Insights Podcast

Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world.

Guests will explore and discuss complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.

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In the meantime, feel free to stream available episodes here.

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Ep 100

The Risks to Global Markets in Passive Investments

A conversation with Michael Green, CFA

Hear why passive investments are a risk to the markets and what active managers can (and can’t) do about it

Ep 99

What You Should be Reading from CFA Institute

A conversation with Paul Andrews

Hear which of CFA Institute’s research pieces you should be reading, from the person responsible for them

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Guest Bios

Ep 98

What You Shouldn’t Do When Comparing Portfolio Forecasts

A conversation with Jose Menchero, CFA
Get ready for one of our most complex podcasts, on which you will hear about some jaw dropping data
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Guest Bios

Ep 97

Where to Start with ESG Due Diligence

A conversation with Martina Tessari

Hear from one of the authors of the standards about where she would start, as an investor

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Guest Bios

Ep 96

What an Analytical View of the American Consumer Tells Us

A conversation with Marvin Loh

Hear what a pile of research and data says about the all important American consumer

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Ep 95

The Most Common Mistakes in Financial Modeling

A conversation with Ian Schnoor, CFA

This week’s guest built and sold a trainig company that teached financial modeling. Hear where it can go wrong.

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Ep 94

What a Significant Analytical Approach to Asset Allocation Says

A conversation with Phil Taylor, CFA

Hear a long run analytical view from a former Chair of CFA Society New York

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Ep 93

Consolidation Trends: The Future of Cannabis Companies

A conversation with Jordan Youkilis

In this episode, we delve into the inevitable consolidation of cannabis companies, exploring the driving forces behind this trend and its implications for the industry’s future.

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Ep 92

An ESG Analyst’s Perspective: Insights on the Long-Term Outlook

A conversation with Anne Van Riel

Tune in to discover which data segments, standards, and numerical factors are making an exit.

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Ep 91

Navigating DEI in the Corporate Landscape: Strategies and Metrics for Portfolio Managers

A conversation with Emily DeMasi

Dive into the latest episode where we explore the dynamic landscape of DEI, delving into the future outlook for both company managers and portfolio managers. Gain valuable insights and stay ahead in the ever-evolving world of diversity, equity, and inclusion strategies.

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Ep 90

Insights from the Author of the MBA ESG Text Book “Responsible Investing: An Introduction to Environmental, Social, and Governance Investments”

A conversation with Matthew Sherwood, PhD

Hear from a prolific writer and fund manager about his view of the risk premia from ESG and what’s next.

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