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
The Realities of Starting Your Own Asset Management Firm
A conversation with Ryan SterlingHear from a wealth management professional who founded his own firm 6 months ago about what really happens when things get real.
Episode Assets
Guest Bios
- Ryan Sterling, Future You Wealth
What’s Next for DC Plans
A conversation with Neil Lloyd and Kelli HuelerHear experts debate the impact of a pending bill and what types of products should be developed to help retirees.
Episode Assets
Guest Bios
- Neil Lloyd, Mercer
- Kelli Hueler, Hueler Companies
How Reading Thousands of Pages of Research Changes ESG Integration
A conversation with Jessica GroundAs ESG integration evolves, good research can yield a solid premium. Hear from one analyst who took that to an extreme and what she learned.
Episode Assets
Guest Bios
- Jessica Ground, Schroders
A Deep Dive into Modern Monetary Theory
A conversation with Paul SheardWhy is MMT better viewed as a lens on monetary policy than a theory? What does the media and politics have wrong about it? Listen to this podcast to be ready for your client’s next call.
Episode Assets
Guest Bios
- Paul Sheard, Mossavar-Rahmani Center for Business and Government at Harvard Kennedy School
Global Water: Equity, Bonds and Private Markets
A conversation with Matthew J. DiserioA discussion about the entire spectrum of water investments with one of the most experienced investors.
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.
