New York Alternative Investment Roundtable and Thomas R. Brigandi Foundation's 2023 Summer Social & Mid-Year Investment Outlook

Join Tom Brigandi, CFA, the CFA Institute Inaugural Global Outstanding Young Leader & CFA Institute 2021 Americas Volunteer of the Year and the New York Alternative Investment Roundtable at their invitation-only co-hosted 2023 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 2023.

Please arrive by 5:30 PM, as we will begin the 70 minute content portion of the evening promptly at 6:00 PM with our Opening Keynote Address delivered by Rich Nuzum, CFA, Executive Director of Investments and Global Chief Investment Strategist, Mercer. The content portion of the evening will also feature a DEI Special Address delivered by Ronald C. Parker, President & CEO, National Association of Securities Professionals, in addition to a 30 minute 2023 mid-year outlook lightning round panel featuring industry-leading asset allocator investment decision makers. We will conclude the 70 minute content portion of the evening with an alternative investments-focused closing keynote fireside chat featuring thought leader Bruce Richards, CEO & Chairman, Marathon Asset Management.

The reception portion of the evening, where complimentary food and drinks will be served, will take place directly after the 70 minute content portion of the evening. Registration for this event, which will be held under Chatham House rules, will be limited 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 and the New York Alternative Investment Roundtable.

Over the past 10 years, Tom Brigandi's Holiday Receptions and Summer Socials have been attended by over 3,900 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 75 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

Kunjan Mehta, CPA, Asset Management Partner, Grant Thornton LLP; President-elect, New York Alternative Investment Roundtable

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; Young Leaders Circle Member, Milken Institute; Full Member, The Economic Club of New York; Chair of the Board of Directors, Thomas R. Brigandi Foundation; 2016 Benjamin Graham Distinguished Service & 2015 and 2017 Volunteer of the Year Award Recipient, CFA Society New York

6:03pm

Opening Comments

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

Introduced by Troy Duffie, Associate Director, Center for Financial Markets, Milken Institute

6:05pm

Opening Keynote Address

Rich Nuzum, CFA, Executive Director of Investments and Global Chief Investment Strategist, Mercer

Introduced by Stephanie Hyacinth, Executive Director, Macaulay Honors College Foundation

6:15pm

DEI-Focused Special Address

Ronald C. Parker, President & CEO, National Association of Securities Professionals

Introduced by Bhakti Mirchandani, Managing Director of Responsible Investing, Trinity Church Wall Street; Co-Founder and Steering Committee Member, Institutional Allocators for Diversity, Equity & Inclusion (IADEI)

6:20pm

Asset Allocator Mid-Year 2023 Lightning Round Investment Outlook

Moderator

Chris O'Grady, Partner & Chief Investment Officer, Dakota Funds Group

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)

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

May Tong, CFA, Managing Director, Principal Asset Allocation (+$130 billion investment team within Principal Global Investors)

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

Meena Lakshman, CFA, Director of Investments, The Leona M. and Harry B. Helmsley Charitable Trust

Introduced by Christine Phillpotts, CFA, Portfolio Manager - Senior Vice President, Ariel Investments

6:50pm

Think Tank Perspectives: What people who don’t have to invest think about ESG

Moderator

Mariangela Parra-Lancourt, PhD, Chief of the Strategic Engagement and Policy Integration Branch at the Financing for Sustainable Development Office, United Nations

Panelists

Hon. Joshua Gotbaum, Guest Scholar of Economic Studies, Brookings Institution; Former Assistant Secretary, United States Department of the Treasury

Scott E. Kalb, Director of the Responsible Asset Allocator Initiative, New America; Former Chief Investment Officer, Korea Investment Corporation (KIC)

Introduced by Michael Clyne, Executive Director, Coalition for Inclusive Capitalism (founded by Lady Lynn Forester de Rothschild)

7:00pm

Closing Keynote: 2023 Mid-Year Alternatives Outlook

Bruce Richards, CEO & Chairman, Marathon Asset Management

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

7:10pm

Closing Comments and Networking Reception Commencement

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

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

9:00pm

Adjournment

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

Tribute

This year's Summer Social will be celebrating the life of Tom Brigandi's uncle, Timothy Stockhausen (March 29, 1958 – December 29, 2022), who worked for Merrill Lynch/Bank of America as a Main Frame Computer Programmer for over 40 years before retiring in 2022.

Disclaimer of Endorsement

Dress code will be enforced by event security in the lobby: 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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