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.
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
ESG Data is Getting Better
A conversation with Thomas Kuh and Christine PishkoExperts from Truvalue Labs and PRI say why they thing ESG indices are better but what to look out for when using them.
Guest Bios
- Thomas Kuh, Truvalue Labs
- Christine Pishko, Principles for Responsible Investment
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
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
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
Time is One of Banking’s Biggest Risks
A conversation with David KnutsonA wide ranging conversation about bank sub-sectors and global bonds.
Guest Bios
- David Knutson, Schroders
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
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
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
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
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