Tom Brigandi's Complimentary 2017 Holiday Reception and 2018 Investment Outlook

Co-organized with Roberto Peralta, CFA; Sammy Suzuki, CFA; Kevin Maxwell, CFA; Peter Sang, CFA; Sanjay Arora, CFA; Amelie Derosne, CFA; Harvey Lambert

Connolly's Pub & Restaurant

121 West 45th Street, 3rd Floor

Wednesday, December 20th, 2017

6:00pm to 9:00pm

Join Tom Brigandi, the CFA Institute Inaugural Global Outstanding Young Leader, at his invitation-only 2018 Outlook & Holiday Networking Reception to mix and mingle with hundreds of fellow NYC-based investment professionals. Please arrive by 5:45 PM as we will begin promptly at 6:00 PM with an opening keynote address on the economic outlook for 2018, which will be followed by a panel on the investment outlook for 2018, followed by a closing keynote address on the investment job market outlook for 2018.

During the +2 hour networking reception, complimentary food will be provided by our organizers. There will also be a cash bar. Registration for this event, which will be held under Chatham House rules, will be limited to 500 investment professionals. This is not an official CFA Society New York event and is a holiday reception being organized for friends & personal contacts of the organizers. Finance industry peers who do not receive an invitation may request one.

To request an invitation please send an email to thomas.brigandi@thomasbrigandi.com with the subject "Investment Outlook & Holiday Networking Reception". In the email please include your name, title and firm.

Agenda

6:00pm

Welcome

Tom Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute; 2016 Benjamin Graham Distinguished Service Award, 2017 and 2015 Volunteer of the Year and 2013 Young Investment Professional Award recipient, CFA Society New York

6:01pm

Opening Comments

Kevin J. Maxwell, CPA, CFA, Managing Director, Nuveen TIAA

6:05pm

Opening Keynote Address: 2018 Economic Outlook

Dr. Utku Teksoz, Economist, United Nations

6:15pm

Panel: 2018 Investment Outlook

Moderator:

Dan Keeler, Frontier Markets Editor, Wall Street Journal

Panelists:

Sammy Suzuki, CFA, Portfolio Manager, AllianceBernstein

Peter Sang, CFA, 2017 Volunteer of the Year, CFA Society New York

Sanjay Arora, CFA, ACA, CMA, Managing Director, Raymond James

6:45pm

Closing Keynote Address: 2018 Investment Job Market Outlook

Joseph Healey, Global Private Capital Practice Leader, Korn Ferry Executive Search

6:55pm

Closing Comments and Networking Reception Commencement

Roberto Peralta, CFA, Head of Americas Institutional Client Relationships, Société Générale; 2015 Volunteer of the Year, CFA Society New York

9:00pm

Adjournment

Amelie Derosne, CFA, Vice President, Société Générale

Disclaimer of Endorsement

Dress code and proof of vaccination will be enforced by event security at both 3rd floor elevator and stair entrances: Business formal attire recommended; business casual attire permitted; jeans and non-dress shirts are not permitted. Given this is a private reception, the organizers reserve the right, in their sole discretion, to cancel registrations at any time or to deny access to any individual, irrespective of if they have registered or not. Business card required to enter. By attending this event, you agree to be photographed, and the photos may appear at the bottom of this event's webpage. This event is held under Chatham House Rules.