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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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Check latest episodes from Compound Insights podcast

What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg

2026/09/08

Steven McClurg, CEO of Canary Capital, discusses the evolving digital-asset landscape. McClurg weighs in on Bitcoin, crypto ETFs, tokenization, and growing institutional interest. He concludes with the investment playbook for the next 12–18 months.

Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies

2026/08/31

Brian Leonard, CFA, Portfolio Manager at Gabelli, discusses opportunities in small- and mid-cap stocks, the appeal of dividend-paying companies, and why corporate spinoffs can create attractive investment opportunities. He also weighs in on themes shaping his portfolios and managing through market volatility.

The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA

2026/08/10

Tyler Wilkens, CFA, Director and Head Portfolio Strategist at Catalyst Capital Advisors, discusses navigating market uncertainty while remaining invested for the long term. He shares his views on asset allocation, risk management and where opportunities may exist across equities, fixed income and alternatives.

CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee

2026/07/21

Jessica Lee, Chief Investment Officer of Real Estate Credit at Manulife Investment Management, discusses portfolio construction and why today's higher-for-longer interest rate environment is creating compelling investment opportunities. Additional topics include Federal Reserve policy, inflation, sector trends, and the importance of downside protection and capital preservation in generating attractive returns.

The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi

2026/07/14

Artificial intelligence is reshaping the investment industry. Jan Szilagyi, CEO and Co-founder of Reflexivity, explains how investors are using AI to enhance research, portfolio construction, and risk management.

Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets

2026/06/25

Dr. 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.

The Future of Markets and Investing With Luis M. Viceira of Harvard Business School

2026/06/15

Luis 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.

Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson

2026/05/27

Ted 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.

Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA

2026/05/18

Christopher 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.

Positioning Portfolios for Today's Markets with CIO David Miller

2026/05/04

David 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.

Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA

2026/04/28

Michael 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.

Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA

2026/04/20

Charlie 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.

Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA

2026/03/30

Jed 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.

Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA

2026/03/17

Ryan 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.

VanEck's David Schassler Provides Strategies for a Complex Market Environment

2026/03/09

David 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.