New York Alternative Investment Roundtable and Thomas R. Brigandi Foundation's 2026 Holiday Reception & 2027 Investment Outlook

An annual New York investment community tradition, in partnership with the New York Alternative Investment Roundtable.

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 Complimentary Holiday Reception & 2027 Investment Outlook to mix and mingle with hundreds of fellow investment professionals and hear from asset owner, institutional investment consultant and asset management senior leaders on what to expect from markets in 2027.

Please arrive by 5:30 PM, as we will begin the content portion of the evening promptly at 6:00 PM with our Keynote Address. The content portion of the evening will also feature a 2026 mid-year outlook lightning round panel featuring industry-leading 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 14 years, Tom Brigandi's Holiday Receptions and Summer Socials have been attended by over 6,100 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 "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, 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); Member of the Board of Directors, NASP New York Chapter; Management Committee Member, New York Alternative Investment Roundtable; Founder, AssetAllocator.com; 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

TBA

6:20pm

Asset Allocator Mid-Year 2026 Lightning Round Investment Outlook

Moderator

TBA

Panelists

Meena Lakshman, CFA, Director of Investments, Helmsley Charitable Trust

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

Ana Arsov, Chief Investment Officer, Bright Fame Holdings (single family office)

Jarred Glansbeek, Chief Investment Officer, RisCura

Bryan Lewis, Chief Investment Officer, U.S. Steel Pension Fund

Introduced by TBA

7:10pm

Closing Comments and Networking Reception Commencement

TBA

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.