CFA Society NY & The Hong Kong Society of Financial Analysts Work Jointly to Expand Asset Owner Series Globally

Two of the largest local CFA societies in the world team up to bring burgeoning Asset Owner Series to Hong Kong.

NEW YORK, JULY 12, 2017 — CFA Society New York and The Hong Kong Society of Financial Analysts Ltd. (HKFSA) today announced a unique collaborative plan to expand CFA Society New York’s ASSET OWNER SERIES™ to Hong Kong.

Both societies will work in tandem to engage and connect key decision-makers dispersed across the global asset-ownership sphere for peer-to-peer events, hosted by two of the largest local CFA societies in the world.

Chief investment officers, deputy chief investment officers and other C-Level investment executives from sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants and public pension schemes across Asia will gather amongst themselves and alongside local CFA society-members to speak at the newly established HKSFA Asset Owner Series.

The objective is to host C-Level asset owner investment executives—who represent firms that collectively manage in excess of US$10 trillion in assets (roughly HK$78 trillion)—and a cumulative audience that will be comprised of more than 1,000 investment professionals over the next two to three years.

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*Event Date Not Yet Finalized

Deepika Sharma, CFA, is a Portfolio Manager and Managing Director of Investments at Astor Investment Management LLC, a nearly $2bn quantitative global macro asset manager, which was previously a subsidiary of Knight Capital Group. As a member of the Investment Committee, she assists with the management of Astor’s multi-asset and global macro strategies and reports directly to the Chief Investment Officer. She previously worked on the Fixed Income Proprietary Trading Desk at Nomura, as well as in macro-strategy at Roubini Global Economics. Ms. Sharma began her career as an Analyst on the Structured Credit desk at Lehman Brothers. Ms. Sharma is an active volunteer at the CFA Society New York (CFANY) and was recognized with the CFANY Young Investment Professional Award 2015, Volunteer of the Year Award 2016 and the Asset Owner Series Award 2016. Ms. Sharma holds a Masters in International Finance at Columbia University, is a CFA charterholder and holds FINRA Series 3 and 65 licenses.

Thomas Brigandi is an associate analyst in the Global Project and Infrastructure Finance Group at Moody’s, where he serves as a lead analyst for 34 public power, power generation project, toll-road, airport, port, and project finance credits. Brigandi also serves on Moody’s public pension steering committee, ESG Americas working group and 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, CFA Institute’s Inaugural Global Outstanding Young Leader and CFA Society New York’s 2016 Benjamin Graham Distinguished Service Award, 2017 and 2015 Volunteer of the Year and 2013 Young Investment Professional Award recipient, has organized 54 CFA Society conferences that were attended by +9,700 investment professionals, in addition to over 370 speakers who collectively and directly oversee or advise on +$35 trillion. Brigandi, the founder of CFA Society New York’s Asset Owner Series, Emerging and Frontier Market Series and Annual Global Infrastructure Conference, leads a team of several hundred 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 has cultivated personal relationships with thousands of asset owner and buy-side investment professionals who collectively and directly oversee or advise on +$50 trillion, in addition to thousands of sell-side investment professionals, government officials and corporate executives globally. Brigandi maintains over 9,200 connections ‎on LinkedIn and holds a Bachelor of Science in Finance, Accounting and Economics from the Macaulay Honors College at the City University of New York, from where he received the college’s inaugural Alumni Pioneer Award.

Roberto Peralta, CFA, has been with Société Générale New York since 2001, most recently as Head of Institutional Client Relations for the Americas. Prior positions at SG include experience as a  Structured Solutions salesperson for Latin America and as a senior credit analyst for banks and brokers located in Latin America and the US. Peralta earned a double Bachelor degree in Business  from Comillas Pontifical University/ICADE in Madrid, Spain and from the Ecole supérieure de Commerce de Reims in Reims, France. Peralta was awarded his CFA charter in 2007 and holds FINRA Series 3, 7, 24, and 63 licenses.

Robert Discolo, CFA, CAIA, CPA, is Executive Vice President, Investments, at Permal Group, a role that encompasses the asset management team and investment processes, working alongside the Chief Investment Officers, as well as proprietary research capabilities. He is also a member of the Group’s Global Investment Committee. Mr. Discolo joined in 2015, having previously spent 14 years working at PineBridge, where he was Managing Director and Head of Hedge Fund Solutions Group, ultimately responsible for managing proprietary and client assets in hedge funds and other alternative asset classes. Prior to joining PineBridge, Mr. Discolo spent seven years at Bank Julius Baer where he was head of the Public/Private Funds Group, and before that was at Merrill Lynch in Partnership Financing, having started at Drexel Burnham Lambert in their Fund Services Group. He has authored and co-authored several papers on alternative investing and is a frequent speaker at alternative investment conferences. Mr. Discolo is a CFA® Charterholder and holds an M.B.A. from Pace University, Lubin School of Business, New York, and a B.S. from St John’s University, Jamaica, New York.

Jae Yoon, CFA, is the Chief Investment Officer of New York Life Investment Management, joined NYLIM as a managing director in 2005. He most recently served as the CIO of the Strategic Asset Allocation and Solutions group. Previously, he was responsible for risk management efforts at boutique affiliate MacKay Shields. Prior to joining NYLIM, Mr. Yoon was head of Quantitative Research, Analytics, and Risk Management at Western Asset Management. Previous roles include serving as head of Risk and Performance for the EMEA-Pacific regions of Merrill Lynch Investment Managers and regional head of Risk Management Control for Fixed Income and Equity Derivative Trading at J.P. Morgan Securities in Asia. Mr. Yoon earned his master’s degree in Operations Research and bachelor’s degree in Electrical Engineering from Cornell University. Mr. Yoon is a CFA® charterholder and holds FINRA Series 3 and 7 registrations.

Kevin Maxwell, CFA, is Managing Director of Asset Management Business Development and a member of the Senior Leadership Team for the TIAA organization.  Mr. Maxwell is responsible for marketing the organization’s global real asset products.  Prior to joining the TIAA organization in 2007, Mr. Maxwell was a Senior Vice President at LaSalle Investment Management responsible for marketing their institutional real estate products and held similar positions at J.P. Morgan and The O’Connor Group. Mr. Maxwell serves on the editorial board of The Institutional Real Estate Letter and is a member of Publication Committee for the Pension Real Estate Association, of which he previously served as Chairman.  He is also on the Alternative Investments Committee at the CFA Society New York.  He formerly served as Chairman of the Corporate Governance Committee of INREV.  Mr. Maxwell holds a B.S. in Accountancy from the University of Illinois and an M.B.A. in Finance from Northwestern University.  He is a CFA charter holder.

Sammy Suzuki, CFA, is Portfolio Manager of Strategic Core Equities at AllianceBernstein. He has been managing the Emerging Markets Strategic Core portfolio since its inception in July 2012 and the Global, International and US portfolios since 2015. The Strategic Core platform that he co-founded has grown to $4.5B in assets. Suzuki has managed portfolios for over 13 years and emerging-markets portfolios for a decade. From 2010 to 2012 he also held the role of director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Suzuki spent a decade as a research analyst. He joined AB in 1994 as a research associate covering the capital equipment industry, and then became an analyst covering the technology industry. From 1998 to 2004 Suzuki served as senior research analyst for the global automotive industry. Before joining the firm, he was a consultant at Bain & Company. Suzuki holds a BS in materials science and engineering and a BS in finance from the University of Pennsylvania. He is a CFA charterholder.

Series Sponsor

Series Partners

Note

Keynotes, moderators and panelists will always be genuine asset owners. Sponsors may provide brief opening or closing remarks.

2017-10-12T18:21:54+00:00