Compound Insights

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.

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.

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.