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.
16episodes
Episodes
Newest firstAll episodes
Positioning Portfolios for Today's Markets with CIO David Miller
2w ago00:29:12Tap 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
3w ago00:30:57Tap 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
4w ago00:29:45Tap 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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Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA
Feb 2300:42:13Tap to summarizeShirley 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 addition, she discusses portfolio construction and the firm's approach to valuation.
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Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins
Feb 1600:34:11Tap to summarizeBrent 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 key sector investment themes along with trends in retail, office, industrial and housing end markets.
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Unpacking Healthcare With Sector Specialist Mike Perrone, CFA
Feb 300:28:48Tap to summarizeMike 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 drugs, role of artificial intelligence and outlook for M&A.
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Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA
Jan 2600:32:35Tap to summarizeBrian 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 increasing electricity demand, the geopolitical backdrop and artificial intelligence. In addition, he provides insights on portfolio construction and the potential for industry surprises in 2026.
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