CFA Society New York

Compound Insights

Business EN ↓ 192 episodes

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.

Author

CFA Society New York

Category

Business

Latest episode

Jun 25, 2026

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Episodes

What Can Long Term ESG Experience Tell You 22.07.2024

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

Currencies, Rates and Election Stresses 15.07.2024

Hear how one strategist is thinking about all of this

What will Clients of the Future Want? 08.07.2024

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 01.07.2024

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

An Update on Mongolian Capital Markets 24.06.2024

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 17.06.2024

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

Low Cost Alternatives Funds Have Arrived 17.06.2024

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

Low Cost Alternatives Funds Have Arrived 17.06.2024

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 10.06.2024

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 03.06.2024

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 28.05.2024

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? 20.05.2024

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 13.05.2024

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

How You Can Evolve with AIs Changes 06.05.2024

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

Where the ESG Backlash is Going, and Where it's Not 29.04.2024

Hear from a group that has big plans despite the ESG backlash

Why Quantum Computing Is the Next Big Thing 22.04.2024

Hear what quantum computing is, what it will mean for your career and how you can use it on a website today

What Past High Yield Transactions Tell Us About What's Next 15.04.2024

Hear Meredith explain how J.Crew and Chewy can tell us a lot about how future pressure on high yield borrowers might go

The Risks to Global Markets in Passive Investments 08.04.2024

Hear why passive investments are a risk to the markets and what active managers can (and can't) do about it

What You Should be Reading from CFA Institute 01.04.2024

Hear which of CFA Institute's research pieces you should be reading, from the person responsible for them

What You Shouldn't Do When Comparing Portfolio Forecasts 25.03.2024

Get ready for one of our most complex podcasts, on which you will hear about some jaw dropping data

Where to Start with ESG Due Diligence 18.03.2024

Hear from one of the authors of the standards about where she would start, as an investor

What an Analytical View of the American Consumer Tells Us 11.03.2024

Hear what a pile of research and data says about the all important American consumer

The Most Common Mistakes in Financial Modeling 04.03.2024

This week's guest built and sold a trainig company that teached financial modeling. Hear where it can go wrong.

What a Significant Analytical Approach to Asset Allocation Says 26.02.2024

Hear a long run analytical view from a former Chair of CFA Society New York

Consolidation Trends: The Future of Cannabis Companies 19.02.2024

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.

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