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…
Rohit Goel, CFA, shares where in the world he sees value among the volatility
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
Find out how they view tech, autos and more with Marvin Loh of State Street
Cut through the hype on the topic with Federico Barriga-Salazar of Fitch Ratings
Joseph Wang looks back to see the way forward
Matt Luzzetti, Chief US Economist at Deutsche Bank shares his views
Jody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.
Hear from Jennifer Huddleston, a legal expert with experience in the beltway.
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.
One of the best researchers on generative AI gives us his take
Hear how one pension plan created an ESG compliant portfolio with lower risk factors
Hear why an analyst at ISS Stoxx believes the harm to water, and more, is the next important data point
We hear what's keeping the research team at State Street up at night
We close Commercial Real Estate Month with Rob Gilman, of Anchin
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
Hear Pete Miller, CFA, Invesco explain how the longest term investors are thinking
Hear from a former hedge fund, and current data founder, what they think is up next
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 why the outlook is stable, with a few bumps
The path to a DFI framework is no small feat. Hear from the author of the first one.
Hear from a CFA Chaterholder whose path began in middle school
Hear how one pro views allocations, managers and managed futures
Hear what important research CFA Institute has published that you should read (featuring Paul Andrews, CFA Institute)
Hear what one Bloomberg analyst sees in their data
Hear about what transitions like this will mean for the industry
Hear from someone at Amazon about what his customers are really doing with Gen AI
Hear from one founder about why he thinks the hate is misplaced
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
Hear how one strategist is thinking about all of this
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
Hear from the CIO of one who says AI is the way to lower fees for alternatives funds
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