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.
New episodes TBA
Stream Past Episodes
Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?
A conversation with Jody Lurie, CFAJody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.
Episode Assets
Guest Bios
- Jody Lurie, CFA, Bloomberg Intelligence
Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed
A conversation with Jennifer HuddlestonHear from Jennifer Huddleston, a legal expert with experience in the beltway.
Episode Assets
Guest Bios
- Jennifer Huddleston, Cato Institute
Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market
A conversation with Bobby Eubank, CFABobby 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.
Episode Assets
Guest Bios
- Bobby Eubank, CFA, Chevy Chase Trust
Phyllis Costanza: How ESG Materiality is likely to change
A conversation with Phyllis CostanzaPyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.
Episode Assets
Guest Bios
- Phyllis Costanza, Advanced Portfolio Management
Jarrad Linzie: Where Fixed Income Index Investing is Headed
A conversation with Jarrad LinzieJarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.
Episode Assets
Guest Bios
- Jarrad Linzie, MSCI
Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments
A conversation with Francesco FabozziOne of the best researchers on generative AI gives us his take
Episode Assets
Guest Bios
- Francesco Fabozzi, Yale School of Management’s International Center for Finance
Frederic Samama: What You Can Learn from One Asset Owner’s ESG Transition
A conversation with Frederic SamamaHear how one pension plan created an ESG compliant portfolio with lower risk factors
Episode Assets
Guest Bios
- Frederic Samama, S&P Global
Mirtha Kastrapeli: The Latest Frontier in Sustainability
A conversation with Mirtha KastrapeliHear why an analyst at ISS Stoxx believes the harm to water, and more, is the next important data point
Episode Assets
Guest Bios
- Mirtha Kastrapeli, ISS
Marvin Loh and Cayla Seder: What Risks Remain in an Otherwise Bright Outlook
A conversation with Marvin Loh and Cayla SederWe hear what’s keeping the research team at State Street up at night
Episode Assets
Guest Bios
- Marvin Loh, State Street Global Advisors
- Cayla Seder, State Street Global Advisors
Rob Gilman: Commercial Real Estate Month: Risks to Investors are Greater than they Appear
A conversation with Rob GilmanWe close Commercial Real Estate Month with Rob Gilman, of Anchin
Episode Assets
Guest Bios
- Rob Gilman, Anchin
Scott Galin: Commercial Real Estate Month: Work from Home is Over, Lending Issues are Not
A conversation with Scott GalinWe continue Commercial Real Estate Month with Scott Galin, who debunks a few myths and gives us a positive outlook
Episode Assets
Guest Bios
- Scott Galin, Handler Real Estate
