Most Innovative Committee – Sustainable Investing
The Sustainable Investing Thought Leadership Group provides a forum to advance the dialogue around the role of sustainable investing (SI) in today’s markets. Programs focus on current SI issues, including those related to fiduciary responsibility and risk management. Members seek to identify the challenges and rewards of incorporating environmental, social, and governance factors in security analysis.
Most Improved Committee – Career Development
The Career Development Thought Leadership Group develops programs to help members excel during all stages of their careers and adjust to changes in the financial industry. Through events like the monthly Career Chat, the Career Development group helps members meet fellow professionals and learn helpful tools for enhancing individual careers. Group programs explore the widely varied career choices within the financial services industry.
NYSSA Ambassador Committee Award – Global Investing
The Global Investing Though Leadership Group organizes a diverse range of programs to keep members abreast of key trends in global investment markets.
Most Outstanding Industry Contribution - Value Investing
The Value Investing Thought Leadership Group provides a forum for the application and modification of Benjamin Graham’s principles in today’s domestic and international markets.
Asset Owner Series Award
Evelyn Yeow, CFA – a lead investment analyst covering China at John Hsu Capital Group, where she works directly with the Chief Investment Officer on China equity investing for the firm’s Dedicated China, Global, and International strategies. Prior to her current position, she was a junior analyst with the firm where she was responsible for research, fund accounting, performance measurement and evaluation, and portfolio analytics. She serves as the outreach coordinator of the Global Investing Committee at NYSSA. She graduated with a Bachelor of Arts degree in Mathematics from Baruch College, City University of New York.
Deepika Sharma, CFA – a Portfolio Manager/Analyst at Astor Investment Management, a $2bn asset management firm, where she co-manages the multi-asset portfolios and sector rotation fund and sits on the Investment Committee. She joined Astor in 2012 and overhauled the sector rotation fund, which is now rated five star and ranks in the top percentile in its category on Morningstar. Prior to that, she has worked at Roubini Global Economics in macro strategy and at Nomura (previously Lehman Brothers) as an Analyst on the EMEA Fixed Income desk. Deepika completed her Masters in International Finance at the School of International and Public Affairs at Columbia University and holds FINRA licenses 3 and 65.
Maria Shtrapenina, CFA – a Director, Portfolio Management at TAG Associates LLC, a leading multi-client family office and portfolio management services firm with more than $8 billion of assets under management. Maria is responsible for analyzing and recommending publicly-traded equity and fixed-income strategies and is a member of TAG's Investment Committee. Prior to joining TAG, Maria spent over eight years at Asset Alliance Corporation, most recently as Director, Research and Investments, focusing on manager research and due diligence across various strategies and asset classes. Prior to Asset Alliance, Maria was at Deutsche Bank where she performed risk management and monitoring functions for Deutsche Bank's managed account platform. Prior to Deutsche Bank, she was an auditor at the Financial Services division of KPMG LLP.
Danye Wang, CFA - a Vice President and Relationship Manager with Institutional Client Business at BlackRock. She covers the firm's senior relationships with sovereign wealth funds, central banks, national pensions and supranationals across BlackRock's product spectrum; she also develops and maintains relationships with official institutions' representative offices in the US. Since 2013, Danye has led the development and execution of BlackRock Educational Academy, a multi-module "best-in-class" training program targeting top institutional investors across Asia Pacific, EMEA, Latin America and US/Canada. From 2009 - 2011, Danye also served on short-term assignments in Hong Kong, Singapore and Japan. Danye earned a BA degree in economics from Yale University. Danye currently serves on the Committee of Asian Association of Alternative Investment Professionals, and the Committee of Women Initiative Network at BlackRock. Danye regularly speaks at conferences and programs hosted by Asian Financial Society, China Youth Development Program, as well as universities including Yale, Cornell and Columbia.
Kevin Maxwell, CFA - is Managing Director of Asset Management Business Development and a member of the Senior Leadership Team for the TIAA organization. Mr. Maxwell is responsible for marketing the organization’s global real asset products. Prior to joining the TIAA organization in 2007, Mr. Maxwell was a Senior Vice President at LaSalle Investment Management responsible for marketing their institutional real estate products and held similar positions at J.P. Morgan and The O’Connor Group. Mr. Maxwell serves on the editorial board of The Institutional Real Estate Letter and is a member of Publication Committee for the Pension Real Estate Association, of which he previously served as Chairman. He is also on the Alternative Investments Committee at the New York Society of Security Analysts. He formerly served as Chairman of the Corporate Governance Committee of INREV. Mr. Maxwell holds a B.S. in Accountancy from the University of Illinois and an M.B.A. in Finance from Northwestern University. He is a CFA charter holder.
Jae Yoon, CFA – is Chief Investment Officer of New York Life Investment Management, which he joined as a managing director in 2005. He most recently served as the CIO of the Strategic Asset Allocation and Solutions group. Previously, he was responsible for risk management efforts at boutique affiliate MacKay Shields. Prior to joining NYLIM, Mr. Yoon was head of Quantitative Research, Analytics, and Risk Management at Western Asset Management. Previous roles include serving as head of Risk and Performance for the EMEA-Pacific regions of Merrill Lynch Investment Managers and regional head of Risk Management Control for Fixed Income and Equity Derivative Trading at J.P. Morgan Securities in Asia. Mr. Yoon earned his master’s degree in Operations Research and bachelor’s degree in Electrical Engineering from Cornell University. Mr. Yoon is a CFA® charterholder and holds FINRA Series 3 and 7 registrations.
Michael Weinberg, CFA – is the Chief Investment Strategist at Protege Partners, where he is a Senior Managing Director, and on the investment, risk and management committees. Michael is also an adjunct Associate Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing: Alternatives in Pension Plans, an advanced MBA course that he created. He spent nine years at FRM, a multi-strategy fund of fund where he headed the global equity business. Prior to that, Michael was a portfolio manager at Soros, the macro fund and family office, and at Credit Suisse First Boston. Before that he was a Real Estate analyst at Dean Witter. Michael is an advisory board member for the NYU Stern Investment Management and Research Society, Woodlake Group, PeerIQ and YJP, a young professional organization. He is a member of AIMA's Research Committee and a participant in Peter Peterson's Fiscal Summit. Michael is a member of The Economic Club of New York, CFA Institute, New York Society of Security Analysts, the NYU Family Office Council and the Money Marketeers. He is a volunteer at the Columbia Business School Hermes Society. Michael is a published author, having written articles for The New York Times, Institutional Investor, CFA Institute and CAIA. He has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. Michael is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations and business schools including Institutional Investor, Pensions & Investments, SALT, Harvard and The London School of Economics. He has a BS from New York University, an MBA from Columbia Business School and is a CFA.
Roberto Peralta, CFA - has been with Société Générale New York since 2001, most recently as Head of Institutional Client Relations for the Americas. Prior positions at SG include experience as a Structured Solutions salesperson for Latin America and as a senior credit analyst for banks and brokers located in Latin America and the US. Peralta earned a double Bachelor degree in Business from Comillas Pontifical University/ICADE in Madrid, Spain and from the Ecole supérieure de Commerce de Reims in Reims, France. Peralta was awarded his CFA charter in 2007 and holds FINRA Series 3, 7, 24, and 63 licenses.
Alan Fields, CFA, CAIA, CPA - has over 20 years experience as an institutional sales professional in the United States, introducing investment solutions to U.S institutional clients across a wide range of alternative products. Prior to joining The Abraaj Group he spent 13 years as Managing Director with PineBridge Investments (and its predecessor entity AIG Investments) covering pension plans, endowments & foundations, insurance companies, and family offices. He helped to raise funds in Sub Saharan Africa, Central & Eastern Europe, pan Asia, and Latin America. Prior to AIG/Pinebridge Alan was Managing Director in institutional fixed income sales with Bear Stearns & Co, where he spent 10 years and before that he was with the auditing team of KPMG for three years. Alan received his MBA in Finance from The Wharton School, University of Pennsylvania and a BA in Accounting from Pace University. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is also a Certified Public Accountant (CPA). Alan is married with three children and resides in New Jersey, USA.
Anthony Thai, CFA - joined the investment team at Wallace in 2012. He assists the chief investment officer in the management of the foundation’s investment portfolio. His responsibilities include contributing to asset allocation, risk management, and the selection and monitoring of investment managers. Before joining the foundation, Thai served as an economist for five years at the economic consulting firm Compass Lexecon - a subsidiary of FTI Consulting - where his responsibilities included analyzing financial and economic market data and performing asset valuations for clients. Thai received an M.B.A. in finance and accounting from the Stern School of Business at New York University. He earned his undergraduate degrees in economics and statistics from the University of Chicago. Outside the foundation, Thai volunteers on weekends with the nonprofit organization Minds Matter as a SAT test prep math instructor for accomplished high school students from low income families in New York City.
Thomas Brigandi – is an associate analyst in the Global Project and Infrastructure Finance Group at Moody's, where he covers public power, power generation projects, toll-roads, airports, ports, project finance and public-private partnerships, across the Americas. In the past, Brigandi worked at the US$150 billion NYC Pension Fund, where he covered the energy and natural resources sectors and reported directly to the chief investment officer. Brigandi is a director of volunteer affairs at the American Foundation for African Children's Education, a multinational NGO which repairs primary schools in West Africa. Since 2006, the foundation has repaired 8 schools, built partnerships with many NGOs and policymakers in both Africa and North America and helped over 9,000 children. Brigandi, the New York Society of Security Analysts (NYSSA) 2015 Volunteer of the Year and 2013 Young Investment Professional Award recipient, was the lead organizer for the NASDAQ Closing Bell Ceremony on Sept 23, 2011, hosted for the President of Sierra Leone, Dr. Ernest Koroma. Brigandi has organized 40 NYSSA conferences that were attended by over 5,000 investment professionals and has cultivated personal relationships with thousands of asset owner, buy-side & sell-side investment professionals globally. He maintains over 7,000 connections on LinkedIn.