Tom Brigandi's 2020 Complimentary Holiday Reception & 2021 Investment Outlook

Co-organized with Kevin Maxwell, CFA; David Allen, CFA; Kelly Ye, CFA; Amelie Derosne, CFA; Deepika Sharma, CFA; Daniel Fridson

"A New York investment community tradition in its 8th year"

Join Tom Brigandi, CFA , the CFA Institute Inaugural Global Outstanding Young Leader, at his virtual invitation-only 2020 Complimentary Holiday Reception & 2021 Investment Outlook to hear asset owner, institutional investment consultant and institutional asset management thought leaders share their outlooks on what to expect in 2021. The content portion of the evening will begin with a 2021-focused opening keynote address from institutional investment consulting thought leader, Rich Nuzum, CFA, President of Investments and Retirement at Mercer, and conclude with a single family office perspective with a closing keynote address from world-renowned investor and former policymaker Dr. John Rutledge, Chief Investment Strategist at Safanad.

The content portion of the evening will also feature a 2021 outlook lightning round panel moderated by Paul Smith, CFA, former CEO of CFA Institute, and special addresses from leading voices in the ESG, alternative investments, technology, sovereign wealth fund, financial services recruiting and legislative policymaking communities. Following over 2 hours of exclusive virtual content, the cocktail hour will begin where you can virtually mix and mingle with hundreds of fellow NYC-based investment professionals.

Registration for this event, which will be held under Chatham House rules, will be limited to 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 in-person 2019 Complimentary Holiday Reception & 2020 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 30 trillion dollars of assets under ownership, assets under advisory and assets under management.

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. If you are interested in becoming a co-host or a volunteer for the holiday party, please let Tom know one week before the party, as he stops accepting additional co-hosts and volunteers at that time.

Agenda

5:00pm

Welcoming Remarks

Tom Brigandi, CFA, Inaugural Global Outstanding Young Leader, CFA Institute; Treasurer of the Board of Directors, Macaulay Honors College Foundation

5:05pm

Opening Keynote Address

Rich Nuzum, CFA, President of Investments and Retirement, Mercer

Introduced by Sarena Snider, ESG-focused Investor; Board Member, The Snider Foundation

5:20pm

ESG Special Address: 2021 PRI Initiatives (signatories account for $86+ trillion AUM)

Chris Fowle, Head of Americas, UN-supported Principles for Responsible Investment (PRI)

Introduced by David Baeckelandt, Senior Investment Director, Cambridge Associates

5:35pm

Lightning Round 2021 Investment Outlook

Moderator:

Paul Smith, CFA, Former Chief Executive Officer, CFA Institute

Introduced by Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System

Panelists:

David Allen, CFA, Institutional Director, Schroders

Kelly Ye, CFA, Director of Research, IndexIQ (New York Life Investments subsidiary)

Kevin Maxwell, CFA, Head of Capital Markets, CenterSquare Investment Management

6:05pm

2021 Alternative Investments Outlook

John Bowman, CFA, Senior Managing Director, Chartered Alternative Investment Analyst (CAIA) Association

Introduced by Rongbiao (Ron) Fu, CFA, Senior Investment Officer, Joint Industry Board of the Electrical Industry (JIB) multi-employer pension plan

6:20pm

2021 Economic Policy-related Legislative Outlook

Chad Maisel, Economic Policy Advisor, Office of US Senator Cory Booker

Introduced by Alton Crooks, CFA, Managing Principal, Fidelis Capital

6:35pm

Technology Special Address: China and Global Sovereign Wealth Funds

Winston Ma, CFA, Esq, fmr. Managing Director, China Investment Corporation (CIC)

Introduced by Chris Wallace, Managing Director, Stuart Portfolio Consultants, LP

6:50pm

2021 Financial Services Job Market Outlook Special Address

Alexis Dufresne, Asset Management Recruiting Practice Managing Director, Whitney Partners

Introduced by Paul Kovarsky, CFA, National Account Director, Kaplan Professional

7:05pm

Closing Keynote Address: 2021 Single Family Office Perspective

Dr. John Rutledge, Chief Investment Strategist, Safanad

Introduced by Dr. Iuliia Shpak, Co-Founder, Singapore Economic Forum

7:20pm

Content Closing Comments

Amelie Derosne, CFA, Vice President, Société Générale

7:25pm

Virtual Happy Hour Announcement

M. Nicolas J. Firzli, Director General, World Pensions Council; Advisory Board Member, World Bank Global Infrastructure Facility (GIF)

8:30pm

Virtual Cocktail Hour Commencement

Daniel Fridson, Senior Advisor, McCarvill Capital Partners; Trustee, Fridson Family Foundation

Tribute

This year's holiday party will be celebrating the life of Tom Brigandi’s long-time friend, His Excellency Foday Mansaray, High Representative to the UN and African Region at the International Human Rights Commission, who tragically passed away in April 2020 due to COVID-19 complications. According to New Jersey Governor Phil Murphy, Foday Mansaray was a strong advocate for his native Sierra Leone and especially for our states and our region’s Sierra Leonean and West African communities. He put his community before himself and was always thinking about how else he could help others. Murphy went on to describe Mansaray "as a kind and hardworker whose boundless energy and sense of humor spread to all who happened to be around him." The holiday party will also be celebrating the life of Cindy Stockhausen, Tom’s aunt, who fought Stage 4 cancer for nearly a year before sadly passing away on September 23rd 2020. We will also be celebrating the life of Jim Ingwersen, Tom’s uncle, who tragically passed away on November 22nd 2020. Joyously, the party will be celebrating the birth of the second child of Tom's cousin Ben Bartolotta, Esq. and his wife, in addition to the near full recovery of Tom's father from a life-threatening bone infection after undergoing months of medical treatment.