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Compound Insights

Compound Insights

By: CFA Society New York
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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.© 2026 CFA Society New York Economics Personal Development Personal Finance Personal Success
Episodes
  • What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg

    What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg
    8 Sep 2026

    Steven McClurg, CEO of Canary Capital, discusses the evolving digital-asset landscape. McClurg weighs in on Bitcoin, crypto ETFs, tokenization, and growing institutional interest. He concludes with the investment playbook for the next 12–18 months.
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    29 min
  • Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies

    Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies
    31 Aug 2026

    Brian Leonard, CFA, Portfolio Manager at Gabelli, discusses opportunities in small- and mid-cap stocks, the appeal of dividend-paying companies, and why corporate spinoffs can create attractive investment opportunities. He also weighs in on themes shaping his portfolios and managing through market volatility.
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    37 min
  • The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA

    The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA
    10 Aug 2026

    Tyler Wilkens, CFA, Director and Head Portfolio Strategist at Catalyst Capital Advisors, discusses navigating market uncertainty while remaining invested for the long term. He shares his views on asset allocation, risk management and where opportunities may exist across equities, fixed income and alternatives.
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    46 min
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