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, NYSSA’s Asset Owner Series has hosted asset owner CIOs, Deputy CIOs, and other asset owner senior executives who collectively and directly oversee north of $10 trillion in assets, in addition to featuring senior representatives from institutional investment consulting firms who collectively advise on over $16.5 trillion.

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 industry leaders who collectively and directly oversee or advise on roughly $40 trillion, or approximately one third of total institutional assets globally. The Series' Inaugural Capstone event, the Asset Manager CIO Roundtable, will feature CIOs and Deputy CIOs who are responsible for over $10 trillion in direct AUM oversight. 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 100 industry leaders who source speakers from their respective networks on behalf of the Society. The Series is being spearheaded by volunteer leaders Thomas BrigandiDeepika Sharma, CFAPatrick Holert, CFA, CAIAJae Yoon, CFARoberto Peralta, CFA; Michael Weinberg, CFARobert Discolo, CFA, CAIA, CPAMaria Shtrapenina, CFAKevin Maxwell, CFA and Christopher Cutler, CFA.

2017 Asset Owners Series schedule:

Registration Open


  • Feb. 18 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
  • 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

Past Meetings and Events



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