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April 22, 2021
INVESTMENT EXCHANGE FORUM – STAKEHOLDER VS. SHAREHOLDER: STAKEHOLDER THEORY
R. Edward Freeman & Rich Excell, CFA
April 8, 2021
INVESTMENT EXCHANGE FORUM – ESG AND ENERGY TRANSITION
Rob West, CFA & Rich Excell, CFA
April 8, 2021
INVESTMENT EXCHANGE FORUM – GLOBAL MARKET RISK ANALYSIS
Dean Curnutt & Rich Excell, CFA
April 2, 2021
INVESTMENT EXCHANGE FORUM – STAKEHOLDER VS. SHAREHOLDER: SETTING THE STAGE
Kevin Stevens & Rich Excell, CFA
March 25, 2021
INVESTMENT EXCHANGE FORUM – MONETARY POLICY & MARKET STRESS
Tony Zhang, Ph.D., GMP, MBA, CFA & Rich Excell, CFA
March 18, 2021
INVESTMENT EXCHANGE FORUM – ESG AND ALTERNATIVE ENERGY
Martha Goodell, MBA, MS & Rich Excell, CFA
March 12, 2021
INVESTMENT EXCHANGE FORUM – ESG AND ASSET ALLOCATION
Amanda Agati, CFA, Nick Ashburn & Rich Excell, CFA
March 4, 2021
INVESTMENT EXCHANGE FORUM – USING TECHNICAL ANALYSIS TO DETERMINE THE MESSAGE FROM THE MARKETS
Jim Bianco & Rich Excell, CFA
February 25, 2021
INVESTMENT EXCHANGE FORUM – THE OPTIONS MARKET
Matt Moran & Rich Excell, CFA
February 18, 2021
INVESTMENT EXCHANGE FORUM – ESG VS. IMPACT INVESTING
Priya Parrish & Rich Excell, CFA
February 11, 2021
INVESTMENT EXCHANGE FORUM – PROPERTY VALUES
Fritz Kaegi, CFA & Rich Excell, CFA
February 4, 2021
CAPITAL MARKET EXPECTATIONS
Louis Finney & Lotta Moberg, Ph.D., CFA
January 29, 2021
ESG AND SUSTAINABLE INVESTING
Emily Lawrence & Monique Thanos, CFA
January 21, 2021
INVESTMENT EXCHANGE FORUM: ESG IN EMERGING MARKETS
Fabio Alperowitch, CFA & Rich Excell, CFA
January 15, 2021
INVESTMENT EXCHANGE FORUM: ESG – FIXED INCOME & GREEN BONDS
Mitch Reznick, CFA & Rich Excell, CFA
January 7, 2021
INVESTMENT EXCHANGE FORUM: COMMODITY INVESTING
John Reese & Rich Excell, CFA
December 31, 2020
INVESTMENT EXCHANGE FORUM: ESG AND DEEP VALUE INVESTING
Andrew Wellington & Rich Excell, CFA
December 23, 2020
INVESTMENT EXCHANGE FORUM: ESG – SUSTAINABLE FINANCE FROM AN ASSET OWNER PERSPECTIVE
Joe Halwax, CAIA CIMA & Rich Excell, CFA
December 17, 2020
INVESTMENT EXCHANGE FORUM: ESG IN ETFS
Ben Johnson, CFA & Rich Excell, CFA
December 10, 2020
INVESTMENT EXCHANGE FORUM: ESG – DIVERSITY, EQUALITY, & INCLUSION
Suresh Rajagopal, CFA, John Roberts & Rich Excell, CFA
December 4, 2020
INVESTMENT EXCHANGE FORUM: ESG IN REAL ESTATE & REITS
Dick Schiller, CFA, Jason Ren, CFA & Rich Excell, CFA
November 25, 2020
CAPITAL MARKETS WITH RIVER EDDY CAPITAL MANAGEMENT
Leo Schmidt & Christian Barron, CPA, CFA
November 12, 2020
INVESTMENT EXCHANGE FORUM: UNIVERSITY INVESTMENT GROUPS
Connor Walsh, Danny Feldmeier, Vrutik Patel, Fred Shoaff & Rich Excell, CFA
October 29, 2020
INVESTMENT EXCHANGE FORUM: ESG – IMPACT WITH A POSITIVE ALPHA
Sarah Bratton Hughes & Rich Excell, CFA
October 22, 2020
INVESTMENT EXCHANGE FORUM: CONVERTIBLE BONDS
Joe Wysocki, CFA & Rich Excell, CFA
October 15, 2020
INVESTMENT EXCHANGE FORUM: DIGITAL ASSETS
Mike Ossowski & Rich Excell, CFA
October 8, 2020
QUANT-FOCUSED ESG INVESTING
Mamadou-Abou Sarr & Monique Thanos, CFA
October 1, 2020
INVESTMENT EXCHANGE FORUM: INVESTING IN A ZERO RATE WORLD
Lotta Moberg, CFA & Rich Excell, CFA
September 24, 2020
INVESTMENT EXCHANGE FORUM: INVESTING IN PEAK GLOBALIZATION
Justin Hance, CFA & Rich Excell, CFA
September 17, 2020
PEAK GLOBALIZATION SERIES: FINAL THOUGHTS
Chris Vincent, CFA & Rich Excell, CFA
September 3, 2020
PEAK GLOBALIZATION SERIES: “OPEN” A PROGRESSIVE CASE FOR GLOBALIZATION
Dr. Kim Clausing & Rich Excell, CFA
August 20, 2020
PEAK GLOBALIZATION SERIES: IMPACTS ON THE ECONOMY
Greg Daco & Rich Excell, CFA
August 13, 2020
PEAK GLOBALIZATION SERIES: A NEW COLD WAR
Reva Goujon & Rich Excell, CFA
August 6, 2020
PEAK GLOBALIZATION SERIES: RESHORING
Harry Moser & Rich Excell, CFA
August 3, 2020
INVESTING IN CHINA
Brendan Ahern & Brett Bina, CFA, CAIA
July 23, 2020
PEAK GLOBALIZATION SERIES: RESHAPING GLOBAL TRADE
Jake Schleshinger & Rich Excell, CFA
July 16, 2020
PEAK GLOBALIZATION SERIES: SUPPLY CHAIN PART 2
Ed Pound, Joe Sweeney & Rich Excell, CFA
July 9, 2020
PEAK GLOBALIZATION SERIES: SUPPLY CHAIN PART 1
Seenu Sarma & Rich Excell, CFA
July 2, 2020
INVESTMENT EXCHANGE FORUM: TAX-LOSS HARVESTING
Brian Langstraat, CFA & Rich Excell, CFA
June 29, 2020
THE FUTURE OF LIBOR AND AMERIBOR
Dr. Richard Sandor & Blaine Reed, CFA
June 18, 2020
INVESTMENT EXCHANGE FORUM: IS ILLINOIS STILL INVESTABLE?
Steve Hlavin, Molly Shellhorn & Rich Excell, CFA
June 11, 2020
HOLISTIC WEALTH MANAGEMENT
Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA
June 4, 2020
PEAK GLOBALIZATION SERIES: DRIEHAUS
Richard Thies & Rich Excell, CFA
May 28, 2020
OIC EPISODE 3 OF 3: PM’S USE OF OPTIONS
Joe Burgoyne & Rich Excell, CFA
May 21, 2020
OIC EPISODE 2 OF 3: THE IMPORTANCE OF VOLATILITY
Joe Burgoyne & Rich Excell, CFA
May 14, 2020
OIC EPISODE 1 OF 3: BASIC OPTION CONCEPTS
Joe Burgoyne & Rich Excell, CFA
May 7, 2020
PATH TO RECOVERY IN A COVID-19 WORLD
Brian Coulton & Rich Excell, CFA
April 23, 2020
A DIGITAL DIVE INTO FINTECH
Will Cong & Rich Excell, CFA
April 16, 2020
CANNABIS: INSIGHTS & OPPORTUNITIES
Kristoffer Inton & Mike Kalil, CFA
April 9, 2020
LIBOR VS SOFR
Meredith Coffey & Blaine Reed, CFA
April 2, 2020
ECONOMICS WITH CORNERSTONE MACRO
Nancy Lazar & Rich Excell, CFA
March 26, 2020
INVESTING IN PRIVATE DEBT MARKETS
Tony Berkley & David Sekera, CFA
March 18, 2020
LIFE AFTER LIBOR
Brian Battle & Blaine Reed, CFA
March 11, 2020
IMPACT INVESTING WITH IMPACT ENGINE
Priya Parrish & Rich Excell, CFA
March 5, 2020
VAULT SERIES: CHICAGO MEDIA ANGELS
Ted Reilly & Brian Gilmartin, CFA
February 17, 2020
DIGITAL ASSETS: PART 2
Mike Creadon & Rich Excell, CFA
February 13, 2020
OPPORTUNITY ZONES
Andrew Lee & Lotta Moberg, CFA
February 3, 2020
VAULT SERIES: BIOTECH
Michael Caldwell & Brian Gilmartin, CFA
January 30, 2020
DIGITAL ASSETS: PART 1
Mike Creadon & Rich Excell, CFA