Richard Excell

Richard Excell

Clinical Assistant Professor

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Contact

432 Wohlers Hall

1206 S. Sixth

Champaign, IL 61820

excell@illinois.edu

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Educational Background

  • Master of Business Administration, High Honors, Finance and Entrepreneurship, University of Chicago, 2001
  • Bachelors of Science, High Honors, Finance, University of Illinois at Urbana-Champaign, 1990

Positions Held

  • Advisor, CME Group, 2022 to present
  • Clinical Assistant Professor, University of Illinois at Urbana-Champaign, 2022 to present
  • Founder, ESA Impacts, 2020 to present
  • Instructor of Finance, University of Illinois at Urbana-Champaign, 2019-2022
  • Senior Portfolio Manager, Wolverine Asset Management, 2014-2020
  • CIO/Partner, Satori Investment Partners, 2013-2014
  • Managing Director, Head of European Single Manager Platform, UBS O'Connor, 2008-2011
  • Executive Director, Co-Head of Derivatives Trading Funds, UBS O'Connor, 2006-2007
  • Executive Director, Co-PM of Opportunistic Equity Long/Short Fund, UBS O'Connor, 2005-2006
  • Managing Member, Excell Ventures, LLC, 2004 to present
  • Managing Director, Co-Head of Global Equities, UBS O'Connor, 2001-2013
  • Director, Co-Portfolio Manager for Financials Sector and Head of US Trading for the Fundamental Market Neutral Fund, UBS O'Connor, 2001-2005
  • General Manager, Head of FX Options, Sales and Trading, Asia-Pacific, Credit Agricole Indosuez, 1998-2000
  • Executive Director, Head of FX Options, Asia-Pacific, Barclay's Capital, 1996-1998
  • Executive Vice President, Senior Portfolio Risk Manager, First Chicago Corporation, 1994-1996
  • Associate Director, Portfolio Risk Manager, SBC/O'Connor, 1992-1994
  • Associate Director, Derivatives Trader, SBC/O'Connor, 1990-1992

Recent Publications

Other Publications

Presentations

  • Excell, R. (2021). Macro Matters. Podcast on macro events driving markets, CFA Society Chicago.

Current Courses

  • Finance for Non-Finance Majors (FIN 199)

  • Investment Management Academy (FIN 392) Overview of security analysis with the objective of how to value an investment proposition for inclusion in a portfolio of securities managed by students in the class. Focus will be in areas of fundamental securities analysis with the emphasis on equity valuation. Course will not satisfy Finance major requirements.

  • Real Client Managed Portfolios (FIN 419) Applies academic topics on financial markets, security analysis/valuation and portfolio management to hands-on investment management. Students will form and review objectives, constraints, and investment policy as it relates to the client's money under management. They will purchase securities, monitor performance of the portfolio, and make recommendations for any adjustments to the holdings. They will be fully educated and responsible to the fiduciary and ethical standards of professional money management as guided by the CFA Institute.

  • Appl. of Derivative Strategies (FIN 490) Lectures and discussions relating to new areas of interest. See class schedule for topics and prerequisites.

  • ESG Certification (FIN 490) Lectures and discussions relating to new areas of interest. See class schedule for topics and prerequisites.

  • Applied Portfolio Management (FIN 579) Applies academic topics on financial markets, security analysis/valuation and portfolio management to hands-on investment management. Students will form and review objectives, constraints, and investment policy as it relates to the client's money under management. They will purchase securities, monitor performance of the portfolio, and make recommendations for any adjustments to the holdings. They will be fully educated and responsible for the fiduciary and ethical standards of professional money management as guided by the CFA Institute.

  • Appl. of Derivative Strategies (FIN 580) Lectures and discussions relating to new areas of interest. See class schedule for topics and prerequisites.

  • ESG Certification (FIN 580) Lectures and discussions relating to new areas of interest. See class schedule for topics and prerequisites.

  • Practicum (FIN 583) A semester-long, typically corporate-sponsored, team project for MSFE and MSF students that is usually completed by the end of the third semester of study. The goals of the Practicum are: a) to use learned or new tools on real world projects of interest to the corporate sponsor; b) to replicate as closely as possible the environment of the working world where students will soon find themselves employed; c) to work cohesively with other members of a team so as to efficiently produce the desired project results; and d) to be able to communicate effectively with technical and non-technical audiences, which may include the sponsor and/or co-workers.

  • Applied Portfolio Management (FIN 589) Applies academic topics on financial markets, security analysis/valuation and portfolio management to hands-on investment management. Students will form and review objectives, constraints, and investment policy as it relates to the client's money under management. They will purchase securities, monitor performance of the portfolio, and make recommendations for any adjustments to the holdings. They will be fully educated and responsible for the fiduciary and ethical standards of professional money management as guided by the CFA Institute.

  • Financial Mngmt Capstone (MBA 590) This course covers various topics from each iMBA Specialization. Group projects and individual assignments will be required. Students are required to take 2 Specialization Capstones for their iMBA degree.

Contact

432 Wohlers Hall

1206 S. Sixth

Champaign, IL 61820

excell@illinois.edu

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