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CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry. Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more. Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.
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cfapeople

Camden First Assembly

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This podcast keeps you up to date on the latest sermons happening each week at CFA! Our hope is that each sermon will bless your life as God speaks to your heart. Thanks for joining us!
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CFA HOPE

Christian Faith Assembly

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Our mission here at Christian Faith Assembly is to inspire intimate relationships with CHRIST, demonstrate Kingdom CULTURE & release hope in our COMMUNITY.
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Communication Foundation for Asia, which is a non-stock, non-profit NGO dedicated to use of the media for total human development, has once again moved forward for another big challenge to disseminate its treasured gems through a modern medium today: a Podcast. CFA SANCTUNER’s mission is to harness the power of radio podcasting to propagate the good moral and Christian values for human social development.
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Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the same cycle after cycle, decade a…
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In this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net wor…
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In this episode, we investigate the pivotal points that clients continually express genuinely matter when seeking financial guidance. Hear Tyler Emrick, CFA®, CFP®, explore the deeper aspects of working with a Financial Advisor and how they hold significance when choosing and continuing to work with a financial professional. Here’s some of what we …
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Rich Excell CFA, CMT interviews Mark Higgins CFA, CFP, the author of the book "Investing in US Financial History". Mark writes an extensive account of the events in US financial history, from 1790 to the present, that should help inform policy markets and investors, because the source of many of these events are the same cycle after cycle, decade a…
  continue reading
 
In this podcast, hear Tyler Emrick, CFA®, CFP®, delve into the often misunderstood world of Required Minimum Distributions (RMDs). Join us as we uncover the essential strategies and tips to help you navigate RMDs and make informed decisions for a secure and fulfilling retirement. Whether you’re new to RMDs or seeking to optimize your distribution s…
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Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together again to cover a range of topics. We start by following up from our last discussion on crypto given the news of the Bitcoin ETF. Then we get into the economy, rates and stocks. A full macro podcast
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CFA Society Chicago member Dan Grana, CFA, talks with Ana Marshall, CFA, the Chief Investment Officer of the William and Flora Hewlett Foundation about her recent book "The Climb to Investment Excellence." Connect with Dan on LinkedIn https://www.linkedin.com/in/daniel-grana/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachi…
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Each year, about two-thirds of Americans plan on making a financial-related New Year’s resolution for the year ahead, with just over 80% of them bailing on that resolution before January ends. Don’t bail on your financial resolution! Join us on this episode of Retire Smarter as Tyler Emrick, CFA®, CFP®, gives easy and actionable suggestions for wha…
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In this episode, host Sarah Samuels, CFA, CAIA, sits down with Devon Drew, CIMA, founder and CEO of DFD Partners. The two talk about foundational childhood experiences that formed who he is today, his career progression from equity sales to wealth management, his inspirations, becoming an entrepreneur in this space and addressing the challenges tha…
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Monique Thanos PhD, CFA, Tony Zhang PhD, CFA and Rich Excell CFA, CMT get together in the latest installment of Macro Matters to disucss the headlines, price moves and catalysts in the cryptocurrency market. Potential Bitcoin ETFs? Layer 2 protocols? How will AI impact crypto? Check, check and check, all were covered. Let us know your thoughts!…
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Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back for another episode of Macro Matters. This week they look at financial markets from a fundamental and technical perspecitve, discussing what risks investors may need to be watchful of, but also opportunities where investors should potentially look…
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Join us on this eye-opening episode of Retire Smarter as Tyler Emrick, CFA®, CFP® delves into the intriguing world of Social Security benefits. While delaying your benefit is often the obvious choice, we challenge conventional wisdom and explore scenarios where taking Social Security early can actually be a smart financial move. Here’s some of what…
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For the next installment in the IEF private credit series, Rich Excell, CFA, speaks with Isaiah Toback, the Deputy Co-Chief Investment Officer for Castlelake. Castlelake's primary business is in asset-based finance and they dig into the similarities and differences between this strategy of private credit and other strategies in the sector.…
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Pick your favorite financial publication. One minute, they tout a financial collapse and pending recession, and then seemingly on a dime, headlines change to - "cash yields are attractive" and "the stock market finishes at its highest level in twelve months." Making portfolio decisions through all the noise can be a challenge. What is the right inv…
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In this episode, host Sarah Samuels, CFA, CAIA, sits down with Sloan Klein, career coach and executive coach for investment management and financial services professionals. The two talk about foundational childhood experiences that formed who she is today, how she has challenged herself throughout her professional career, transitioning into a caree…
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It has been two months since our last Macro Matters podcast and a LOT has changed. Back then, we were talking about Bond Vigilantes and risks in the market. Now, we have had one of the best 4-6 week returns across assets in a long, long time. Tony Zhang and Rich Excell get together to talk abot what they see going on in the market…
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Recently, famous radio show host and personal finance guru Dave Ramsey made headlines by saying he’s perfectly comfortable with an 8% withdrawal rate in retirement. Critics were quick to respond, calling his advice scary, dangerous, and just plain wrong. So, who’s right? On this episode, hear Tyler Emrick, CFA®, CFP®, break down Ramsey’s comments a…
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Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." This fascinating book discusses accumulating wealth, investment risk-sizing, and making better financial decisions.저자 Rick Ferri, CFA
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On this episode, we dive into real-life scenarios to gain insight into crafting a successful and early retirement plan. Hear Tyler Emrick, CFA®, CFP®, dissect a client's journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to off…
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In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities a…
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In our inaugural episode, host Sarah Samuels, CFA, CAIA, sits down with Ted Seides, CFA, founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. The two talk about Ted's career journey, advice for investment professionals managing their careers, his bet with Warren Buffett, and his overall investment philosophy…
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Host Audrena Redmond is joined by Danielle Muñoz-Channel, Director of Basic Needs at CSU Long Beach. In this conversation on basic needs, Redmond and Muñoz-Channel discuss the challenges that college students face and encourage faculty, staff, and students to utilize and promote basic needs programs on CSU campuses.…
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The CFA Society Chicago is embarking on a multi-part series exploring the private credit market and the different strategies with some of the most influential firms in the business. IN part one, Rich Excell, CFA, speaks to Brad Rogoff, CFA, the Head of FICC Research at Barclays Capital. Brad helps explain why private credit has grown so much post t…
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CFA Society Boston presents Pull Up a Chair – an original podcast series created specifically for investment professionals. Join our host Sarah N. Samuels, board chair of CFA Society Boston, as she chats with leading industry voices with diverse backgrounds offering candid conversations and fresh perspectives. Check out the trailer for season one!…
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It's that time of year again … the fourth quarter. Before you get enthralled with the holiday season, it's time to look back over this year and towards the next. Have you completed all the financial goals you set this year? Reviewed your medical coverage? Executed your tax planning for the year? Set your preliminary tax strategy and retirement dist…
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The emotions and questions seem to come from everywhere and out of nowhere as you inevitability approach retirement. Even the most prepared will ask, second guess, and then ask again: Do I have enough to retire? How do I ensure it lasts? Leading retirement researcher Moshe Milevsky addressed this in a paper "How Long Will a Nest Egg Last." In this …
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Tony Zhang and Rich Excell are back after a brief hiatus to talk about all things macro. Right now, we are in the middle of a BIG macro event - the move in yields. This has implications for every asset around the world. What is causing this? How will this play out? What is most affected? How should members be thinking about the move in yields? List…
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Surprise! Another robust study showed investors are still underperforming and making bad investment decisions. Morningstar released its yearly "Mind the Gap" study last month, showing investors have lost on average 1.7% yearly -- that's $17,000 on a $1,000,000 portfolio -- over the last decade. Why so and how can we stop the madness?! In this episo…
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Here it comes again… F. E. A. R. This time manifest from headlines of the U.S. dollar’s demise as a reserve currency, spiraling inflation, low growth and an expressway to investment-return hell. Listen to Kevin Kroskey, CFP®, MBA cut through the B.S. to understand what the economic risks are or are not and how they do or do not translate to your in…
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