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
Bobby Marrero
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