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.
MINIMUM ATTIRE REQUIRED: BUSINESS CASUAL
BUSINESS CARD REQUIRED TO ENTER
Corporate Supporters: RisCura, Grant Thornton LLP, Argosy Capital and Receipts Depositary Corporation (RDC)
Partner: The Investment Diversity Exchange (TIDE)
Organizing Committee: Daniel Fridson, Kunjan Mehta, CPA, Deepika Sharma, CFA, Jaclyn Gardner, Angela Outlaw-Matheny, Timothy Goodell, Adi Divgi, Harriet Habert, Ndjisira Hevita, Brian Young, Girish Massand, CFA, Sanjeev Khurana, Sumehr Sondhi, John Ebeling, Jigar Patel, Kassim Gaffar, CFA, Anna Kunz, Catherine Saunders, Lindsey Rubinstein, Vinny Natarajan, Sameer Agarwal, Brian O'Neil, Peter Crivelli, Loc Vukhac, Andra Ofosu, Ikenna Nwadibia, Joe Zhao, Marion Balazard, Robert Van Eyck, CAIA, Gavin Maxwell, CFA, Samantha Romney Dolce, Paul Magahis, Kyrill Firshein, Steve Beckett, CFA, CAIA, Lindy Freeman, Faris AbiNader, Donna Sims Wilson, Jason Caldwell, Michael Tamasco, Alexis DuFresne, Jordan Leigh Miller, David Isacovici, Ibrahim Chaudry, CFA, David Baeckelandt, Anisa Keith, Kila Weaver, Clarence Williams, Sutton Capital, Rob Colorina, Luca Zaini, Rosa E. Moreno, Petar (Peter) Mostarac, CFA and Ash Pithawala
Media Collaborator: MarketCurrents
Non-Profit Collaborators: Macaulay Honors College Foundation; American Foundation for African Children's Education (AFACE); The Ocean Foundation
Grant Thornton LLP
757 3rd Avenue, 9th Floor Conference Center
December 12th, 2024 - 5:30pm 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 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 Chair of the Board of Directors, 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 Ishaan Narain, CFA, Co-Founder, Receipts Depositary Corporation (RDC)
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 Mark J. Spalding, J.D., President, The Ocean Foundation
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.
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. 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.