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.
Upcoming Schedule
Featuring: Vivian Fang, University of Minnesota
MORE
See Vivian's Blog »
Featuring: Galen Haws, Verus Investments
Featuring: Nanda Kamat, MUFG
Featuring: Patrick Luby, Credit Insights
Stream Past Episodes
Crypto Accounting, and What Every Analyst Should Know
A conversation with Vivian FangHear what analysts and portfolio managers should look for, according to one of the most advanced thinkers on crypto accounting.
Guest Bio
- Vivian Fang, , University of Minnesota
The Risks and Opportunities in Africa’s Private Markets
A conversation with Emmanuel Esochagi and Saad SheikhHear from two people with clear views into Africa’s private markets about how the COVID-19 pressures are making some sector’s private companies a better value while others are becoming more risky.
Guest Bios
- Emmanuel Esochagi, VeraDaniel & Company
- Saad Sheikh, TLG Capital
Public Pension Pressures Mounting Amid COVID-19
A conversation with Olu Sonola, CFA, and Douglas OffermanThe risks of public pension pressures to state bond ratings is intensifying. Hear from Doug Offerman and Olu Sonola, CFA of Fitch Ratings about how the investments, structures and policies are all coming into play.
Guest Bios
- Olu Sonola, CFA,, Fitch Ratings
- Douglas Offerman, Fitch Ratings
Why Slack in the Labor Market is Understated
A conversation with Stephanie AaronsonThe amazing jump in jobless claims and the unemployment rate may actually be rosier than reality. Our guest, Stephanie Aaronson (Brookings), shares what her research says.
Guest Bios
- Stephanie Aaronson, Brookings Institution
Corporates on the Knife Edge
A conversation with Tod Trabocco, CFAOne seasoned pro’s view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.
Guest Bios
- Tod Trabocco, CFA, ITE Management
The Value of Asset Allocation Amid Volatility
A conversation with Jodie Gunzberg, CFAVolatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.
Guest Bios
- Jodie Gunzberg, CFA, Graystone Consulting
An Asset Owner’s View of The Volatility
A conversation with Lauren Goodwin, CFAHear what one portfolio strategist from New York Life Investments thinks about the recent markets.
Guest Bios
- Lauren Goodwin, CFA, New York Life Investments
What the Developed World Central Banks Have Right – and Wrong
A conversation with Paul SheardHear what one exceptionally experienced expert think about the recent policy decisions by the BoJ, ECB BoE and Fed.
Guest Bios
- Paul Sheard, Harvard Kennedy School
Where the Bank and High Yield Sectors are Headed
A conversation with Susan Schmidt, CFASusan Schmidt, CFA, is Head of US Equities Aviva where she acts as a portfolio manager and analyst. She gives us her take on how the recent market will impact the banking and high yield sectors.
Guest Bios
- Susan Schmidt, CFA, US Equities Aviva
What Machine Learning Can Tell Us About Diversity and Inclusion
A conversation with Paolo Gaudiano, Ph.DPaolo Gaudiano is Executive Director of the Center for the Quantitative Studies of Diversity and Inclusion at the City College of New York, and Founder and CEO of Aleria which helps organizations plan, execute and measure the impact of diversity & inclusion initiatives.
Guest Bios
- Paolo Gaudiano, City College of New York; Aleria
What a Communications Expert Says About Leadership
A conversation with Judith HumphreyDo you know a leader when you hear one? On this podcast we will focus on a skill that is important to many, many CFA Society New York members – how to communicate like a leader.
Guest Bios
- Judith Humphrey, The Humphrey Group
The Realities of Starting Your Own Asset Management Firm
A conversation with Ryan Sterling, CFAHear from a wealth management professional who founded his own firm 6 months ago about what really happens when things get real.
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.
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.
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.
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.
Guest Bios
- Matthew J. Diserio, Water Asset Management, LLC
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.
Guest Bios
- Nili Gilbert, CFA, CAIA, Matarin Capital
- Joy Williams, CAIA, Mantle
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.
Guest Bios
- Mark Campanale, Carbon Tracker
- Kingsmill Bond, CFA, Carbon Tracker
A Deep Dive into Cannabis Businesses
A conversation with Gil Christie and Bob Bob Wieczorek, CFA, XP3RTWe run down the subsectors of cannabis businesses with one investor and a rigorous CFA talks about the risks.
Guest Bios
- Gil Christie, Green Flower Media
- Bob Wieczorek, CFA, XP3RT, Training and Consulting Consortium (TCC); and XP3RT Network
The Outlook for the US Bank Sector is Bright
A conversation with David KnutsonA wide ranging conversation about bank sub-sectors and global bonds.
Guest Bios
- David Knutson, Schroders
What’s Next for Blockchain?
A conversation with Sandra RoWhere in finance will blockchain have the biggest impact?
Guest Bios
- Sandra Ro, Global Blockchain Business Council
Is ESG becoming SRI?
A conversation with Henry ShillingHear why an ESG pioneer thinks the maturation of the industry is shifting to SRI.
Guest Bios
- Henry Shilling, Sustainable Research and Analysis LLC
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.
Guest Bios
- Tom McCullough, Northwood Family Office
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.
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.
Guest Bios
- Ron Dickerman, Madison International Realty
- Helen Thomas, CFA, Blonde Money