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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In the meantime, feel free to stream available episodes here.

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Ep 129

Christina Qi: What Does The Founder of a Data Firm See Coming Next?

A conversation with Christina Qi

Hear from a former hedge fund, and current data founder, what they think is up next

Episode Assets

Guest Bios

Ep 128

Eric Green, CFA: Why Small Cap’s Time Has Come

A conversation with Eric Green, CFA

Small cap equities and fixed are having a moment. Hear how one portfolio manager’s credit and equity analysis shows how it will go

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Guest Bios

Ep 127

Marvin Loh: State Street Global Advisors Outlook for the Fourth Quarter

A conversation with Marvin Loh

Hear why the outlook is stable, with a few bumps

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Guest Bios

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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Guest Bios

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)

Episode Assets

Guest Bios

Ep 122

Transforming Sustainable Data into Insights

A conversation with Mirtha Kastrapeli
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Guest Bios

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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Guest Bios

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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Guest Bios

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

Episode Assets

Guest Bios

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