Podcast
Compound Insights
Hosted by CFA Society New York · EN
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.
20episodes
Episodes
Newest firstAll episodes
Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets
1w ago00:53:22Tap to summarizeDr. 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 policy, and corporate earnings, while exploring the opportunities and risks created by a technology investing and artificial intelligence.
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The Future of Markets and Investing With Luis M. Viceira of Harvard Business School
2w ago01:10:51Tap to summarizeLuis 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 private markets and approaches to portfolio construction.
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Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson
May 2700:39:22Tap to summarizeTed 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 construction and risks that could challenge the sector.
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Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA
May 1800:38:57Tap to summarizeChristopher 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 construction and the outlook for this market cap range.
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Positioning Portfolios for Today's Markets with CIO David Miller
May 400:29:12Tap to summarizeDavid 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 trends in artificial intelligence, geopolitical uncertainty, and the energy sector.
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Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA
Apr 2800:30:57Tap to summarizeMichael 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 his perspective on portfolio construction and risk management.
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Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA
Apr 2000:29:45Tap to summarizeCharlie 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 construction including geographical and sector preferences.
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Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA
Mar 3000:32:00Tap to summarizeJed 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 allocation. He also weighs in on the impact of geopolitical tensions, oil price volatility, and artificial intelligence in shaping investor sentiment.
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Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA
Mar 1700:32:09Tap to summarizeRyan 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 opportunities, and how to capitalize on market dislocations.
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VanEck's David Schassler Provides Strategies for a Complex Market Environment
Mar 900:37:02Tap to summarizeDavid 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 artificial intelligence as well as thoughts on equities, fixed income, gold and digital assets.
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