Compound Insights: Recent Episodes
CFA Society New York
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. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
Chris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choices
Winston Ma, CFA, shares his perspective on rising market volatility and the complex challenges facing cross-border transactions.
CFA Society New York Board Chair Ken D’Souza, CFA, shares his path from engineer to quant leader, the role of community in career growth, and how CFA Society New York empowers professionals at every stage.
Caroline Busby, CFA of Blackrock shares her motivations from just out of school to the Board of Directors of CFA Society New York
Hear from Lindsey Rubinstein and Neil Datta about how their families are managing the many changes in the family office sector
Jody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.
Bobby Eubank and his coworkers have been tracking automation's impact for decades. Hear what they think.
Want more expert insights? Become a member of CFA Society New York and unlock exclusive content, events, and a network of diverse finance professionals. Join today at cfany.org.
Pyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.
Jarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.
Hear why an analyst at ISS Stoxx believes the harm to water, and more, is the next important data point
We continue Commercial Real Estate Month with Scott Galin, who debunks a few myths and gives us a positive outlook
In our fourth week of Commercial Real Estate Month, an investor in multifamily up and down the east coast talks regulation, lending and construction
In our third week of Commercial Real Estate Month we dig into CMBS with one of the sector's early partcipants, Joe Iacono of Crescit
In our second week of Commercial Real Estate Month, Michael Cohen of Colliers makes a case for B office buildings
Welcome to Commercial Real Estate Month on Compound Insights. We begin with veteran real estate expert Barry LePatner of LePatner & Associates
Small cap equities and fixed are having a moment. Hear how one portfolio manager's credit and equity analysis shows how it will go
Hear what important research CFA Institute has published that you should read (featuring Paul Andrews, CFA Institute)
Hear how tokenization is reconfiguring financial services infrastructure and how it's not
Hear from the person at the top of the research department of CFAI about what is out and what's coming
Hear from one of the most experienced at ESG issuance talk about recent trends and which subsectors look good
A co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know.
Hear from one portfolio manager about the macro changes and research challenges presented by Sharia bonds
We go deep into the metrics to look at the changes to the Mongolian bank sector and capital markets
Find out why the lack of exits is not denting the optimism for private equity and venture capital.
Web3 and AI are accelerating change in many areas of financial services. Hear from a former bank executive, now tech investor, about how to position yourself
Hear a sector run down and why credit analysis still is your best tool in the high yield bond market
CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.
Meet a founder whose company provides analysis of client healthcare options to wealth management firms
Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experience
Hear what quantum computing is, what it will mean for your career and how you can use it on a website today
Hear Meredith explain how J.Crew and Chewy can tell us a lot about how future pressure on high yield borrowers might go
Hear why passive investments are a risk to the markets and what active managers can (and can't) do about it
Hear which of CFA Institute's research pieces you should be reading, from the person responsible for them
Get ready for one of our most complex podcasts, on which you will hear about some jaw dropping data
Hear from one of the authors of the standards about where she would start, as an investor
This week's guest built and sold a trainig company that teached financial modeling. Hear where it can go wrong.
In this episode, we delve into the inevitable consolidation of cannabis companies, exploring the driving forces behind this trend and its implications for the industry's future.
Tune in to discover which data segments, standards, and numerical factors are making an exit.
Dive into the latest episode where we explore the dynamic landscape of DEI, delving into the future outlook for both company managers and portfolio managers. Gain valuable insights and stay ahead in the ever-evolving world of diversity, equity, and inclusion strategies.
Hear from a prolific writer and fund manager about his view of the risk premia from ESG and what's next.
Macro and tech are having an unprecedented impact on manager searches. Hear what Tim has to say about it.
Hear from commercial real estate pro, who invests in debt and equity in the cannabis sector
James Scribner has invested in Senior Housing for longer than most. Hear where he's finding value in the subsector.
Hear which session had the most interesting forward looking views of our events this year
Gain insights on the importance and details from a professional involved in choosing investment managers.
Delving into Investment Quality: Join us for an In-Depth Exploration with a Portfolio Manager
No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. This is not a buy, sell or hold recommendation for any particular security.
Hear what liquidity, fed policy and other factors mean for banks and currencies.
If you are interested in learning more about State Street's proprietary data or Insights Platform please contact Kelley Coates at kcoates@statestreet.com.
The issues around climate change, investing and risk are vexing. This ESG pro takes us back to basics
Public policy is hard to anticipate right now, but hear why one pro thinks bank regulation is not likely
Hear from the people who created CFA Institute's new certificate about what you need to know and how hard it will be to learn
An international banker turned politician takes us around the changes and identifies sectors with value
Hear from a Fintech veteran about why she thinks that a newer AI strategy will be the next wave in AI and how it can close a gap in financial services
Hear how changes in free speech values impact corporations and why mutual fund managers best ideas outperform
Hear why some companies are likely to weather inflation, higher rates, earnings pressure and Globalization 2.0 better than most
Hear why one portfolio manager thinks some emerging and frontier markets offer value now
We will go deep into fiscal policies with this expert, asking a deceivingly simple question
As values based investing gains momentum, where is the data? What other quant issues remain?
Hedda Nadler shares views on how small firms can work in an increasingly large marketplace
Hear from an Erica Adelberg, CFA at Bloomberg about everything from spreads to the long term
Hear why ChatGPT is not fit for financial data and which skills you should gain to ensure your career in an alt data future
Hear from a veteran value investor, Bob Robotti, about where value can be found and why a lot of the market pressures are easy to source
Hear from Genai Walker who, after earning a masters, went on to play pro basketball for eight years, and now is with Morgan Stanley
Hear how one experienced analyst thinkgs the US banks are likely to handle current pressures
Hear from an angel investor about due diligence challenges and why he declined an offer to become a GP
Hear from Hemali Dassani & Nandu Kuppuswamy, CFA, co-authors of a recent book on what new and established alternative investments firms should be thinking about
Hear the dos and don'ts from someone who advises firms on integrating AI into their businesses
Hear from two accomplished financial professionals about how best to make positive change at your firm.
Hear from Karin Svensson of SIDA on the innovative techniques that her organization is using to encourage investments that can reduce poverty and oppression.
Hear where the growing level of DeFi and coin regulation is going, from the perspective of investors and employees at DeFi companies.
A conversation with Lauren Goodwin, CFA, Economist, Director of Portfolio Strategy, New York Life Investments.
A discussion with Anand Rao, Global AI Lead; US Innovation Lead, Emerging Technology Group / PwC US
Hear from a very accomplished insurance specialist about how he sees regulatory and other trends that are impacting insurance company investments in the US and EU
What was it like to jump from an analytical and complex financial oversight position to a cryptocurrency index firm? Find out!
Hear what we need to do to raise a financially astute next generation from someone who has lectured to hundreds of high schools and colleges
Several trends in insurance company asset management, including outsourcing and broad diversification, have some unintended impacts.
Hightower's CEO shares his views on the current and future of the asset manager M&A market
How has big data impacted stock prices? Is it different across sectors and capitalization?
How will LATAM sovereigns weather inflation? What’s next for the frontier markets? Hear the answers to these questions and more from a well-researched, analytical, perspective.
D&I should be one of the most important initiatives across the financial industry. A firms’ most important asset is its employees. From attracting junior level managers to retaining senior leadership, the benefits of D&I can impact the long-term survival and growth of your organization.
Lyric shares her views on current day China, including why data collection is of paramount importance to the Government Party and How China will adjust away from its zero tolerance Covid Policy.
Darnell Azeez has some novel thoughts on inflation and other risks facing investors. Hear from a very insightful portfolio manager at Lord Abbett.
A conversation with Patrick Luby, CreditSights
Inflation’s long-run impact on munis will vary by sector and issuer. Hear from one of the industry’s premier thinkers.
A conversation with Nanda Kamat, MUFG
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.
Hear how this OCIO has managed the risk of currency exposure and what he thinks about using currency in the search for yield.
A conversation with Vivian Fang, University of Minnesota
Hear where analysts and portfolio managers should look, according to one of the most advanced thinkers on crypto accounting.
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.
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.
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.
One seasoned pro’s view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.
Volatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.
Hear what one portfolio strategist from New York Life Investments thinks about the recent markets.
Hear what one exceptionally experienced expert think about the recent policy decisions by the BoJ, ECB BoE and Fed.
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.
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.
Do you know a leader when you hear one? On this podcast we will focus on a skill that is important to many, many CFANY members – how to communicate like a leader.
Hear from a wealth management professional who founded his own firm 6 months ago about what really happens when things get real
Hear experts debate the impact of a pending bill and what types of products should be developed to help retirees.
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.
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.
A discussion about the entire spectrum of water investments with one of the most experienced investors.
Hear some exceptionally thoughtful takes on ESG integration and inclusion of carbon considerations in asset allocation.
Hear about research that shows that more pain is in store for many sectors in the ESG transition, from the authors.
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.
Experts from Truvalue Labs and PRI say why they think ESG indices are better and what to look out for when using them.
One expert tells us why a hard Brexit is very likely while another explains his London commercial real estate strategy.