Compound Insights

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.

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.

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.

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 shares where he thinks OCIOs are headed and how investors are viewing alternatives and more 

Related Reading: - https://www.omfif.org/2025/08/the-us-is-pursuing-an-unconventional-sovereign-wealth-fund/

Hear from one portfolio manager, Rick Richert, CFA, about how the risk management structures in CLOs will fare. 

Hear where one firm is finding value in global markets, despite the macro challenges

Prices may have bottomed but structural issues persist. Hear from one account who understands it all. 

Hear from one of the largest advisory firms, Vanguard

Melissa Brady, CFA shares her views of the next steps in high yied valuations

Rupal Bhansali has had many CIO roles and has some issues with the current markets

Chris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choices

Arron Filbeck, CFA tells us what CAIA has planned for this year

Rohit Goel, CFA, shares where in the world he sees value among the volatility

Winston Ma, CFA, shares his perspective on rising market volatility and the complex challenges facing cross-border transactions.

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 of Blackrock shares her motivations from just out of school to the Board of Directors of CFA Society New York

Hear from Lindsey Rubinstein and Neil Datta about how their families are managing the many changes in the family office sector

Find out how they view tech, autos and more with Marvin Loh of State Street

Cut through the hype on the topic with Federico Barriga-Salazar of Fitch Ratings

Joseph Wang looks back to see the way forward

Matt Luzzetti, Chief US Economist at Deutsche Bank shares his views

Jody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.

Hear from Jennifer Huddleston, a legal expert with experience in the beltway.

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.

Pyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.

Jarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.

One of the best researchers on generative AI gives us his take

Hear how one pension plan created an ESG compliant portfolio with lower risk factors

Hear why an analyst at ISS Stoxx believes the harm to water, and more, is the next important data point

We hear what's keeping the research team at State Street up at night

We close Commercial Real Estate Month with Rob Gilman, of Anchin

We continue Commercial Real Estate Month with Scott Galin, who debunks a few myths and gives us a positive outlook

In our fourth week of Commercial Real Estate Month, an investor in multifamily up and down the east coast talks regulation, lending and construction

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

In our second week of Commercial Real Estate Month, Michael Cohen of Colliers makes a case for B office buildings

Welcome to Commercial Real Estate Month on Compound Insights. We begin with veteran real estate expert Barry LePatner of LePatner & Associates

Hear Pete Miller, CFA, Invesco explain how the longest term investors are thinking

Hear from a former hedge fund, and current data founder, what they think is up next

Small cap equities and fixed are having a moment. Hear how one portfolio manager's credit and equity analysis shows how it will go

Hear why the outlook is stable, with a few bumps

The path to a DFI framework is no small feat. Hear from the author of the first one.

Hear from a CFA Chaterholder whose path began in middle school

Hear how one pro views allocations, managers and managed futures

Hear what important research CFA Institute has published that you should read (featuring Paul Andrews, CFA Institute)

Hear what one Bloomberg analyst sees in their data

Hear about what transitions like this will mean for the industry

Hear from someone at Amazon about what his customers are really doing with Gen AI

Hear from one founder about why he thinks the hate is misplaced