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CFA Society Chicago

Jan 27, 2022

CFA 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 -


Jan 20, 2022

CFA Society Chicago member Rich Excell, CFA, talks with Loyola University CIO, Katie Wyatt, CFA on what we should be considering when it comes to inflation and asset allocation and how it can impact the investment process.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter...


Jan 13, 2022

CFA Society Chicago member Gaurav Kumar, CFA takes the lead in this week’s forum to chat with Dan Casey, head of credit risk portfolio management at BP on the risk of commodity trading and investing.

Connect with Gaurav on LinkedIn https://www.linkedin.com/in/gaurav-kumar-cfa-984a045/

Connect with Dan on LinkedIn


Jan 12, 2022

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 Twitter @ExcellRichard 

Connect with Lotta on LinkedIn Connect with Lotta on LinkedIn


Jan 7, 2022

CFA 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