[Sold out] Holiday Party In Partnership With The Thomas R. Brigandi Foundation

LIMITED SPACE. EMAIL [email protected] TO BE ADDED TO THE WAITLIST.

Join New York Alternative Investment Roundtable in partnership with the Thomas R. Brigandi Foundation at their invitation-only co-hosted 2025 Complimentary Holiday Reception & 2026 Investment Outlook to mix and mingle with hundreds of fellow investment professionals and hear from asset owner, institutional investment consultant, policymaker and asset management senior leaders on what to expect from markets in 2026.

Please arrive by 5:30 PM, as we will begin the hour long content portion of the evening promptly at 6:00 PM with our Opening Keynote Address by legendary investor Howard Marks. The content portion of the evening will also include a 45 minute 2026 outlook lightning round panel featuring industry-leading asset allocator and investment consultant executives.

The reception portion of the evening, where complimentary food and drinks will be served, will take place directly after the hour-long 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 holiday party being organized for friends & personal contacts of the organizers and the New York Alternative Investment Roundtable. The Holiday Reception in 2024 received over 1,100 requests for invitations, with 550 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, 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, 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

Introduced by Stephanie Hyacinth, Executive Director, Macaulay Honors College Foundation

6:03pm | Opening Comments
Deepika Sharma, CFA, Director of Portfolio Construction, BlackRock

6:05pm | Opening Keynote Address
Howard Marks, Co-Chairman & Co-Founder, Oaktree

6:25pm | Asset Allocator Lightning Round 2026 Investment Outlook
Panelists TBA

6:55pm | Closing Comments and Networking Reception Commencement
TBA

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

Tribute

Tribute This year’s holiday party will be dedicated to celebrating the life of Tom’s longtime friend, Gary McDaniel, CFA. Gary most recently served as a Senior Managing Director at Guggenheim Partners and was widely respected throughout the investment community. He tragically passed away in July following a long and courageous battle with Amyotrophic Lateral Sclerosis (ALS).