Compound Insights

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.

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 artificial intelli...

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