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
Christina Qi: What Does The Founder of a Data Firm See Coming Next?
A conversation with Christina QiHear from a former hedge fund, and current data founder, what they think is up next
Episode Assets
Guest Bios
- Christina Qi, DataBento
Eric Green, CFA: Why Small Cap’s Time Has Come
A conversation with Eric Green, CFASmall cap equities and fixed are having a moment. Hear how one portfolio manager’s credit and equity analysis shows how it will go
Episode Assets
Guest Bios
- Eric Green, CFA, Penn Capital
Marvin Loh: State Street Global Advisors Outlook for the Fourth Quarter
A conversation with Marvin LohHear why the outlook is stable, with a few bumps
Episode Assets
Guest Bios
- Marvin Loh, State Street Global Advisors
Arsalan Mahtafar: What DFI Needs, from an Author of JP Morgan’s Methodology
A conversation with Arsalan MahtafarThe path to a DFI framework is no small feat. Hear from the author of the first one.
Episode Assets
Guest Bios
- Arsalan Mahtafar, JP Morgan
Juan P Carreto Chapa, CFA: One CFA Charterholder’s Journey
A conversation with Juan P Carreto Chapa, CFAHear from a CFA Chaterholder whose path began in middle school
Episode Assets
Guest Bios
- Juan P Carreto Chapa, CFA, JP Morgan
John Twomey: A Nuanced View of Alternative Asset Allocation
A conversation with John TwomeyHear how one pro views allocations, managers and managed futures
Episode Assets
Guest Bios
- John Twomey, Abbey Capital
Great Research You Might Have Missed
A conversation with Paul AndrewsHear what important research CFA Institute has published that you should read (featuring Paul Andrews, CFA Institute)
Episode Assets
Guest Bios
- Paul Andrews, CFA Institute
Transforming Sustainable Data into Insights
A conversation with Mirtha KastrapeliEpisode Assets
Guest Bios
- Mirtha Kastrapeli, ISS ESG
Where are the Developed Markets Going?
A conversation with Gillian Wolff, CFAHear what one Bloomberg analyst sees in their data
Episode Assets
Guest Bios
- Gillian Wolff, CFA, Bloomberg
How to Survive a Mutual Fund to Active ETF Transition
A conversation with Matt Barry, CFAHear about what transitions like this will mean for the industry
Episode Assets
Guest Bios
- Matt Barry, CFA, Touchstone
What are Investment Managers Really Doing with Generative AI?
A conversation with Amit SinghHear from someone at Amazon about what his customers are really doing with Gen AI
Episode Assets
Guest Bios
- Amit Singh, Amazon
