Compound Insights

David Miller, Chief Investment Officer and Senior Portfolio Manager of Catalyst Funds, discusses how investors can build resilient portfolios in today's evolving market environment. He shares insights on navigating trends in artificial intelligence, geopolitical uncertainty, and the energy sector. 

Michael D. Nelson, CEO and Managing Partner of Eagle Bay Family Office, discusses the evolution of the multi-family office model and the complexities of managing wealth for ultra-high-net-worth families. He also provides his perspective on portfolio construction and risk management.

Charlie Dutton, CFA, Head of Emerging Market Equities at Manulife Investment Management, discusses his investment process and how the macro environment is shaping opportunities. He also weighs in on portfolio construction including geographical and sector preferences.

Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, discusses the firm's focus on fundamental drivers of long-term value—return on invested capital, competitive advantage, and thoughtful capital allocation. He also weighs in on the impact of  geopolitical tensions, oil price volatility, and artificial intelligence in shaping investor sentiment.

Ryan Davies, CFA,  Managing Director and Senior Portfolio Manager at Manulife Investment Management, discusses the evolving landscape of U.S. small-cap investing.  He weighs in on  portfolio construction, sector opportunities, and how to capitalize on market dislocations.

David Schassler, Head of Multi-Asset Solutions at VanEck, weighs in with a comprehensive asset allocation approach for today's environment. He also provides insights on structural forces reshaping global markets such as artificial intelligence as well as thoughts on equities, fixed income, gold and digital assets.  

Shirley Hu Anderson, CFA, Portfolio Manager at DSM Capital Partners, discusses key investment themes and trends including artificial intelligence, capital allocation and takeaways from recent earnings reports.  In addition, she discusses portfolio construction and the firm's approach to valuation.

Brent Jenkins, Managing Director and Portfolio Manager of the Clarion Partners Real Estate Income Fund, shares his insights from past real estate cycles and their influence on portfolio construction.  He also discusses key sector investment themes along with trends in retail, office, industrial and housing end markets.

Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction.  He also shares his views on the biotech sector,  evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A.  

Brian Kessens, CFA of Tortoise Capital, an approximately $9 billion AUM investment firm focused on the energy and power infrastructure sectors, weighs in on global trends reshaping the investment mosaic including increasing electricity demand, the geopolitical backdrop and artificial intelligence. In addition, he provides insights on portfolio construction and the potential for industry surprises in 2026.

Marc Chandler, Chief Market Strategist of Bannockburn Capital Markets, unpacks what lies ahead for the Federal Reserve, the U.S. dollar, and global markets.  In addition, he discusses portfolio construction, digital assets and commodities.

Andrew Chin, AllianceBernstein's Chief Artificial Intelligence Officer, shares key insights from the firm's AI strategy and enterprise-wide deployment. He also offers his perspective on how artificial intelligence is reshaping investment management and the evolving role of investment professionals in an AI-enabled world.

Rob Arnott, a participant in our recent Investment Icons Debate the Risk Premium event, shares his framework and view on today's markets and assessment of investor behavior.  

Peter Miller, CFA, FSA, Head of Client Investment Solutions for North America at Invesco, provides context to CFA Society New York's upcoming Insurance Investment Officers Roundtable. He discusses key considerations affecting portfolio construction and strategy, including the role of private markets, regulatory and macro environment, and the potential impact of climate-related events.

Rich Pzena, Chairman and Co-CIO of Pzena Investment Management, shares the principles and framework for the company's disciplined value approach underpinning its approximately $80 billion in assets under management.    In addition, he weighs in on where he finds value opportunities today, portfolio construction and overall market trends. 

Matt Hougan, Chief Investment Officer for Bitwise Asset Management, discusses how digital assets are reshaping global markets and transforming investing. He also weighs in on valuation frameworks,  portfolio construction, tokenization  and the regulatory environment.

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 intelligence.

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

Jody Lurie, CFA has deeply researched this sector. Find out what she thinks about the consumer.

Hear from Jennifer Huddleston, a legal expert with experience in the beltway.

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.

Pyllis Costanza of Advanced Portfolio Management shares her thoughts on how the business will change, particularly as short term materiality is coming.

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

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

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

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

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