CFA Society Chicago – Details, episodes & analysis

CFA Society Chicago member Dan Grana, CFA speaks with Greg Brown, the Van and Kay Weatherspoon Distinguished Professor of Finance at UNC Kenan-Flagler. They discuss the latest academic research in private asset performance, including results and applicability to practitioners in these asset classes.

Rich Excell CFA, CMT is joined by the CEO of the CFA Society Chicago Chris Vincent CFA to recap the 2025 Investment Themese series that just completed. Chris then tells us what to expect in the upcoming CFA Institute Live event from May 4-7 in Chicago

Maybe you noticed, or maybe you didn't, but a month ago, the PJM auction results were announced and the cost for energy capacity in the largest region in the US saw prices up 800% yay!  This was enough of a shock that we reached out to the Electirc Power Supply Association (EPSA) to ask them to explain what is going on. Rich Excell CFA, CMT was joined by Todd Snitchler, the President and CEO of EPSA, to walk us through the supply and demand dynamics in the energy market now

CFA 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

CFA 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

CFA 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

CFA Society Chicago member Lotta Moberg, CFA, discusses market expectations and alternative assets with Louis Finney, Co-Head of Strategic Asset Allocation Modeling at UBS.

Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/

For more episodes go to www.cfachicago.org/podcasts

Podcast References

Alternative investments: Improving portfolio performance

https://www.ubs.com/global/en/asset-management/insights/asset-class-research/asset-allocation/upgrade-your-asset-allocation/alternative-investments.html?campID=CAAS-ActivityStream

A catalyst for diversification: Five-year capital market assumptions

https://www.ubs.com/global/en/asset-management/insights/asset-class-research/asset-allocation/upgrade-your-asset-allocation/catalyst-for-diversification.html?campID=CAAS-ActivityStream

CFA Society Chicago member Monique Thanos, CFA, talks with Emily Lawrence, Director of Sustainable Investing at Northern Trust Asset Management on the evolution of ESG in investing.

Connect with Monique on LinkedIn https://www.linkedin.com/in/monique-thanos-phd-cfa-frm-4868a6158/

Connect with Emily on LinkedIn https://www.linkedin.com/in/emily-lawrence-426ba32/

Additional Information

https://www.northerntrust.com/united-states/what-we-do/investment-management/sustainable-investing/sustainable-investing-strategies?utm_source=cfa&utm_medium=referral&utm_campaign=am-global-esg--20210122

https://www.cfachicago.org/wp-content/uploads/2020/10/Staking-Out-Climate-Risk.pdf

https://www.cfachicago.org/wp-content/uploads/2020/10/Blog_-Managing-Risk-with-ESG-Investing.pdf

https://www.cfachicago.org/wp-content/uploads/2020/10/Blog_-How-500-Investors-Confronted-Climate-Risk.pdf

For more episodes go to www.cfachicago.org/podcasts

CFA 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

CFA 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/