Sep 8, 202629 minS1
Steven McClurg, CEO of Canary Capital, discusses the evolving digital-asset landscape. McClurg weighs in on Bitcoin, crypto ETFs, tokenization, and growing institutional interest. He concludes with the investment...
business
Compound Insights
Hosted by CFA Society New York · business · EN
About this Podcast:
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.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
36%
Guest openness
Selective
80/100
Required Score
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Signup to Generate a PitchQuestions about Compound Insights
What is Compound Insights about?
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.
Who hosts Compound Insights?
Compound Insights is hosted by CFA Society New York. The show has published 197 episodes to date.
What has Compound Insights covered recently?
Recent episodes include "What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg" (8 September 2026, 29 minutes), "Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies" (31 August 2026, 37 minutes), and "The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA" (10 August 2026, 46 minutes).
How often does Compound Insights publish?
Compound Insights publishes roughly every two weeks, with episodes averaging 37 minutes across 197 episodes.
How hard is it to get booked on Compound Insights?
Booking probability for Compound Insights is 36%, and the host is rated Selective on guests. Compound Insights requires a Pod Score of 80 or higher. Compound Insights's contact route on record: verified email.
Who should pitch Compound Insights?
The strongest fits for Compound Insights are Investing & Wealth Management and Investment Banking & Trading. Compound Insights has a business audience.
About the host
CFA Society New York hosts Compound Insights, a business podcast with 197 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Aug 31, 202637 minS1Brian Leonard, CFA, Portfolio Manager at Gabelli, discusses opportunities in small- and mid-cap stocks, the appeal of dividend-paying companies, and why corporate spinoffs can create attractive investment opportunities...
Aug 10, 202646 minS1Tyler Wilkens, CFA, Director and Head Portfolio Strategist at Catalyst Capital Advisors, discusses navigating market uncertainty while remaining invested for the long term. He shares his views on asset allocation, risk...
Episode #192
CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee
Jul 21, 202627 minS1Jessica Lee, Chief Investment Officer of Real Estate Credit at Manulife Investment Management, discusses portfolio construction and why today's higher-for-longer interest rate environment is creating compelling...
Jul 14, 202628 minS1Artificial intelligence is reshaping the investment industry. Jan Szilagyi, CEO and Co-founder of Reflexivity, explains how investors are using AI to enhance research, portfolio construction, and risk management.
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Jun 25, 202653 minS1Dr. 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...
Jun 15, 20261h 11mS1Luis 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...
May 27, 202639 minS1Ted 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...
May 18, 202639 minS1Christopher 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...
May 4, 202629 minS1David 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...
Apr 28, 202631 minS1Michael 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...
Apr 20, 202630 minS1Charlie 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...
Mar 30, 202632 minS1Jed 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...
Mar 17, 202632 minS1Ryan 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...
Mar 9, 202637 minS1David 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...
Feb 23, 202642 minS1Shirley 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...
Feb 16, 202634 minS1Brent 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...
Feb 3, 202629 minS1Mike 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...
Jan 26, 202633 minS1Brian 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...
Jan 20, 202633 minS1Marc 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...
Recent guests
Recent guests on Compound Insights. Study who booked and why before you pitch.
B
Brian Leonard
Portfolio Manager, BC Principals' & Vice-Principals' Association
J
Jessica Lee
SVP of Global Talent Development at Marriott International & The Ritz-Carlton Leadership Center, Manulife Investment Management
J
Jan Szilagyi
CEO, Reflexivity
R
Ryan Davies
Senior Business Transformation Manager for Customer Experience, Manulife Investment Management
Best industries to pitch Compound Insights for
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