New York Alternative Investment Roundtable and Thomas R. Brigandi Foundation's 2025 Holiday Reception & 2026 Investment Outlook

A New York investment community tradition in its 13th year, in partnership with the New York Alternative Investment Roundtable.

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

Join the Thomas R. Brigandi Foundation> and the New York Alternative Investment Roundtable at their invitation-only co-hosted 2025 Complimentary Holiday Reception & 2026 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 2026.

Please arrive by 5:30 PM, as we will begin the hour long content portion of the evening promptly at 6:00 PM with our Opening Keynote Address by legendary investor Howard Marks. The content portion of the evening will also include a 45 minute 2024 outlook lightning round panel featuring industry-leading asset allocator and investment consultant executives.

The reception portion of the evening, where complimentary food and drinks will be served, will take place directly after the hour-long 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 Holiday Reception in 2024 received over 1,100 requests for invitations, with 550 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.

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, Managing Director, Investment Research and Relationship Management, RisCura Solutions USA; Vice Chair and Treasurer of the Board of Directors, The Ocean Foundation; Treasurer of the Board of Directors, Macaulay Honors College Foundation; Former Chair of the Board of Directors & 2016 Benjamin Graham Distinguished Service & 2015 and 2017 Volunteer of the Year Award Recipient, CFA Society New York; Member of the Board of Directors, Global Algorithmic Institute; Chair of the Board of Directors, Thomas R. Brigandi Foundation; Vice Chair of the Board of Directors, American Foundation for African Children's Education (AFACE); Inaugural Global Outstanding Young Leader & 2021 Americas Volunteer of the Year, CFA Institute; Member of the Board of Directors, NASP New York Chapter; Management Committee Member, New York Alternative Investment Roundtable; Founder, New York Financial Forum (NYFF); Member, Bretton Woods Committee; Fellow, Foreign Policy Association; Young Leaders Circle Member, Milken Institute; Full Member, The Economic Club of New York; Advisory Board Member, Singapore Economic Forum

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

6:03pm

Opening Comments

Deepika Sharma, CFA, Director of Portfolio Construction, BlackRock

Introduced by TBA

6:05pm

Opening Keynote Address

Howard Marks, Co-Chairman & Co-Founder, Oaktree

6:25pm

Asset Allocator Lightning Round 2026 Investment Outlook

Moderator

TBA

Panelists

TBA

Introduced by TBA

6:55pm

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

10:00pm

Adjournment

Daniel Fridson, Family Member, Fridson Family Foundation

Tribute

Tribute This year’s holiday party will be dedicated to celebrating the life of Tom’s longtime friend, Gary McDaniel, CFA. Gary most recently served as a Senior Managing Director at Guggenheim Partners and was widely respected throughout the investment community. He tragically passed away in July following a long and courageous battle with Amyotrophic Lateral Sclerosis (ALS).

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.