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
The Keys to Financially Educating the Next Generation
A conversation with Gene NataliHear what we need to do to raise a financially astute next generation from someone who has lectured to hundreds of high schools and colleges.
Episode Assets
Guest Bios
Emerging Strategies for Managing Insurance Company Assets
A conversation with Bill PoutsiakaSeveral trends in insurance company asset management, including outsourcing and broad diversification, have some unintended impacts.
Episode Assets
Guest Bios
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.
Episode Assets
Guest Bios
- Bruce M. Kahn, Ph.D., MSCI
How the Macroeconomic Changes Could Affect the Asset Manager M&A Market
A conversation with Bob OrosHightower’s CEO shares his views on the current and future of the asset manager M&A market
Episode Assets
Guest Bios
- Bob Oros, Hightower
The Data Science Job Market: Skills You Need Now and What’s to Come
A conversation with Dan Duggan, Ph.D.How a Goldman Sachs data scientist sees the evolution of the sectors’ skills sets and data usage.
Episode Assets
Guest Bios
- Dan Duggan, Ph.D., GS Data Works
What Deep Research Says About Global Booms, Busts and Credit Analysis
A conversation with Maryam Farboodi, Ph.DHow has big data impacted stock prices? Is it different across sectors and capitalization?
Reading Emerging Markets’ Policies and Macro Impacts
A conversation with Jen Liang, CFAHow will LATAM sovereigns weather inflation? What’s next for the frontier markets? Hear the answers to these questions and more from a well-researched, analytical, perspective.
Episode Assets
Guest Bios
- Jen Liang, CFA, AIG Investments
The State of Diversity and Inclusion in the Quant Industry
A conversation with Ken D'Souza, CFAIs the quant industry achieving more D&I goals than the rest of the industry? Why or why not?
Episode Assets
Guest Bios
- Ken D'Souza, CFA, PGIM Quantitative Solutions
How a Multitude of Regulatory Changes are Affecting China’s Policy Direction as it Relates to the Economy and Finance
A conversation with Lyric Hughes HaleEconVue’s Lyric Hughes Hale joins the next episode of Compound Insights to share her views on current day China, including why data collection is of paramount importance to government officials, and how the country might move to relax its current “Covid-zero” policy restrictions.
Episode Assets
Guest Bios
- Lyric Hughes Hale, EconVue
A Novel Approach for Managing Inflation
A conversation with Darnell Azeez, CFADarnell Azeez has some novel thoughts on inflation and other risks facing investors. Hear from a very insightful portfolio manager at Lord Abbett.
What Does Higher Inflation Mean for the Muni Market
A conversation with Patrick LubyInflation’s long-run impact on munis will vary by sector and issuer. Hear from one of the industry’s premier thinkers.
Episode Assets
Guest Bios
- Patrick Luby, Credit Insights