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.

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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

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Crypto Accounting, and What Every Analyst Should Know

A conversation with Vivian Fang

Hear what analysts and portfolio managers should look for, according to one of the most advanced thinkers on crypto accounting.

Guest Bio


The Risks and Opportunities in Africa’s Private Markets

A conversation with Emmanuel Esochagi and Saad Sheikh

Hear 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


Public Pension Pressures Mounting Amid COVID-19

A conversation with Olu Sonola, CFA, and Douglas Offerman

The 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.


Why Slack in the Labor Market is Understated

A conversation with Stephanie Aaronson

The 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.


Corporates on the Knife Edge

A conversation with Tod Trabocco, CFA

One seasoned pro’s view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.


The Value of Asset Allocation Amid Volatility

A conversation with Jodie Gunzberg, CFA

Volatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.

Guest Bios


An Asset Owner’s View of The Volatility

A conversation with Lauren Goodwin, CFA

Hear what one portfolio strategist from New York Life Investments thinks about the recent markets.


What the Developed World Central Banks Have Right – and Wrong

A conversation with Paul Sheard

Hear what one exceptionally experienced expert think about the recent policy decisions by the BoJ, ECB BoE and Fed.

Guest Bios


Where the Bank and High Yield Sectors are Headed

A conversation with Susan Schmidt, CFA

Susan 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


What Machine Learning Can Tell Us About Diversity and Inclusion

A conversation with Paolo Gaudiano, Ph.D

Paolo 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.


What a Communications Expert Says About Leadership

A conversation with Judith Humphrey

Do 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.


The Realities of Starting Your Own Asset Management Firm

A conversation with Ryan Sterling, CFA

Hear from a wealth management professional who founded his own firm 6 months ago about what really happens when things get real.


What’s Next for DC Plans

A conversation with Neil Lloyd and Kelli Hueler

Hear experts debate the impact of a pending bill and what types of products should be developed to help retirees.


How Reading Thousands of Pages of Research Changes ESG Integration

A conversation with Jessica Ground

As ESG integration evolves, good research can yield a solid premium. Hear from one analyst who took that to an extreme and what she learned.


A Deep Dive into Modern Monetary Theory

A conversation with Paul Sheard

Why 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. Diserio

A discussion about the entire spectrum of water investments with one of the most experienced investors.

Guest Bios


What ESG and Climate Mean to Portfolios

A conversation with Nili Gilbert, CFA, CAIA, and Joy Williams, CAIA

Hear some exceptionally thoughtful takes on ESG integration and inclusion of carbon considerations in asset allocation.


Is ESG’s Implementation Putting Some Stocks at Risk?

A conversation with Mark Campanale and Kingsmill Bond, CFA

Hear about research that shows that more pain is in store for many sectors in the ESG transition, from the authors.

Guest Bios


A Deep Dive into Cannabis Businesses

A conversation with Gil Christie and Bob Bob Wieczorek, CFA, XP3RT

We run down the subsectors of cannabis businesses with one investor and a rigorous CFA talks about the risks.

Guest Bios


The Outlook for the US Bank Sector is Bright

A conversation with David Knutson

A wide ranging conversation about bank sub-sectors and global bonds.

Guest Bios


What’s Next for Blockchain?

A conversation with Sandra Ro

Where in finance will blockchain have the biggest impact?

Guest Bios

  • Sandra Ro, Global Blockchain Business Council

Is ESG becoming SRI?

A conversation with Henry Shilling

Hear why an ESG pioneer thinks the maturation of the industry is shifting to SRI.

Guest Bios


Long-Term Wealth Management Changes

A conversation with Tom McCullough

Hear 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


ESG Data is Getting Better

A conversation with Thomas Kuh and Christine Pishko

Experts from Truvalue Labs and PRI say why they think ESG indices are better and what to look out for when using them.

Guest Bios


Why Most Commercial Real Estate Will Manage a Hard Brexit

A conversation with Ron Dickerman and Helen Thomas, CFA

One expert tells us why a hard Brexit is very likely while another explains his London commercial real estate strategy.

Guest Bios