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
What will Clients of the Future Want?
A conversation with Yelena MelamedA co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know.
Episode Assets
Guest Bios
- Yelena Melamed, Catchlight
Major Changes for Sharia Bonds
A conversation with Patrick Drum, CFAHear from one portfolio manager about the macro changes and research challenges presented by Sharia bonds
Episode Assets
Guest Bios
- Patrick Drum, CFA, Saturna Capital
An Update on Mongolian Capital Markets
A conversation with Khulan Bat-ErdeneWe go deep into the metrics to look at the changes to the Mongolian bank sector and capital markets
Episode Assets
Guest Bios
Low Cost Alternatives Funds Have Arrived
A conversation with Bob ElliottHear from the CIO of one who says AI is the way to lower fees for alternatives funds
PE and VC Optimism Remains Amid Uncertainty
A conversation with Ashmi MehrotraFind out why the lack of exits is not denting the optimism for private equity and venture capital.
Episode Assets
Guest Bios
- Ashmi Mehrotra, JP Morgan
How to Position Your Career as AI Unfolds
A conversation with Mattia RattaggiWeb3 and AI are accelerating change in many areas of financial services. Hear from a former bank executive, now tech investor, about how to position yourself
Episode Assets
Guest Bios
- Mattia Rattaggi, Meti
Which HYB Sectors are at Risk, and Safer, in the Current Market
A conversation with Michael BestHear a sector run down and why credit analysis still is your best tool in the high yield bond market
Episode Assets
Guest Bios
- Michael Best, Barings
How Will Commercial Real Estate Lending Change?
A conversation with Shawn LeseCRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.
Episode Assets
Guest Bios
- Shawn Lese, Nuveen
How Healthcare Expense Management Can Differentiate Wealth Management Firms
A conversation with Christine SimoneMeet a founder whose company provides analysis of client healthcare options to wealth management firms
Episode Assets
Guest Bios
- Christine Simone, Caribou
How You Can Evolve with AIs Changes
A conversation with Chrissy Bargeron, CFAHear how one client portfolio manager has integrated AI to enhance both the investment process and client experience
Episode Assets
Guest Bios
- Chrissy Bargeron, CFA, Voya Investment Management
Where the ESG Backlash is Going, and Where it’s Not
A conversation with Steve Rothstein and Kristin Snow SpaldingHear from a group that has big plans despite the ESG backlash
Episode Assets
Guest Bios
- Steve Rothstein, Ceres
- Kristin Snow Spalding, Ceres
