CAIA Member Exclusive Invitation to CFA Asset Owner Series - One Sovereign Investor’s View
June 22, 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: One Sovereign Investor’s View
A virtual Asset Owner Series™ event
Marcus Frampton, Chief Investing Officer of Alaska Permanent Fund shares his view of why now is a good time for alternative investments
*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
Bill J. Kelly, President and CEO, CAIA
Marcus Frampton, CFA, CAIA, FRM, Chief Investment Officer, Alaska Permanent Fund
6:45 PM | Q&A FROM AUDIENCE
7:00 PM | ADJOURNMENT
Date & Time
Monday, June 22nd
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.
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: Alaska Permanent Fund Corporation
Organization: CAIA Association
William (Bill) J. Kelly is the CEO of the Chartered Alternative Investment Analyst Association (“CAIA”), the global leader in alternative investment education with approximately 10,000 chartered Members in 90 different countries. The CAIA Charter is an international credential focused exclusively on demonstrated professionalism through the mastery of topics across the alternative investment spectrum. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January 2014.
Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles.
In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. He has previously served as an independent director and audit committee chair for ’40 Act Mutual Funds and other financial services firms. He is also currently an Advisory Board Member of the Certified Investment Fund Director Institute which strives to bring the highest levels of professionalism and governance to independent fund directors around the world. A member of the board of the CAIA Association, Bill also represents CAIA in similar capacities via their global partnerships with other associations and global regulators.
Bill began his career as an accountant with PwC and is a designated Audit Committee Financial Expert in accordance with SEC rules.
Follow Bill Kelly on Twitter @CAIA_BillKelly