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November 20, 2023
William Fitzpatrick CFA & Gautam Dhingra, PhD, CFA
William Fitzpatrick, Gautam Dhingra
November 15, 2023
Investment Exchange Forum – Private Credit Series – Opportunistic investing
Rich Excell, Brook Scardina
November 6, 2023
Private Credit Series – An Investment Overview
Rich Excell, Brad Rogoff
Macro Matters: The Bond Vigilantes Return – Volume 9 
Richard Excell, Tong Zhang
March 23, 2023
Macro Matters: Reaction to the March FOMC Meeting – 2023, Volume 3
March 7, 2023
Macro Matters: Crypto, AI and Emerging Technologies – 2023, Volume 2
February 24, 2023
Antti Ilmanen – Expected Returns
February 21, 2023
Macro Matters: Inflation, Economy and FOMC Impact on the Market – 2023 Volume 1
December 8, 2022
Investment Exchange Forum – Japan and China Economies in 2023
October 26, 2022
Investment Exchange Forum – sorting through US election issues with Donald Schneider
October 19, 2022
Investment Exchange Forum – China today with Reva Goujon
September 15, 2022
Investment Exchange Forum – Looking through the tail risks in the market with Mr. Risk
September 14, 2022
Investment Exchange Forum – The macroeconomic outlook for the coming quarter and year
June 23, 2022
INVESTMENT EXCHANGE FORUM – MOVING FROM TRADFI TO DEFI – LESSONS LEARNED
Micki Koonin & Rich Excell, CFA
June 16, 2022
INVESTMENT EXCHANGE FORUM – REAL ESTATE MARKET TRENDS
Cliff Booth & Rich Excell, CFA
June 9, 2022
INVESTMENT EXCHANGE FORUM – VENTURE CAPITAL
Nick Moran & Rich Excell, CFA
June 3, 2022
MACRO MATTERS SERIES – CANNABIS
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
June 2, 2022
INVESTMENT EXCHANGE FORUM – PRIVATE MARKETS
Bob Long & Rich Excell, CFA
May 26, 2022
INVESTMENT EXCHANGE FORUM – NLP TECHNIQUES FOR INVESTING
Dan Joldzic, CFA & Rich Excell, CFA
May 20, 2022
MACRO MATTERS SERIES – STABLECOINS DOES A CRYPTO CRASH CREATE A CRISIS?
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
May 12, 2022
INVESTMENT EXCHANGE FORUM – THE CHANGING FACE OF WEALTH MANAGEMENT AND THE CHALLENGES ADVISORS FACE
Brie Williams & Rich Excell, CFA
May 5, 2022
INVESTMENT EXCHANGE FORUM – THEMATIC INVESTING
Pat Tschosik, CFA, CMT & Rich Excell, CFA
April 28, 2022
STRATEGY IN INVESTING
Felix Oberholzer-Gees & Tony Zhang, PhD
April 27, 2022
MACRO MATTERS SERIES – YIELD CURVE INVERSION: IS DURATION DURABLE OR DOOMED?
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
April 21, 2022
ASSET ALLOCATION FOR AN ESG WORLD
Michele Gambera, CFA & Lotta Moberg, PhD, CFA
April 11, 2022
INVESTMENT EXCHANGE FORUM – NATURAL LANGUAGE PROCESSING (NLP)
Ben McMillan & Rich Excell, CFA
April 8, 2022
MACRO MATTERS SERIES – YIELD CURVE INVERSION: DIVERSION OR SUBMERSION?
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
April 7, 2022
SPACE INDUSTRY
Chris Quilty & Gaurav Kumar, CFA
March 31, 2022
EQUITY DURATION
Richard Sloan & Dan Grana, CFA
March 24, 2022
INVESTMENT EXCHANGE FORUM – THE FUTURE OF INFLATION
Paul Donovan & Rich Excell, CFA
March 17, 2022
INVESTMENT EXCHANGE FORUM – SELF-DIRECTED IRAS
Brad Janitz & Rich Excell, CFA
March 11, 2022
INVESTMENT EXCHANGE FORUM – REAL ESTATE
Frank Haggerty, Jr., CFA & Rich Excell, CFA
March 4, 2022
MACRO MATTERS SERIES – THE ROLE OF CRYPTO IN THE UKRAINIAN CRISIS
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
February 24, 2022
INVESTMENT EXCHANGE FORUM – BEHAVIORAL FINANCE
Barry Mandinach & Rich Excell, CFA
February 14, 2022
MACRO MATTERS SERIES – VALUE & GROWTH
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
February 10, 2022
INVESTING DECISIONS IN INSURANCE
Sourna Daneshvar & Gaurav Kumar, CFA
February 3, 2022
NFTs
Jordan Prince & Lotta Moberg, CFA
February 2, 2022
MACRO MATTERS SERIES – GEOPOLITICS AND THE ENERGY MARKETS
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
January 27, 2022
INVESTMENT EXCHANGE FORUM – ESG INVESTING
Catherine Drake, CFA & Rich Excell, CFA
January 20, 2022
INVESTMENT EXCHANGE FORUM – INFLATION & ASSET ALLOCATIONS
Katie Wyatt, CFA & Rich Excell, CFA
January 18, 2022
INVESTMENT EXCHANGE FORUM – RISK MANAGEMENT IN COMMODITY TRADING & INVESTING
Dan Casey & Gaurav Kumar, CFA
January 12, 2022
MACRO MATTERS SERIES – INTEREST RATES, FISCAL POLICY, AND INFLATION
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
January 7, 2022
INVESTMENT EXCHANGE FORUM – INFLATION & THE EQUITY MARKET
Thomas Digenan, CFA & Rich Excell, CFA
January 6, 2022
MACRO MATTERS SERIES – LESSONS FROM 2021 EVENTS AND A 2022 OUTLOOK
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
December 28, 2021
INVESTMENT EXCHANGE FORUM – SUPPLY CHAIN ISSUES
Harry Moser & Rich Excell, CFA
December 22, 2021
INVESTMENT EXCHANGE FORUM – INFLATION
Kedran Panageas & Rich Excell, CFA
December 17, 2021
MACRO MATTERS SERIES – ALTERNATIVE DATA
Rich Excell, CFA, Lotta Moberg, PhD, CFA and Tony Zhang, PhD, CFA
December 14, 2021
INVESTMENT EXCHANGE FORUM – ENRON 20 YEARS ON, THOUGHTS FROM THE INSIDE
James Timmins & Rich Excell, CFA
December 9, 2021
FINTECH IN TODAY’S ECONOMY
Karl Grabbi, CFA & Lotta Moberg, CFA
December 7, 2021
MACRO MATTERS SERIES – CORONAVIRUS
Rich Excell, CFA, Lotta Moberg, CFA, & Tony Zhang, CFA
December 2, 2021
WHAT IS THE CONNECTION BETWEEN ECONOMIC GROWTH & EQUITY RETURNS?
Roger Ibbotson & Lotta Moberg, CFA
November 18, 2021
MACRO MATTERS SERIES – INFLATION
Rich Excell, CFA, Lotta Moberg, CFA, & Tony Zhang, CFA
November 11, 2021
INDUSTRY INSIGHTS WITH HEATHER BRILLIANT, CFA
Heather Brilliant, CFA & Chris Vincent, CFA
October 21, 2021
INVESTMENT EXCHANGE FORUM – “DISUNITED NATIONS” AND ECONOMIC CHANGE
Peter Zeihan & Rich Excell, CFA
October 14, 2021
INVESTMENT EXCHANGE FORUM – RISK IN THE CHINESE ECONOMY
Tony Zhang, Ph.D., GMP, MBA, CFA & Rich Excell, CFA
October 7, 2021
INVESTMENT EXCHANGE FORUM – ASIAN CRYPTO ECOSYSTEM
Katt Gu and Suji Yan, & Rich Excell, CFA
September 16, 2021
INVESTMENT EXCHANGE FORUM – CLIMATE CHANGE & INVESTING
Liz Henderson, Katie Sabo, & Rich Excell, CFA
September 9, 2021
INVESTING IN CHINA: WHAT HAS CHANGED?
Brendan Ahern & Brett Bina, CFA, CAIA
September 2, 2021
INDUSTRY INSIGHTS WITH MICHAEL FALK, CFA
Michael Falk, CFA & Chris Vincent, CFA
August 26, 2021
INVESTMENT EXCHANGE FORUM – ALTERNATIVE DATA
Tony Zhang, Ph.D., GMP, MBA, CFA & Rich Excell, CFA
August 12, 2021
THE SYNDICATED LOAN MARKET
Bill Housey, CFA & Blaine Reed, CFA
July 22, 2021
INVESTMENT EXCHANGE FORUM – DECENTRALIZED FINANCE (DEFI) & REGULATION
Nelson Rosario & Rich Excell, CFA
July 15, 2021
INVESTMENT EXCHANGE FORUM – DECENTRALIZED FINANCE (DEFI) & MACROECONOMICS
Lyric Hughes Hale & Rich Excell, CFA
July 8, 2021
INVESTMENT EXCHANGE FORUM – DECENTRALIZED FINANCE (DEFI) & THE BEARISH OUTLOOK
Chen Zhao & Rich Excell, CFA
July 1, 2021
INVESTMENT EXCHANGE FORUM – DECENTRALIZED FINANCE (DEFI) AND TRADFI: A VIEW FROM THE BUYSIDE
Dan Johnson & Rich Excell, CFA
June 24, 2021
COMMODITY INVESTING
John Reese & Lotta Moberg, PhD, CFA
June 4, 2021
INVESTMENT EXCHANGE FORUM – DECENTRALIZED FINANCE (DEFI) AND INVESTING OPPORTUNITIES
Matt Hougan & Rich Excell, CFA
June 3, 2021
INVESTMENT EXCHANGE FORUM – DECENTRALIZED FINANCE (DEFI) AND DISRUPTION
EJ Rogers, Keegan Selby, & Rich Excell, CFA
May 27, 2021
INVESTMENT EXCHANGE FORUM – DECENTRALIZED FINANCE (DEFI) AND CRYPTOCURRENCIES
Mike McGlone, CFA & Rich Excell, CFA
May 20, 2021
INVESTMENT EXCHANGE FORUM – DECENTRALIZED FINANCE (DEFI): NEW VENTURES AND INVESTING IN THE BLOCKCHAIN ECOSYSTEM
Rumi Morales & Rich Excell, CFA
May 13, 2021
INVESTMENT EXCHANGE FORUM – STAKEHOLDER VS. SHAREHOLDER: RESPONSIBLE INVESTING
Fiona Reynolds & Rich Excell, CFA
April 29, 2021
INVESTMENT EXCHANGE FORUM – STAKEHOLDER VS. SHAREHOLDER: DEFENDING MILTON FRIEDMAN
Thomas Coleman, Steven Durlaf & Rich Excell, CFA
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