HeyJaredCompound 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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg (opens the original)
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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.
Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies (opens the original)
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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.
The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA (opens the original)
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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.
CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee (opens the original)
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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 (opens the original)
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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.
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