Tom Brigandi's 2019 Complimentary Holiday Reception & 2020 Investment Outlook

BUSINESS ATTIRE REQUIRED

"A New York investment community tradition in its 7th year"

Connolly's Pub & Restaurant

3rd Floor

121 West 45th Street, 3rd Floor

Tuesday, December 17th, 2019

6:00pm to 9:00pm

Join Tom Brigandi, CFA, the CFA Institute Inaugural Global Outstanding Young Leader, at his invitation-only 2019 Complimentary Holiday Reception & 2020 Investment Outlook 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 2020. 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.

Last year, Tom Brigandi's 2018 Complimentary Holiday Reception & 2019 Investment Outlook was oversubscribed with over 500 asset owner, buy-side and sell-side investment professionals registered. Collectively, registered investment professionals for this event represented organizations that have over 25 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, CFA, Inaugural Global Outstanding Young Leader, CFA Institute; 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: Lightning Round 2020 Investment Outlook

Moderator:

Jonathan Prin, CFA, Head of Research, Greylock Capital

Panelists:

Sammy Suzuki, CFA, Co-Chief Investment Officer - Strategic Core Equities, AllianceBernstein

Maria (Shtrapenina) Weitzer, CFA, Senior Investment Risk Manager, APG Asset Management

Deepika Sharma, CFA, Director, BlackRock

6:45pm

Closing Keynote Address

TBA

6:55pm

Closing Comments and Networking Reception Commencement

Dominick Lucci, Chief Investment Officer / Family Member, Park Avenue Capital Management ($1.4 billion single family office)

8:00pm

Lady M Dessert Commencement: Signature Mille Crêpes, Green Tea Checkers, Black and White Checkers, Strawberry Shortcake

Alvarez Symonette, Chief of Staff, Lady M Confections

10:00pm

Adjournment

Daniel Fridson, Managing Director, Arrivato LLC (single family office)

Dress code 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.

This year's holiday party will be celebrating the lives of two of Tom Brigandi's friends Alex Navab (1965 - 2019) and Héctor Figueroa (1962 - 2019). Navab formerly served as head of KKR's Americas private-equity business and was a prolific philanthropist, serving on numerous non-profit boards such as New York's Presbyterian Hospital and the Robin Hood Foundation. Figueroa served as the President of the 175,000+ member SEIU 32BJ Building Services Union, the largest property services workers union in the country, where he was a tireless advocate for his members. Joyously, the party will also be celebrating the birth of the first child of one of Tom Brigandi's closest friends and his wife.