Compound Insights

What Comes Next For Digital Assets With Canary Capital CEO Steven McClurg

CFA Society New York — Tue, 08 Sep 2026 11:29:22 +0000

Steven McClurg, CEO of Canary Capital, discusses the evolving digital-asset landscape. McClurg weighs in on Bitcoin, crypto ETFs, tokenization, and growing institutional interest. He concludes with the investment playbook for the next 12–18 months.

Portfolio Manager Brian Leonard's Playbook for SMID Cap Value and Dividend Strategies

CFA Society New York — Mon, 31 Aug 2026 12:52:58 +0000

Brian Leonard, CFA, Portfolio Manager at Gabelli, discusses opportunities in small- and mid-cap stocks, the appeal of dividend-paying companies, and why corporate spinoffs can create attractive investment opportunities. He also weighs in on themes shaping his portfolios and managing through market volatility.

The Advisor's Playbook for Today's Markets With Portfolio Strategist Tyler Wilkens, CFA

CFA Society New York — Mon, 10 Aug 2026 14:12:57 +0000

Tyler Wilkens, CFA, Director and Head Portfolio Strategist at Catalyst Capital Advisors, discusses navigating market uncertainty while remaining invested for the long term. He shares his views on asset allocation, risk management and where opportunities may exist across equities, fixed income and alternatives.

CIO Playbook: Real Estate Credit's Next Chapter with Manulife Investment Management's Jessica Lee

CFA Society New York — Tue, 21 Jul 2026 13:04:46 +0000

Jessica Lee, Chief Investment Officer of Real Estate Credit at Manulife Investment Management, discusses portfolio construction and why today's higher-for-longer interest rate environment is creating compelling investment opportunities. Additional topics include Federal Reserve policy, inflation, sector trends, and the importance of downside protection and capital preservation in generating attractive returns.

The Future of Investing and Artificial Intelligence with Reflexivity's Jan Szilagyi

CFA Society New York — Tue, 14 Jul 2026 13:35:01 +0000

Artificial intelligence is reshaping the investment industry. Jan Szilagyi, CEO and Co-founder of Reflexivity, explains how investors are using AI to enhance research, portfolio construction, and risk management.

Chief Investment Officer Mark Malek's Playbook for Navigating Today's Markets

CFA Society New York — Thu, 25 Jun 2026 15:30:41 +0000

Dr. Mark Malek, Chief Investment Officer of Siebert Financial, discusses how investors can navigate an increasingly complex market environment. He shares his perspectives on geopolitical tensions, inflation, central bank policy, and corporate earnings, while exploring the opportunities and risks created by a technology investing and artificial intelligence.

The Future of Markets and Investing With Luis M. Viceira of Harvard Business School

CFA Society New York — Mon, 15 Jun 2026 14:10:26 +0000

Luis Viceira, Professor of Finance at Harvard Business School, discusses the forces reshaping global capital markets and investment management. Topics discussed include AI-driven capital spending, inflation, public and private markets and approaches to portfolio construction.

Tech Sector Investing in the Age of AI with Sector Specialist Ted Mortonson

CFA Society New York — Wed, 27 May 2026 14:05:23 +0000

Ted Mortonson, Managing Director at Baird, discusses the implications of the AI-driven infrastructure spending reshaping global markets. He also shares views on the evolving playbook for technology investing, portfolio construction and risks that could challenge the sector.

Inside Small- and Micro-Cap Investing with Acuitas' Christopher Tessin, CFA

CFA Society New York — Mon, 18 May 2026 19:43:19 +0000

Christopher Tessin, CFA, Managing Partner and Portfolio Manager of Acuitas Investments, discusses the opportunity set in small- and micro-cap investing. He weighs in on active management, manager selection, portfolio construction and the outlook for this market cap range.

Positioning Portfolios for Today's Markets with CIO David Miller

CFA Society New York — Mon, 04 May 2026 19:45:36 +0000

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.

Inside the Family Office: Building and Managing Wealth with CEO Michael D. Nelson, CFA

CFA Society New York — Tue, 28 Apr 2026 19:40:25 +0000

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.

Inside Emerging Markets With Portfolio Manager Charlie Dutton, CFA

CFA Society New York — Mon, 20 Apr 2026 13:53:38 +0000

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.

Inside the Large Cap Playbook With Portfolio Manager Jed Ellerbroek, CFA

CFA Society New York — Mon, 30 Mar 2026 14:06:31 +0000

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.

Inside the Small Cap Playbook With Portfolio Manager Ryan Davies, CFA

CFA Society New York — Tue, 17 Mar 2026 13:06:27 -0100

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.

VanEck's David Schassler Provides Strategies for a Complex Market Environment

CFA Society New York — Mon, 09 Mar 2026 19:02:11 -0100

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.

Taking the Pulse of Tech With Portfolio Manager Shirley Hu Anderson, CFA

CFA Society New York — Mon, 23 Feb 2026 18:07:59 -0100

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.

Real Estate 2026: Positioning For the Next Cyle With Portfolio Manager Brent Jenkins

CFA Society New York — Mon, 16 Feb 2026 12:42:21 -0100

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.

Unpacking Healthcare With Sector Specialist Mike Perrone, CFA

CFA Society New York — Tue, 03 Feb 2026 13:12:06 -0100

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.

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

CFA Society New York — Mon, 26 Jan 2026 15:34:56 -0100

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.

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

CFA Society New York — Tue, 20 Jan 2026 13:55:23 -0100

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.

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

CFA Society New York — Mon, 15 Dec 2025 13:15:12 -0100

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.

Research Affiliates Founder and Chairman Rob Arnott on Current Market Dynamics

CFA Society New York — Tue, 09 Dec 2025 12:17:45 -0100

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.

Previewing December 4th Insurance Investment Officers Roundtable

CFA Society New York — Mon, 01 Dec 2025 19:32:28 -0100

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.

Unpacking Value Investing with Rich Pzena

CFA Society New York — Mon, 17 Nov 2025 16:28:36 -0100

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.

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

CFA Society New York — Mon, 03 Nov 2025 16:52:35 -0100

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.

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

CFA Society New York — Mon, 20 Oct 2025 14:26:05 +0000

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

CFA Society New York — Tue, 14 Oct 2025 14:33:19 +0000

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.

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

CFA Society New York — Mon, 06 Oct 2025 12:50:46 +0000

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

CFA Society New York — Mon, 29 Sep 2025 14:10:47 +0000

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

CFA Society New York — Mon, 22 Sep 2025 13:08:31 +0000

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

CFA Society New York — Tue, 16 Sep 2025 13:11:09 +0000

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

CFA Society New York — Mon, 25 Aug 2025 12:55:40 +0000

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

CFA Society New York — Mon, 18 Aug 2025 13:10:52 +0000

Rick Richert, CFA: How CLOs Handle the Macro Risks

CFA Society New York — Tue, 05 Aug 2025 13:32:08 +0000

Hear from one portfolio manager, Rick Richert, CFA, about how the risk management structures in CLOs will fare.

Paul Boyne: Why Global, Why Now?

CFA Society New York — Mon, 21 Jul 2025 13:03:55 +0000

Hear where one firm is finding value in global markets, despite the macro challenges

Rob Gilman: Is this Commercial Real Estate's Moment?

CFA Society New York — Mon, 14 Jul 2025 12:56:02 +0000

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?

CFA Society New York — Mon, 30 Jun 2025 13:40:29 +0000

Hear from one of the largest advisory firms, Vanguard

Melissa Brady, CFA: How one Valuation Veteran Sees the Current HY Market

CFA Society New York — Mon, 23 Jun 2025 16:42:14 +0000

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

CFA Society New York — Mon, 16 Jun 2025 13:10:22 +0000

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?

CFA Society New York — Mon, 09 Jun 2025 13:25:49 +0000

Chris Chapman, CFA, explains how the massive macro changes impact asset allocation and sector choices

Aaron Filbeck, CFA: What's new at CAIA?

CFA Society New York — Wed, 04 Jun 2025 20:08:01 +0000

Arron Filbeck, CFA tells us what CAIA has planned for this year

Rohit Goel, CFA: Where Investors Can Find Value in Emerging Markets

CFA Society New York — Tue, 27 May 2025 16:02:04 +0000

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

CFA Society New York — Mon, 19 May 2025 12:54:08 +0000

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

CFA Society New York — Mon, 12 May 2025 13:10:08 +0000

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

CFA Society New York — Mon, 05 May 2025 12:11:33 +0000

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

CFA Society New York — Mon, 28 Apr 2025 13:04:05 +0000

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

CFA Society New York — Mon, 21 Apr 2025 13:46:08 +0000

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?

CFA Society New York — Mon, 14 Apr 2025 13:10:18 +0000

Cut through the hype on the topic with Federico Barriga-Salazar of Fitch Ratings

Joseph Wang: What's Happening to the Long Bond?

CFA Society New York — Mon, 07 Apr 2025 13:17:24 +0000

Joseph Wang looks back to see the way forward

Matthew Luzzetti: Where is the US Consumer now?

CFA Society New York — Mon, 31 Mar 2025 10:26:45 +0000

Matt Luzzetti, Chief US Economist at Deutsche Bank shares his views

Jody Lurie, CFA: What Does US Consumer Weakness Mean for Leisure, Lodging and Casinos?

CFA Society New York — Mon, 24 Mar 2025 09:42:37 -0100

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?

CFA Society New York — Mon, 17 Mar 2025 11:34:37 -0100

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

CFA Society New York — Mon, 10 Mar 2025 12:17:04 -0100

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

CFA Society New York — Mon, 03 Mar 2025 13:08:31 -0100

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

CFA Society New York — Mon, 24 Feb 2025 15:43:49 -0100

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

CFA Society New York — Mon, 27 Jan 2025 09:58:18 -0100

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

CFA Society New York — Mon, 20 Jan 2025 14:32:56 -0100

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

Mirtha Kastrapeli: The Latest Frontier in Sustainability

CFA Society New York — Mon, 13 Jan 2025 08:40:31 -0100

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

CFA Society New York — Mon, 06 Jan 2025 11:56:18 -0100

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

CFA Society New York — Mon, 30 Dec 2024 12:02:39 -0100

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

CFA Society New York — Mon, 23 Dec 2024 12:55:41 -0100

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

CFA Society New York — Mon, 16 Dec 2024 11:59:34 -0100

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?

CFA Society New York — Mon, 09 Dec 2024 12:56:37 -0100

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

CFA Society New York — Mon, 02 Dec 2024 12:37:19 -0100

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?

CFA Society New York — Mon, 25 Nov 2024 11:32:27 -0100

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

CFA Society New York — Mon, 18 Nov 2024 11:57:12 -0100

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?

CFA Society New York — Mon, 04 Nov 2024 11:32:46 -0100

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

CFA Society New York — Wed, 30 Oct 2024 14:02:40 -0100

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

CFA Society New York — Mon, 21 Oct 2024 12:07:18 +0000

Hear why the outlook is stable, with a few bumps

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

CFA Society New York — Tue, 15 Oct 2024 11:15:01 +0000

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

CFA Society New York — Wed, 09 Oct 2024 15:53:18 +0000

Hear from a CFA Chaterholder whose path began in middle school

John Twomey: A Nuanced View of Alternative Asset Allocation

CFA Society New York — Mon, 30 Sep 2024 12:29:11 +0000

Hear how one pro views allocations, managers and managed futures

Great Research You Might Have Missed

CFA Society New York — Mon, 16 Sep 2024 12:46:41 +0000

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

Transforming Sustainable Data into Insights

CFA Society New York — Mon, 09 Sep 2024 12:19:50 +0000

Where are the Developed Markets Going?

CFA Society New York — Mon, 02 Sep 2024 13:24:41 +0000

Hear what one Bloomberg analyst sees in their data

How to Survive a Mutual Fund to Active ETF Transition

CFA Society New York — Mon, 26 Aug 2024 11:31:15 +0000

Hear about what transitions like this will mean for the industry

What are Investment Managers Really Doing with Generative AI?

CFA Society New York — Mon, 19 Aug 2024 12:10:04 +0000

Hear from someone at Amazon about what his customers are really doing with Gen AI

Why are Managed Futures the Most Hated Sub-sector?

CFA Society New York — Mon, 12 Aug 2024 11:11:56 +0000

Hear from one founder about why he thinks the hate is misplaced

What is one of the largest banks actually doing with tokenization?

CFA Society New York — Mon, 05 Aug 2024 12:24:11 +0000

Hear how tokenization is reconfiguring financial services infrastructure and how it's not

CFA Institute's Latest and Greatest Research

CFA Society New York — Mon, 29 Jul 2024 12:38:06 +0000

Hear from the person at the top of the research department of CFAI about what is out and what's coming

What Can Long Term ESG Experience Tell You

CFA Society New York — Mon, 22 Jul 2024 10:09:05 +0000

Hear from one of the most experienced at ESG issuance talk about recent trends and which subsectors look good

Currencies, Rates and Election Stresses

CFA Society New York — Mon, 15 Jul 2024 10:10:54 +0000

Hear how one strategist is thinking about all of this

What will Clients of the Future Want?

CFA Society New York — Mon, 08 Jul 2024 10:23:19 +0000

A co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know.

Major Changes for Sharia Bonds

CFA Society New York — Mon, 01 Jul 2024 11:46:06 +0000

Hear from one portfolio manager about the macro changes and research challenges presented by Sharia bonds

An Update on Mongolian Capital Markets

CFA Society New York — Mon, 24 Jun 2024 12:15:45 +0000

We go deep into the metrics to look at the changes to the Mongolian bank sector and capital markets

Low Cost Alternatives Funds Have Arrived

CFA Society New York — Mon, 17 Jun 2024 12:53:50 +0000

Hear from the CIO of one who says AI is the way to lower fees for alternatives funds

Low Cost Alternatives Funds Have Arrived

CFA Society New York — Mon, 17 Jun 2024 12:53:49 +0000

Hear from the CIO of one who says AI is the way to lower fees for alternatives funds

Low Cost Alternatives Funds Have Arrived

CFA Society New York — Mon, 17 Jun 2024 12:53:36 +0000

Hear from the CIO of one who says AI is the way to lower fees for alternatives funds

PE and VC Optimism Remains Amid Uncertainty

CFA Society New York — Mon, 10 Jun 2024 11:35:45 +0000

Find out why the lack of exits is not denting the optimism for private equity and venture capital.

How to Position Your Career as AI Unfolds

CFA Society New York — Mon, 03 Jun 2024 12:09:24 +0000

Web3 and AI are accelerating change in many areas of financial services. Hear from a former bank executive, now tech investor, about how to position yourself

Which HYB Sectors are at Risk, and Safer, in the Current Market

CFA Society New York — Tue, 28 May 2024 02:24:29 +0000

Hear a sector run down and why credit analysis still is your best tool in the high yield bond market

How Will Commercial Real Estate Lending Change?

CFA Society New York — Mon, 20 May 2024 13:01:10 +0000

CRA lending is undergoing a massive change. Find out what one experienced investor thinks about it.

How Healthcare Expense Management Can Differentiate Wealth Management Firms

CFA Society New York — Mon, 13 May 2024 11:14:03 +0000

Meet a founder whose company provides analysis of client healthcare options to wealth management firms

How You Can Evolve with AIs Changes

CFA Society New York — Mon, 06 May 2024 11:14:27 +0000

Hear how one client portfolio manager has integrated AI to enhance both the investment process and client experience

Where the ESG Backlash is Going, and Where it's Not

CFA Society New York — Mon, 29 Apr 2024 12:49:24 +0000

Hear from a group that has big plans despite the ESG backlash

Why Quantum Computing Is the Next Big Thing

CFA Society New York — Mon, 22 Apr 2024 11:51:23 +0000

Hear what quantum computing is, what it will mean for your career and how you can use it on a website today

What Past High Yield Transactions Tell Us About What's Next

CFA Society New York — Mon, 15 Apr 2024 12:20:55 +0000

Hear Meredith explain how J.Crew and Chewy can tell us a lot about how future pressure on high yield borrowers might go

The Risks to Global Markets in Passive Investments

CFA Society New York — Mon, 08 Apr 2024 11:20:54 +0000

Hear why passive investments are a risk to the markets and what active managers can (and can't) do about it

What You Should be Reading from CFA Institute

CFA Society New York — Mon, 01 Apr 2024 11:32:52 +0000

Hear which of CFA Institute's research pieces you should be reading, from the person responsible for them

What You Shouldn't Do When Comparing Portfolio Forecasts

CFA Society New York — Mon, 25 Mar 2024 08:19:01 -0100

Get ready for one of our most complex podcasts, on which you will hear about some jaw dropping data

Where to Start with ESG Due Diligence

CFA Society New York — Mon, 18 Mar 2024 11:41:55 -0100

Hear from one of the authors of the standards about where she would start, as an investor

What an Analytical View of the American Consumer Tells Us

CFA Society New York — Mon, 11 Mar 2024 11:42:34 -0100

Hear what a pile of research and data says about the all important American consumer

The Most Common Mistakes in Financial Modeling

CFA Society New York — Mon, 04 Mar 2024 11:56:50 -0100

This week's guest built and sold a trainig company that teached financial modeling. Hear where it can go wrong.

What a Significant Analytical Approach to Asset Allocation Says

CFA Society New York — Mon, 26 Feb 2024 12:50:30 -0100

Hear a long run analytical view from a former Chair of CFA Society New York

Consolidation Trends: The Future of Cannabis Companies

CFA Society New York — Mon, 19 Feb 2024 12:40:36 -0100

In this episode, we delve into the inevitable consolidation of cannabis companies, exploring the driving forces behind this trend and its implications for the industry's future.

An ESG Analyst's Perspective: Insights on the Long-Term Outlook

CFA Society New York — Mon, 12 Feb 2024 13:26:27 -0100

Tune in to discover which data segments, standards, and numerical factors are making an exit.

Navigating DEI in the Corporate Landscape: Strategies and Metrics for Portfolio Managers

CFA Society New York — Mon, 05 Feb 2024 13:53:44 -0100

Dive into the latest episode where we explore the dynamic landscape of DEI, delving into the future outlook for both company managers and portfolio managers. Gain valuable insights and stay ahead in the ever-evolving world of diversity, equity, and inclusion strategies.

Insights from the Author of the MBA ESG Text Book "Responsible Investing: An Introduction to Environmental, Social, and Governance Investments"

CFA Society New York — Mon, 29 Jan 2024 12:42:39 -0100

Hear from a prolific writer and fund manager about his view of the risk premia from ESG and what's next.

What's Next for Direct Lending

CFA Society New York — Mon, 22 Jan 2024 13:52:48 -0100

Hear from a former asset owner, borrower and now lender at Carlyle

How Due Diligence is Being Complicated by Tech and Macro Factors

CFA Society New York — Tue, 16 Jan 2024 12:02:39 -0100

Macro and tech are having an unprecedented impact on manager searches. Hear what Tim has to say about it.

Why Real Estate is Key to Investing in Cannabis Companies

CFA Society New York — Mon, 08 Jan 2024 13:52:46 -0100

Hear from commercial real estate pro, who invests in debt and equity in the cannabis sector

How are the Challenges to Commercial Real Estate Impacting Senior Housing

CFA Society New York — Wed, 20 Dec 2023 13:51:20 -0100

James Scribner has invested in Senior Housing for longer than most. Hear where he's finding value in the subsector.

The Most Forward Looking Thoughts of 2023

CFA Society New York — Mon, 11 Dec 2023 13:26:38 -0100

Hear which session had the most interesting forward looking views of our events this year

Where Insurance Company Assets Are Headed

CFA Society New York — Mon, 04 Dec 2023 18:18:12 -0100

Hear where one pro is seeing interest from his insurance clients

What Pension Boards Need to Know About ESG

CFA Society New York — Mon, 27 Nov 2023 15:13:10 -0100

What do you learn from working with some of the UK's biggest pension managers? A lot.

What is Active Share Investing?

CFA Society New York — Mon, 20 Nov 2023 11:31:33 -0100

Gain insights on the importance and details from a professional involved in choosing investment managers.

Seeking Quality Investments in an Uncertain World

CFA Society New York — Mon, 13 Nov 2023 11:56:30 -0100

Delving into Investment Quality: Join us for an In-Depth Exploration with a Portfolio Manager

No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. This is not a buy, sell or hold recommendation for any particular security.

What the Liquidity in the Financial System Means Today

CFA Society New York — Mon, 06 Nov 2023 10:38:43 -0100

Hear what liquidity, fed policy and other factors mean for banks and currencies.

If you are interested in learning more about State Street's proprietary data or Insights Platform please contact Kelley Coates at kcoates@statestreet.com.

A Systemic Approach to Carbon Pricing, ESG Policies and More

CFA Society New York — Mon, 30 Oct 2023 12:58:05 -0100

The issues around climate change, investing and risk are vexing. This ESG pro takes us back to basics

Why Public Policy Uncertainty Will Impact a Lot - Not Banking

CFA Society New York — Mon, 23 Oct 2023 09:50:01 +0000

Public policy is hard to anticipate right now, but hear why one pro thinks bank regulation is not likely

What You Need to Know About Data Science

CFA Society New York — Mon, 16 Oct 2023 12:15:14 +0000

Hear from the people who created CFA Institute's new certificate about what you need to know and how hard it will be to learn

What You've Heard about Carbon Recapture is Wrong

CFA Society New York — Mon, 09 Oct 2023 13:05:51 +0000

Hear from one insider about the carbon recapture industry

What's Next for the EU Energy Sector

CFA Society New York — Mon, 02 Oct 2023 09:02:30 +0000

A former COP president discusses his views of the EU energy sector

A Rational ESG Portfolio Management Approach

CFA Society New York — Mon, 25 Sep 2023 08:57:50 +0000

Hear from the author of a seminal paper on ESG portfolio management

A Deep Dive into Jamaica's Recovery

CFA Society New York — Mon, 18 Sep 2023 13:18:34 +0000

An international banker turned politician takes us around the changes and identifies sectors with value

How are Family Offices Handling DEI Investments

CFA Society New York — Mon, 04 Sep 2023 11:21:17 +0000

Hear from Lindsey Rubinstein about how family offices are investing concerning DEI

What Does the Monetary Path Forward Hold for China, Russia and the US

CFA Society New York — Mon, 28 Aug 2023 10:18:51 +0000

We go deep into the details after a busy week in monetary policy

A Macro View of a Busy Financial News Week

CFA Society New York — Mon, 14 Aug 2023 12:50:44 +0000

Hear how a macro expert views the news on the US federal debt load and bank issues

The Next Wave in AI

CFA Society New York — Mon, 07 Aug 2023 12:10:56 +0000

Hear from a Fintech veteran about why she thinks that a newer AI strategy will be the next wave in AI and how it can close a gap in financial services

The Changing Role of Free Speech and Its Impact on Corporations

CFA Society New York — Mon, 17 Jul 2023 14:36:28 +0000

Hear how changes in free speech values impact corporations and why mutual fund managers best ideas outperform

Why Small Caps will Weather the Macro Environment

CFA Society New York — Mon, 10 Jul 2023 11:39:12 +0000

Hear why some companies are likely to weather inflation, higher rates, earnings pressure and Globalization 2.0 better than most

Why Emerging and Frontier Markets Now?

CFA Society New York — Mon, 03 Jul 2023 11:26:50 +0000

Hear why one portfolio manager thinks some emerging and frontier markets offer value now

What is Money?

CFA Society New York — Mon, 26 Jun 2023 12:02:58 +0000

We will go deep into fiscal policies with this expert, asking a deceivingly simple question

The Outlook for Japan

CFA Society New York — Mon, 19 Jun 2023 11:24:27 +0000

A long term member of the BOJ tells us where he thinks things are headed. Haruyuki contributed to this recording in his personal capacity.

Why Values-Based Investing is Coming Soon

CFA Society New York — Mon, 12 Jun 2023 12:12:08 +0000

As values based investing gains momentum, where is the data? What other quant issues remain?

What One Value Investing Pro Thinks has Changed and what has not

CFA Society New York — Mon, 05 Jun 2023 15:12:32 +0000

Hedda Nadler shares views on how small firms can work in an increasingly large marketplace

How Will MBS Handle the Macroeconomic Changes

CFA Society New York — Mon, 29 May 2023 04:00:00 +0000

Hear from an Erica Adelberg, CFA at Bloomberg about everything from spreads to the long term

How Alt Data is Impacting Asset Allocation and Your Career

CFA Society New York — Mon, 22 May 2023 10:48:22 +0000

Hear why ChatGPT is not fit for financial data and which skills you should gain to ensure your career in an alt data future

Where Value Lies in Energy and Home Building

CFA Society New York — Mon, 15 May 2023 10:50:31 +0000

Hear from a veteran value investor, Bob Robotti, about where value can be found and why a lot of the market pressures are easy to source

What You can Learn from Corporate Voting Data

CFA Society New York — Mon, 24 Apr 2023 13:32:02 +0000

Hear what the founder of a fintech firm that makes voting easier sees in the data

What a Massive Pile of Data Tells us about US Equities and FX

CFA Society New York — Mon, 17 Apr 2023 11:49:42 +0000

Hear from Marvin Loh of State Street Global who has his eyes on a lot of data

What the Latest Market Data Says About Asset Allocation

CFA Society New York — Mon, 10 Apr 2023 13:10:33 +0000

Hear from Anu Ganti of S&P Dow Jones Indices

What Pro Basketball and Investment Management have in Common

CFA Society New York — Mon, 03 Apr 2023 11:50:12 +0000

Hear from Genai Walker who, after earning a masters, went on to play pro basketball for eight years, and now is with Morgan Stanley

Surprising Insights from a Long Term Global Investment Pro

CFA Society New York — Mon, 27 Mar 2023 14:02:58 +0000

Hear from CIO of RisCura about his views of the emerging and frontier markets

What's Next for US Banks

CFA Society New York — Mon, 20 Mar 2023 15:00:00 -0100

Hear how one experienced analyst thinks the US banks are likely to handle current pressures

What One Angel Investor Thinks about Due Diligence

CFA Society New York — Mon, 20 Mar 2023 10:23:27 -0100

Hear from an angel investor about due diligence challenges and why he declined an offer to become a GP

How to Define the Signals and Noise in ESG Data

CFA Society New York — Mon, 13 Mar 2023 03:00:00 -0100

Hear from Florian Berg of MIT about what his research says about ESG data

Sales and Marketing Tips for Alts Firms

CFA Society New York — Mon, 06 Mar 2023 12:54:55 -0100

Hear from Hemali Dassani & Nandu Kuppuswamy, CFA, co-authors of a recent book on what new and established alternative investments firms should be thinking about

What the World Bank has Learned from 49 Years of Data on Debt

CFA Society New York — Mon, 27 Feb 2023 15:37:52 -0100

Hear how debt trends are likely to impact emerging markets in the future

Where do Machine Learning and AI Fit into Asset Management Firm Operations?

CFA Society New York — Mon, 20 Feb 2023 16:44:00 -0100

Hear the dos and don'ts from someone who advises firms on integrating AI into their businesses

The Outlook for Private Asset Sectors

CFA Society New York — Mon, 13 Feb 2023 09:59:37 -0100

A conversation with Jay Nyack, Yieldstreet

Honoring Black History Month: How to Change Your Firm

CFA Society New York — Mon, 06 Feb 2023 10:53:42 -0100

Hear from two accomplished financial professionals about how best to make positive change at your firm.

What to Look for in Emerging and Frontier Markets in 2023

CFA Society New York — Mon, 12 Dec 2022 11:50:05 -0100

Hear about Lord Abbett's outlook from Mila Skulkina, CFA

How to Encourage Frontier Market Investments

CFA Society New York — Mon, 05 Dec 2022 15:38:06 -0100

Hear from Karin Svensson of SIDA on the innovative techniques that her organization is using to encourage investments that can reduce poverty and oppression.

A Detailed Look at What's Next in DeFi Regulation

CFA Society New York — Mon, 31 Oct 2022 09:42:13 -0100

Hear where the growing level of DeFi and coin regulation is going, from the perspective of investors and employees at DeFi companies.

A Unique View of Global Investing Risks

CFA Society New York — Mon, 18 Jul 2022 11:31:26 +0000

A conversation with Lauren Goodwin, CFA, Economist, Director of Portfolio Strategy, New York Life Investments.

Which AI Applications are Yielding the Best Value to Businesses?

CFA Society New York — Mon, 11 Jul 2022 04:00:00 +0000

A discussion with Anand Rao, Global AI Lead; US Innovation Lead, Emerging Technology Group / PwC US

What's Next for the Investment Arms of Insurance Companies

CFA Society New York — Mon, 09 May 2022 01:59:48 +0000

Hear from a very accomplished insurance specialist about how he sees regulatory and other trends that are impacting insurance company investments in the US and EU

How One Member's Traditional Wealth Management Experience Puts Cryptocurrency Indices Into Perspective

CFA Society New York — Mon, 02 May 2022 05:52:28 +0000

What was it like to jump from an analytical and complex financial oversight position to a cryptocurrency index firm? Find out!

The Keys to Financially Educating the Next Generation

CFA Society New York — Mon, 25 Apr 2022 09:07:00 +0000

Hear what we need to do to raise a financially astute next generation from someone who has lectured to hundreds of high schools and colleges

Emerging Strategies for Managing Insurance Company Assets

CFA Society New York — Mon, 18 Apr 2022 02:08:31 +0000

Several trends in insurance company asset management, including outsourcing and broad diversification, have some unintended impacts.

How to Use ESG Data Prudently

CFA Society New York — Mon, 11 Apr 2022 04:00:00 +0000

Find out where the problems in the creation and usage of ESG data are.

How the Macroeconomic Changes Could Affect the Asset Manager M&A Market

CFA Society New York — Mon, 04 Apr 2022 04:00:00 +0000

Hightower's CEO shares his views on the current and future of the asset manager M&A market

The Data Science Job Market: Skills You Need Now and What's to Come

CFA Society New York — Mon, 28 Mar 2022 04:00:00 +0000

How one data scientist sees the evolution of the sectors' skills sets and data usage

What Deep Research Says About Global Booms, Busts and Credit Analysis

CFA Society New York — Mon, 21 Mar 2022 03:00:00 -0100

How has big data impacted stock prices? Is it different across sectors and capitalization?

Reading Emerging Markets' Policies and Macro Impacts

CFA Society New York — Mon, 14 Mar 2022 03:00:00 -0100

How will LATAM sovereigns weather inflation? What's next for the frontier markets? Hear the answers to these questions and more from a well-researched, analytical, perspective.

The State of Diversity and Inclusion in the Quant Industry

CFA Society New York — Mon, 21 Feb 2022 04:00:00 -0100

D&I should be one of the most important initiatives across the financial industry. A firms' most important asset is its employees. From attracting junior level managers to retaining senior leadership, the benefits of D&I can impact the long-term survival and growth of your organization.

How a multitude of Regulatory changes are affecting China's policy direction as it relates to the Economy and Finance

CFA Society New York — Mon, 14 Feb 2022 04:00:00 -0100

Lyric shares her views on current day China, including why data collection is of paramount importance to the Government Party and How China will adjust away from its zero tolerance Covid Policy.

A Novel Approach for Managing Inflation

CFA Society New York — Mon, 07 Feb 2022 04:00:00 -0100

Darnell Azeez has some novel thoughts on inflation and other risks facing investors. Hear from a very insightful portfolio manager at Lord Abbett.

What Higher Inflation Means for the Muni Market

CFA Society New York — Mon, 31 Jan 2022 04:00:00 -0100

A conversation with Patrick Luby, CreditSights

Inflation's long-run impact on munis will vary by sector and issuer. Hear from one of the industry's premier thinkers.

Lessons Learned from Years of Diverse Team Building

CFA Society New York — Mon, 24 Jan 2022 04:00:00 -0100

A conversation with Nanda Kamat, MUFG

Nanda Kamat is one of financial service industry's prominent few who pursued a diverse team-building strategy before it gained mainstream momentum. Listen as she joins CFA NY to share what that experience has taught her.

Pragmatic Strategy for Currency Risk Management

CFA Society New York — Mon, 17 Jan 2022 04:00:00 -0100

Hear how this OCIO has managed the risk of currency exposure and what he thinks about using currency in the search for yield.

Crypto Accounting, and What Every Analyst Should Know

CFA Society New York — Mon, 10 Jan 2022 04:00:00 -0100

A conversation with Vivian Fang, University of Minnesota

Hear where analysts and portfolio managers should look, according to one of the most advanced thinkers on crypto accounting.

The Risks and Opportunities in Africa's Private Markets

CFA Society New York — Mon, 11 May 2020 03:22:06 +0000

Hear from two people with clear views into Africa's private markets about how the Covid-19 pressures are making some sector's private companies a better value while others are becoming more risky.

Public Pension Pressures Mounting Amid Covid-19

CFA Society New York — Mon, 04 May 2020 02:59:14 +0000

The risks of public pension pressures to state bond ratings is intensifying. Hear from Doug Offerman and Olu Sonola, CFA of Fitch Ratings about how the investments, structures and policies are all coming into play.

Why Slack in the Labor Market is Understated

CFA Society New York — Mon, 27 Apr 2020 11:39:06 +0000

The amazing jump in jobless claims and the unemployment rate may actually be rosier than reality. Our guest, Stephanie Aaronson (Brookings), shares what her research says.

Corporates on the Knife Edge

CFA Society Ne wYork — Mon, 20 Apr 2020 03:27:24 +0000

One seasoned pro's view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.

The Value of Asset Allocation Amid Volatility

CFA Society New York — Mon, 13 Apr 2020 01:16:06 +0000

Volatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.

An Asset Owner's View of The Volatility

CFA Society New York — Mon, 06 Apr 2020 12:16:12 +0000

Hear what one portfolio strategist from New York Life Investments thinks about the recent markets.

What the Developed World Central Banks Have Right – and Wrong

CFA Society New York — Mon, 30 Mar 2020 11:08:31 +0000

Hear what one exceptionally experienced expert think about the recent policy decisions by the BoJ, ECB BoE and Fed.

Where the Bank and High Yield Sectors are Headed

CFA Society New York — Mon, 23 Mar 2020 02:30:00 -0100

Susan Schmidt, CFA, is Head of US Equities Aviva where she acts as a portfolio manager and analyst. She gives us her take on how the recent market will impact the banking and high yield sectors.

What Machine Learning Can Tell Us About Diversity and Inclusion

CFA Society New York — Mon, 16 Mar 2020 02:30:00 -0100

Paolo Gaudiano is Executive Director of the Center for the Quantitative Studies of Diversity and Inclusion at the City College of New York, and Founder and CEO of Aleria which helps organizations plan, execute and measure the impact of diversity & inclusion initiatives.

What a Communications Expert Says About Leadership

CFA Society New York — Mon, 09 Mar 2020 01:52:40 -0100

Do you know a leader when you hear one? On this podcast we will focus on a skill that is important to many, many CFANY members – how to communicate like a leader.

The Realities of Starting Your Own Asset Management Firm

CFA Society New York — Mon, 02 Mar 2020 03:30:00 -0100

Hear from a wealth management professional who founded his own firm 6 months ago about what really happens when things get real

What's Next for DC Plans

CFA Society New York — Mon, 24 Feb 2020 03:30:00 -0100

Hear experts debate the impact of a pending bill and what types of products should be developed to help retirees.

How Reading Thousands of Pages of Research Changes ESG Integration

CFA Society New York — Mon, 17 Feb 2020 03:30:00 -0100

As ESG integration evolves, good research can yield a solid premium. Hear from one analyst who took that to an extreme and what she learned.

A Deep Dive into Modern Monetary Theory

CFA Society New York — Mon, 10 Feb 2020 03:30:00 -0100

Why is MMT better viewed as a lens on monetary policy than a theory? What does the media and politics have wrong about it? Listen to this podcast to be ready for your client's next call.

Global Water: Equity, Bonds and Private Markets

CFA Society New York — Mon, 03 Feb 2020 03:14:23 -0100

A discussion about the entire spectrum of water investments with one of the most experienced investors.

What ESG and Climate Mean to Portfolios

CFA Society New York — Mon, 27 Jan 2020 12:17:45 -0100

Hear some exceptionally thoughtful takes on ESG integration and inclusion of carbon considerations in asset allocation.

Is ESG's Implementation Putting Some Stocks at Risk?

CFA Society New York — Mon, 20 Jan 2020 03:30:00 -0100

Hear about research that shows that more pain is in store for many sectors in the ESG transition, from the authors.

A Deep Dive into Cannabis Businesses

CFA Society New York — Mon, 13 Jan 2020 13:27:11 -0100

What's Next for Blockchain?

CFA Society New York — Sun, 12 Jan 2020 05:00:00 -0100

Where in finance will blockchain have the biggest impact?

The Outlook for the US Bank Sector is Bright

CFA Society New York — Sun, 29 Dec 2019 05:00:00 -0100

A wide ranging conversation about bank sub-sectors and global bonds.

Is ESG becoming SRI?

CFA Society New York — Tue, 15 Oct 2019 16:56:31 +0000

Hear why an ESG pioneer thinks the maturation of the industry is shifting to SRI.

Long-Term Wealth Management Changes

CFA Society New York — Tue, 15 Oct 2019 16:49:29 +0000

Hear from Tom McCullough, founder of an MFO and author on wealth management talk about conducting family meetings, philanthropy, long term planning and how changes in culture have changed wealth management.

ESG Data is Getting Better

CFA Society New York — Tue, 15 Oct 2019 16:38:56 +0000

Experts from Truvalue Labs and PRI say why they think ESG indices are better and what to look out for when using them.

Why Most Commercial Real Estate Will Manage a Hard Brexit

CFA Society New York — Tue, 15 Oct 2019 16:14:59 +0000

One expert tells us why a hard Brexit is very likely while another explains his London commercial real estate strategy.