Compound Insights

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.

Find out where the problems in the creation and usage of ESG data are.

Hightower's CEO shares his views on the current and future of the asset manager M&A market

How one data scientist sees the evolution of the sectors' skills sets and data usage

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.