Compound Insights

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.

Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments 27.01.2025 18:11 ↓

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

Frederic Samama: What You Can Learn from One Asset Owner's ESG Transition 20.01.2025 23:53 ↓

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

Mirtha Kastrapeli: The Latest Frontier in Sustainability 13.01.2025 19:13 ↓

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

Marvin Loh and Cayla Seder: What Risks Remain in an Otherwise Bright Outlook 06.01.2025 23:07 ↓

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

Rob Gilman: Commercial Real Estate Month: Risks to Investors are Greater than they Appear 30.12.2024 25:47 ↓

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

Scott Galin: Commercial Real Estate Month: Work from Home is Over, Lending Issues are Not 23.12.2024 20:47 ↓

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

Jason Muss: Commercial Real Estate Month: Multi-family Still Rising 16.12.2024 24:44 ↓

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

Joe Iacono: Commercial Real Estate Month: Where is CMBS going? 09.12.2024 16:54 ↓

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

Michael Cohen: Commercial Real Estate Month: Why B Offices Are Improving 02.12.2024 21:34 ↓

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

Barry LePatner: Commercial Real Estate Month: Where are NYC Officed Headed? 25.11.2024 31:03 ↓

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

Pete Miller, CFA: What's on the Minds of Insurance CIOs 18.11.2024 20:12 ↓

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

Christina Qi: What Does The Founder of a Data Firm See Coming Next? 04.11.2024 23:07 ↓

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

Eric Green, CFA: Why Small Cap's Time Has Come 30.10.2024 14:44 ↓

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

Marvin Loh: State Street Global Advisors Outlook for the Fourth Quarter 21.10.2024 16:37 ↓

Hear why the outlook is stable, with a few bumps

Arsalan Mahtafar: What DFI Needs, from an Author of JP Morgan's Methodology 15.10.2024 24:55 ↓

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

Juan P Carreto Chapa, CFA: One CFA Charterholder's Journey 09.10.2024 14:33 ↓

Hear from a CFA Chaterholder whose path began in middle school

John Twomey: A Nuanced View of Alternative Asset Allocation 30.09.2024 30:24 ↓

Hear how one pro views allocations, managers and managed futures

Great Research You Might Have Missed 16.09.2024 13:54 ↓

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

Where are the Developed Markets Going? 02.09.2024 19:55 ↓

Hear what one Bloomberg analyst sees in their data