Tom Brigandi's 2022 Complimentary Holiday Reception & 2023 Investment Outlook

MINIMUM ATTIRE REQUIRED: BUSINESS CASUAL

Co-Organized with: Deepika Sharma, CFA, Jim McCarvill, Luca Zaini, CFA, Nithin Johnson, Sumehr Sondhi, David Baeckelandt, Ankit Mehta, Ron Dadina, CFA, Alvin Butler, CFA, David Allen, CFA, Benny Lui, Marty Duffy and Daniel Fridson

"A New York investment community tradition in its 10th year"

Connolly's Pub & Restaurant

121 West 45th Street, 3rd Floor

December 19th, 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 2022 Complimentary Holiday Reception & 2023 Investment Outlook to mix and mingle with hundreds of fellow NYC-based investment professionals and hear from asset owner, institutional investment consultant, institutional asset management and sell-side thought leaders on what to expect in 2023. Please arrive by 5:45 PM, as we will begin the one hour content portion of the evening promptly at 6:00 PM with the opening keynote address.

We will conclude the one hour content portion of the evening with an alternative investments closing keynote fireside chat featuring alternative investment thought leaders. The content portion of the evening will also feature a 2023 CIO outlook lightning round panel.

After the one hour content portion of the evening will be the reception portion of the evening, where 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.

Tom Brigandi's last in-person Holiday Reception in 2021 was oversubscribed with over 500 asset owner, buy-side and sell-side investment professionals registered. Collectively, registered investment professionals for that event represented organizations that have over 30 trillion dollars of assets under ownership, assets under advisory and assets under management. Due to fire-code capacity issues experienced over the past 9 years, 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. 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

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; Board Member, The Ocean Foundation; Member, Bretton Woods Committee; Fellow, Foreign Policy Association

6:02pm

Opening Comments

Deepika Sharma, CFA, Global Head of Manager Selection, BlackRock

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

6:05pm

Opening Keynote Address: Financial Services 2023 Legislative Outlook

TBA

Introduced by Daniel Gerard Senior Multi-Asset Strategist, State Street Global Markets

6:20pm

CIO Lightning Round 2023 Investment Outlook

Moderator

Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office ($2+ billion Family Office)

Panelists

Jarred Glansbeek, Founder and Chief Investment Officer, RisCura (largest emerging & frontier market-dedicated investment consultancy by assets under advisement, with over US$200 billion)

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

Brian O’Neil, CFA, Chief Investment Officer, The Robert Wood Johnson Foundation

Geeta Kapadia, CFA, Chief Investment Officer, Fordham University Endowment

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

6:45pm

Closing Keynote Fireside Chat: 2023 Alternatives Outlook

Moderator

Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, CAIA Association

Closing Keynote Speaker

Bruce Richards, CEO & Chairman, Marathon Asset Management

Introduced by Brian DeLucia, Managing Partner, Arrivato (Single Family Office)

7:00pm

Closing Comments and Networking Reception Commencement

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

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

10:00pm

Adjournment

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

Tribute

This year's holiday party will be celebrating the life of Sir Evelyn Robert Adrian de Rothschild (August 29th,1931 – November 8th, 2022), the late spouse of Tom Brigandi's friend, Lady Lynn Forester de Rothschild, fmr. Chief Executive Officer, E.L. Rothschild; Co-Founder, Council for Inclusive Capitalism.

Disclaimer of Endorsement

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. 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.