New York Alternative Investment Roundtable and Thomas R. Brigandi Foundation's 2025 Summer Social & Mid-Year Investment Outlook

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 and the New York Alternative Investment Roundtable at their invitation-only co-hosted 2025 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 2025.

Please arrive by 5:30 PM, as we will begin the content portion of the evening promptly at 6:00 PM with a private credit-focused Opening Keynote Address delivered by David B. Golub, President of Golub Capital. The content portion of the evening will also feature a 2025 mid-year outlook lightning round panel featuring industry-leading asset allocator investment decision makers. We will conclude the content portion of the evening with a real estate investment-focused Closing Keynote Address delivered by Francis J. Greenburger, Founder, Chairman & CEO of Time Equities.

The reception portion of the evening, where complimentary food and drinks will be served, will take place directly after the 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 12 years, Tom Brigandi's Holiday Receptions and Summer Socials have been attended by over 5,300 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, 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

6:03pm

Opening Comments

TBA

6:05pm

Opening Keynote Address

David B. Golub, President, Golub Capital

6:20pm

Asset Allocator Mid-Year 2025 Lightning Round Investment Outlook

Moderator

TBA

Panelists

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

Introduced by TBA

Wen-Fu Wu, General Account Deputy Chief Investment Officer and Head of Fixed Income, TIAA

Introduced by TBA

6:50pm

Opening Keynote Address

Francis J. Greenburger, Founder, Chairman & CEO of Time Equities

7:10pm

Closing Comments and Networking Reception Commencement

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, Family Member, Fridson Family Foundation

Tribute

This year's Summer Social will be celebrating the life of Tom Brigandi's dear friend, Ronald C. Parker (1954-2025), former President and CEO of The National Association of Securities Professionals (NASP). We will also be celebrating the life of Tom's friend John "Johnny" A. Stahmer (1978 - 2025).

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.