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.
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Presented by CFA Society Pittsburgh, this is a show about Pittsburgh and finance. Each episode, we meet an accomplished Pittsburgher living and working in the Burgh. Whether born here or transplanted here, each guest will share stories about their connection to Pittsburgh. You’ll hear their successes and failures to get where they are today and where they’re going tomorrow. Bridge to the Burgh is hosted by Bradley Jones, CFA, CAIA, EA, CAP®, the Investment Manager of External Portfolios for ...
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Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!Charles Boinske, CFA, is a nationall ...
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What are Investment Managers Really Doing with Generative AI?
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Hear from someone at Amazon about what his customers are really doing with Gen AIBy CFA Society New York
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Why are Managed Futures the Most Hated Sub-sector?
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Hear from one founder about why he thinks the hate is misplacedBy CFA Society New York
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What is one of the largest banks actually doing with tokenization?
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Hear how tokenization is reconfiguring financial services infrastructure and how it's notBy CFA Society New York
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CFA Institute's Latest and Greatest Research
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Hear from the person at the top of the research department of CFAI about what is out and what's comingBy CFA Society New York
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What Can Long Term ESG Experience Tell You
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Hear from one of the most experienced at ESG issuance talk about recent trends and which subsectors look goodBy CFA Society New York
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Hear how one strategist is thinking about all of thisBy CFA Society New York
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A co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know.By CFA Society New York
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Hear from one portfolio manager about the macro changes and research challenges presented by Sharia bondsBy CFA Society New York
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We go deep into the metrics to look at the changes to the Mongolian bank sector and capital marketsBy CFA Society New York
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Hear from the CIO of one who says AI is the way to lower fees for alternatives fundsBy CFA Society New York
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PE and VC Optimism Remains Amid Uncertainty
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Find out why the lack of exits is not denting the optimism for private equity and venture capital.By CFA Society New York
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How to Position Your Career as AI Unfolds
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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
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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?
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CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.By CFA Society New York
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How Healthcare Expense Management Can Differentiate Wealth Management Firms
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Meet a founder whose company provides analysis of client healthcare options to wealth management firmsBy CFA Society New York
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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
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Hear from a group that has big plans despite the ESG backlashBy CFA Society New York
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Why Quantum Computing Is the Next Big Thing
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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
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What Past High Yield Transactions Tell Us About What's Next
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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
1:10:51
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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
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What You Should be Reading from CFA Institute
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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
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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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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
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Hear what a pile of research and data says about the all important American consumerBy CFA Society New York
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The Most Common Mistakes in Financial Modeling
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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
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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
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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
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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
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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"
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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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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
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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
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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
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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
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Hear which session had the most interesting forward looking views of our events this yearBy CFA Society New York
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Where Insurance Company Assets Are Headed
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Hear where one pro is seeing interest from his insurance clientsBy CFA Society New York
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What Pension Boards Need to Know About ESG
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What do you learn from working with some of the UK's biggest pension managers? A lot.By CFA Society New York
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Gain insights on the importance and details from a professional involved in choosing investment managers.By CFA Society New York
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Seeking Quality Investments in an Uncertain World
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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
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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
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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
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Public policy is hard to anticipate right now, but hear why one pro thinks bank regulation is not likelyBy CFA Society New York
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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
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Hear from one insider about the carbon recapture industryBy CFA Society New York
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A former COP president discusses his views of the EU energy sectorBy CFA Society New York
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A Rational ESG Portfolio Management Approach
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Hear from the author of a seminal paper on ESG portfolio managementBy CFA Society New York
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An international banker turned politician takes us around the changes and identifies sectors with valueBy CFA Society New York
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How are Family Offices Handling DEI Investments
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Hear from Lindsey Rubinstein about how family offices are investing concerning DEIBy CFA Society New York
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What Does the Monetary Path Forward Hold for China, Russia and the US
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24:55
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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
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Hear how a macro expert views the news on the US federal debt load and bank issuesBy CFA Society New York
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