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.

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Ep 29

A Novel Approach for Managing Inflation

A conversation with Darnell Azeez, CFA

Darnell Azeez has some novel thoughts on inflation and other risks facing investors. Hear from a very insightful portfolio manager at Lord Abbett.

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Guest Bios

Ep 28

What Does Higher Inflation Mean for the Muni Market

A conversation with Patrick Luby

Inflation’s long-run impact on munis will vary by sector and issuer. Hear from one of the industry’s premier thinkers.

Ep 27

Lessons Learned from Years of Diverse Team Building

A conversation with Nanda Kamat

Nanda Kamat is one of financial service industry’s prominent few who pursued a diverse team-building strategy before it gained mainstream momentum. Listen as she joins CFA NY to share what that experience has taught her.

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Guest Bios

Ep 26

Pragmatic Strategy for Currency Risk Management

A conversation with Galen Haws, CFA, CAIA

Hear how this OCIO has managed the risk of currency exposure and what he thinks about using currency in the search for yield.

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Guest Bios

Ep 25

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.

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Guest Bios

Ep 24

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.

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Guest Bios

Ep 23

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.

Ep 22

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.

Ep 21

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.

Ep 20

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.

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Guest Bios

Ep 19

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.

Episode Assets

Guest Bios