195 episodes
CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee
21/07/2026 | 26 mins.Jessica Lee, Chief Investment Officer of Real Estate Credit at Manulife Investment Management, discusses portfolio construction and why today's higher-for-longer interest rate environment is creating compelling investment opportunities. Additional topics include Federal Reserve policy, inflation, sector trends, and the importance of downside protection and capital preservation in generating attractive returns.The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi
14/07/2026 | 27 mins.Artificial intelligence is reshaping the investment industry. Jan Szilagyi, CEO and Co-founder of Reflexivity, explains how investors are using AI to enhance research, portfolio construction, and risk management.- Dr. Mark Malek, Chief Investment Officer of Siebert Financial, discusses how investors can navigate an increasingly complex market environment. He shares his perspectives on geopolitical tensions, inflation, central bank policy, and corporate earnings, while exploring the opportunities and risks created by a technology investing and artificial intelligence.
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.- 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.
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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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