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
Why are Managed Futures the Most Hated Sub-sector?
A conversation with Andrew BeerHear from one founder about why he thinks the hate is misplaced
Episode Assets
Guest Bios
- Andrew Beer, DBi
What is one of the largest banks actually doing with tokenization?
A conversation with Dennis Cristallo, CFAHear how tokenization is reconfiguring financial services infrastructure and how it’s not
Episode Assets
Guest Bios
- Dennis Cristallo, CFA, JP Morgan
CFA Institute’s Latest and Greatest Research
A conversation with Paul AndrewsHear from the person at the top of the research department of CFAI about what is out and what’s coming
Episode Assets
Guest Bios
- Paul Andrews, CFA Institute
What Can Long Term ESG Experience Tell You
A conversation with Romina ReversiHear from one of the most experienced at ESG issuance talk about recent trends and which subsectors look good
Episode Assets
Guest Bios
- Romina Reversi, Credit Agricole
Currencies, Rates and Election Stresses
A conversation with Marvin LohHear how one strategist is thinking about all of this
Episode Assets
Guest Bios
- Marvin Loh, State Street Global Advisors
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
