All Episodes
Compound Insights — 188 episodes
Positioning Portfolios for Today's Markets with CIO David Miller
Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA
Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA
Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA
Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA
VanEck's David Schassler Provides Strategies for a Complex Market Environment
Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA
Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins
Unpacking Healthcare With Sector Specialist Mike Perrone, CFA
Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA
Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler
The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights
Research Affiliates Founder and Chairman Rob Arnott on Current Market Dynamics
Previewing December 4th Insurance Investment Officers Roundtable
Unpacking Value Investing with Rich Pzena
Talking Crypto: Chief Investment Officer Matt Hougan Shares His Insights and Valuable Perspectives
Game On: The Business of Sports With Sal Galatioto, the Industry's Preeminent Financial Advisor
Unpacking the Global Economy: Eric Van Nostrand, Lazard's Chief Economist, on Navigating the Evolving Landscape
Navigating Careers in Investment Management: Insights from Executive Search Leaders David Barrett and Derek Braddock
Gold In Focus: Trends, Catalysts and the Roadmap Ahead With Joseph Cavatoni of World Gold Council
Renowned Investor Bill Nygren's Value Playbook For Today's Markets and Trends
A Deep Dive Into Markets, Global Trends, and the Fed: Insights from Dr. Ed Yardeni
Chris Vella, CFA: What's on the mind of the CIO of BNY
Winston Ma, CFA: How a US Sovereign Wealth Fund Might Impact Investing
Rick Richert, CFA: How CLOs Handle the Macro Risks
Paul Boyne: Why Global, Why Now?
Rob Gilman: Is this Commercial Real Estate's Moment?
Paul White & Jonathan Kushner: What are family offices changing?
Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market
Rupal Bhansali: How One CIO Views the Risks in the Private Markets
Chris Chapman, CFA: How do Macro Changes Impact Asset Allocation?
Aaron Filbeck, CFA: What's new at CAIA?
Rohit Goel, CFA: Where Investors Can Find Value in Emerging Markets
Winston Ma, CFA: A Former Sovereign Wealth Fund Manager on What Funds Should Prioritize Now
Career Evolution & CFA Community: A Conversation with Ken D'Souza, CFA
Caroline Busby, CFA: One CFA Charterholder's Walk from College to Membership to Volunteering
Lindsey Rubinstein and Neil Datta: How Family Offices are Staffing Up and Finding Value in The Markets
Marvin Loh: What are Institutional Investors Overweighting and Underweighting Now
Federico Barriga-Salazar: Where are EU Sovereign Budgets Headed if They Raise Their Defense Spending?
Joseph Wang: What's Happening to the Long Bond?
Matthew Luzzetti: Where is the US Consumer now?
Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?
Jennifer Huddleston: Where Are the Lawsuits Against Tech Companies Headed?
Bobby Eubank, CFA: What a Long Run View of Automation Tells Us About AI and the Job Market
Phyllis Costanza: How ESG Materiality is likely to change
Jarrad Linzie: Where Fixed Income Index Investing is Headed
Francesco Fabozzi: Using Generative AI Models to Understand Investment Sentiments
Frederic Samama: What You Can Learn from One Asset Owner's ESG Transition
Mirtha Kastrapeli: The Latest Frontier in Sustainability
Marvin Loh and Cayla Seder: What Risks Remain in an Otherwise Bright Outlook
Rob Gilman: Commercial Real Estate Month: Risks to Investors are Greater than they Appear
Scott Galin: Commercial Real Estate Month: Work from Home is Over, Lending Issues are Not
Jason Muss: Commercial Real Estate Month: Multi-family Still Rising
Joe Iacono: Commercial Real Estate Month: Where is CMBS going?
Michael Cohen: Commercial Real Estate Month: Why B Offices Are Improving
Barry LePatner: Commercial Real Estate Month: Where are NYC Officed Headed?
Pete Miller, CFA: What's on the Minds of Insurance CIOs
Christina Qi: What Does The Founder of a Data Firm See Coming Next?
Eric Green, CFA: Why Small Cap's Time Has Come
Marvin Loh: State Street Global Advisors Outlook for the Fourth Quarter
Arsalan Mahtafar: What DFI Needs, from an Author of JP Morgan's Methodology
Juan P Carreto Chapa, CFA: One CFA Charterholder's Journey
John Twomey: A Nuanced View of Alternative Asset Allocation
Great Research You Might Have Missed
Transforming Sustainable Data into Insights
Where are the Developed Markets Going?
How to Survive a Mutual Fund to Active ETF Transition
What are Investment Managers Really Doing with Generative AI?
Why are Managed Futures the Most Hated Sub-sector?
What is one of the largest banks actually doing with tokenization?
CFA Institute's Latest and Greatest Research
What Can Long Term ESG Experience Tell You
Currencies, Rates and Election Stresses
What will Clients of the Future Want?
Major Changes for Sharia Bonds
An Update on Mongolian Capital Markets
Low Cost Alternatives Funds Have Arrived
Low Cost Alternatives Funds Have Arrived
Low Cost Alternatives Funds Have Arrived
PE and VC Optimism Remains Amid Uncertainty
How to Position Your Career as AI Unfolds
Which HYB Sectors are at Risk, and Safer, in the Current Market
How Will Commercial Real Estate Lending Change?
How Healthcare Expense Management Can Differentiate Wealth Management Firms
How You Can Evolve with AIs Changes
Where the ESG Backlash is Going, and Where it's Not
Why Quantum Computing Is the Next Big Thing
What Past High Yield Transactions Tell Us About What's Next
The Risks to Global Markets in Passive Investments
What You Should be Reading from CFA Institute
What You Shouldn't Do When Comparing Portfolio Forecasts
Where to Start with ESG Due Diligence
What an Analytical View of the American Consumer Tells Us
The Most Common Mistakes in Financial Modeling
What a Significant Analytical Approach to Asset Allocation Says
Consolidation Trends: The Future of Cannabis Companies
An ESG Analyst's Perspective: Insights on the Long-Term Outlook
Navigating DEI in the Corporate Landscape: Strategies and Metrics for Portfolio Managers
Insights from the Author of the MBA ESG Text Book "Responsible Investing: An Introduction to Environmental, Social, and Governance Investments"
What's Next for Direct Lending
How Due Diligence is Being Complicated by Tech and Macro Factors
Why Real Estate is Key to Investing in Cannabis Companies
How are the Challenges to Commercial Real Estate Impacting Senior Housing
The Most Forward Looking Thoughts of 2023
Where Insurance Company Assets Are Headed
What Pension Boards Need to Know About ESG
What is Active Share Investing?
Seeking Quality Investments in an Uncertain World
What the Liquidity in the Financial System Means Today
A Systemic Approach to Carbon Pricing, ESG Policies and More
Why Public Policy Uncertainty Will Impact a Lot - Not Banking
What You Need to Know About Data Science
What You've Heard about Carbon Recapture is Wrong
What's Next for the EU Energy Sector
A Rational ESG Portfolio Management Approach
A Deep Dive into Jamaica's Recovery
How are Family Offices Handling DEI Investments
What Does the Monetary Path Forward Hold for China, Russia and the US
A Macro View of a Busy Financial News Week
The Next Wave in AI
The Changing Role of Free Speech and Its Impact on Corporations
Why Small Caps will Weather the Macro Environment
Why Emerging and Frontier Markets Now?
What is Money?
The Outlook for Japan
Why Values-Based Investing is Coming Soon
What One Value Investing Pro Thinks has Changed and what has not
How Will MBS Handle the Macroeconomic Changes
How Alt Data is Impacting Asset Allocation and Your Career
Where Value Lies in Energy and Home Building
What You can Learn from Corporate Voting Data
What a Massive Pile of Data Tells us about US Equities and FX
What the Latest Market Data Says About Asset Allocation
What Pro Basketball and Investment Management have in Common
Surprising Insights from a Long Term Global Investment Pro
What's Next for US Banks
What One Angel Investor Thinks about Due Diligence
How to Define the Signals and Noise in ESG Data
Sales and Marketing Tips for Alts Firms
What the World Bank has Learned from 49 Years of Data on Debt
Where do Machine Learning and AI Fit into Asset Management Firm Operations?
The Outlook for Private Asset Sectors
Honoring Black History Month: How to Change Your Firm
What to Look for in Emerging and Frontier Markets in 2023
How to Encourage Frontier Market Investments
A Detailed Look at What's Next in DeFi Regulation
A Unique View of Global Investing Risks
Which AI Applications are Yielding the Best Value to Businesses?
What's Next for the Investment Arms of Insurance Companies
How One Member's Traditional Wealth Management Experience Puts Cryptocurrency Indices Into Perspective
The Keys to Financially Educating the Next Generation
Emerging Strategies for Managing Insurance Company Assets
How to Use ESG Data Prudently
How the Macroeconomic Changes Could Affect the Asset Manager M&A Market
The Data Science Job Market: Skills You Need Now and What's to Come
What Deep Research Says About Global Booms, Busts and Credit Analysis
Reading Emerging Markets' Policies and Macro Impacts
The State of Diversity and Inclusion in the Quant Industry
How a multitude of Regulatory changes are affecting China's policy direction as it relates to the Economy and Finance
A Novel Approach for Managing Inflation
What Higher Inflation Means for the Muni Market
Lessons Learned from Years of Diverse Team Building
Pragmatic Strategy for Currency Risk Management
Crypto Accounting, and What Every Analyst Should Know
The Risks and Opportunities in Africa's Private Markets
Public Pension Pressures Mounting Amid Covid-19
Why Slack in the Labor Market is Understated
Corporates on the Knife Edge
The Value of Asset Allocation Amid Volatility
An Asset Owner's View of The Volatility
What the Developed World Central Banks Have Right – and Wrong
Where the Bank and High Yield Sectors are Headed
What Machine Learning Can Tell Us About Diversity and Inclusion
What a Communications Expert Says About Leadership
The Realities of Starting Your Own Asset Management Firm
What's Next for DC Plans
How Reading Thousands of Pages of Research Changes ESG Integration
A Deep Dive into Modern Monetary Theory
Global Water: Equity, Bonds and Private Markets
What ESG and Climate Mean to Portfolios
Is ESG's Implementation Putting Some Stocks at Risk?
A Deep Dive into Cannabis Businesses
What's Next for Blockchain?
The Outlook for the US Bank Sector is Bright
Is ESG becoming SRI?
Long-Term Wealth Management Changes
ESG Data is Getting Better
Why Most Commercial Real Estate Will Manage a Hard Brexit