Tom Brigandi's 2022 Complimentary Summer Social & Mid-Year Investment Outlook

MINIMUM ATTIRE REQUIRED: BUSINESS CASUAL

BUSINESS CARD & PROOF OF VACCINATION REQUIRED TO ENTER

Co-Organized with: Evelyn Yeow, CFA, Luca Zaini, CFA, James Atwater, Sumehr Sondhi, David Baeckelandt, David Allen, CFA, Aymeric Saha, Chris Cutler, CFA, Daniel Fridson, Jonathan Prin, CFA, Colin Serling, CAIA, David Kamran, Deepika Sharma, CFA, Nithin Johnson, Steven Saltzstein, Benny Lui, Catherine Banat, John Bowman, CFA, Marty Duffy, Brian DeLucia, David Heinzerling, Alvarez Symonette, Tim Goodell, Søren Elbech, Roberto Peralta, CFA, Robert Discolo, CFA, CAIA, Ryan Meltzer, CFA, Kurt Krummenacker, and Christine Phillpotts, CFA

"A new annual New York investment community tradition to celebrate Tom Brigandi's 10th annual Holiday Party"

Connolly's Pub & Restaurant

121 West 45th Street, 3rd Floor & Rooftop Bar

June 8th, 2022 - 6:00pm to 10:00pm

Join Tom Brigandi, CFA, the CFA Institute Inaugural Global Outstanding Young Leader & CFA Institute 2021 Americas Volunteer of the Year, at his invitation-only inaugural 2022 Complimentary Summer Social & Mid-Year Investment Outlook to mix and mingle with hundreds of fellow NYC-based investment professionals and hear from asset owner, institutional investment consultant and institutional asset management senior leaders on what to expect during the second half of 2022.

Please arrive by 5:45 PM, as we will begin the 60 minute content portion of the evening promptly at 6:00 PM with an Emerging and Frontier Market-focused opening keynote address from the Chief Investment Officer of the largest Emerging & Frontier Market-dedicated investment consultancy by assets under advisement. We will conclude the 60 minute content portion of the evening with an alternative investments-focused closing keynote fireside chat featuring alternative investment thought leaders. The content portion of the evening will also feature a 30 minute 2022 C-Level mid-year outlook lightning round panel featuring industry-leading asset manager and asset owner investment decision makers.

The reception portion of the evening, where complimentary food will be provided by our organizers, will take place directly after the 60 minute content portion of the evening. 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 due to fire-code capacity. This is not an official CFA Society New York event and is a summer social being organized for friends & personal contacts of the organizers. Finance industry peers who do not receive an invitation may request one.

Over the past 9 years, Tom Brigandi's holiday parties have been attended by over 3,400 asset owner, investment consultant, buy-side and sell-side investment professionals, in addition to current and former policymakers, think tank fellows, corporate executives, members of the financial media and highly successful entrepreneurs. Collectively, registered investment professionals have represented organizations that have over 60 trillion dollars of fiduciary 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 "Summer Social & Mid-Year Investment Outlook". In the email please include your name, title and firm. If you are interested in becoming a co-host or a volunteer for the summer social, please let Tom know one week before the party, as he stops accepting additional co-hosts and volunteers at that time.

Agenda

6:00pm

Welcome

Tom Brigandi, CFA, Inaugural Global Outstanding Young Leader & 2021 Americas Volunteer of the Year, CFA Institute; Treasurer of the Board of Directors, Macaulay Honors College Foundation; Advisory Board Member, Singapore Economic Forum; Member, Bretton Woods Committee; Fellow, Foreign Policy Association

6:02pm

Opening Comments

Nithin Johnson, Director and Family Member, Arcbridge Capital (Single Family Office); Executive Director, Tikehau Capital

Introduced by Johannes S Kramer, CFA, New York Representative, International Monetary Fund (IMF)

6:05pm

Opening Keynote Address: Perspectives from the largest Emerging & Frontier Market-dedicated Investment Consultancy by assets under advisement (AUA)

Jarred Glansbeek, Founder and Chief Investment Officer, RisCura (US$200+ billion in AUA)

Introduced by Aymeric Saha, Chief Executive Officer, MiDA Advisors; Former Financial Policy Director for the House Subcommittee on Financial Institutions, United States Congress

6:20pm

C-Level Lightning Round Mid-Year 2022 Investment Outlook

Moderator

Jim Hempstead, Managing Director, Moody's Investors Service

Panelists

Anthony E. Meyer, Chief Executive Officer, Meyer and Co. LLC (Merchant Bank); President, Ocean Road Advisors, Inc. (Single Family Office)

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

Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office ($1.5+ billion Family Office)

Jose Martinez, Chief Investment Officer, Rimac Seguros (largest insurance company by AUM in Peru)

Introduced by David Allen, CFA, Institutional Director, Schroders

6:45pm

Closing Keynote Fireside Chat: 2022 Mid-Year Alternatives Outlook

Moderator

David Baeckelandt, Head of Client Relations, Sumitomo Mitsui Trust Asset Management (SuMi TRUST; $759bn in AUM)

Panelists

Jason Friedman, Partner, Marathon Asset Management

Sanford “Sandy” Rich, Executive Director, New York City Board of Education Retirement System

Geeta Kapadia, CFA, Asset Allocator & Incoming Chief Investment Officer

Introduced by Kate Killerlain Morrison, Strategic Partnerships Director, The Ocean Foundation

7:00pm

Closing Comments and Networking Reception Commencement

Deepika Sharma, CFA, Director, BlackRock

Introduced by Michelle P. Booker, JD, Former Deputy District Director, U.S. House of Representatives

8:00pm

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

Alvarez Symonette, Chief of Staff, Lady M Confections

Introduced by His Excellency Malik Nadeem Abid, Secretary General & Ambassador to the United Nations, International Human Rights Commission

10:00pm

Adjournment

Daniel Fridson, Managing Director, McCarvill Capital Partners; Family Member, Fridson Family Foundation

Tribute

This year's Summer Social will be celebrating the presence of Tom Brigandi's dear friend and Active Duty US Army Captain Jared Miller, a West Point graduate who has served 8 years active duty, including deployments in both Afghanistan and West Africa.

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.

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Notice of Vaccine Requirement

Pursuant to the New York City vaccine requirements that started on August 16th 2021, you will be required to provide proof of COVID-19 vaccination for indoor dining, indoor fitness, and indoor entertainment. There is no testing alternative for people who are not vaccinated. Proof of vaccination may include: NY State Excelsior Pass (iOS 13.0+; Android 7.0+); NYC COVID Safe App (iOS 13.0+; Android 8.0+); CDC Vaccination Card; NYC Vaccination Record

As the Tom Brigandi's 2022 Complimentary Summer Social & Mid-Year Investment Outlook (Event) you are registering for will take place at an indoor setting located in New York City, Tom Brigandi, his co-organizers and the Event Site will abide by the New York City vaccine requirement and relevant guidelines. Attendees should review information posted here: https://www1.nyc.gov/site/doh/covid/covid-19-main.page

Tom Brigandi's 2022 Complimentary Summer Social & Mid-Year Investment Outlook – COVID-19 Notice and Release

By registering or requesting a complimentary invitation for Tom Brigandi's 2022 Complimentary Summer Social & Mid-Year Investment Outlook, I am acknowledging that I understand the highly contagious nature of Coronavirus/COVID-19, and that current medical knowledge of the virus, including its transmissibility and risk remains uncertain, particularly in light of evolving variants of the virus. I acknowledge that currently there exists no cure for the virus, and that certain medical conditions may be at high risk for the disease. I also understand that the Centers for Disease Control and Prevention, as well as many other public health authorities, continue to recommend practicing social distancing, frequent hand washing, and the wearing of masks under certain circumstances.

Although Tom Brigandi & his co-organizers and the Event Site may have in place preventative measures based on current CDC and governmental guidance in order to reduce the possible spread of Coronavirus/COVID-19 at the Event, I understand and acknowledge that neither Tom Brigandi & his co-organizers nor the Event Site is able to guarantee that these measures will prevent the transmission of the virus, infection and/or illness. I further acknowledge and understand that Tom Brigandi & his co-organizers nor the Event Site cannot guarantee that I will not become infected with the Coronavirus/COVID-19 while attending the Event. Nor, given the state of current knowledge regarding the virus, is it possible to eliminate all risk of transmission and the potential health consequences of such exposure. I also understand that the risk of becoming exposed to and/or infected by the Coronavirus/COVID-19 may result from the actions, omissions or negligence of myself and others, including, but not limited to Tom Brigandi, his co-organizers, event volunteers, Event Site staff and guests, other Event attendees, and their families, as well as members of the general public who I may come in contact with while traveling to and from, and while attending the Event. I attest that the following statements are true at the time of my registration for the Event. I understand and acknowledge that it is my responsibility to notify Tom Brigandi prior to the Event if my response to one or more of these statements changes, and that such change may prevent me from attending the Event:

1) I will notify Tom Brigandi at thomas.brigandi@thomasbrigandi.com and forego in person attendance if I am experiencing any symptoms of illness on the day of the Event, including any symptom of illness such as cough, shortness of breath or difficulty breathing, fever, chills, repeated shaking with chills, muscle pain, headache, sore throat, congestion, runny nose, or new loss of taste or smell.
2) I will check on any travel restrictions and public health requirements prior to traveling to the Event, and abide by the CDC COVID-19 Travel Recommendations by Destinations: https://www.cdc.gov/coronavirus/2019-ncov/travelers/map-and-travel-notices.html
3) I have no plans to travel within fourteen (14) days prior to the Event to a country that the CDC lists as a Level 4 (“COVID-19 Very High”) or Level Unknown (“COVID-19 Unknown”) location.
4) I have no plans to travel as an un-vaccinated person within fourteen (14) days prior to the Event to a country that the CDC lists as a Level 3 (“COVID-19 High”), Level 2 (“COVID-19 Moderate”) or Level 1 (“COVID-19 Low”) location.
5) In the event I undertake any other travel not covered by no. 3 and 4 above, I will follow the applicable CDC guidance for Domestic (https://www.cdc.gov/coronavirus/2019-ncov/travelers/travel-during-covid19.html, and International travel (https://www.cdc.gov/coronavirus/2019-ncov/travelers/international-travel-during-covid19.html) for any trips planned within fourteen (14) days prior to the Event.
6) I will forego in-person attendance if I become exposed to someone with a suspected and/or confirmed case of the Coronavirus/COVID-19 within fourteen (14) days prior to the Event.
7) I will forego in-person attendance if I am diagnosed with Coronavirus/COVID19 within fourteen (14) days prior to the Event.
8) I am currently following all CDC recommended guidelines as much as possible and limiting any exposure to the Coronavirus/COVID-19.
9) I will review the public health guidelines from CDC, New York State and the City of New York prior to the event, and will comply with all guidelines that are in effect on the date of the event. This includes following safety protocols such as the wearing of face masks, receiving the COVID-19 vaccine, and providing required proof of vaccination.

ASSUMPTION OF RISK

I have read and understand the above risks and warnings concerning COVID-19 and I expressly assume all of the aforementioned risks including the risk of being exposed to, contracting, and/or spreading COVID-19, in order to be able to attend and participate in person at Tom Brigandi's 2022 Complimentary Summer Social & Mid-Year Investment Outlook at Connolly's Pub & Restaurant on 121 West 45th Street on June 8, 2022. I expressly choose to participate in person with a full understanding of the risks of doing so. Furthermore, I understand that Tom Brigandi may immediately remove or prohibit me from in person activities at the Event if I exhibit symptoms associated with COVID-19, or if I fail to comply with any safety procedures stipulated by Tom Brigandi or the Event Site. By registering or requesting a complimentary invitation for Tom Brigandi's 2022 Complimentary Summer Social & Mid-Year Investment Outlook, I am agreeing to the Terms and Conditions for the Event, of which this Notice and Release is a component, I voluntarily assume all of the aforementioned risks including, without limitation, any exposure to, or infection by, COVID-19, and hereby release and agree to hold Tom Brigandi, his co-organizers and the Event Site harmless from, and waive on behalf of myself, my heirs, and any personal representatives, any and all causes of action, claims, demands, damages, costs, expenses and compensation for damage or loss to myself and/or property that may be caused by any act, or failure to act of Tom Brigandi, his co-organizers and the Event Site. Furthermore, by this Notice and Release, I intend to discharge Tom Brigandi, his co-organizers and the Event, from any liability or claim that I, my heirs, or any personal representatives may have against any of them with respect to any bodily injury, illness, death, medical treatment or property damage that may arise from, or in connection to my participation in the Event. Should an attendee test positive post-event, they accept the responsibility, per CDC guidance, to notify those in close contact of six feet or less for 15 minutes or more.