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.
Ep. 1 – 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.
Ep. 2 – ESG Data is Getting Better
Featuring Thomas Kuh and Christine Pishko
Experts from Truvalue Labs and PRI say why they thing ESG indices are better but what to look out for when using them.
Ep. 3 – 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.