Compound Insights
By CFA Society New York
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Episodes: 195
Description
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. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
| Episode | Date |
|---|---|
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The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA
|
Aug 10, 2026 |
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CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee
|
Jul 21, 2026 |
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The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi
|
Jul 14, 2026 |
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Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets
|
Jun 25, 2026 |
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The Future of Markets and Investing With Luis M. Viceira of Harvard Business School
|
Jun 15, 2026 |
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Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson
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May 27, 2026 |
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Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA
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May 18, 2026 |
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Positioning Portfolios for Today's Markets with CIO David Miller
|
May 04, 2026 |
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Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA
|
Apr 28, 2026 |
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Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA
|
Apr 20, 2026 |
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Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA
|
Mar 30, 2026 |
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Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA
|
Mar 17, 2026 |
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VanEck's David Schassler Provides Strategies for a Complex Market Environment
|
Mar 09, 2026 |
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Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA
|
Feb 23, 2026 |
|
Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins
|
Feb 16, 2026 |
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Unpacking Healthcare With Sector Specialist Mike Perrone, CFA
|
Feb 03, 2026 |
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Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA
|
Jan 26, 2026 |
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Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler
|
Jan 20, 2026 |
|
The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights
|
Dec 15, 2025 |
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Research Affiliates Founder and Chairman Rob Arnott on Current Market Dynamics
|
Dec 09, 2025 |
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Previewing December 4th Insurance Investment Officers Roundtable
|
Dec 01, 2025 |
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Unpacking Value Investing with Rich Pzena
|
Nov 17, 2025 |
|
Talking Crypto: Chief Investment Officer Matt Hougan Shares His Insights and Valuable Perspectives
|
Nov 03, 2025 |
|
Game On: The Business of Sports With Sal Galatioto, the Industry's Preeminent Financial Advisor
|
Oct 20, 2025 |
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Unpacking the Global Economy: Eric Van Nostrand, Lazard's Chief Economist, on Navigating the Evolving Landscape
|
Oct 14, 2025 |
|
Navigating Careers in Investment Management: Insights from Executive Search Leaders David Barrett and Derek Braddock
|
Oct 06, 2025 |
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Gold In Focus: Trends, Catalysts and the Roadmap Ahead With Joseph Cavatoni of World Gold Council
|
Sep 29, 2025 |
|
Renowned Investor Bill Nygren's Value Playbook For Today's Markets and Trends
|
Sep 22, 2025 |
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A Deep Dive Into Markets, Global Trends, and the Fed: Insights from Dr. Ed Yardeni
|
Sep 16, 2025 |
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Chris Vella, CFA: What's on the mind of the CIO of BNY
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Aug 25, 2025 |
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Winston Ma, CFA: How a US Sovereign Wealth Fund Might Impact Investing
|
Aug 18, 2025 |
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Rick Richert, CFA: How CLOs Handle the Macro Risks
|
Aug 05, 2025 |
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Paul Boyne: Why Global, Why Now?
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Jul 21, 2025 |
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Rob Gilman: Is this Commercial Real Estate's Moment?
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Jul 14, 2025 |
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Paul White & Jonathan Kushner: What are family offices changing?
|
Jun 30, 2025 |
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Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market
|
Jun 23, 2025 |
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Rupal Bhansali: How One CIO Views the Risks in the Private Markets
|
Jun 16, 2025 |
|
Chris Chapman, CFA: How do Macro Changes Impact Asset Allocation?
|
Jun 09, 2025 |
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Aaron Filbeck, CFA: What's new at CAIA?
|
Jun 04, 2025 |
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Rohit Goel, CFA: Where Investors Can Find Value in Emerging Markets
|
May 27, 2025 |
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Winston Ma, CFA: A Former Sovereign Wealth Fund Manager on What Funds Should Prioritize Now
|
May 19, 2025 |
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Career Evolution & CFA Community: A Conversation with Ken D'Souza, CFA
|
May 12, 2025 |
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Caroline Busby, CFA: One CFA Charterholder's Walk from College to Membership to Volunteering
|
May 05, 2025 |
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Lindsey Rubinstein and Neil Datta: How Family Offices are Staffing Up and Finding Value in The Markets
|
Apr 28, 2025 |
|
Marvin Loh: What are Institutional Investors Overweighting and Underweighting Now
|
Apr 21, 2025 |
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Federico Barriga-Salazar: Where are EU Sovereign Budgets Headed if They Raise Their Defense Spending?
|
Apr 14, 2025 |
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Joseph Wang: What's Happening to the Long Bond?
|
Apr 07, 2025 |
|
Matthew Luzzetti: Where is the US Consumer now?
|
Mar 31, 2025 |
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Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?
|
Mar 24, 2025 |
|
Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed?
|
Mar 17, 2025 |
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Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market
|
Mar 10, 2025 |
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Phyllis Costanza: How ESG Materiality is likely to change
|
Mar 03, 2025 |
|
Jarrad Linzie: Where Fixed Income Index Investing is Headed
|
Feb 24, 2025 |
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Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments
|
Jan 27, 2025 |
|
Frederic Samama: What You Can Learn from One Asset Owner's ESG Transition
|
Jan 20, 2025 |
|
Mirtha Kastrapeli: The Latest Frontier in Sustainability
|
Jan 13, 2025 |
|
Marvin Loh and Cayla Seder: What Risks Remain in an Otherwise Bright Outlook
|
Jan 06, 2025 |
|
Rob Gilman: Commercial Real Estate Month: Risks to Investors are Greater than they Appear
|
Dec 30, 2024 |
|
Scott Galin: Commercial Real Estate Month: Work from Home is Over, Lending Issues are Not
|
Dec 23, 2024 |
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Jason Muss: Commercial Real Estate Month: Multi-family Still Rising
|
Dec 16, 2024 |
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Joe Iacono: Commercial Real Estate Month: Where is CMBS going?
|
Dec 09, 2024 |
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Michael Cohen: Commercial Real Estate Month: Why B Offices Are Improving
|
Dec 02, 2024 |
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Barry LePatner: Commercial Real Estate Month: Where are NYC Officed Headed?
|
Nov 25, 2024 |
|
Pete Miller, CFA: What's on the Minds of Insurance CIOs
|
Nov 18, 2024 |
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Christina Qi: What Does The Founder of a Data Firm See Coming Next?
|
Nov 04, 2024 |
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Eric Green, CFA: Why Small Cap's Time Has Come
|
Oct 30, 2024 |
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Marvin Loh: State Street Global Advisors Outlook for the Fourth Quarter
|
Oct 21, 2024 |
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Arsalan Mahtafar: What DFI Needs, from an Author of JP Morgan's Methodology
|
Oct 15, 2024 |
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Juan P Carreto Chapa, CFA: One CFA Charterholder's Journey
|
Oct 09, 2024 |
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John Twomey: A Nuanced View of Alternative Asset Allocation
|
Sep 30, 2024 |
|
Great Research You Might Have Missed
|
Sep 16, 2024 |
|
Transforming Sustainable Data into Insights
|
Sep 09, 2024 |
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Where are the Developed Markets Going?
|
Sep 02, 2024 |
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How to Survive a Mutual Fund to Active ETF Transition
|
Aug 26, 2024 |
|
What are Investment Managers Really Doing with Generative AI?
|
Aug 19, 2024 |
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Why are Managed Futures the Most Hated Sub-sector?
|
Aug 12, 2024 |
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What is one of the largest banks actually doing with tokenization?
|
Aug 05, 2024 |
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CFA Institute's Latest and Greatest Research
|
Jul 29, 2024 |
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What Can Long Term ESG Experience Tell You
|
Jul 22, 2024 |
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Currencies, Rates and Election Stresses
|
Jul 15, 2024 |
|
What will Clients of the Future Want?
|
Jul 08, 2024 |
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Major Changes for Sharia Bonds
|
Jul 01, 2024 |
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An Update on Mongolian Capital Markets
|
Jun 24, 2024 |
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Low Cost Alternatives Funds Have Arrived
|
Jun 17, 2024 |
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Low Cost Alternatives Funds Have Arrived
|
Jun 17, 2024 |
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Low Cost Alternatives Funds Have Arrived
|
Jun 17, 2024 |
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PE and VC Optimism Remains Amid Uncertainty
|
Jun 10, 2024 |
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How to Position Your Career as AI Unfolds
|
Jun 03, 2024 |
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Which HYB Sectors are at Risk, and Safer, in the Current Market
|
May 28, 2024 |
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How Will Commercial Real Estate Lending Change?
|
May 20, 2024 |
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How Healthcare Expense Management Can Differentiate Wealth Management Firms
|
May 13, 2024 |
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How You Can Evolve with AIs Changes
|
May 06, 2024 |
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Where the ESG Backlash is Going, and Where it's Not
|
Apr 29, 2024 |
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Why Quantum Computing Is the Next Big Thing
|
Apr 22, 2024 |
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What Past High Yield Transactions Tell Us About What's Next
|
Apr 15, 2024 |
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The Risks to Global Markets in Passive Investments
|
Apr 08, 2024 |
|
What You Should be Reading from CFA Institute
|
Apr 01, 2024 |
|
What You Shouldn't Do When Comparing Portfolio Forecasts
|
Mar 25, 2024 |
|
Where to Start with ESG Due Diligence
|
Mar 18, 2024 |
|
What an Analytical View of the American Consumer Tells Us
|
Mar 11, 2024 |
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The Most Common Mistakes in Financial Modeling
|
Mar 04, 2024 |
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What a Significant Analytical Approach to Asset Allocation Says
|
Feb 26, 2024 |
|
Consolidation Trends: The Future of Cannabis Companies
|
Feb 19, 2024 |
|
An ESG Analyst's Perspective: Insights on the Long-Term Outlook
|
Feb 12, 2024 |
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Navigating DEI in the Corporate Landscape: Strategies and Metrics for Portfolio Managers
|
Feb 05, 2024 |
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Insights from the Author of the MBA ESG Text Book "Responsible Investing: An Introduction to Environmental, Social, and Governance Investments"
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Jan 29, 2024 |
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What's Next for Direct Lending
|
Jan 22, 2024 |
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How Due Diligence is Being Complicated by Tech and Macro Factors
|
Jan 16, 2024 |
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Why Real Estate is Key to Investing in Cannabis Companies
|
Jan 08, 2024 |
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How are the Challenges to Commercial Real Estate Impacting Senior Housing
|
Dec 20, 2023 |
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The Most Forward Looking Thoughts of 2023
|
Dec 11, 2023 |
|
Where Insurance Company Assets Are Headed
|
Dec 04, 2023 |
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What Pension Boards Need to Know About ESG
|
Nov 27, 2023 |
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What is Active Share Investing?
|
Nov 20, 2023 |
|
Seeking Quality Investments in an Uncertain World
|
Nov 13, 2023 |
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What the Liquidity in the Financial System Means Today
|
Nov 06, 2023 |
|
A Systemic Approach to Carbon Pricing, ESG Policies and More
|
Oct 30, 2023 |
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Why Public Policy Uncertainty Will Impact a Lot - Not Banking
|
Oct 23, 2023 |
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What You Need to Know About Data Science
|
Oct 16, 2023 |
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What You've Heard about Carbon Recapture is Wrong
|
Oct 09, 2023 |
|
What's Next for the EU Energy Sector
|
Oct 02, 2023 |
|
A Rational ESG Portfolio Management Approach
|
Sep 25, 2023 |
|
A Deep Dive into Jamaica's Recovery
|
Sep 18, 2023 |
|
How are Family Offices Handling DEI Investments
|
Sep 04, 2023 |
|
What Does the Monetary Path Forward Hold for China, Russia and the US
|
Aug 28, 2023 |
|
A Macro View of a Busy Financial News Week
|
Aug 14, 2023 |
|
The Next Wave in AI
|
Aug 07, 2023 |
|
The Changing Role of Free Speech and Its Impact on Corporations
|
Jul 17, 2023 |
|
Why Small Caps will Weather the Macro Environment
|
Jul 10, 2023 |
|
Why Emerging and Frontier Markets Now?
|
Jul 03, 2023 |
|
What is Money?
|
Jun 26, 2023 |
|
The Outlook for Japan
|
Jun 19, 2023 |
|
Why Values-Based Investing is Coming Soon
|
Jun 12, 2023 |
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What One Value Investing Pro Thinks has Changed and what has not
|
Jun 05, 2023 |
|
How Will MBS Handle the Macroeconomic Changes
|
May 29, 2023 |
|
How Alt Data is Impacting Asset Allocation and Your Career
|
May 22, 2023 |
|
Where Value Lies in Energy and Home Building
|
May 15, 2023 |
|
What You can Learn from Corporate Voting Data
|
Apr 24, 2023 |
|
What a Massive Pile of Data Tells us about US Equities and FX
|
Apr 17, 2023 |
|
What the Latest Market Data Says About Asset Allocation
|
Apr 10, 2023 |
|
What Pro Basketball and Investment Management have in Common
|
Apr 03, 2023 |
|
Surprising Insights from a Long Term Global Investment Pro
|
Mar 27, 2023 |
|
What's Next for US Banks
|
Mar 20, 2023 |
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What One Angel Investor Thinks about Due Diligence
|
Mar 20, 2023 |
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How to Define the Signals and Noise in ESG Data
|
Mar 13, 2023 |
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Sales and Marketing Tips for Alts Firms
|
Mar 06, 2023 |
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What the World Bank has Learned from 49 Years of Data on Debt
|
Feb 27, 2023 |
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Where do Machine Learning and AI Fit into Asset Management Firm Operations?
|
Feb 20, 2023 |
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The Outlook for Private Asset Sectors
|
Feb 13, 2023 |
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Honoring Black History Month: How to Change Your Firm
|
Feb 06, 2023 |
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What to Look for in Emerging and Frontier Markets in 2023
|
Dec 12, 2022 |
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How to Encourage Frontier Market Investments
|
Dec 05, 2022 |
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A Detailed Look at What's Next in DeFi Regulation
|
Oct 31, 2022 |
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A Unique View of Global Investing Risks
|
Jul 18, 2022 |
|
Which AI Applications are Yielding the Best Value to Businesses?
|
Jul 11, 2022 |
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What's Next for the Investment Arms of Insurance Companies
|
May 09, 2022 |
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How One Member's Traditional Wealth Management Experience Puts Cryptocurrency Indices Into Perspective
|
May 02, 2022 |
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The Keys to Financially Educating the Next Generation
|
Apr 25, 2022 |
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Emerging Strategies for Managing Insurance Company Assets
|
Apr 18, 2022 |
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How to Use ESG Data Prudently
|
Apr 11, 2022 |
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How the Macroeconomic Changes Could Affect the Asset Manager M&A Market
|
Apr 04, 2022 |
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The Data Science Job Market: Skills You Need Now and What's to Come
|
Mar 28, 2022 |
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What Deep Research Says About Global Booms, Busts and Credit Analysis
|
Mar 21, 2022 |
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Reading Emerging Markets' Policies and Macro Impacts
|
Mar 14, 2022 |
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The State of Diversity and Inclusion in the Quant Industry
|
Feb 21, 2022 |
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How a multitude of Regulatory changes are affecting China's policy direction as it relates to the Economy and Finance
|
Feb 14, 2022 |
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A Novel Approach for Managing Inflation
|
Feb 07, 2022 |
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What Higher Inflation Means for the Muni Market
|
Jan 31, 2022 |
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Lessons Learned from Years of Diverse Team Building
|
Jan 24, 2022 |
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Pragmatic Strategy for Currency Risk Management
|
Jan 17, 2022 |
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Crypto Accounting, and What Every Analyst Should Know
|
Jan 10, 2022 |
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The Risks and Opportunities in Africa's Private Markets
|
May 11, 2020 |
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Public Pension Pressures Mounting Amid Covid-19
|
May 04, 2020 |
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Why Slack in the Labor Market is Understated
|
Apr 27, 2020 |
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Corporates on the Knife Edge
|
Apr 20, 2020 |
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The Value of Asset Allocation Amid Volatility
|
Apr 13, 2020 |
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An Asset Owner's View of The Volatility
|
Apr 06, 2020 |
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What the Developed World Central Banks Have Right – and Wrong
|
Mar 30, 2020 |
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Where the Bank and High Yield Sectors are Headed
|
Mar 23, 2020 |
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What Machine Learning Can Tell Us About Diversity and Inclusion
|
Mar 16, 2020 |
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What a Communications Expert Says About Leadership
|
Mar 09, 2020 |
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The Realities of Starting Your Own Asset Management Firm
|
Mar 02, 2020 |
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What's Next for DC Plans
|
Feb 24, 2020 |
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How Reading Thousands of Pages of Research Changes ESG Integration
|
Feb 17, 2020 |
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A Deep Dive into Modern Monetary Theory
|
Feb 10, 2020 |
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Global Water: Equity, Bonds and Private Markets
|
Feb 03, 2020 |
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What ESG and Climate Mean to Portfolios
|
Jan 27, 2020 |
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Is ESG's Implementation Putting Some Stocks at Risk?
|
Jan 20, 2020 |
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A Deep Dive into Cannabis Businesses
|
Jan 13, 2020 |
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What's Next for Blockchain?
|
Jan 12, 2020 |
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The Outlook for the US Bank Sector is Bright
|
Dec 29, 2019 |
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Is ESG becoming SRI?
|
Oct 15, 2019 |
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Long-Term Wealth Management Changes
|
Oct 15, 2019 |
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ESG Data is Getting Better
|
Oct 15, 2019 |
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Why Most Commercial Real Estate Will Manage a Hard Brexit
|
Oct 15, 2019 |