Compound Insights

CFA Society New York
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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.

  1. FA 3 DIES

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

    Michael 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.

    31 min

  2. 20 D’ABR.

    Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA

    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.

    30 min

  3. 30 DE MARÇ

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

    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.

    32 min

  4. 17 DE MARÇ

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

    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.

    32 min

  5. 9 DE MARÇ

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

    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.

    37 min

  6. 23 DE FEBR.

    Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA

    Shirley 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.

    42 min

  7. 16 DE FEBR.

    Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins

    Brent 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.

    34 min

  8. 3 DE FEBR.

    Unpacking Healthcare With Sector Specialist Mike Perrone, CFA

    Mike 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.

    29 min
Veure-ho tot (185)

Informació

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.

Fitxa tècnica

  • Creació
    CFA Society New York
  • Anys en actiu
    2019 - 2026
  • Episodis
    185
  • Qualificació
    Apte
  • Lloc web del programa
    Compound Insights

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