Compound Insights
Compound Insights is a podcast from CFA Society New York featuring conversations with experts and authorities in global finance and investment. It explores complex investment ideas and principles through professional debate. Topics include ESG, global investing, fintech, and more. The show aims to extend insights shared at CFA Society New York conferences. Episodes feature guests from the investment world.
Episodes
What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg
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
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
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
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 generati
The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi
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.
Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets
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
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.
Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson
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.
Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA
Christopher Tessin, CFA, Managing Partner and Portfolio Manager of Acuitas Investments, discusses the opportunity set in small- and micro-cap investing. He weighs in on active management, manager selection, portfolio construction and the outlook for this market cap range.
Positioning Portfolios for Today's Markets with CIO David Miller
David Miller, Chief Investment Officer and Senior Portfolio Manager of Catalyst Funds, discusses how investors can build resilient portfolios in today's evolving market environment. He shares insights on navigating trends in artificial intelligence, geopolitical uncertainty, and the energy sector.
Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA
Michael D. 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.
Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA
Charlie Dutton, CFA, Head of Emerging Market Equities at Manulife Investment Management, discusses his investment process and how the macro environment is shaping opportunities. He also weighs in on portfolio construction including geographical and sector preferences.
Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA
Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, discusses the firm's focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thoughtful capital allocation. He also weighs in on the impact of geopolitical tensions, oil price volatility, and artificial intelligence in shaping investor sentiment.
Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA
Ryan Davies, CFA, Managing Director and Senior Portfolio Manager at Manulife Investment Management, discusses the evolving landscape of U.S. small-cap investing. He weighs in on portfolio construction, sector opportunities, and how to capitalize on market dislocations.
VanEck's David Schassler Provides Strategies for a Complex Market Environment
David Schassler, Head of Multi-Asset Solutions at VanEck, weighs in with a comprehensive asset allocation approach for today's environment. He also provides insights on structural forces reshaping global markets such as artificial intelligence as well as thoughts on equities, fixed income, gold and digital assets.
Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA
Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, discusses key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings reports. In addition, she discusses portfolio construction and the firm's approach to valuation.
Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins
Brent Jenkins, Managing Director and Portfolio Manager of the Clarion Partners Real Estate Income Fund, shares his insights from past real estate cycles and their influence on portfolio construction. He also discusses key sector investment themes along with trends in retail, office, industrial and housing end markets.
Unpacking Healthcare With Sector Specialist Mike Perrone, CFA
Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A.
Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA
Brian Kessens, CFA of Tortoise Capital, an approximately $9 billion AUM investment firm focused on the energy and power infrastructure sectors, weighs in on global trends reshaping the investment mosaic including increasing electricity demand, the geopolitical backdrop and artificial intelligence. In addition, he provides insights on portfolio construction and the potential for industry s
Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler
Marc Chandler, Chief Market Strategist of Bannockburn Capital Markets, unpacks what lies ahead for the Federal Reserve, the U.S. dollar, and global markets. In addition, he discusses portfolio construction, digital assets and commodities.
The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights
Andrew Chin, AllianceBernstein's Chief Artificial Intelligence Officer, shares key insights from the firm's AI strategy and enterprise-wide deployment. He also offers his perspective on how artificial intelligence is reshaping investment management and the evolving role of investment professionals in an AI-enabled world.
Research Affiliates Founder and Chairman Rob Arnott on Current Market Dynamics
Rob Arnott, a participant in our recent Investment Icons Debate the Risk Premium event, shares his framework and view on today's markets and assessment of investor behavior.
Previewing December 4th Insurance Investment Officers Roundtable
Peter Miller, CFA, FSA, Head of Client Investment Solutions for North America at Invesco, provides context to CFA Society New York's upcoming Insurance Investment Officers Roundtable. He discusses key considerations affecting portfolio construction and strategy, including the role of private markets, regulatory and macro environment, and the potential impact of climate-related events.
Unpacking Value Investing with Rich Pzena
Rich Pzena, Chairman and Co-CIO of Pzena Investment Management, shares the principles and framework for the company's disciplined value approach underpinning its approximately $80 billion in assets under management. In addition, he weighs in on where he finds value opportunities today, portfolio construction and overall market trends.
Talking Crypto: Chief Investment Officer Matt Hougan Shares His Insights and Valuable Perspectives
Matt Hougan, Chief Investment Officer for Bitwise Asset Management, discusses how digital assets are reshaping global markets and transforming investing. He also weighs in on valuation frameworks, portfolio construction, tokenization and the regulatory environment.
Game On: The Business of Sports With Sal Galatioto, the Industry's Preeminent Financial Advisor
Sal Galatioto, President of Galatioto Sports, breaks down the key drivers behind record-breaking sports franchise valuations and shares his views on the financial state, emerging trends and long-term outlook for this unique asset class. He also weighs in on the convergence of media, sports and technology as well as the implications of artificial intelligence and sports betting.
Unpacking the Global Economy: Eric Van Nostrand, Lazard's Chief Economist, on Navigating the Evolving Landscape
Eric Van Nostrand, Global Head of Markets and Chief Economist at Lazard Asset Management, shares his perspective on the global economy, highlighting both short-term resilience and long-term structural challenges, and their impact on portfolio construction. He also weighs in on key headlines driving today's markets including the Federal Reserve and U.S. fiscal policy, tariffs and artificia
Navigating Careers in Investment Management: Insights from Executive Search Leaders David Barrett and Derek Braddock
Executive search veterans David Barrett and Derek Braddock, founders of Braddock Matthews Barrett, share their insights on talent trends and the evolving landscape in areas as hedge funds, wealth management and private equity as well as actionable advice to position investment professionals for long-term career success.
Gold In Focus: Trends, Catalysts and the Roadmap Ahead With Joseph Cavatoni of World Gold Council
Joseph Cavatoni, Senior Market Strategist of World Gold Council, discusses gold's role as part of overall investment portfolio construction along with current trends in asset ownership. In addition, he shares his views on the rise of ETFs, digital assets and potential catalysts for gold.
Renowned Investor Bill Nygren's Value Playbook For Today's Markets and Trends
Bill Nygren, CFA, Chief Investment Officer and Portfolio Manager for Harris Associates, discusses his disciplined value investing framework and where he finds opportunities in today's market. In addition, Bill shares his thoughts on capital allocation, corporate governance and trends in inflation and artificial intelligence.
A Deep Dive Into Markets, Global Trends, and the Fed: Insights from Dr. Ed Yardeni
Dr. Ed Yardeni, President and Chief Investment Strategist of Yardeni Research, joins Compound Insights to share his thoughts on why the U.S. economy remains resilient, the impact of Fed policy and tariffs on markets, and why he's still bullish. He also offers perspective on sector leadership, geopolitics, and how investors can navigate uncertainty.
Chris Vella, CFA: What's on the mind of the CIO of BNY
Chris Vella, CFA shares where he thinks OCIOs are headed and how investors are viewing alternatives and more
Winston Ma, CFA: How a US Sovereign Wealth Fund Might Impact Investing
Related Reading: - https://www.omfif.org/2025/08/the-us-is-pursuing-an-unconventional-sovereign-wealth-fund/
Rick Richert, CFA: How CLOs Handle the Macro Risks
Hear from one portfolio manager, Rick Richert, CFA, about how the risk management structures in CLOs will fare.
Paul Boyne: Why Global, Why Now?
Hear where one firm is finding value in global markets, despite the macro challenges
Rob Gilman: Is this Commercial Real Estate's Moment?
Prices may have bottomed but structural issues persist. Hear from one account who understands it all.
Paul White & Jonathan Kushner: What are family offices changing?
Hear from one of the largest advisory firms, Vanguard
Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market
Melissa Brady, CFA shares her views of the next steps in high yied valuations
Rupal Bhansali: How One CIO Views the Risks in the Private Markets
Rupal Bhansali has had many CIO roles and has some issues with the current markets
Chris Chapman, CFA: How do Macro Changes Impact Asset Allocation?
Chris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choices
Aaron Filbeck, CFA: What's new at CAIA?
Arron Filbeck, CFA tells us what CAIA has planned for this year
Rohit Goel, CFA: Where Investors Can Find Value in Emerging Markets
Rohit Goel, CFA, shares where in the world he sees value among the volatility
Winston Ma, CFA: A Former Sovereign Wealth Fund Manager on What Funds Should Prioritize Now
Winston Ma, CFA, shares his perspective on rising market volatility and the complex challenges facing cross-border transactions.
Career Evolution & CFA Community: A Conversation with Ken D'Souza, CFA
CFA Society New York Board Chair Ken D'Souza, CFA, shares his path from engineer to quant leader, the role of community in career growth, and how CFA Society New York empowers professionals at every stage.
Caroline Busby, CFA: One CFA Charterholder's Walk from College to Membership to Volunteering
Caroline Busby, CFA of Blackrock shares her motivations from just out of school to the Board of Directors of CFA Society New York
Lindsey Rubinstein and Neil Datta: How Family Offices are Staffing Up and Finding Value in The Markets
Hear from Lindsey Rubinstein and Neil Datta about how their families are managing the many changes in the family office sector
Marvin Loh: What are Institutional Investors Overweighting and Underweighting Now
Find out how they view tech, autos and more with Marvin Loh of State Street
Federico Barriga-Salazar: Where are EU Sovereign Budgets Headed if They Raise Their Defense Spending?
Cut through the hype on the topic with Federico Barriga-Salazar of Fitch Ratings
Joseph Wang: What's Happening to the Long Bond?
Joseph Wang looks back to see the way forward
Matthew Luzzetti: Where is the US Consumer now?
Matt Luzzetti, Chief US Economist at Deutsche Bank shares his views
Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?
Jody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.
Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed?
Hear from Jennifer Huddleston, a legal expert with experience in the beltway.
Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market
Bobby Eubank and his coworkers have been tracking automation's impact for decades. Hear what they think. Want more expert insights? Become a member of CFA Society New York and unlock exclusive content, events, and a network of diverse finance professionals. Join today at cfany.org.
Phyllis Costanza: How ESG Materiality is likely to change
Pyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.
Jarrad Linzie: Where Fixed Income Index Investing is Headed
Jarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.
Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments
One of the best researchers on generative AI gives us his take
Frederic Samama: What You Can Learn from One Asset Owner's ESG Transition
Hear how one pension plan created an ESG compliant portfolio with lower risk factors
Mirtha Kastrapeli: The Latest Frontier in Sustainability
Hear why an analyst at ISS Stoxx believes the harm to water, and more, is the next important data point
Marvin Loh and Cayla Seder: What Risks Remain in an Otherwise Bright Outlook
We hear what's keeping the research team at State Street up at night
Rob Gilman: Commercial Real Estate Month: Risks to Investors are Greater than they Appear
We close Commercial Real Estate Month with Rob Gilman, of Anchin
Scott Galin: Commercial Real Estate Month: Work from Home is Over, Lending Issues are Not
We continue Commercial Real Estate Month with Scott Galin, who debunks a few myths and gives us a positive outlook
Jason Muss: Commercial Real Estate Month: Multi-family Still Rising
In our fourth week of Commercial Real Estate Month, an investor in multifamily up and down the east coast talks regulation, lending and construction
Joe Iacono: Commercial Real Estate Month: Where is CMBS going?
In our third week of Commercial Real Estate Month we dig into CMBS with one of the sector's early partcipants, Joe Iacono of Crescit
Michael Cohen: Commercial Real Estate Month: Why B Offices Are Improving
In our second week of Commercial Real Estate Month, Michael Cohen of Colliers makes a case for B office buildings
Barry LePatner: Commercial Real Estate Month: Where are NYC Officed Headed?
Welcome to Commercial Real Estate Month on Compound Insights. We begin with veteran real estate expert Barry LePatner of LePatner & Associates
Pete Miller, CFA: What's on the Minds of Insurance CIOs
Hear Pete Miller, CFA, Invesco explain how the longest term investors are thinking
Christina Qi: What Does The Founder of a Data Firm See Coming Next?
Hear from a former hedge fund, and current data founder, what they think is up next
Eric Green, CFA: Why Small Cap's Time Has Come
Small cap equities and fixed are having a moment. Hear how one portfolio manager's credit and equity analysis shows how it will go
Marvin Loh: State Street Global Advisors Outlook for the Fourth Quarter
Hear why the outlook is stable, with a few bumps
Arsalan Mahtafar: What DFI Needs, from an Author of JP Morgan's Methodology
The path to a DFI framework is no small feat. Hear from the author of the first one.
Juan P Carreto Chapa, CFA: One CFA Charterholder's Journey
Hear from a CFA Chaterholder whose path began in middle school
John Twomey: A Nuanced View of Alternative Asset Allocation
Hear how one pro views allocations, managers and managed futures
Great Research You Might Have Missed
Hear what important research CFA Institute has published that you should read (featuring Paul Andrews, CFA Institute)
Transforming Sustainable Data into Insights
Where are the Developed Markets Going?
Hear what one Bloomberg analyst sees in their data
How to Survive a Mutual Fund to Active ETF Transition
Hear about what transitions like this will mean for the industry
What are Investment Managers Really Doing with Generative AI?
Hear from someone at Amazon about what his customers are really doing with Gen AI
Why are Managed Futures the Most Hated Sub-sector?
Hear from one founder about why he thinks the hate is misplaced
What is one of the largest banks actually doing with tokenization?
Hear how tokenization is reconfiguring financial services infrastructure and how it's not
CFA Institute's Latest and Greatest Research
Hear from the person at the top of the research department of CFAI about what is out and what's coming
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