Summer Social

Join the New York Alternative Investment Roundtable and the Thomas R. Brigandi Foundation for a complimentary invitation-only Summer Social & Mid-Year Investment Outlook. Network with hundreds of fellow NYC-based investment professionals and hear from asset owners, institutional investment consultants, and institutional asset management senior leaders on what to expect during the second half of 2026.

Please arrive by 5:30 PM as the content portion of the evening will begin promptly at 6:00 PM with a private credit-focused Opening Keynote Address followed by a 2026 mid-year outlook lightning round panel and a real estate investment-focused Closing Keynote Address. After the content portion of the event, join us for a networking reception with complimentary food and drinks.

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; Management Committee Member, New York Alternative Investment Roundtable

6:03pm | Opening Comments
Deepika Sharma, CFA, Head of Multi-Asset Solutions, Northern Trust

6:05pm | Opening Keynote Address
Bruce Richards, CEO & Chairman, Marathon Asset Management

6:20pm | Asset Allocator Mid-Year 2026 Lightning Round Investment Outlook

Moderator:
Eric Ball, Partner, CIVC; former SVP & Treasurer, Oracle

Panelists
Jeremy J. Heer, CFA, CAIA, Managing Director, Investment Research and Engagement, University of Illinois Foundation
Christopher Vella, CFA, Chief Investment Officer, BNY Advisors
Antonio Rodriguez, CFA, CIPM, Director of Investments, Building Service 32BJ Pension Funds
Lan Cai, CFA, Chief Investment Officer, Pension Boards United Church of Christ
Dipika Patel, Chairwoman, Patel Family Office

7:00pm | Closing Comments and Networking Reception Commencement

Bhakti Mirchandani, Managing Director of Responsible Investing, Trinity Church NYC Endowment; Co-Founder and Steering Committee Member, Allocator Collective (formerly IADEI)

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