New York Alternative Investment Roundtable and Thomas R. Brigandi Foundation's 2024 Summer Social & Mid-Year Investment Outlook

A New York Economic Forum Event

Request Complimentary Invitation

MINIMUM ATTIRE REQUIRED: BUSINESS CASUAL

BUSINESS CARD REQUIRED TO ENTER

Co-Organized with: Daniel Fridson, Kunjan Mehta, CPA

"An annual New York investment community tradition, now in partnership with the New York Alternative Investment Roundtable"

Grant Thornton LLP

757 3rd Avenue, 9th Floor & Rooftop

June 25th, 2024 - 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 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.

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

TBA

Introduced by TBA

6:05pm

Opening Keynote Address

Bruce Richards, CEO & Chairman, Marathon Asset Management

Introduced by TBA

6:20pm

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 TBA

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)

Margaret C. Belmondo, Partner & Head of Public Fund Practice, NEPC (investment consultant with roughly US$1.6 trillion 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

TBA

Introduced by Sterling McGregor, President, DealPoint Merrill (Single Family Office)

7:10pm

Closing Comments and Networking Reception Commencement

TBA

Introduced by TBA

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

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.