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 110

Low Cost Alternatives Funds Have Arrived

A conversation with Bob Elliott

Hear from the CIO of one who says AI is the way to lower fees for alternatives funds

Episode Assets

Guest Bios

Ep 109

PE and VC Optimism Remains Amid Uncertainty

A conversation with Ashmi Mehrotra

Find out why the lack of exits is not denting the optimism for private equity and venture capital.

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Guest Bios

Ep 108

How to Position Your Career as AI Unfolds

A conversation with Mattia Rattaggi

Web3 and AI are accelerating change in many areas of financial services. Hear from a former bank executive, now tech investor, about how to position yourself

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Guest Bios

Ep 107

Which HYB Sectors are at Risk, and Safer, in the Current Market

A conversation with Michael Best

Hear a sector run down and why credit analysis still is your best tool in the high yield bond market

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Guest Bios

Ep 106

How Will Commercial Real Estate Lending Change?

A conversation with Shawn Lese

CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.

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Guest Bios

Ep 105

How Healthcare Expense Management Can Differentiate Wealth Management Firms

A conversation with Christine Simone

Meet a founder whose company provides analysis of client healthcare options to wealth management firms

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Guest Bios

Ep 104

How You Can Evolve with AIs Changes

A conversation with Chrissy Bargeron, CFA

Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experience

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Guest Bios

Ep 103

Where the ESG Backlash is Going, and Where it’s Not

A conversation with Steve Rothstein and Kristin Snow Spalding

Hear from a group that has big plans despite the ESG backlash

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Guest Bios

Ep 102

Why Quantum Computing Is the Next Big Thing

A conversation with Alberto Marchisio

Hear what quantum computing is, what it will mean for your career and how you can use it on a website today

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Guest Bios

Ep 101

What Past High Yield Transactions Tell Us About What’s Next

A conversation with Meredith Mackey

Hear Meredith explain how J.Crew and Chewy can tell us a lot about how future pressure on high yield borrowers might go

Episode Assets

Guest Bios

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

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