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CFA Society Chicago and OIC
Episode 1 of 3: Basic Option Concepts

Rich Excell, CFA & Joe Burgoyne

CFA Society Chicago and OIC
Episode 2 of 3: The Importance of Volatility

Rich Excell, CFA & Joe Burgoyne

CFA Society Chicago and OIC
Episode 3 of 3: PM’s Use of Options

Rich Excell, CFA & Joe Burgoyne

Impact Investing with Priya Parrish, Managing Partner at Impact Engine

May 29, 2019

Distinguished Speaker Series:
Howard Marks, CFA

February 22, 2019

Since the formation of Oaktree in 1995, Howard Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction.

Distinguished Speaker Series:
Joel Greenblatt

December 5, 2018

The shift to passive management is a powerful trend dominating the investment industry. However, active management is the only way to truly outperform the market as a whole over time. Gotham Asset Management founder and co-CIO Joel Greenblatt shares his thoughts on the debate and provide insights on ways to navigate the changing landscape.

Distinguished Speaker Series Breakfast: James Bullard

September 12, 2018

James Bullard, president and CEO of the Federal Reserve Bank of St. Louis, speaks about the U.S. Economy and Monetary Policy.

Vault Series Podcast:
Chicago Media Angels with
Executive Director Ted Reilly

July 16, 2018