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 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.

Episode Assets

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

Ep 18

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.

Episode Assets

Guest Bios

Ep 17

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.

Episode Assets

Guest Bios

Ep 16

What Machine Learning Can Tell Us About Diversity and Inclusion

A conversation with Paolo Gaudiano

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.

Episode Assets

Guest Bios

Ep 15

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.

Episode Assets

Guest Bios

Ep 14

The Realities of Starting Your Own Asset Management Firm

A conversation with Ryan Sterling

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

Ep 13

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.

Ep 12

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.