Compound Insights

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

Hear how tokenization is reconfiguring financial services infrastructure and how it's not

Hear from the person at the top of the research department of CFAI about what is out and what's coming

Hear from one of the most experienced at ESG issuance talk about recent trends and which subsectors look good

Hear how one strategist is thinking about all of this

A co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know. 

Hear from one portfolio manager about the macro changes and research challenges presented by Sharia bonds

We go deep into the metrics to look at the changes to the Mongolian bank sector and capital markets

Hear from the CIO of one who says AI is the way to lower fees for alternatives funds

Find out why the lack of exits is not denting the optimism for private equity and venture capital.

Web3 and AI are accelerating change in many areas of financial services. Hear from a former bank executive, now tech investor, about how to position yourself

Hear a sector run down and why credit analysis still is your best tool in the high yield bond market

CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.

Meet a founder whose company provides analysis of client healthcare options to wealth management firms

Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experience