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CFA Society Chicago

Apr 28, 2022

CFA Society Chicago member Tony Zhang, PhD, CFA talks with Felix Oberholzer-Gees, Professor at Harvard University on his book “Better, Simpler Strategy: A Value-Based Guide to Exceptional Performance” and how it applies to investing.

Connect with Tony on LinkedIn


Apr 27, 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 find his blog posts here -


Apr 21, 2022

CFA Society Chicago member Lotta Moberg, PhD, CFA talks with fellow Chicago member Michele Gambera, PhD, CFA, Co-head of strategic asset allocation at UBS Asset Management on his co-written paper “Asset allocation for an ESG world”.

Connect with Lotta on LinkedIn


Apr 11, 2022

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


Apr 8, 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.

View this discussion on YouTube - https://www.youtube.com/watch?v=l3R0zK4f7NU&ab_channel=CFASocietyChicago 

Connect with Rich on LinkedIn