Compound Insights

Previewing December 4th Insurance Investment Officers Roundtable

Dec 1, 2025

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...

Unpacking Value Investing with Rich Pzena

Nov 17, 2025

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...

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

Nov 3, 2025

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

Oct 20, 2025

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...

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

Oct 14, 2025

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...