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 145

Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?

A conversation with Jody Lurie, CFA

Jody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.

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Guest Bios

Ep 144

Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed

A conversation with Jennifer Huddleston

Hear from Jennifer Huddleston, a legal expert with experience in the beltway.

Episode Assets

Guest Bios

Ep 143

Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market

A conversation with Bobby Eubank, CFA

Bobby Eubank and his coworkers have been tracking automation’s impact for decades. Hear what they think.

Want more expert insights? Become a member of CFA Society New York and unlock exclusive content, events, and a network of diverse finance professionals. Join today at cfany.org.

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Ep 142

Phyllis Costanza: How ESG Materiality is likely to change

A conversation with Phyllis Costanza

Pyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.

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Guest Bios

Ep 141

Jarrad Linzie: Where Fixed Income Index Investing is Headed

A conversation with Jarrad Linzie

Jarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.

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Guest Bios

Ep 140

Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments

A conversation with Francesco Fabozzi

One of the best researchers on generative AI gives us his take

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Guest Bios

Ep 139

Frederic Samama: What You Can Learn from One Asset Owner’s ESG Transition

A conversation with Frederic Samama

Hear how one pension plan created an ESG compliant portfolio with lower risk factors

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Ep 138

Mirtha Kastrapeli: The Latest Frontier in Sustainability

A conversation with Mirtha Kastrapeli

Hear why an analyst at ISS Stoxx believes the harm to water, and more, is the next important data point

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Ep 137

Marvin Loh and Cayla Seder: What Risks Remain in an Otherwise Bright Outlook

A conversation with Marvin Loh and Cayla Seder

We hear what’s keeping the research team at State Street up at night

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Ep 136

Rob Gilman: Commercial Real Estate Month: Risks to Investors are Greater than they Appear

A conversation with Rob Gilman

We close Commercial Real Estate Month with Rob Gilman, of Anchin

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Guest Bios

Ep 135

Scott Galin: Commercial Real Estate Month: Work from Home is Over, Lending Issues are Not

A conversation with Scott Galin

We continue Commercial Real Estate Month with Scott Galin, who debunks a few myths and gives us a positive outlook

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