The NYSSA Asset Owner Series is a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds NYSSA has to offer. Since the beginning of 2016, the Series has hosted 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, public pensions and union pensions that collectively have over $30 trillion in assets under management or advisory.

According to OECD and World Pensions Council estimates, there is approximately $95 trillion in institutional investor (asset owner and asset manager) AUM globally. Over the course of its 2 year inauguration, NYSSA's Asset Owner Series will feature senior investment consultant, asset manager and asset owner leaders who collectively and directly oversee or advise on roughly $60 trillion, or approximately two thirds of total institutional assets globally. Post 2017, the Series will feature 6 annual events, as opposed to the 11 annual events that took place during the inaugural 2 years.

The Series was founded by NYSSA's 2016 Benjamin Graham Distinguished Service Award recipient, 2015 Volunteer of the Year and 2013 Young Investment Professional Award recipient, Thomas Brigandi, in collaboration with a team of over 150 industry leaders who source speakers from their respective networks on behalf of the Society. The Series is being spearheaded by NYSSA volunteer leaders Thomas BrigandiDeepika Sharma, CFAJae Yoon, CFARoberto Peralta, CFA; Michael Weinberg, CFARobert Discolo, CFA, CAIA, CPAMaria Shtrapenina, CFA; and Kevin Maxwell, CFA.

Asset Owners Series Upcoming Schedule:

Registration Open


  • Feb. 22 3rd Annual Insurance Company Chief Investment Officers Roundtable
  • March 15 NYSSA Asset Owner Series Inaugural Capstone Summit
  • April 5 3rd Annual Single Family Office Conference
  • April 18 NYSSA Multilateral Development Bank Conference | [More Info]
  • July 19 3rd Annual Endowments & Foundations CIO Roundtable
  • Aug 16 3rd Annual Multi Family Office Conference
  • Sept (TBD) 3rd Annual Sovereign Wealth Funds Conference
  • Nov 15 3rd Public Pensions Funds Conference



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