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
Paul White & Jonathan Kushner: What are family offices changing?
A conversation with Paul White and Jonathan KushnerHear from one of the largest advisory firms, Vanguard
Episode Assets
Guest Bios
- Paul White, Vanguard
- Jonathan Kushner, Vanguard
Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market
A conversation with Melissa Brady, CFAMelissa Brady, CFA shares her views of the next steps in high yied valuations
Episode Assets
Guest Bios
- Melissa Brady, CFA, Alvarez & Marsal
Rupal Bhansal: How One CIO Views the Risks in the Private Markets
A conversation with Rupal BhansaliRupal Bhansali has had many CIO roles and has some issues with the current markets
Episode Assets
Guest Bios
- Rupal Bhansali, Double Duty
Chris Chapman, CFA: How do Macro Changes Impact Asset Allocation?
A conversation with Chris Chapman, CFAChris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choices
Episode Assets
Guest Bios
- Chris Chapman, CFA, Manulife
Aaron Filbeck, CFA: What’s new at CAIA?
A conversation with Aaron Filbeck, CFAArron Filbeck, CFA tells us what CAIA has planned for this year
Episode Assets
Guest Bios
- Aaron Filbeck, CFA, CAIA
Rohit Goel, CFA: Where Investors Can Find Value in Emerging Markets
A conversation with Rohit Goel, CFARohit Goel, CFA, shares where in the world he sees value among the volatility
Episode Assets
Guest Bios
- Rohit Goel, CFA, Breakout Capital
Winston Ma, CFA: A Former Sovereign Wealth Fund Manager on What Funds Should Prioritize Now
A conversation with Winston Ma, CFAWinston Ma, CFA, shares his perspective on rising market volatility and the complex challenges facing cross-border transactions.
Career Evolution & CFA Community: A Conversation with Ken D’Souza, CFA
A conversation with Ken D'Souza, CFACFA Society New York Board Chair Ken D’Souza, CFA, shares his path from engineer to quant leader, the role of community in career growth, and how CFA Society New York empowers professionals at every stage.
Episode Assets
Guest Bios
- Ken D'Souza, CFA, PGIM Quantitative Solutions
Caroline Busby, CFA: One CFA Charterholder’s Walk from College to Membership to Volunteering
A conversation with Caroline Busby, CFACaroline Busby, CFA of Blackrock shares her motivations from just out of school to the Board of Directors of CFA Society New York
Episode Assets
Guest Bios
- Caroline Busby, CFA, Blackrock
Lindsey Rubinstein and Neil Datta: How Family Offices are Staffing Up and Finding Value in The Markets
A conversation with Lindsey Rubinstein and Neil DattaHear from Lindsey Rubinstein and Neil Datta about how their families are managing the many changes in the family office sector
Episode Assets
Guest Bios
- Lindsey Rubinstein, Opus Capital Management LLC
- Neil Datta, NKD Advisory LLC
Marvin Loh: What are Institutional Investors Overweighting and Underweighting Now
A conversation with Marvin LohFind out how they view tech, autos and more with Marvin Loh of State Street
Episode Assets
Guest Bios
- Marvin Loh, State Street
