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.
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.
“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens.
Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! Overall, you’ll come away having learned new finance and investment insights.
This podcast, developed by CFA Society San Francisco, is provided for general interest only. Episodes are published on the last Tuesday of the month. The content is not intended to be, nor should be interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation.
In the season 6 finale of Financial Perspectives, Tanya Suba-Tang sits down with King Lip, CFA, CMT – Chief Strategist at BakerAvenue Wealth Management – to explore the complexities of concentrated stock positions and the growing challenges they present for investors, executives, and advisors alike.
King explains how concentrated positions often develop through long-term success—particularly in technology and founder-led companies—and why the decision to diversify is rarely just financial. The conversation examines the tension between tax efficiency, liquidity needs, emotional attachment, and risk management, along with the behavioral biases that can keep investors overexposed for too long.
Looking ahead, they discuss how the rise of AI-related wealth creation, private secondary markets, and continued concentration in mega-cap technology companies could reshape portfolio strategy in the years ahead. From tax planning strategies to broader market implications, the episode explores how advisors are helping clients navigate increasingly concentrated sources of wealth in a rapidly evolving investment landscape.
