Driehaus Ca...
2020-06-0433 minCFA Society ChicagoCFA Society Chicago and OIC Episode 3 of 3: PM's Use of Options with Rich Excell, CFA & Joe BurgoyneCFA 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 @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts
2020-05-2819 minCFA Society ChicagoCFA Society Chicago and OIC Episode 2 of 3: The Importance of Volatility with Rich Excell, CFA & Joe BurgoyneCFA 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 with Joe on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts
2020-05-2126 minCFA Society ChicagoCFA Society Chicago and OIC Episode 1 of 3: Basic Option Concepts with Rich Excell, CFA & Joe BurgoyneCFA 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 on LinkedIn @joe-burgoyne Follow OIC on LinkedIn @the-options-industry-council-oic- and Twitter @Options_Edu For more episodes go to www.cfachicago.org/podcasts
2020-05-1424 minCFA Society ChicagoThe Path to Recovery in a COVID-19 World with Brian Coulton & Rich Excell, CFACFA 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 @richexcellcfa and Twitter @ExcellRichard Connect with Brian on LinkedIn @brian-coulton For more episodes go to www.cfachicago.org/podcasts
2020-05-0732 minCFA Society ChicagoA Digital Dive into Fintech with Will Cong & Rich Excell, CFACFA 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 @richexcellcfa and Twitter @ExcellRichard Connect with Will on LinkedIn @linwilliamcong For more episodes go to www.cfachicago.org/podcasts
2020-04-2331 minCFA Society ChicagoEconomics with Nancy Lazar & Rich Excell, CFACFA 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 @richexcellcfa and Twitter @ExcellRichard Connect with Nancy on LinkedIn @nancy-lazar and follow Cornerstone Macro @cornerstone-macro For more episodes go to www.cfachicago.org/podcasts
2020-04-0231 minCFA Society ChicagoImpact Investing with Priya Parrish & Rich Excell, CFACFA 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 @priyaparrish For more episodes go to www.cfachicago.org/podcasts
2020-03-1125 minCFA Society ChicagoDigital Assets with Mike Creadon & Rich Excell, CFA Part 2Rich 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 @ExcellRichard Follow Mike on LinkedIn @michael-creadon and Twitter @Mcc2129 For more episodes go to www.cfachicago.org/podcasts
2020-02-1725 minCFA Society ChicagoDigital Assets with Mike Creadon & Rich Excell, CFA Part 1Rich 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 LinkedIn @michael-creadon and Twitter @Mcc2129 For more episodes go to www.cfachicago.org/podcasts
2020-01-3019 min
The Positive Pants Podcast065 - Do You Have A Fear Of Success?How The Fear Of Success IS Holding You Back Show note links: For more on this head to: www.franexcell.com/blog For more information or to apply for The Proactive Pants Mastermind: https://www.franexcell.com/proactivepants Book in a discovery call to see how I can help you: https://calendly.com/franexcell/30min To join my Free Facebook Community for daily mindset tips and tricks: https://www.facebook.com/groups/franexcellcommunity/ Download your Free Procrastination Buster here: https://franexcell.lpages.co/procrastinationbuster/ Make sure you're following me and share your...
2019-04-1511 min