New York Alternative Investment Roundtable and Thomas R. Brigandi Foundation's 2024 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 2024 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 2024.

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 Bruce Richards, CEO & Chairman, Marathon Asset Management. The content portion of the evening will also feature a DEI Special Address, in addition to a 30 minute 2024 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 between Daniel S. Loeb, CEO of Third Point LLC, and Jarred Glansbeek, Founder and CIO of RisCura, the largest emerging & frontier market-domiciled investment consultancy by assets under advisement, with roughly US$200 billion.

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 11 years, Tom Brigandi's Holiday Receptions and Summer Socials have been attended by over 4,400 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 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 & incoming Treasurer of the Board of Directors, 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; Vice President and Director of Global Volunteers, American Foundation for African Children's Education (AFACE); Management Committee Member, New York Alternative Investment Roundtable; Strategic Advisory Board Member, Apex Invest; Member of the Board of Directors, NASP New York Chapter; Founder, New York Economic Forum (NYEF)

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

6:03pm

Opening Comments

Deepika Sharma, CFA, Director of Portfolio Construction, BlackRock

Introduced by Ebrima "Abe" Touray, Private Wealth Advisor, J.P. Morgan Wealth Management; Chair of the Board of Directors, American Foundation for African Children's Education (AFACE)

6:05pm

Opening Keynote Address

Bruce Richards, CEO & Chairman, Marathon Asset Management

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

6:20pm

DEI-Focused Special Address

Abigail Kahn Archibald, Senior Portfolio Manager, The Andrew Mellon Foundation; Co-Founder and Steering Committee Member, Institutional Allocators for Diversity, Equity, & Inclusion (IADEI)

Introduced by Clarence G. Williams, National Board Member, National Association of Securities Professionals (NASP); President, NASP - NY Chapter

6:25pm

Asset Allocator Mid-Year 2024 Lightning Round Investment Outlook

Moderator

Danielle Gilbert, Managing Director - Business Development, Panagram

Panelists

Thomas Higgins, Co-lead for Real Estate Investment Allocations & Family Member, Barbara Corcoran’s Family Office

Alexander K. W. Schmidt, Managing Director of Investments, V+V Capital GmbH & Co. KG (German Single Family Office)

Andy Kapyrin, CFA, Partner and Investment Leader, Corient (one of the largest integrated RIAs with $155 billion in AUM)

Faisal Rafi, FIA, Head of Manager Research, RisCura

Kweku Obed, CFA, CAIA, Managing Director, Marquette Associates (investment consultant with roughly US$350 billion in assets under advisement)

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

6:55pm

Closing Keynote: 2024 Mid-Year Alternatives Outlook

Moderator

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

Closing Keynote Speaker

Daniel S. Loeb, CEO, Third Point LLC

Introduced by David Mann, Head of Private Institutional Clients, Alex. Brown, a Division of Raymond James

7:15pm

Closing Comments and Networking Reception Commencement

Nithin Johnson, Director and Family Member, Arcbridge Capital (Single Family Office); Managing Director, Patria Investments

Introduced by Christine Garde-Denning, Founder & CEO, CouldYou? (a 501(c)3 non profit)

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, Family Member, Fridson Family Foundation

Tribute

This year's Summer Social will be celebrating the life of Tom Brigandi's best friend, Bob Discolo (July 12, 1961 – March 18, 2024), who had a storied 35+ year career as an asset allocator. Over the past 25 years, Bob most recently served as the CIO and CEO of NYC-based Family Office River Partners Capital Management, as Executive Vice President at the Permal Group and as Managing Director and Head of the Hedge Fund Strategies Group at AIG Global Investment Group. Bob also served in the US military and was a champion for the underdog and the underserved. Bob gave Tom Brigandi the idea to begin the Thomas R. Brigandi Foundation and he strongly supported the causes of the Foundation, especially providing support to NYC college students who are Pell Grant students in financial need and rehabilitating schools in West Africa.

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.