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 is Active Share Investing?
A conversation with Tim PaulinGain insights on the importance and details from a professional involved in choosing investment managers.
Episode Assets
Guest Bios
- Tim Paulin, Touchstone Funds
Seeking Quality Investments in an Uncertain World
A conversation with Elias EricksonDelving into Investment Quality: Join us for an In-Depth Exploration with a Portfolio Manager
No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. This is not a buy, sell or hold recommendation for any particular security.
Episode Assets
Guest Bios
- Elias Erickson , Ninety One
What the Liquidity in the Financial System Means Today
A conversation with Marvin Loh and Cayla SederHear what liquidity, fed policy and other factors mean for banks and currencies.
If you are interested in learning more about State Street’s proprietary data or Insights Platform please contact Kelley Coates at kcoates@statestreet.com.
Episode Assets
Guest Bios
- Marvin Loh, State Street
- Cayla Seder, State Street
A Systemic Approach to Carbon Pricing, ESG Policies and More
A conversation with Gabriel ThoumiThe issues around climate change, investing and risk are vexing. This ESG pro takes us back to basics.
Episode Assets
Guest Bios
- Gabriel Thoumi, Responsible Alpha
Why Public Policy Uncertainty Will Impact a Lot – Not Banking
A conversation with Frank KellyPublic policy is hard to anticipate right now, but hear why one pro thinks bank regulation is not likely
Episode Assets
Guest Bios
- Frank Kelly, Fulcrum Macro Advisors
What You Need to Know About Data Science
A conversation with Anastasia Diakai and Richard FernandHear from the people who created CFA Institute’s new certificate about what you need to know and how hard it will be to learn
Episode Assets
Guest Bios
- Anastasia Diakai, CFA Institute
- Richard Fernand, CFA Institute
What You’ve Heard about Carbon Recapture is Wrong
A conversation with Sloane OrtelHear from one insider about the carbon recapture industry
Episode Assets
Guest Bios
- Sloane Ortel, Invest Vegan
What’s Next for the EU Energy Sector
A conversation with Michal KurtykaA former COP president discusses his views of the EU energy sector
Episode Assets
Guest Bios
- Michal Kurtyka, Former COP24 Head
A Rational ESG Portfolio Management Approach
A conversation with Frederic SamamaHear from the author of a seminal paper on ESG portfolio management
Episode Assets
Guest Bios
- Frederic Samama, S&P
A Deep Dive Into Jamaica’s Recovery
A conversation with Minister Aubyn HillAn international banker turned politician takes us around the changes and identifies sectors with value
Episode Assets
Guest Bios
- Minister Aubyn Hill, Jampro
How are Family Offices Handling DEI Investments
A conversation with Lindsey RubinsteinEpisode Assets
Guest Bios
- Lindsey Rubinstein, Opus Funds
