Compound
Insights Podcast

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.

Guests will explore and discuss complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.

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Ep 178

Unpacking Healthcare With Sector Specialist Mike Perrone, CFA

A conversation with Michael Perrone, CFA

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.  

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Ep 177

Unpacking the Energy Sector with Senior Portfolio Manager Brian Kessens, CFA

A conversation with Brian Kessens, CFA

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.

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Ep 176

Markets, Money, and What Comes Next with Chief Market Strategist Marc Chandler

A conversation with Marc Chandler

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.

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Ep 175

The Future Is Now: Chief AI Officer Andrew Chin Shares His Insights

A conversation with Andrew Chin

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.

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Ep 174

Research Affiliates Founder and Chairman Rob Arnott on Current Market Dynamics

A conversation with Rob Arnott
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.
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Ep 173

Previewing December 4th Insurance Investment Officers Roundtable

A conversation with Peter Miller, CFA, FSA

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.

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Ep 172

Unpacking Value Investing with Rich Pzena

A conversation with Rich Pzena
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.
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Ep 171

Talking Crypto: Chief Investment Officer Matt Hougan Shares His Insights and Valuable Perspectives

A conversation with Matt Hougan

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.

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Ep 170

Game On: The Business of Sports With Sal Galatioto, the Industry’s Preeminent Financial Advisor

A conversation with Sal Galatioto

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.

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Ep 169

Unpacking the Global Economy: Eric Van Nostrand, Lazard’s Chief Economist, on Navigating the Evolving Landscape

A conversation with Eric Van Nostrand

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.

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Ep 168

Navigating Careers in Investment Management: Insights from Executive Search Leaders David Barrett and Derek Braddock

A conversation with David Barrett and Derek Braddock

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.

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