Tom Brigandi's 2019 Complimentary Holiday Reception & 2020 Investment Outlook

Co-organized with Sammy Suzuki, CFA; Maria (Shtrapenina) Weitzer, CFA; Deepika Sharma, CFA; Roberto Peralta, CFA; Chris Cutler, CFA; Robert Discolo, CFA, CAIA; Jae Yoon, CFA; Joshua Burrell, CFA; Nithin Johnson; Alvarez Symonette; Brian DeLucia; Kevin Maxwell, CFA; Jonathan Dong; Danye Wang; David Allen, CFA; David Heinzerling

"A New York investment community tradition in its 7th year"

Connolly's Pub & Restaurant

3rd Floor

121 West 45th Street, 3rd Floor

Tuesday, December 17th, 2019

6:00pm to 10:00pm

Join Tom Brigandi, CFA, the CFA Institute Inaugural Global Outstanding Young Leader, at his invitation-only 2019 Complimentary Holiday Reception & 2020 Investment Outlook to mix and mingle with hundreds of fellow NYC-based investment professionals. Please arrive by 5:45 PM, as we will begin promptly at 6:00 PM with an opening keynote address by Senior Managing Director of New York Life Investors and Head of Fixed Income Investors, AJ Rzad, CFA. The opening keynote address will be followed by a panel of senior industry participants sharing their investment outlooks for 2020. Special addresses will also be incorporated into the evening, focusing on ESG and Technology. The closing keynote address will be delivered by Quint Barker, CFA, Chief Investment Officer, GoldPoint Partners, which as of June 30, 2019 managed $13.5 billion of private equity assets.

During the three hour reception, complimentary food will be provided by our organizers. There will also be a cash bar. Registration for this event, which will be held under Chatham House rules, will be limited to 500 investment professionals. This is not an official CFA Society New York event and is a holiday reception being organized for friends & personal contacts of the organizers. Finance industry peers who do not receive an invitation may request one.

Last year, Tom Brigandi's 2018 Complimentary Holiday Reception & 2019 Investment Outlook was oversubscribed with over 500 asset owner, buy-side and sell-side investment professionals registered. Collectively, registered investment professionals for this event represented organizations that have over 25 trillion dollars of assets under ownership, assets under advisory and assets under management. Due to fire-code capacity issues experienced last year, the organizers will not accept any additional registrations once 500 is reached.

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

Tom Brigandi, CFA, Inaugural Global Outstanding Young Leader, CFA Institute; Member of the Board of Directors, Macaulay Honors College Foundation

6:01pm

Opening Comments and Opening Keynote Introduction

Chris Cutler, CFA, Senior Consultant, Manager Analysis Services

6:05pm

Opening Keynote Address: 2020 Fixed Income Investment Outlook

AJ Rzad, CFA, Senior Managing Director, New York Life Investors; Head, Fixed Income Investors

6:15pm

Technology Special Address: China and Global Sovereign Wealth Funds

Winston Ma, CFA, Esq., fmr. Managing Director, China Investment Corporation (CIC)

Introduced by Han Yik, Head of Institutional Investors, World Economic Forum

6:20pm

Lightning Round 2020 Investment Outlook

Moderator:

Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office

Panelists:

Sammy Suzuki, CFA, Co-Chief Investment Officer - Strategic Core Equities, AllianceBernstein

Maria (Shtrapenina) Weitzer, CFA, Senior Investment Risk Manager, APG Asset Management

Deepika Sharma, CFA, Director, BlackRock

Panel introduced by David Baeckelandt, Senior Investment Director, Cambridge Associates

6:35pm

ESG Special Address: 2020 PRI Initiatives (signatories account for $86+ trillion AUM)

Chris Fowle, Head of Americas, UN-supported Principles for Responsible Investment (PRI)

Introduced by Ivelina Stefanova, fmr. Climate Finance Fellow, UNEP Finance Initiative

6:40pm

Closing Keynote Address: 2020 Alternative Investments Outlook

Quint Barker, CFA, Chief Investment Officer, GoldPoint Partners

Introduced by John Bowman, CFA, Senior Managing Director, Chartered Alternative Investment Analyst (CAIA) Association

6:50pm

Closing Comments and Networking Reception Commencement

Dominick Lucci, Chief Investment Officer / Family Member, Park Avenue Capital Management ($1.4 billion single family office)

Introduced by Atit Amin, CFA, Associate, Pivot Investment Partners

8:00pm

Lady M Dessert Commencement: Signature Mille Crêpes, Green Tea Checkers, Black and White Checkers, Strawberry Shortcake

Alvarez Symonette, Chief of Staff, Lady M Confections

Introduced by His Excellency Foday Mansaray, High Representative to the UN and African Region, International Human Rights Commission

10:00pm

Adjournment

Daniel Fridson, Managing Director, Arrivato LLC (single family office)

Tribute

This year's holiday party will be celebrating the lives of three of Tom Brigandi's friends William E. Macaulay (1945 - 2019), Alex Navab (1965 - 2019) and Héctor Figueroa (1962 - 2019). Macaulay was a billionaire energy investor that gave opportunities to thousands of select City University of New York students with a $30 million gift that created the Macaulay Honors College. Navab formerly served as head of KKR's Americas private-equity business and was a prolific philanthropist, serving on numerous non-profit boards such as New York's Presbyterian Hospital and the Robin Hood Foundation. Figueroa served as the President of the 175,000+ member SEIU 32BJ Building Services Union, the largest property service workers union in the country, where he was a tireless advocate for his members. Joyously, the party will also be celebrating the birth of the first child of one of Tom Brigandi's closest friends and his wife.

Disclaimer of Endorsement

Dress code and proof of vaccination will be enforced by event security at both 3rd floor elevator and stair entrances: 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.

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