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 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.

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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.

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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.

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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.

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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.

Ep 11

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.

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Guest Bios

Ep 10

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.

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Guest Bios

Ep 9

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.

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Guest Bios

Ep 8

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.

Episode Assets

Guest Bios