Hosted by CFA Society New York · 🇺🇸 US · EN · 190 episodes
Established thought leaders with verified media credentials.
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.
CFA Society New York hosts Compound Insights, a business show with 190 episodes published.
Dr. Mark Malek, Chief Investment Officer of Siebert Financial, discusses how investors can navigate an increasingly complex market environment. He shares his perspectives on geopolitical tensions, inflation, central bank
Luis Viceira, Professor of Finance at Harvard Business School, discusses the forces reshaping global capital markets and investment management. Topics discussed include AI-driven capital spending, inflation, public and p
Ted Mortonson, Managing Director at Baird, discusses the implications of the AI-driven infrastructure spending reshaping global markets. He also shares views on the evolving playbook for technology investing, portfolio c
Christopher Tessin, CFA, Managing Partner and Portfolio Manager of Acuitas Investments, discusses the opportunity set in small- and micro-cap investing. He weighs in on active management, manager selection, portfolio con
David Miller, Chief Investment Officer and Senior Portfolio Manager of Catalyst Funds, discusses how investors can build resilient portfolios in today's evolving market environment. He shares insights on navigating trend
Michael D. Nelson, CEO and Managing Partner of Eagle Bay Family Office, discusses the evolution of the multi-family office model and the complexities of managing wealth for ultra-high-net-worth families. He also provides
Charlie Dutton, CFA, Head of Emerging Market Equities at Manulife Investment Management, discusses his investment process and how the macro environment is shaping opportunities. He also weighs in on portfolio constructio
Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, discusses the firm's focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thoughtful capital allocati
Ryan Davies, CFA, Managing Director and Senior Portfolio Manager at Manulife Investment Management, discusses the evolving landscape of U.S. small-cap investing. He weighs in on portfolio construction, sector opportuniti
David Schassler, Head of Multi-Asset Solutions at VanEck, weighs in with a comprehensive asset allocation approach for today's environment. He also provides insights on structural forces reshaping global markets such as
Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, discusses key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings reports. In additio
Brent Jenkins, Managing Director and Portfolio Manager of the Clarion Partners Real Estate Income Fund, shares his insights from past real estate cycles and their influence on portfolio construction. He also discusses ke
Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 dr
Brian Kessens, CFA of Tortoise Capital, an approximately $9 billion AUM investment firm focused on the energy and power infrastructure sectors, weighs in on global trends reshaping the investment mosaic including increas
Marc Chandler, Chief Market Strategist of Bannockburn Capital Markets, unpacks what lies ahead for the Federal Reserve, the U.S. dollar, and global markets. In addition, he discusses portfolio construction, digital asset
Andrew Chin, AllianceBernstein's Chief Artificial Intelligence Officer, shares key insights from the firm's AI strategy and enterprise-wide deployment. He also offers his perspective on how artificial intelligence is res
Rob Arnott, a participant in our recent Investment Icons Debate the Risk Premium event, shares his framework and view on today's markets and assessment of investor behavior.
Peter Miller, CFA, FSA, Head of Client Investment Solutions for North America at Invesco, provides context to CFA Society New York's upcoming Insurance Investment Officers Roundtable. He discusses key considerations affe
Rich Pzena, Chairman and Co-CIO of Pzena Investment Management, shares the principles and framework for the company's disciplined value approach underpinning its approximately $80 billion in assets under management. In a
Matt Hougan, Chief Investment Officer for Bitwise Asset Management, discusses how digital assets are reshaping global markets and transforming investing. He also weighs in on valuation frameworks, portfolio construction,
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Compound Insights is hosted by CFA Society New York. The show is categorised under business (investing) and has published 190 episodes.
Compound Insights has published 190 episodes.
Compound Insights regularly covers business, investing, education. It sits in the business category, with a investing focus.
Compound Insights is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Compound Insights hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Compound Insights average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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