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 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
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