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Complimentary - 2018 Investment Outlook & Holiday Networking Reception

Sammy Suzuki, Sanjay Arora, Tom Brigandi, Robert Discolo, Daniel Fridson

Wednesday, December 20, 2017 from 6:00 PM to 9:00 PM (EST)

Complimentary - 2018 Investment Outlook & Holiday...

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Event Details

Tom Brigandi's 2018 Investment Outlook & Holiday Networking Reception

Co-organized with Roberto Peralta, CFA; Sammy Suzuki, CFA; Kevin Maxwell, CFA; Peter Sang, CFA; Sanjay Arora, CFA; Amelie Derosne, CFA; Harvey Lambert

Connolly's Pub & Restaurant

121 West 45th Street, 3rd Floor

Wednesday, December 20th, 2017

6:00pm to 9:00pm

Please join Tom Brigandi, the CFA Institute Inaugural Global Outstanding Young Leader, at his invitation-only 2018 Outlook & Holiday Networking Reception 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 on the economic outlook for 2018, which will be followed by a panel on the investment outlook for 2018, followed by a closing keynote address on the investment job market outlook for 2018.

During the +2 hour networking 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.

To request an invitation, please 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.

 

Agenda

 

6:00pm

Welcome

Tom Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute; 2016 Benjamin Graham Distinguished Service Award, 2017 and 2015 Volunteer of the Year and 2013 Young Investment Professional Award recipient, CFA Society New York

 

6:01pm

Opening Comments

Kevin J. Maxwell, CPA, CFA, Managing Director, Nuveen TIAA

 

6:05pm

Opening Keynote Address: 2018 Economic Outlook

Dr. Utku Teksoz, Economist, United Nations

 

6:15pm

Panel: 2018 Investment Outlook

 

Moderator:

Dan Keeler, Frontier Markets Editor, Wall Street Journal


Panelists:

Sammy Suzuki, CFA, Portfolio Manager, AllianceBernstein

Peter Sang, CFA, 2017 Volunteer of the Year, CFA Society New York

Sanjay Arora, CFA, ACA, CMA, Managing Director, Raymond James

 

6:45pm

Closing Keynote Address: 2018 Investment Job Market Outlook

Joseph Healey, Global Private Capital Practice Leader, Korn Ferry Executive Search

 

6:55pm

Closing Comments and Networking Reception Commencement

Roberto Peralta, CFA, Head of Americas Institutional Client Relationships, Société Générale; 2015 Volunteer of the Year, CFA Society New York

 

9:00pm

Adjournment

Amelie Derosne, CFA, Vice President, Société Générale


*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.

Have questions about Complimentary - 2018 Investment Outlook & Holiday Networking Reception? Contact Sammy Suzuki, Sanjay Arora, Tom Brigandi, Robert Discolo, Daniel Fridson

When

Wednesday, December 20, 2017 from 6:00 PM to 9:00 PM (EST)


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Organizer

Sammy Suzuki, Sanjay Arora, Tom Brigandi, Robert Discolo, Daniel Fridson

Thomas Brigandi is an analyst in the Global Project and Infrastructure Finance Group at a Credit Rating Agency (CRA), where he serves as a lead analyst for 34 power, toll-road, airport, port, water, wastewater, natural gas pipeline and project finance credits. Brigandi also serves on a CRA’s public pension steering committee, ESG Americas working group and formerly served on the veteran recruiting sub-committee. Brigandi previously worked at the ~$180bn NYC Pension Fund, where he focused on energy and natural resources and reported directly to the chief investment officer. Brigandi is a Board Director of the +11,000 investment professional member CFA Society New York (CFANY), the largest CFA Institute Society globally. Brigandi, the CFA Institute Inaugural Global Outstanding Young Leader and CFANY’s 2016 Benjamin Graham Distinguished Service Award recipient, has organized 69 CFA Society conferences that were attended by +12,800 investment professionals, in addition to over 475 asset owner, investment consultant and buy-side investment professionals speakers who collectively and directly oversee or advise on +$50 trillion. Brigandi, the founder of CFANY’s Asset Owner Series, Emerging and Frontier Market Series, Investment Employment Outlook and Professional Development Series, Putting Beneficiaries First Series and Global Infrastructure Conference Series, leads a team of +450 investment professional CFA Society volunteers globally. While serving as the Director of Global Volunteers of the American Foundation for African Children’s Education, Brigandi organized the NASDAQ Closing Bell Ceremony on September 23, 2011, hosted for the President of Sierra Leone. Brigandi maintains over 12,000 connections ‎on LinkedIn and holds a Bachelor of Science in Finance, Accounting and Economics from the Macaulay Honors College (MHC) at the City University of New York. Brigandi received the college’s inaugural Alumni Pioneer Award and serves on the MHC Foundation Board of Directors.

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