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.

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In the meantime, feel free to stream available episodes here.

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Ep 106

How Will Commercial Real Estate Lending Change?

A conversation with Shawn Lese

CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.

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Guest Bios

Ep 105

How Healthcare Expense Management Can Differentiate Wealth Management Firms

A conversation with Christine Simone

Meet a founder whose company provides analysis of client healthcare options to wealth management firms

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Guest Bios

Ep 104

How You Can Evolve with AIs Changes

A conversation with Chrissy Bargeron, CFA

Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experience

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Ep 103

Where the ESG Backlash is Going, and Where it’s Not

A conversation with Steve Rothstein and Kristin Snow Spalding

Hear from a group that has big plans despite the ESG backlash

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Guest Bios

Ep 102

Why Quantum Computing Is the Next Big Thing

A conversation with Alberto Marchisio

Hear what quantum computing is, what it will mean for your career and how you can use it on a website today

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Ep 101

What Past High Yield Transactions Tell Us About What’s Next

A conversation with Meredith Mackey

Hear Meredith explain how J.Crew and Chewy can tell us a lot about how future pressure on high yield borrowers might go

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Guest Bios

Ep 100

The Risks to Global Markets in Passive Investments

A conversation with Michael Green, CFA

Hear why passive investments are a risk to the markets and what active managers can (and can’t) do about it

Ep 99

What You Should be Reading from CFA Institute

A conversation with Paul Andrews

Hear which of CFA Institute’s research pieces you should be reading, from the person responsible for them

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Guest Bios

Ep 98

What You Shouldn’t Do When Comparing Portfolio Forecasts

A conversation with Jose Menchero, CFA
Get ready for one of our most complex podcasts, on which you will hear about some jaw dropping data
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Ep 97

Where to Start with ESG Due Diligence

A conversation with Martina Tessari

Hear from one of the authors of the standards about where she would start, as an investor

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Guest Bios

Ep 96

What an Analytical View of the American Consumer Tells Us

A conversation with Marvin Loh

Hear what a pile of research and data says about the all important American consumer

Episode Assets

Guest Bios