CFA Society New York
Compound Insights
Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
Be sure to visit the podcast's website and support the creator: cfasocietynewyork.cfainstitute.libsynpro.com
Author
CFA Society New York
Category
Podcast website
Latest episode
Sep 8, 2026
Where to listen?
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Episodes
Game On: The Business of Sports With Sal Galatioto, the Industry's Preeminent Financial Advisor 20.10.2025 30:37
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 14.10.2025 31:06
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...
Navigating Careers in Investment Management: Insights from Executive Search Leaders David Barrett and Derek Braddock 06.10.2025 29:47
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 29.09.2025 21:16
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 22.09.2025 26:57
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 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
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