Compound
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.
New episodes TBA
Stream Past Episodes
Juan P Carreto Chapa, CFA: One CFA Charterholder’s Journey
A conversation with Juan P Carreto Chapa, CFAHear from a CFA Chaterholder whose path began in middle school
Episode Assets
Guest Bios
- Juan P Carreto Chapa, CFA, JP Morgan
John Twomey: A Nuanced View of Alternative Asset Allocation
A conversation with John TwomeyHear how one pro views allocations, managers and managed futures
Episode Assets
Guest Bios
- John Twomey, Abbey Capital
Great Research You Might Have Missed
A conversation with Paul AndrewsHear what important research CFA Institute has published that you should read (featuring Paul Andrews, CFA Institute)
Episode Assets
Guest Bios
- Paul Andrews, CFA Institute
Transforming Sustainable Data into Insights
A conversation with Mirtha KastrapeliEpisode Assets
Guest Bios
- Mirtha Kastrapeli, ISS ESG
Where are the Developed Markets Going?
A conversation with Gillian Wolff, CFAHear what one Bloomberg analyst sees in their data
Episode Assets
Guest Bios
- Gillian Wolff, CFA, Bloomberg
How to Survive a Mutual Fund to Active ETF Transition
A conversation with Matt Barry, CFAHear about what transitions like this will mean for the industry
Episode Assets
Guest Bios
- Matt Barry, CFA, Touchstone
What are Investment Managers Really Doing with Generative AI?
A conversation with Amit SinghHear from someone at Amazon about what his customers are really doing with Gen AI
Episode Assets
Guest Bios
- Amit Singh, Amazon
Why are Managed Futures the Most Hated Sub-sector?
A conversation with Andrew BeerHear from one founder about why he thinks the hate is misplaced
Episode Assets
Guest Bios
- Andrew Beer, DBi
What is one of the largest banks actually doing with tokenization?
A conversation with Dennis Cristallo, CFAHear how tokenization is reconfiguring financial services infrastructure and how it’s not
Episode Assets
Guest Bios
- Dennis Cristallo, CFA, JP Morgan
CFA Institute’s Latest and Greatest Research
A conversation with Paul AndrewsHear from the person at the top of the research department of CFAI about what is out and what’s coming
Episode Assets
Guest Bios
- Paul Andrews, CFA Institute
What Can Long Term ESG Experience Tell You
A conversation with Romina ReversiHear from one of the most experienced at ESG issuance talk about recent trends and which subsectors look good
Episode Assets
Guest Bios
- Romina Reversi, Credit Agricole
