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Compound Insights

Business & Economics Podcasts

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.

Location:

United States

Description:

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.

Language:

English


Episodes
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How Healthcare Expense Management Can Differentiate Wealth Management Firms

5/13/2024
Meet a founder whose company provides analysis of client healthcare options to wealth management firms

Duration:00:14:44

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How You Can Evolve with AIs Changes

5/6/2024
Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experience

Duration:00:15:14

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Where the ESG Backlash is Going, and Where it's Not

4/29/2024
Hear from a group that has big plans despite the ESG backlash

Duration:00:17:13

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Why Quantum Computing Is the Next Big Thing

4/22/2024
Hear what quantum computing is, what it will mean for your career and how you can use it on a website today

Duration:00:11:35

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What Past High Yield Transactions Tell Us About What's Next

4/15/2024
Hear Meredith explain how J.Crew and Chewy can tell us a lot about how future pressure on high yield borrowers might go

Duration:00:23:46

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The Risks to Global Markets in Passive Investments

4/8/2024
Hear why passive investments are a risk to the markets and what active managers can (and can't) do about it

Duration:01:10:51

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What You Should be Reading from CFA Institute

4/1/2024
Hear which of CFA Institute's research pieces you should be reading, from the person responsible for them

Duration:00:16:16

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What You Shouldn't Do When Comparing Portfolio Forecasts

3/25/2024
Get ready for one of our most complex podcasts, on which you will hear about some jaw dropping data

Duration:00:20:37

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Where to Start with ESG Due Diligence

3/18/2024
Hear from one of the authors of the standards about where she would start, as an investor

Duration:00:11:38

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What an Analytical View of the American Consumer Tells Us

3/11/2024
Hear what a pile of research and data says about the all important American consumer

Duration:00:17:04

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The Most Common Mistakes in Financial Modeling

3/4/2024
This week's guest built and sold a trainig company that teached financial modeling. Hear where it can go wrong.

Duration:00:20:37

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What a Significant Analytical Approach to Asset Allocation Says

2/26/2024
Hear a long run analytical view from a former Chair of CFA Society New York

Duration:00:14:51

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Consolidation Trends: The Future of Cannabis Companies

2/19/2024
In this episode, we delve into the inevitable consolidation of cannabis companies, exploring the driving forces behind this trend and its implications for the industry's future.

Duration:00:13:07

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An ESG Analyst's Perspective: Insights on the Long-Term Outlook

2/12/2024
Tune in to discover which data segments, standards, and numerical factors are making an exit.

Duration:00:14:39

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Navigating DEI in the Corporate Landscape: Strategies and Metrics for Portfolio Managers

2/5/2024
Dive into the latest episode where we explore the dynamic landscape of DEI, delving into the future outlook for both company managers and portfolio managers. Gain valuable insights and stay ahead in the ever-evolving world of diversity, equity, and inclusion strategies.

Duration:00:16:54

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Insights from the Author of the MBA ESG Text Book "Responsible Investing: An Introduction to Environmental, Social, and Governance Investments"

1/29/2024
Hear from a prolific writer and fund manager about his view of the risk premia from ESG and what's next.

Duration:00:12:26

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What's Next for Direct Lending

1/22/2024
Hear from a former asset owner, borrower and now lender at Carlyle

Duration:00:27:53

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How Due Diligence is Being Complicated by Tech and Macro Factors

1/16/2024
Macro and tech are having an unprecedented impact on manager searches. Hear what Tim has to say about it.

Duration:00:28:14

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Why Real Estate is Key to Investing in Cannabis Companies

1/8/2024
Hear from commercial real estate pro, who invests in debt and equity in the cannabis sector

Duration:00:17:41

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How are the Challenges to Commercial Real Estate Impacting Senior Housing

12/20/2023
James Scribner has invested in Senior Housing for longer than most. Hear where he's finding value in the subsector.

Duration:00:44:33