Join New York Alternative Investment Roundtable in partnership with the Thomas R. Brigandi Foundation at their invitation-only 2024 Complimentary Holiday Reception & 2025 Investment Outlook to mix and mingle with hundreds of fellow NYC-based investment professionals and hear from asset owner, policymaker and institutional investment consultant senior leaders on what to expect from markets in 2025.
Please arrive by 5:30 PM, as we will begin the 75 minute content portion of the evening promptly at 6:00 PM with our Opening Keynote Address. The content portion of the evening will also include a 30 minute 2025 outlook lightning round panel featuring industry-leading asset allocator and investment consultant executives. We will conclude the 75 minute content portion of the evening with an alternative investments-focused closing keynote fireside chat.
The reception portion of the evening, where complimentary food and drinks will be served, will take place directly after the 75-minute 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. The last in-person Holiday Reception in 2023 received over 950 requests for invitations, with over 300 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.
This event is open to all New York Alternative Investment Roundtable Members and Annual Sponsors.
Agenda
6:00pm
Welcome
Kunjan Mehta, CPA, Asset Management Partner, Grant Thornton LLP; President, New York Alternative Investment Roundtable
Tom Brigandi, CFA, Managing Director, Riscura; Management Committee Member, New York Alternative Investment Roundtable
Introduced by Stephanie Hyacinth, Executive Director, Macaulay Honors College Foundation
6:04pm
Opening Comments
Deepika Sharma, CFA, Director of Portfolio Construction, BlackRock
Introduced by Ebrima “Abe” Touray, Private Wealth Advisor, J.P. Morgan Wealth Management, Chair of the Board of Directors, American Foundation for African Children’s Education (AFACE)
6:08pm
Opening Keynote Address
Marc Lipschultz, Co-Chief Executive Officer, Blue Owl Capital
Introduced by Peter Rafferty, CFA, Investment Officer, West Virginia Investment Management Board, Fmr. Fund Manager for 15+ years, Abu Dhabi Investment Authority (ADIA)
6:25pm
Asset Allocator Lightning Round 2025 Investment Outlook
Moderator
Sarah Roth, Chief Executive Officer, Argosy Capital
Panelists
Kate El-Hillow, President and Chief Investment Officer, Russell Investments
Joseph Boateng, CFA, Chief Investment Officer, Casey Family Programs
Ya Tung, Chief Investment Officer, Jefferies Family Office
Bei Saville, CFA, CAIA, Chief Investment Officer, Advance Treasury and Fingerboard Family Office
Jae Yoon, CFA, Chief Investment Officer, New York Life Investment Management
Introduced by Jim Cemprola, Managing Director, Wilshire Indexes
6:52pm
DEI-Focused Special Address
Grace Reyes, CEO and Founder, The Investment Diversity Exchange (TIDE)
Introduced by Nikki Pirrello, President and Publisher, Pensions & Investments and WorldPensionSummit
6:57pm
Closing Keynote Address
Rich Nuzum, CFA, Executive Director of Investments and Global Chief Investment Strategist, Mercer
Introduced by Rongbiao (Ron) Fu, CFA, Senior Investment Officer & Head of Research, Joint Industry Board of the Electrical Industry (multi-employer union pension)
7:10pm
Closing Comments and Networking Reception Commencement
Nithin Johnson, Director and Family Member, Arcbridge Capital (Single Family Office); Managing Director, Patria Investments
Introduced by Sarah Finley, Global Director of FundWomen, 100 Women in Finance
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
Joyously, the party will be celebrating the birth of Tom’s first nephew, expected to be born in December 2024, who is the second child of his sister and brother-in-law.