Event Profile

CAIA Member Exclusive Invitation to CFA Asset Owner Series - An Asset Owner CIO View from APAC

Date(s):
May 4, 2020
Note:
All times listed are in local time
Venue:
Webinar
100 University Drive
Amherst, MA 01002 
Fee(s):
This event has a fee
Description:

CAIA Member exclusive invitation to 

CFA Society New York Asset Owner Series: An Asset Owner CIO View from APAC 

A virtual Asset Owner Series™ event

Hear how the chief investment officer of the largest Australian superannuation and pension fund, Mark Delaney, CFA, views the stresses on the market in his region as he is interviewed by Marg Franklin, CFA, CEO of CFA Institute.

*Please note: this event is open to CAIA Members only. The link to view the webinar will be sent to registrants via email at 4 PM the day of the event.*

Agenda

6:00 PM | WELCOMING REMARKS

Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series

6:05 PM | INTERVIEW, DISCUSSION, Q&A SESSION

Interviewer
Margaret Franklin, CFA, President and Chief Executive Officer, CFA Institute

Interviewee
Mark Delaney, CFA, Chief Investment Officer and Deputy Chief Executive Officer, AustralianSuper

6:45 PM
| Q&A FROM AUDIENCE

7:00 PM | ADJOURNMENT

Date & Time
Monday, May 4th

6:00 PM - 7:00 PM

Fee
Free | Members Only 

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Webinar
Thomas Brigandi
Organization: Moody's


Thomas Brigandi, CFA, is a Lead Analyst in the Global Project and Infrastructure Finance Group at Moody’s Investors Service, where he is responsible for a portfolio of 34 power, toll-road, airport, port, water, wastewater, natural gas pipeline and project finance credits that collectively have over $15 billion of debt outstanding. Brigandi also serves on Moody’s public pension steering committee, ESG Americas working group and formerly served on the veteran recruiting sub-committee. Brigandi previously worked at the ~$200bn 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 roughly 12,000 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 89 CFA Society conferences globally that were attended in-person by over 16,000 investment professionals. These events featured over 400 senior asset owner and investment consultant speakers who represent organizations that collectively oversee or advise on more than $72 trillion in fiduciary assets, in addition to over 200 senior asset manager speakers who represent firms that collectively manage in excess of $30 trillion in assets. 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 over 500 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 13,000 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 as Treasurer.


Mark Delaney
Organization: AustralianSuper


Chief Investment Officer and Deputy Chief Executive Officer AustralianSuper Mark Delaney was appointed Chief Investment Officer and Deputy CEO of AustralianSuper in July 2006 after the ARF and STA merger. Mark has the formidable responsibility of investing currently around $120 billion of member’s retirement savings. He has expanded AustralianSuper’s in-house investment management capabilities combining this with external advisers to continue to deliver top quartile investment returns. Mark has over 20 years’ experience in financial markets. He was previously the CEO of STA and prior to that the Head of Investments at STA. Mark has also held senior positions with AXA and Federal Treasury. He holds a Bachelor of Economics (Honours) and is a Chartered Financial Analyst. Mark is also a Director of Industry Superannuation Property Trust (ISPT) and IFM Investor Advisory Board.


Robert Discolo
Job Title: CIO
Organization: River Partners Family Office


Robert Discolo, CFA, CAIA, is CEO and CIO of River Partners Family Office, a $1 billion+ registered investment advisor, whom he joined in 2016. Previously he was Executive Vice President, Investments, at Permal Group (a $22 billion alternative investment firm) and prior to that he spent 14 years working at Pinebridge Investments (formerly AIG Investments) where he was Managing Director and Head of Hedge Fund Solutions Group, ultimately responsible for managing $10 billion+ in proprietary and client assets in hedge funds and other alternative asset classes. Prior to joining AIG, 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 his career at Drexel Burnham Lambert in their Fund Services Group. He has authored and co-authored several papers and magazine articles on alternative investing and is a frequent speaker at investment conferences. Mr. Discolo is a CFA® and CAIA Charterholder, and holds an M.B.A. from Pace University, Lubin School of Business, New York, and a B.S. in Accounting from St John’s University, Jamaica, New York.


Margaret Franklin
Organization: CFA Institute


Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience. Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016. Prior to joining BNY Mellon, Margaret held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During that six-year tenure, Margaret had direct oversight of all aspects of the private wealth business. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners. Margaret began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer, and Barclays Global Investors. She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council. She is also a member of the Michael Garron Hospital Foundation Board. Margaret earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.