New York Alternative Investment Roundtable and Thomas R. Brigandi Foundation's 2026 Summer Social & Mid-Year Investment Outlook

Over 200 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 2026 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 2026.

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 Bruce Richards, CEO & Chairman of Marathon Asset Management. The content portion of the evening will also feature a 2026 mid-year outlook lightning round panel featuring industryleading asset allocator investment decision makers.

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 13 years, Tom Brigandi's Holiday Receptions and Summer Socials have been attended by over 5,700 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, 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, CUNY 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; Member of the Board of Directors, CUNY College of Staten Island Foundation

6:03pm

Opening Comments

Deepika Sharma, CFA, Head of Multi-Asset Solutions, Northern Trust

6:05pm

Opening Keynote Address

Bruce Richards, CEO & Chairman, Marathon Asset Management

6:20pm

Asset Allocator Mid-Year 2026 Lightning Round Investment Outlook

Moderator

Eric Ball, Partner, CIVC; former SVP & Treasurer, Oracle

Panelists

Dipika Patel, Chairwoman, Patel Family Office

Jeremy J. Heer, CFA, CAIA, Managing Director, Investment Research and Engagement, University of Illinois Foundation

Christopher Vella, CFA, Chief Investment Officer, BNY Advisors

Antonio Rodriguez, CFA, CIPM, Director of Investments, Building Service 32BJ Pension Funds

Lan Cai, CFA, Chief Investment Officer, Pension Boards United Church of Christ

7:00pm

Closing Comments and Networking Reception Commencement

Bhakti Mirchandani, Managing Director of Responsible Investing, Trinity Church NYC Endowment; Co-Founder and Steering Committee Member, Allocator Collective (formerly IADEI)

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

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.