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
Insights from the Author of the MBA ESG Text Book “Responsible Investing: An Introduction to Environmental, Social, and Governance Investments”
A conversation with Matthew Sherwood, PhDHear from a prolific writer and fund manager about his view of the risk premia from ESG and what’s next.
Episode Assets
Guest Bios
- Matthew Sherwood, PhD, Pothos Partners
What’s Next for Direct Lending
A conversation with Aren LeeKongHear from a former asset owner, borrower and now lender at Carlyle.
Episode Assets
Guest Bios
- Aren LeeKong, Carlyle
How Due Diligence is Being Complicated by Tech and Macro Factors
A conversation with Tim Paulin, CFAMacro and tech are having an unprecedented impact on manager searches. Hear what Tim has to say about it.
Episode Assets
Guest Bios
- Tim Paulin, CFA, Touchstone Funds
Why Real Estate is Key to Investing in Cannabis Companies
A conversation with Chris Reece, CFAHear from commercial real estate pro, who invests in debt and equity in the cannabis sector
Episode Assets
Guest Bios
- Chris Reece, CFA, MJ Reit
How are the Challenges to Commercial Real Estate Impacting Senior Housing
A conversation with James ScribnerJames Scribner has invested in Senior Housing for longer than most. Hear where he’s finding value in the subsector.
Episode Assets
Guest Bios
- James Scribner, Scribner Capital
The Most Forward Looking Thoughts of 2023
Hear which session had the most interesting forward looking views of our events this year
Episode Assets
Guest Bios
Where Insurance Company Assets Are Headed
A conversation with Pete MillerHear where one pro is seeing interest from his insurance clients
Episode Assets
Guest Bios
- Pete Miller, Invesco
What Pension Boards Need to Know About ESG
A conversation with Kerry KingWhat do you learn from working with some of the UK’s biggest pension managers? A lot.
Episode Assets
Guest Bios
- Kerry King, A4S
What is Active Share Investing?
A conversation with Tim PaulinGain insights on the importance and details from a professional involved in choosing investment managers.
Episode Assets
Guest Bios
- Tim Paulin, Touchstone Funds
Seeking Quality Investments in an Uncertain World
A conversation with Elias EricksonDelving 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.
Episode Assets
Guest Bios
- Elias Erickson , Ninety One
What the Liquidity in the Financial System Means Today
A conversation with Marvin Loh and Cayla SederHear 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 kcoates@statestreet.com.
Episode Assets
Guest Bios
- Marvin Loh, State Street
- Cayla Seder, State Street
