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 ESG and Climate Mean to Portfolios
A conversation with Nili Gilbert, CFA, CAIA and Joy Williams, CAIAHear some exceptionally thoughtful takes on ESG integration and inclusion of carbon considerations in asset allocation.
Episode Assets
Guest Bios
- Nili Gilbert, CFA, CAIA, Matarin Capital
- Joy Williams, CAIA, Mantle
Related Links
Is ESG’s Implementation Putting Some Stocks at Risk?
A conversation with Mark Campanale and Kingsmill Bond, CFAHear about research that shows that more pain is in store for many sectors in the ESG transition, from the authors.
Episode Assets
Guest Bios
- Mark Campanale, Carbon Tracker
- Kingsmill Bond, CFA, Carbon Tracker
Related Links
A Deep Dive into Cannabis Businesses
A conversation with Gil Christie and Bob Wieczorek, CFA, XP3RTWe run down the subsectors of cannabis businesses with one investor and a rigorous CFA talks about the risks.
Episode Assets
Guest Bios
- Gil Christie, Green Flower Media
- Bob Wieczorek, CFA, XP3RT, Training and Consulting Consortium (TCC); and XP3RT Network
Related Links
The Outlook for the US Bank Sector is Bright
A conversation with David KnutsonA wide ranging conversation about bank sub-sectors and global bonds.
What’s Next for Blockchain?
A conversation with Sandra RoWhere in finance will blockchain have the biggest impact?
Is ESG becoming SRI?
A conversation with Henry ShillingHear why an ESG pioneer thinks the maturation of the industry is shifting to SRI.
Long-Term Wealth Management Changes
A conversation with Tom McCulloughHear from Tom McCullough, founder of an MFO and author on wealth management talk about conducting family meetings, philanthropy, long term planning and how changes in culture have changed wealth management.
ESG Data is Getting Better
A conversation with Thomas Kuh and Christine PishkoExperts from Truvalue Labs and PRI say why they think ESG indices are better and what to look out for when using them.
Episode Assets
Guest Bios
- Thomas Kuh, Truvalue Labs
- Christine Pishko, Principles for Responsible Investment
Why Most Commercial Real Estate Will Manage a Hard Brexit
A conversation with Ron Dickerman and Helen Thomas, CFAOne expert tells us why a hard Brexit is very likely while another explains his London commercial real estate strategy.
Episode Assets
Guest Bios
- Ron Dickerman, Madison International Realty
- Helen Thomas, CFA, Blonde Money
Related Links
