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CFA Society Chicago

Mar 25, 2021

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, and Decentralized Finance (DeFi).

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Mar 18, 2021

CFA 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 

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Mar 12, 2021

CFA 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...


Mar 4, 2021

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 inflation and why it matters.

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