Compound Insights
CFA Society New York
cbruzese@cfany.org
Booking Overview
Compound Insights is an investment-focused series from CFA Society New York that spotlights prominent portfolio managers and market experts. It’s a strong PR platform for finance professionals seeking credibility-focused exposure around research-driven investing themes like ESG, fintech, and global markets.
Metrics
188 episodes, Irregular, 4.6 rating
<1k, Male, USA
Contact Information
cbruzese@cfany.org
Description
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.
Production Team
Host
CFA Society New York
Categories
Investing, Business, Education, Self-Improvement, Business News, Careers
Booking Intelligence
Booking Requirements
medium
Typical Credentials:
CFA charterholders or senior buy-side investment professionals (portfolio managers, managing directors, heads of equity strategies) at established asset managers; subject-matter expertise in areas like ESG, global markets, fintech investing, valuation, and portfolio construction.
Required Achievements:
Senior investment leadership roles (portfolio manager / head of sector/region), CFA Charterholder credentials, Demonstrated track record managing portfolios/strategies, Frequent visibility through industry research, conferences, or professional organizations (e.g., CFA Society programming)
Recent Guest Discussions
Charlie Dutton, CFA - Emerging Markets Investment Process; Macro-driven Opportunities; Portfolio Construction (geography/sector Preferences), Jed Ellerbroek, CFA - Large-cap Fundamentals And Valuation Drivers; Roic/competitive Advantage; Capital Allocation; Effects Of Geopolitics, Oil Volatility, And AI On Investor Sentiment, Ryan Davies, CFA - U.s. Small-cap Investing Landscape; Portfolio Construction; Sector Opportunities; Capitalizing On Market Dislocations
Recent Topics
Investing, Portfolio, Esg, Markets, Equities, Fintech, Valuation, Capital Allocation, Global, Macro
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