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. As of December 31st 2016, NYSSA’s Asset Owner Series will have hosted asset owner CIOs, Deputy CIOs, and other asset owner senior executives who collectively and directly oversee north of $10 trillion in assets, since the beginning of 2016. The Series also will feature an additional $10 trillion in direct asset owner AUM over the course of 2017, in addition to an Asset Manager CIO Roundtable featuring roughly $10 trillion in direct AUM oversight.
According to OEDC and World Pensions Council estimates, there is approximately $95 trillion in institutional investor (asset owner and asset manager) AUM globally. NYSSA's Asset Owner Series will feature industry leaders who collectively and directly oversee north of $30 trillion in AUM, or approximately one third of total institutional assets globally. To NYSSA's knowledge, at $30 trillion by the end of 2017, the Asset Owner Series will be the largest gathering of directly managed institutional assets across a roughly 20 event dedicated series in history.
This 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 are sourcing speakers from their respective networks on behalf of the Society. The Series is being spearheaded by volunteer leaders Thomas Brigandi; Deepika Sharma, CFA; Patrick Holert, CFA, CAIA; Jae Yoon, CFA; Roberto Peralta, CFA; Michael Weinberg, CFA;Robert Discolo, CFA, CAIA, CPA; Maria Shtrapenina, CFA; and Christopher Cutler, CFA.