Best CFA Society New York Podcasts (2024)

Web3 and AI are accelerating change in many areas of financial services. Hear from a former bank executive, now tech investor, about how to position yourselfBy CFA Society New York

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Which HYB Sectors are at Risk, and Safer, in the Current Market 21:34

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30d ago21:34

21:34

Hear a sector run down and why credit analysis still is your best tool in the high yield bond marketBy CFA Society New York

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How Will Commercial Real Estate Lending Change? 18:14

1M ago18:14

18:14

CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.By CFA Society New York

1
How Healthcare Expense Management Can Differentiate Wealth Management Firms 14:44

1M ago14:44

14:44

Meet a founder whose company provides analysis of client healthcare options to wealth management firmsBy CFA Society New York

1
How You Can Evolve with AIs Changes 15:14

2M ago15:14

15:14

Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experienceBy CFA Society New York

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Where the ESG Backlash is Going, and Where it's Not 17:13

2M ago17:13

17:13

Hear from a group that has big plans despite the ESG backlashBy CFA Society New York

1
Why Quantum Computing Is the Next Big Thing 11:35

2M ago11:35

11:35

Hear what quantum computing is, what it will mean for your career and how you can use it on a website todayBy CFA Society New York

1
What Past High Yield Transactions Tell Us About What's Next 23:46

2M ago23:46

23:46

Hear Meredith explain how J.Crew and Chewy can tell us a lot about how future pressure on high yield borrowers might goBy CFA Society New York

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The Risks to Global Markets in Passive Investments 1:10:51

3M ago1:10:51

1:10:51

Hear why passive investments are a risk to the markets and what active managers can (and can't) do about itBy CFA Society New York

1
What You Should be Reading from CFA Institute 16:16

3M ago16:16

16:16

Hear which of CFA Institute's research pieces you should be reading, from the person responsible for themBy CFA Society New York

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What You Shouldn't Do When Comparing Portfolio Forecasts 20:37

3M ago20:37

20:37

Get ready for one of our most complex podcasts, on which you will hear about some jaw dropping dataBy CFA Society New York

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Where to Start with ESG Due Diligence 11:38

3M ago11:38

11:38

Hear from one of the authors of the standards about where she would start, as an investorBy CFA Society New York

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What an Analytical View of the American Consumer Tells Us 17:04

4M ago17:04

17:04

Hear what a pile of research and data says about the all important American consumerBy CFA Society New York

1
The Most Common Mistakes in Financial Modeling 20:37

4M ago20:37

20:37

This week's guest built and sold a trainig company that teached financial modeling. Hear where it can go wrong.By CFA Society New York

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What a Significant Analytical Approach to Asset Allocation Says 14:51

4M ago14:51

14:51

Hear a long run analytical view from a former Chair of CFA Society New YorkBy CFA Society New York

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Consolidation Trends: The Future of Cannabis Companies 13:07

4M ago13:07

13:07

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.By CFA Society New York

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An ESG Analyst's Perspective: Insights on the Long-Term Outlook 14:39

5M ago14:39

14:39

Tune in to discover which data segments, standards, and numerical factors are making an exit.By CFA Society New York

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Navigating DEI in the Corporate Landscape: Strategies and Metrics for Portfolio Managers 16:54

5M ago16:54

16:54

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.By CFA Society New York

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Insights from the Author of the MBA ESG Text Book "Responsible Investing: An Introduction to Environmental, Social, and Governance Investments" 12:26

5M ago12:26

12:26

Hear from a prolific writer and fund manager about his view of the risk premia from ESG and what's next.By CFA Society New York

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What's Next for Direct Lending 27:53

5M ago27:53

27:53

Hear from a former asset owner, borrower and now lender at CarlyleBy CFA Society New York

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How Due Diligence is Being Complicated by Tech and Macro Factors 28:14

5M ago28:14

28:14

Macro and tech are having an unprecedented impact on manager searches. Hear what Tim has to say about it.By CFA Society New York

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Why Real Estate is Key to Investing in Cannabis Companies 17:41

6M ago17:41

17:41

Hear from commercial real estate pro, who invests in debt and equity in the cannabis sectorBy CFA Society New York

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How are the Challenges to Commercial Real Estate Impacting Senior Housing 44:33

6M ago44:33

44:33

James Scribner has invested in Senior Housing for longer than most. Hear where he's finding value in the subsector.By CFA Society New York

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The Most Forward Looking Thoughts of 2023 10:46

7M ago10:46

10:46

Hear which session had the most interesting forward looking views of our events this yearBy CFA Society New York

1
Where Insurance Company Assets Are Headed 28:58

7M ago28:58

28:58

Hear where one pro is seeing interest from his insurance clientsBy CFA Society New York

1
What Pension Boards Need to Know About ESG 16:25

7M ago16:25

16:25

What do you learn from working with some of the UK's biggest pension managers? A lot.By CFA Society New York

1
What is Active Share Investing? 16:29

7M ago16:29

16:29

Gain insights on the importance and details from a professional involved in choosing investment managers.By CFA Society New York

1
Seeking Quality Investments in an Uncertain World 20:42

8M ago20:42

20:42

Delving into Investment Quality: Join us for an In-Depth Exploration with a Portfolio Manager No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. This is not a buy, sell or hold recommendation for any particular security…

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What the Liquidity in the Financial System Means Today 24:38

8M ago24:38

24:38

Hear what liquidity, fed policy and other factors mean for banks and currencies. If you are interested in learning more about State Street's proprietary data or Insights Platform please contact Kelley Coates at kcoates@statestreet.com.By CFA Society New York

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A Systemic Approach to Carbon Pricing, ESG Policies and More 23:40

8M ago23:40

23:40

The issues around climate change, investing and risk are vexing. This ESG pro takes us back to basicsBy CFA Society New York

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Why Public Policy Uncertainty Will Impact a Lot - Not Banking 46:40

8M ago46:40

46:40

Public policy is hard to anticipate right now, but hear why one pro thinks bank regulation is not likelyBy CFA Society New York

1
What You Need to Know About Data Science 27:48

8M ago27:48

27:48

Hear from the people who created CFA Institute's new certificate about what you need to know and how hard it will be to learnBy CFA Society New York

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What You've Heard about Carbon Recapture is Wrong 42:32

9M ago42:32

42:32

Hear from one insider about the carbon recapture industryBy CFA Society New York

1
What's Next for the EU Energy Sector 22:33

9M ago22:33

22:33

A former COP president discusses his views of the EU energy sectorBy CFA Society New York

1
A Rational ESG Portfolio Management Approach 22:04

9M ago22:04

22:04

Hear from the author of a seminal paper on ESG portfolio managementBy CFA Society New York

1
A Deep Dive into Jamaica’s Recovery 21:23

9M ago21:23

21:23

An international banker turned politician takes us around the changes and identifies sectors with valueBy CFA Society New York

1
How are Family Offices Handling DEI Investments 18:40

10M ago18:40

18:40

Hear from Lindsey Rubinstein about how family offices are investing concerning DEIBy CFA Society New York

1
What Does the Monetary Path Forward Hold for China, Russia and the US 24:55

10M ago24:55

24:55

We go deep into the details after a busy week in monetary policyBy CFA Society New York

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A Macro View of a Busy Financial News Week 17:52

11M ago17:52

17:52

Hear how a macro expert views the news on the US federal debt load and bank issuesBy CFA Society New York

1
The Next Wave in AI 26:59

11M ago26:59

26:59

Hear from a Fintech veteran about why she thinks that a newer AI strategy will be the next wave in AI and how it can close a gap in financial servicesBy CFA Society New York

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The Changing Role of Free Speech and Its Impact on Corporations 28:43

12M ago28:43

28:43

Hear how changes in free speech values impact corporations and why mutual fund managers best ideas outperformBy CFA Society New York

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Why Small Caps will Weather the Macro Environment 18:02

12M ago18:02

18:02

Hear why some companies are likely to weather inflation, higher rates, earnings pressure and Globalization 2.0 better than mostBy CFA Society New York

1
Why Emerging and Frontier Markets Now? 19:33

12M ago19:33

19:33

Hear why one portfolio manager thinks some emerging and frontier markets offer value nowBy CFA Society New York

1
What is Money? 27:27

1y ago27:27

27:27

We will go deep into fiscal policies with this expert, asking a deceivingly simple questionBy CFA Society New York

1
The Outlook for Japan 16:50

1y ago16:50

16:50

A long term member of the BOJ tells us where he thinks things are headed. Haruyuki contributed to this recording in his personal capacity.By CFA Society New York