New York Alternative Investment Roundtable and Thomas R. Brigandi Foundation's 2024 Complimentary Holiday Reception & 2025 Investment Outlook

A New York investment community tradition in its 12th year, now in partnership with the New York Alternative Investment Roundtable.

Over 150 asset allocators and investment consultants are expected to attend.

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 2024 Complimentary Holiday Reception & 2025 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 2025.

Please arrive by 5:30 PM, as we will begin the 75 minute content portion of the evening promptly at 6:00 PM with our Opening Keynote Address. 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 75 minute content portion of the evening with an alternative investments-focused closing keynote fireside chat.

The reception portion of the evening, where complimentary food and drinks will be served, will take place directly after the 75 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 2023 received over 950 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 80 trillion dollars of assets under ownership, assets under advisory and assets under management across asset allocators, investment consultants and asset managers.

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

Kunjan Mehta, CPA, Asset Management Partner, Grant Thornton LLP; President, 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; Vice Chair and 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, Global Executive Advisory Board Member, Apex Invest, Board Director, NASP New York Chapter, Board Director, Global Algorithmic Institute

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

6:04pm

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)

6:08pm

Opening Keynote Address

Marc Lipschultz, Co-Chief Executive Officer, Blue Owl Capital

Introduced by Peter Rafferty, CFA, Investment Officer, West Virginia Investment Management Board, Fmr. Fund Manager for 15+ years, Abu Dhabi Investment Authority (ADIA)

6:25pm

Asset Allocator Lightning Round 2025 Investment Outlook

Moderator

Sarah Roth, Chief Executive Officer, Argosy Capital

Panelists

Kate El-Hillow, President and Chief Investment Officer, Russell Investments

Joseph Boateng, CFA, Chief Investment Officer, Casey Family Programs

Ya Tung, Chief Investment Officer, Jefferies Family Office

Bei Saville, CFA, CAIA, Chief Investment Officer, Advance Treasury and Fingerboard Family Office

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

Introduced by Jim Cemprola, Managing Director, Wilshire Indexes

6:52pm

DEI-Focused Special Address

Grace Reyes, CEO and Founder, The Investment Diversity Exchange (TIDE)

Introduced by Nikki Pirrello, President and Publisher, Pensions & Investments and WorldPensionSummit

6:57pm

Closing Keynote Address

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

Introduced by Rongbiao (Ron) Fu, CFA, Senior Investment Officer & Head of Research, Joint Industry Board of the Electrical Industry (multi-employer union pension)

7:10pm

Closing Comments and Networking Reception Commencement

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

Introduced by Sarah Finley, Global Director of FundWomen, 100 Women in Finance

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, Family Member, Fridson Family Foundation

Tribute

Joyously, the party will be celebrating the birth of Tom's first nephew, expected to be born in December 2024, who is the second child of his sister and brother-in-law.