New York Alternative Investment Roundtable and Thomas R. Brigandi Foundation's 2023 Complimentary Holiday Reception & 2024 Investment Outlook
A New York investment community tradition in its 11th year, now in partnership with the New York Alternative Investment Roundtable.
Over 100 asset allocators and investment consultants are expected to attend.
MINIMUM ATTIRE REQUIRED: BUSINESS CASUAL
BUSINESS CARD REQUIRED TO ENTER
Corporate Supporters: Fairbridge Asset Management, RisCura, DealPoint Merrill, Lentor Capital and dakota
Co-Organized with: Daniel Fridson, Kunjan Mehta, CPA, Deepika Sharma, CFA, Alvarez Symonette, Lana Callahan, Michael Tamasco, David Allen, CFA, Allen Xiao, CFA, CPA, Sumehr Sondhi, Ron Dadina, CFA, Nick Tan, CFA, CAIA, Christopher Edgar, Joe Zhao, Charles King, CFA, Dr. Ralph Eissler, CFA, Tim Goodell, Nithin Johnson, Sammy Suzuki, CFA, Donna Sims Wilson, Leo Schmidt, CFA, Alissa Grad, Peter Crivelli, Tash Salas, Rob Colorina, Adi Divgi, Vinny Natarajan, Lisa Morris and Sanjeev Khurana
Grant Thornton LLP
757 3rd Avenue, 9th Floor Conference Center
December 14th, 2023 - 6:00pm to 9:00pm
Join Tom Brigandi, CFA, the CFA Institute Inaugural Global Outstanding Young Leader & CFA Institute 2021 Americas Volunteer of the Year, the Thomas R. Brigandi Foundation and the New York Alternative Investment Roundtable at their invitation-only co-hosted 2023 Complimentary Holiday Reception & 2024 Investment Outlook to mix and mingle with hundreds of fellow investment professionals and hear from asset owner, institutional investment consultant, policymaker and asset management senior leaders on what to expect from markets in 2024. Importantly, we will be celebrating the New York Alternative Investment Roundtable's 20th anniversary, in addition to the 11th consecutive year of Tom Brigandi's holiday receptions.
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 include a 30 minute 2024 outlook lightning round panel featuring industry-leading asset allocator and investment consultant executives. We will conclude the 70 minute content portion of the evening with an alternative investments-focused closing keynote fireside chat featuring Bruce Richards, CEO & Chairman of Marathon Asset Management and Anthony E. Meyer, President of Ocean Road Advisors, Inc. (Single Family Office).
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 holiday party being organized for friends & personal contacts of the organizers and the New York Alternative Investment Roundtable. Tom Brigandi's last in-person Holiday Reception in 2022 received over 800 requests for invitations, with 500 asset owner, buy-side and sell-side investment professionals registered. Collectively, registered investment professionals for that event represented organizations that have over 60 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 email@example.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.
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; fmr. Vice President and Director of Global Volunteers, American Foundation for African Children's Education (AFACE), Management Committee Member, New York Alternative Investment Roundtable
Introduced by Kate Killerlain Morrison, Strategic Partnerships Director, The Ocean Foundation
Danielle (Algranati) Ellman, Chief Executive Officer, Commonpoint Queens
Introduced by Ebrima "Abe" Touray, Private Wealth Advisor, J.P. Morgan Wealth Management; Incoming Chair of the Board of Directors, American Foundation for African Children's Education (AFACE)
Deepika Sharma, CFA, Global Head of Manager Selection, BlackRock
Introduced by Stephanie Hyacinth, Executive Director, Macaulay Honors College Foundation
Opening Keynote Address
Rich Nuzum, CFA, Executive Director of Investments and Global Chief Investment Strategist, Mercer
Introduced by Kwanza Hall, Fmr. Congressman (GA 05), United States House of Representatives
Asset Allocator 2024 Lightning Round Investment Outlook
John C. Lettera, Co-Founder, Fairbridge Asset Management; Member, Forbes Real Estate Council; Veteran, United States Marine Corps
Jarred Glansbeek, Founder and Chief Investment Officer, RisCura (largest emerging & frontier market-domiciled investment consultancy by assets under advisement, with roughly US$200 billion)
Jasmine Yu, PhD, CFA, CAIA, Head of Global Manager Research, Bank of New York Mellon
Diya Luke, Global Head of Investments, WTW (Willis Towers Watson)
Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office ($1.5+ billion Family Office)
Introduced by Mariangela Parra-Lancourt, PhD, Chief of the Strategic Engagement and Policy Integration Branch at the Financing for Sustainable Development Office, United Nations
DEI-Focused Special Address
Bhakti Mirchandani, Managing Director of Responsible Investing, Trinity Church Wall Street; Co-Founder and Steering Committee Member, Institutional Allocators for Diversity, Equity & Inclusion (IADEI)
Introduced by Clarence G. Williams, President, National Association of Securities Professionals (NASP) - New York Chapter
Closing Keynote Fireside Chat: 2024 Outlook
Anthony E. Meyer, Chief Executive Officer, Meyer and Co. LLC (Merchant Bank); President, Ocean Road Advisors, Inc. (Single Family Office)
Closing Keynote Speaker
Bruce Richards, CEO & Chairman, Marathon Asset Management
Introduced by Sterling McGregor, President, DealPoint Merrill (Single Family Office)
Closing Comments and Networking Reception Commencement
Neethi Johnson, Director and Family Member, Arcbridge Capital (Single Family Office)
Introduced by Hank Kim, Executive Director, National Conference on Public Employee Retirement Systems (NCPERS)
Lady M Dessert Commencement: Signature Mille Crêpes, Black and White Checkers, Strawberry Shortcake
Alvarez Symonette, Chief of Staff, Lady M Confections
Daniel Fridson, Managing Director, McCarvill Capital Partners; Family Member, Fridson Family Foundation
Joyously, the party will be celebrating the birth of Tom's first niece on November 18th 2023, who is the first child of his sister and brother-in-law.
Disclaimer of Endorsement
Dress code will be enforced by event security. 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.