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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…

CFA Society New York


    • May 27, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 20m AVG DURATION
    • 154 EPISODES


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    Latest episodes from Compound Insights

    Rohit Goel, CFA: Where Investors Can Find Value in Emerging Markets

    Play Episode Listen Later May 27, 2025 22:26


    Rohit Goel, CFA, shares where in the world he sees value among the volatility

    Winston Ma, CFA: A Former Sovereign Wealth Fund Manager on What Funds Should Prioritize Now

    Play Episode Listen Later May 19, 2025 18:44


    Winston Ma, CFA, shares his perspective on rising market volatility and the complex challenges facing cross-border transactions.

    Career Evolution & CFA Community: A Conversation with Ken D'Souza, CFA

    Play Episode Listen Later May 12, 2025 15:03


    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: One CFA Charterholder's Walk from College to Membership to Volunteering

    Play Episode Listen Later May 5, 2025 13:27


    Caroline Busby, CFA of Blackrock shares her motivations from just out of school to the Board of Directors of CFA Society New York

    Lindsey Rubinstein and Neil Datta: How Family Offices are Staffing Up and Finding Value in The Markets

    Play Episode Listen Later Apr 28, 2025 21:14


    Hear from Lindsey Rubinstein and Neil Datta about how their families are managing the many changes in the family office sector

    Marvin Loh: What are Institutional Investors Overweighting and Underweighting Now

    Play Episode Listen Later Apr 21, 2025 16:29


    Find out how they view tech, autos and more with Marvin Loh of State Street

    Federico Barriga-Salazar: Where are EU Sovereign Budgets Headed if They Raise Their Defense Spending?

    Play Episode Listen Later Apr 14, 2025 18:31


    Cut through the hype on the topic with Federico Barriga-Salazar of Fitch Ratings

    Joseph Wang: What's Happening to the Long Bond?

    Play Episode Listen Later Apr 7, 2025 21:36


    Joseph Wang looks back to see the way forward

    Matthew Luzzetti: Where is the US Consumer now?

    Play Episode Listen Later Mar 31, 2025 19:54


    Matt Luzzetti, Chief US Economist at Deutsche Bank shares his views

    Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?

    Play Episode Listen Later Mar 24, 2025 23:47


    Jody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.

    Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed?

    Play Episode Listen Later Mar 17, 2025 19:00


    Hear from Jennifer Huddleston, a legal expert with experience in the beltway.

    Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market

    Play Episode Listen Later Mar 10, 2025 11:30


    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.

    Phyllis Costanza: How ESG Materiality is likely to change

    Play Episode Listen Later Mar 3, 2025 19:55


    Pyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.

    Jarrad Linzie: Where Fixed Income Index Investing is Headed

    Play Episode Listen Later Feb 24, 2025 19:48


    Jarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.

    Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments

    Play Episode Listen Later Jan 27, 2025 18:11


    One of the best researchers on generative AI gives us his take

    Frederic Samama: What You Can Learn from One Asset Owner's ESG Transition

    Play Episode Listen Later Jan 20, 2025 23:53


    Hear how one pension plan created an ESG compliant portfolio with lower risk factors

    Mirtha Kastrapelie: The Latest Frontier in Sustainability

    Play Episode Listen Later Jan 13, 2025 19:13


    Hear why an analyst at ISS Stoxx believes the harm to water, and more, is the next important data point

    Marvin Loh and Cayla Seder: What Risks Remain in an Otherwise Bright Outlook

    Play Episode Listen Later Jan 6, 2025 23:07


    We hear what's keeping the research team at State Street up at night

    Rob Gilman: Commercial Real Estate Month: Risks to Investors are Greater than they Appear

    Play Episode Listen Later Dec 30, 2024 25:47


    We close Commercial Real Estate Month with Rob Gilman, of Anchin

    Scott Galin: Commercial Real Estate Month: Work from Home is Over, Lending Issues are Not

    Play Episode Listen Later Dec 23, 2024 20:47


    We continue Commercial Real Estate Month with Scott Galin, who debunks a few myths and gives us a positive outlook

    Jason Muss: Commercial Real Estate Month: Multi-family Still Rising

    Play Episode Listen Later Dec 16, 2024 24:44


    In our fourth week of Commercial Real Estate Month, an investor in multifamily up and down the east coast talks regulation, lending and construction

    Joe Iacono: Commercial Real Estate Month: Where is CMBS going?

    Play Episode Listen Later Dec 9, 2024 16:54


    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

    Michael Cohen: Commercial Real Estate Month: Why B Offices Are Improving

    Play Episode Listen Later Dec 2, 2024 21:34


    In our second week of Commercial Real Estate Month, Michael Cohen of Colliers makes a case for B office buildings

    Barry LePatner: Commercial Real Estate Month: Where are NYC Officed Headed?

    Play Episode Listen Later Nov 25, 2024 31:03


    Welcome to Commercial Real Estate Month on Compound Insights. We begin with veteran real estate expert Barry LePatner of LePatner & Associates

    Pete Miller, CFA: What's on the Minds of Insurance CIOs

    Play Episode Listen Later Nov 18, 2024 20:12


    Hear Pete Miller, CFA, Invesco explain how the longest term investors are thinking

    Christina Qi: What Does The Founder of a Data Firm See Coming Next?

    Play Episode Listen Later Nov 4, 2024 23:07


    Hear from a former hedge fund, and current data founder, what they think is up next

    Eric Green, CFA: Why Small Cap's Time Has Come

    Play Episode Listen Later Oct 30, 2024 14:44


    Small cap equities and fixed are having a moment. Hear how one portfolio manager's credit and equity analysis shows how it will go

    Marvin Loh: State Street Global Advisors Outlook for the Fourth Quarter

    Play Episode Listen Later Oct 21, 2024 16:37


    Hear why the outlook is stable, with a few bumps

    Arsalan Mahtafar: What DFI Needs, from an Author of JP Morgan's Methodology

    Play Episode Listen Later Oct 15, 2024 24:55


    The path to a DFI framework is no small feat. Hear from the author of the first one.

    One CFA Charterholder's Journey

    Play Episode Listen Later Oct 9, 2024 14:33


    Hear from a CFA Chaterholder whose path began in middle school

    John Twomey: A Nuanced View of Alternative Asset Allocation

    Play Episode Listen Later Sep 30, 2024 30:24


    Hear how one pro views allocations, managers and managed futures

    Great Research You Might Have Missed

    Play Episode Listen Later Sep 16, 2024 13:54


    Hear what important research CFA Institute has published that you should read (featuring Paul Andrews, CFA Institute)

    Transforming Sustainable Data into Insights

    Play Episode Listen Later Sep 9, 2024 18:52


    Where are the Developed Markets Going?

    Play Episode Listen Later Sep 2, 2024 19:55


    Hear what one Bloomberg analyst sees in their data

    How to Survive a Mutual Fund to Active ETF Transition

    Play Episode Listen Later Aug 26, 2024 19:31


    Hear about what transitions like this will mean for the industry

    What are Investment Managers Really Doing with Generative AI?

    Play Episode Listen Later Aug 19, 2024 15:13


    Hear from someone at Amazon about what his customers are really doing with Gen AI

    Why are Managed Futures the Most Hated Sub-sector?

    Play Episode Listen Later Aug 12, 2024 24:06


    Hear from one founder about why he thinks the hate is misplaced

    What is one of the largest banks actually doing with tokenization?

    Play Episode Listen Later Aug 5, 2024 14:51


    Hear how tokenization is reconfiguring financial services infrastructure and how it's not

    CFA Institute's Latest and Greatest Research

    Play Episode Listen Later Jul 29, 2024 16:28


    Hear from the person at the top of the research department of CFAI about what is out and what's coming

    What Can Long Term ESG Experience Tell You

    Play Episode Listen Later Jul 22, 2024 11:27


    Hear from one of the most experienced at ESG issuance talk about recent trends and which subsectors look good

    Currencies, Rates and Election Stresses

    Play Episode Listen Later Jul 15, 2024 20:46


    Hear how one strategist is thinking about all of this

    What will Clients of the Future Want?

    Play Episode Listen Later Jul 8, 2024 11:03


    A co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know. 

    Major Changes for Sharia Bonds

    Play Episode Listen Later Jul 1, 2024 21:50


    Hear from one portfolio manager about the macro changes and research challenges presented by Sharia bonds

    An Update on Mongolian Capital Markets

    Play Episode Listen Later Jun 24, 2024 12:20


    We go deep into the metrics to look at the changes to the Mongolian bank sector and capital markets

    Low Cost Alternatives Funds Have Arrived

    Play Episode Listen Later Jun 17, 2024 19:57


    Hear from the CIO of one who says AI is the way to lower fees for alternatives funds

    PE and VC Optimism Remains Amid Uncertainty

    Play Episode Listen Later Jun 10, 2024 15:22


    Find out why the lack of exits is not denting the optimism for private equity and venture capital.

    How to Position Your Career as AI Unfolds

    Play Episode Listen Later Jun 3, 2024 25:07


    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

    Which HYB Sectors are at Risk, and Safer, in the Current Market

    Play Episode Listen Later May 28, 2024 21:34


    Hear a sector run down and why credit analysis still is your best tool in the high yield bond market

    How Will Commercial Real Estate Lending Change?

    Play Episode Listen Later May 20, 2024 18:14


    CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.

    How Healthcare Expense Management Can Differentiate Wealth Management Firms

    Play Episode Listen Later May 13, 2024 14:44


    Meet a founder whose company provides analysis of client healthcare options to wealth management firms

    How You Can Evolve with AIs Changes

    Play Episode Listen Later May 6, 2024 15:14


    Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experience

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