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.

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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

Episode Assets

Guest Bios

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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Guest Bios

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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Guest Bios

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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Guest Bios

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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Guest Bios

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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Guest Bios

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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Ep 89

What’s Next for Direct Lending

A conversation with Aren LeeKong

Hear from a former asset owner, borrower and now lender at Carlyle.

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Guest Bios

Ep 88

How Due Diligence is Being Complicated by Tech and Macro Factors

A conversation with Tim Paulin, CFA

Macro and tech are having an unprecedented impact on manager searches. Hear what Tim has to say about it.

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Ep 87

Why Real Estate is Key to Investing in Cannabis Companies

A conversation with Chris Reece, CFA

Hear from commercial real estate pro, who invests in debt and equity in the cannabis sector

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Guest Bios

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