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.
Michael 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.
“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 this episode of Financial Perspectives, Tanya Suba-Tang sits down with Rachel Gee, Manager of FS Climate Change and Sustainability Services at EY, to examine how sustainable investing has evolved from a values-driven concept into a core financial discipline.
Rachel outlines how climate risk is already being priced across markets—from insurance disruptions and real estate exposure to emerging nature-based frameworks and AI-driven energy demand. The conversation explores why carbon was only the starting point, how biodiversity and water risk are influencing capital allocation, and where investors are finding opportunity amid volatility.
Looking ahead, they discuss what’s next: less headline noise, deeper integration into core decision-making, increased investment in data and risk modeling, and a shift from “sustainability strategy” to simply strategy.
Key Takeaways:
- Sustainability has become a central theme in finance, moving from niche to necessity.
- Climate risk is reshaping investment decision-making, particularly in insurance and real estate markets.
- Millennials and Gen Z are driving sustainable investing trends, integrating values into financial portfolios.
- The evolution of sustainability in finance is shifting from externality to core business strategy for firms.
- Nature-related risks are gaining attention, with frameworks like TNFD becoming essential in financial assessments.
- The future of sustainability in finance will see deeper integration into business as usual practices, beyond just headlines.
