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 186

Positioning Portfolios for Today’s Markets with CIO David Miller

A conversation with David Miller

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. 

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Ep 185

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

A conversation with Michael D. Nelson

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.

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Ep 184

Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA

A conversation with 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.

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Ep 183

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

A conversation with 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.

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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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