Investment Exchange Forum:

Investing in Peak Globalization

Justin Hance, CFA & Rich Excell, CFA

Peak Globalization Series:

Final Thoughts

Chris Vincent, CFA & Rich Excell, CFA

Peak Globalization Series:

“Open” a Progressive Case for Globalization

DR. KIMBERLY CLAUSING & RICH EXCELL, CFA 

Peak Globalization Series:

Impacts on the Economy

Greg Daco & Rich Excell, CFA

Peak Globalization Series:

A New Cold War

Reva Goujon & Rich Excell, CFA

Peak Globalization Series:

Reshoring

Harry Moser & Rich Excell, CFA

Charts referenced in podcast 

Investing in China

Brendan Ahern & Brett Bina, CFA, CAIA

Peak Globalization Series:

Reshaping Global Trade

Jake Schleshinger & Rich Excell, CFA

How the Coronavirus Will Reshape World Trade (WSJ)

Peak Globalization Series:

Supply Chain Part 2 

Ed Pound, Joe Sweeney & Rich Excell, CFA

Peak Globalization Series:

Supply Chain Part 1 

Seenu Sarma & Rich Excell, CFA

Adapting Sourcing Strategies in the New Post-Pandemic World

Investment Exchange Forum:

Tax-loss Harvesting

Brian Langstraat, CFA & Rich excell, CFA

The Future of Libor and Ameribor

Dr. Richard Sandor & Blaine Reed, CFA

Investment Exchange Forum:

Is Illinois still investable?

Steve Hlavin, Molly Shellhorn & Rich Excell, CFA

Holistic Wealth Management

Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

Peak Globalization Series:

Driehaus

Richard Thies & Rich Excell, CFA

Path to Recovery in a COVID-19 World

Brian Coulton & Rich Excell, CFA

A Digital Dive into Fintech

Lin William Cong & Rich Excell, CFA

Cannabis: Insights & Opportunities

Kristoffer Inton & mike kalil, CFA

LIBOR vs SOFR

meredith coffey & Blaine Reed, CFA

Economics with Nancy Lazar

nancy lazar & Rich Excell, CFA

Investing in Private Debt Markets

Tony Berkley & David Sekera, CFA

Life After LIBOR

Brian Battle & Blaine Reed, CFA

Digital Assets – Part II

Mike Creadon & Rich Excell, CFA

Opportunity Zones

ANDREW LEE & LOTTA MOBERG, CFA

Vault Series:

Biotech

MICHAEL CALDWELL & Brian Gilmartin, CFA

Digital Assets

Mike Creadon & Rich Excell, CFA

PM’s Use of Options:

Episode 3 of 3

Joe Burgoyne & Rich Excell, CFA

The Importance of Volatility:

Episode 2 of 3

Joe Burgoyne & Rich Excell, CFA

Basic Option Concepts:

Episode 1 of 3

Joe Burgoyne & Rich Excell, CFA

Impact Investing with Impact Engine

PRIYA PARRISH & RICH EXCELL, CFA

Vault Series:

Chicago Media Angels

TED REILLY & BRIAN GILMARTIN, CFA