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 You Should be Reading from CFA Institute
A conversation with Paul AndrewsHear which of CFA Institute’s research pieces you should be reading, from the person responsible for them
Episode Assets
Guest Bios
- Paul Andrews, CFA Institute
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 |
Episode Assets
Guest Bios
- Jose Menchero, CFA, Bloomberg
Where to Start with ESG Due Diligence
A conversation with Martina TessariHear from one of the authors of the standards about where she would start, as an investor
Episode Assets
Guest Bios
- Martina Tessari, A4S
What an Analytical View of the American Consumer Tells Us
A conversation with Marvin LohHear what a pile of research and data says about the all important American consumer
The Most Common Mistakes in Financial Modeling
A conversation with Ian Schnoor, CFAThis week’s guest built and sold a trainig company that teached financial modeling. Hear where it can go wrong.
Episode Assets
Guest Bios
- Ian Schnoor, CFA, FM Institute
What a Significant Analytical Approach to Asset Allocation Says
A conversation with Phil Taylor, CFAHear a long run analytical view from a former Chair of CFA Society New York
Episode Assets
Guest Bios
- Phil Taylor, CFA, FinMason
Consolidation Trends: The Future of Cannabis Companies
A conversation with Jordan YoukilisIn this episode, we delve into the inevitable consolidation of cannabis companies, exploring the driving forces behind this trend and its implications for the industry’s future.
Episode Assets
Guest Bios
- Jordan Youkilis, KEY Investment Partners
An ESG Analyst’s Perspective: Insights on the Long-Term Outlook
A conversation with Anne Van RielTune in to discover which data segments, standards, and numerical factors are making an exit.
Episode Assets
Guest Bios
- Anne Van Riel, BNP Paribas
Navigating DEI in the Corporate Landscape: Strategies and Metrics for Portfolio Managers
A conversation with Emily DeMasiDive into the latest episode where we explore the dynamic landscape of DEI, delving into the future outlook for both company managers and portfolio managers. Gain valuable insights and stay ahead in the ever-evolving world of diversity, equity, and inclusion strategies.
Episode Assets
Guest Bios
- Emily DeMasi, Federated Hermes
Insights from the Author of the MBA ESG Text Book “Responsible Investing: An Introduction to Environmental, Social, and Governance Investments”
A conversation with Matthew Sherwood, PhDHear from a prolific writer and fund manager about his view of the risk premia from ESG and what’s next.
Episode Assets
Guest Bios
- Matthew Sherwood, PhD, Pothos Partners
What’s Next for Direct Lending
A conversation with Aren LeeKongHear from a former asset owner, borrower and now lender at Carlyle.
Episode Assets
Guest Bios
- Aren LeeKong, Carlyle
