Tom Brigandi's Complimentary 2019 Investment Outlook & Holiday Reception

Connolly's Pub & Restaurant

121 West 45th Street, 3rd Floor

Monday, December 10th, 2018

6:00pm to 9:00pm

Join Tom Brigandi, the CFA Institute Inaugural Global Outstanding Young Leader, at his invitation-only 2019 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 by the Chief Investment Officer of New York Life Investment Management, Jae Yoon, CFA. The opening keynote address will be followed by a panel of senior industry participants sharing their investment outlooks for 2019. Alexis DuFresne, Asset Management Recruiting Practice Director at Whitney Partners, will be sharing her insights about the investment job market outlook for 2019 during the closing keynote address, which will follow the 2019 investment outlook panel.

During the three hour 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.

Last year, Tom Brigandi's 2018 Investment Outlook & Holiday Networking Reception, was oversubscribed with over 550 asset owner, buy-side and sell-side investment professionals registered. Collectively, registered investment professionals for this event represented organizations that have over 20 trillion dollars of assets under ownership, assets under advisory and assets under management. Due to fire-code capacity issues experienced last year, the organizers will not accept any additional registrations once 500 is reached.

To request an invitation, please either click on the above "Request Complimentary Invitation" link or 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; Member of the Board of Directors, Macaulay Honors College Foundation

6:01pm

Opening Comments

Chris Cutler, CFA, Senior Consultant, Manager Analysis Services

6:05pm

Opening Keynote Address

Jae Yoon, CFA, Chief Investment Officer, New York Life Investment Management

6:15pm

Panel: 2019 Investment Outlook

Moderator:

Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office

Panelists:

Sammy Suzuki, CFA, Portfolio Manager, AllianceBernstein

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

Kris J. Thiessen, CFA, CAIA, EA, Managing Partner, Helix Management, Inc.

6:45pm

Closing Keynote Address: 2019 Investment Job Market Outlook

Alexis Dufresne, Asset Management Recruiting Practice Director, Whitney Partners

6:55pm

Closing Comments and Networking Reception Commencement

Carole K. Crawford, CFA, Managing Partner, fincap360

9:00pm

Adjournment

Evelyn Yeow, CFA, Investment Analyst, American Century Investments

*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.

This year's holiday party will be celebrating the life of Joseph F. Leone (February 18, 1964 - October 4, 2018), who served as an Associate Principal Scientist, Department of Process Research & Development, Merck & Company for over 30 years; Tom Brigandi's beloved uncle.