Compound Insights

A Deep Dive Into Markets, Global Trends, and the Fed: Insights from Dr. Ed Yardeni 16.09.2025 30:30 ↓

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 25.08.2025 17:46 ↓

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 18.08.2025 20:09 ↓

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 05.08.2025 18:11 ↓

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

Paul Boyne: Why Global, Why Now? 21.07.2025 23:03 ↓

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

Rob Gilman: Is this Commercial Real Estate's Moment? 14.07.2025 24:38 ↓

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? 30.06.2025 23:50 ↓

Hear from one of the largest advisory firms, Vanguard

Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market 23.06.2025 12:27 ↓

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 16.06.2025 14:35 ↓

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? 09.06.2025 24:24 ↓

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

Aaron Filbeck, CFA: What's new at CAIA? 04.06.2025 22:35 ↓

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

Rohit Goel, CFA: Where Investors Can Find Value in Emerging Markets 27.05.2025 22:26 ↓

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 19.05.2025 18:44 ↓

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 12.05.2025 15:03 ↓

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 05.05.2025 13:27 ↓

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 28.04.2025 21:14 ↓

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 21.04.2025 16:29 ↓

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? 14.04.2025 18:31 ↓

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

Joseph Wang: What's Happening to the Long Bond? 07.04.2025 21:36 ↓

Joseph Wang looks back to see the way forward

Matthew Luzzetti: Where is the US Consumer now? 31.03.2025 19:54 ↓

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? 24.03.2025 23:47 ↓

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? 17.03.2025 19:00 ↓

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 10.03.2025 11:30 ↓

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 03.03.2025 19:55 ↓

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 24.02.2025 19:48 ↓

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