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 46

Honoring Black History Month: How to Change Your Firm

A conversation with Andra Ofosu and Lauren Holland

Hear from two accomplished financial professionals about how best to make positive change at your firm.

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Guest Bios

Ep 45

What to Look for in Emerging and Frontier Markets in 2023

A conversation with Mila Skulkina, CFA

Hear about Lord Abbett’s outlook from Mila Skulkina, CFA


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Ep 44

How to Encourage Frontier Market Investments

A conversation with Karin Svensson

Hear from Karin Svensson of SIDA on the innovative techniques that her organization is using to encourage investments that can reduce poverty and oppression.

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Guest Bios

Ep 43

A Detailed Look at What’s Next in DeFi Regulation

Hear where the growing level of DeFi and coin regulation is going, from the perspective of investors and employees at DeFi companies.

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Ep 42

A Unique View of Global Investing Risks

A conversation with Lauren Goodwin, CFA

A conversation with Lauren Goodwin, CFA, Economist, Director of Portfolio Strategy, New York Life Investments.


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Ep 41

Which AI Applications are Yielding the Best Value to Businesses?

A conversation with Anand Rao

A discussion with Anand Rao, Global AI Lead; US Innovation Lead, Emerging Technology Group / PwC US.

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Ep 40

What’s Next for the Investment Arms of Insurance Companies

A conversation with Amnon Levy

Hear from a very accomplished insurance specialist about how he sees regulatory and other trends that are impacting insurance company investments in the US and EU.

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Ep 39

How One Member’s Traditional Wealth Management Experience Puts Cryptocurrency Indices Into Perspective

A conversation with Jodie Gunzberg, CFA

What was it like to jump from an analytical and complex financial oversight position to a cryptocurrency index firm? Find out!

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Ep 38

The Keys to Financially Educating the Next Generation

A conversation with Gene Natali

Hear what we need to do to raise a financially astute next generation from someone who has lectured to hundreds of high schools and colleges.

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Guest Bios

Ep 37

Emerging Strategies for Managing Insurance Company Assets

A conversation with Bill Poutsiaka

Several trends in insurance company asset management, including outsourcing and broad diversification, have some unintended impacts.

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Ep 36

How to Use ESG Data Prudently

A conversation with Bruce M. Kahn, Ph.D.

Where the problems in the creation and usage of ESG data are.

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