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 83

What Pension Boards Need to Know About ESG

A conversation with Kerry King

What do you learn from working with some of the UK’s biggest pension managers? A lot.

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Ep 82

What is Active Share Investing?

A conversation with Tim Paulin

Gain insights on the importance and details from a professional involved in choosing investment managers.

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Ep 81

Seeking Quality Investments in an Uncertain World

A conversation with Elias Erickson

Delving into Investment Quality: Join us for an In-Depth Exploration with a Portfolio Manager

No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. This is not a buy, sell or hold recommendation for any particular security.

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Ep 80

What the Liquidity in the Financial System Means Today

A conversation with Marvin Loh and Cayla Seder

Hear what liquidity, fed policy and other factors mean for banks and currencies.

If you are interested in learning more about State Street’s proprietary data or Insights Platform please contact Kelley Coates at

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Ep 79

A Systemic Approach to Carbon Pricing, ESG Policies and More

A conversation with Gabriel Thoumi

The issues around climate change, investing and risk are vexing. This ESG pro takes us back to basics.

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Ep 78

Why Public Policy Uncertainty Will Impact a Lot – Not Banking

A conversation with Frank Kelly

Public policy is hard to anticipate right now, but hear why one pro thinks bank regulation is not likely

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Ep 77

What You Need to Know About Data Science

A conversation with Anastasia Diakai and Richard Fernand

Hear from the people who created CFA Institute’s new certificate about what you need to know and how hard it will be to learn

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Ep 76

What You’ve Heard about Carbon Recapture is Wrong

A conversation with Sloane Ortel

Hear from one insider about the carbon recapture industry

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Ep 75

What’s Next for the EU Energy Sector

A conversation with Michal Kurtyka

A former COP president discusses his views of the EU energy sector

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Ep 74

A Rational ESG Portfolio Management Approach

A conversation with Frederic Samama

Hear from the author of a seminal paper on ESG portfolio management

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Ep 73

A Deep Dive Into Jamaica’s Recovery

A conversation with Minister Aubyn Hill

An international banker turned politician takes us around the changes and identifies sectors with value

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