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Compound Insights

CFA Society New York

Business Education

Latest episode

192 episodes

The Future of Markets and Investing With Luis M. Viceira of Harvard Business School
15/06/2026 | 1h 10 mins.
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
27/05/2026 | 39 mins.
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
18/05/2026 | 38 mins.
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
04/05/2026 | 29 mins.
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
28/04/2026 | 30 mins.
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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About Compound Insights

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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