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 126

Arsalan Mahtafar: What DFI Needs, from an Author of JP Morgan’s Methodology

A conversation with Arsalan Mahtafar

The path to a DFI framework is no small feat. Hear from the author of the first one.

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Ep 125

Juan P Carreto Chapa, CFA: One CFA Charterholder’s Journey

A conversation with Juan P Carreto Chapa, CFA

Hear from a CFA Chaterholder whose path began in middle school

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Guest Bios

Ep 124

John Twomey: A Nuanced View of Alternative Asset Allocation

A conversation with John Twomey

Hear how one pro views allocations, managers and managed futures

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Guest Bios

Ep 123

Great Research You Might Have Missed

A conversation with Paul Andrews

Hear what important research CFA Institute has published that you should read (featuring Paul Andrews, CFA Institute)

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Ep 122

Transforming Sustainable Data into Insights

A conversation with Mirtha Kastrapeli
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Ep 121

Where are the Developed Markets Going?

A conversation with Gillian Wolff, CFA

Hear what one Bloomberg analyst sees in their data

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Ep 120

How to Survive a Mutual Fund to Active ETF Transition

A conversation with Matt Barry, CFA

Hear about what transitions like this will mean for the industry

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Ep 119

What are Investment Managers Really Doing with Generative AI?

A conversation with Amit Singh

Hear from someone at Amazon about what his customers are really doing with Gen AI

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Ep 118

Why are Managed Futures the Most Hated Sub-sector?

A conversation with Andrew Beer

Hear from one founder about why he thinks the hate is misplaced

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Ep 117

What is one of the largest banks actually doing with tokenization?

A conversation with Dennis Cristallo, CFA

Hear how tokenization is reconfiguring financial services infrastructure and how it’s not

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Ep 116

CFA Institute’s Latest and Greatest Research

A conversation with Paul Andrews

Hear from the person at the top of the research department of CFAI about what is out and what’s coming

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