CAIA Member Exclusive Invitation to CFA Asset Owner Series - A View from the top of the Real Estate Market
June 15, 2020
Note: All times listed are in local time
100 University Drive
Amherst, MA 01002
Fee(s):This event has a fee
CAIA Member exclusive invitation to
CFA Society New York Asset Owner Series:A View from the top of the Real Estate Market
A virtual Asset Owner Series™ event
View the current pressures on the real estate markets through the lens of one of its stars, Kent Swig of Swig Equities.
*Please note: this event is open to CAIA Members only. The registration will close at 3 PM the day of the event. The link to view the webinar will be sent to registrants via email the day of the event at 4PM ET *
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
Brian DeLucia, Managing Partner, Arrivato
Kent Swig, Owner, Swig Equities
6:45 PM | Q&A FROM AUDIENCE
7:00 PM | ADJOURNMENT
Date & Time
Monday, June 15th
6:00 PM - 7:00 PM
Free | Members Only
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.
Brian DeLucia is a Managing Partner of Arrivato LLC, a Single Family Office created out of a partnership in land and building development within the real estate industry. Brian spends most of his time reviewing prospective multi-family acquisitions, multi-family development, student housing, land development, retail pad sites, global cell tower portfolios, alternative investments, and special situations. Brian also works closely on leveraging his organization’s experience to resolve challenges or elevate businesses within traditional economic driving industries that create better places to live and work; create more jobs; and improve overall economics. He also serves on the board of multiple companies and within the family office community to provide an alternative voice of leadership.
Along with a non-U.S. family, Mr. DeLucia also creates relationships with opportunities at the transactional and corporate level within real estate, oil & gas, infrastructure, defense, alternative energy, agriculture, blockchain technology, and entertainment production and also participates through manager selection where he evaluates seasoned fund managers who have access to high barrier of entry information involving early-stage technology, bio-tech, pharma, alternative energy operations, infrastructure, and small-to-mid cap companies where our value can create meaningful growth and geographical expansion.
Mr. DeLucia believes in his commitment to people and relationships; becoming well-known for his ability to cultivate relationships among diverse circles of people and his reality-based approach to business, making himself available to other like-minded families and professionals within the ultra-high net worth private family environment, supporting the broad family office community, and bringing together valuable relationships and resources that lead to real-world productivity.
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.
Organization: Swig Equities