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
Lessons Learned from Years of Diverse Team Building
A conversation with Nanda KamatNanda Kamat is one of financial service industry’s prominent few who pursued a diverse team-building strategy before it gained mainstream momentum. Listen as she joins CFA NY to share what that experience has taught her.
Pragmatic Strategy for Currency Risk Management
A conversation with Galen Haws, CFA, CAIAHear how this OCIO has managed the risk of currency exposure and what he thinks about using currency in the search for yield.
Crypto Accounting, and What Every Analyst Should Know
A conversation with Vivian Fang,Hear what analysts and portfolio managers should look for, according to one of the most advanced thinkers on crypto accounting.
The Risks and Opportunities in Africa’s Private Markets
A conversation with Emmanuel Esochagi and Saad SheikhHear from two people with clear views into Africa’s private markets about how the COVID-19 pressures are making some sector’s private companies a better value while others are becoming more risky.
Episode Assets
Guest Bios
- Emmanuel Esochagi, VeraDaniel & Company
- Saad Sheikh, TLG Capital
Public Pension Pressures Mounting Amid COVID-19
A conversation with Olu Sonola, CFA, and Douglas OffermanThe risks of public pension pressures to state bond ratings is intensifying. Hear from Doug Offerman and Olu Sonola, CFA of Fitch Ratings about how the investments, structures and policies are all coming into play.
Episode Assets
Guest Bios
- Olu Sonola, CFA,, Fitch Ratings
- Douglas Offerman, Fitch Ratings
Why Slack in the Labor Market is Understated
A conversation with Stephanie AaronsonThe amazing jump in jobless claims and the unemployment rate may actually be rosier than reality. Our guest, Stephanie Aaronson (Brookings), shares what her research says.
Episode Assets
Guest Bios
- Stephanie Aaronson, Brookings Institution
Corporates on the Knife Edge
A conversation with Tod Trabocco, CFAOne seasoned pro’s view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.
Episode Assets
Guest Bios
- Tod Trabocco, CFA, ITE Management
The Value of Asset Allocation Amid Volatility
A conversation with Jodie Gunzberg, CFAVolatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.
An Asset Owner’s View of The Volatility
A conversation with Lauren Goodwin, CFAHear what one portfolio strategist from New York Life Investments thinks about the recent markets.
What the Developed World Central Banks Have Right – and Wrong
A conversation with Paul SheardHear what one exceptionally experienced expert think about the recent policy decisions by the BoJ, ECB BoE and Fed.
Where the Bank and High Yield Sectors are Headed
A conversation with Susan Schmidt, CFASusan Schmidt, CFA, is Head of US Equities Aviva where she acts as a portfolio manager and analyst. She gives us her take on how the recent market will impact the banking and high yield sectors.
