Compound
Insights Podcast

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.

Guests will explore and discuss 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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Ep 182

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

A conversation with 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.

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Ep 181

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

A conversation with David Schassler
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.
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Ep 180

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

A conversation with 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.

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Ep 179

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

A conversation with 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.

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Ep 178

Unpacking Healthcare With Sector Specialist Mike Perrone, CFA

A conversation with Michael 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.  

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Ep 177

Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA

A conversation with Brian Kessens, CFA

Brian Kessens, CFA of Tortoise Capital, an approximately $9 billion AUM investment firm focused on the energy and power infrastructure sectors, weighs in on global trends reshaping the investment mosaic including increasing electricity demand, the geopolitical backdrop and artificial intelligence. In addition, he provides insights on portfolio construction and the potential for industry surprises in 2026.

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Ep 176

Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler

A conversation with Marc Chandler

Marc Chandler, Chief Market Strategist of Bannockburn Capital Markets, unpacks what lies ahead for the Federal Reserve, the U.S. dollar, and global markets.  In addition, he discusses portfolio construction, digital assets and commodities.

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Ep 175

The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights

A conversation with Andrew Chin

Andrew Chin, AllianceBernstein’s Chief Artificial Intelligence Officer, shares key insights from the firm’s AI strategy and enterprise-wide deployment. He also offers his perspective on how artificial intelligence is reshaping investment management and the evolving role of investment professionals in an AI-enabled world.

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Ep 174

Research Affiliates Founder and Chairman Rob Arnott on Current Market Dynamics

A conversation with Rob Arnott
Rob Arnott, a participant in our recent Investment Icons Debate the Risk Premium event, shares his framework and view on today’s markets and assessment of investor behavior.
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Ep 173

Previewing December 4th Insurance Investment Officers Roundtable

A conversation with Peter Miller, CFA, FSA

Peter Miller, CFA, FSA, Head of Client Investment Solutions for North America at Invesco, provides context to CFA Society New York’s upcoming Insurance Investment Officers Roundtable. He discusses key considerations affecting portfolio construction and strategy, including the role of private markets, regulatory and macro environment, and the potential impact of climate-related events.

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Ep 172

Unpacking Value Investing with Rich Pzena

A conversation with Rich Pzena
Rich Pzena, Chairman and Co-CIO of Pzena Investment Management, shares the principles and framework for the company’s disciplined value approach underpinning its approximately $80 billion in assets under management.
In addition, he weighs in on where he finds value opportunities today, portfolio construction and overall market trends.
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