An Enlightening Investment and Culinary Experience

Welcome to BNY Mellon’s Luminary Series, where the nation’s top financial advisors and BNY Mellon investment experts come together to enjoy stellar investment conversations and world-class dining. BNY Mellon Investment Management, one of the industry’s leading investment firms, has created this series to facilitate the exchange of investment ideas among the industry’s brightest thinkers, the “luminaries.” We hope you will join the conversation.


  • February 8, 2018
    New York, NY
  • February 27, 2018
    San Francisco, CA
  • February 28, 2018
    Los Angeles, CA
  • March 6, 2018
    Houston, TX
  • March 8, 2018
    Dallas, TX
  • April 10, 2018
    Chicago, IL
  • April 12, 2018
    Miami, FL
  • June 13, 2018
    Boston, MA
  • June 14, 2018
    Washington, DC
  • October 3, 2018
    New York, NY




Enjoy an exclusive, top-tier dining experience


9500 Wilshire Boulevard
Beverly Hills, CA 90212
Wednesday, February 28, 2018
5:30 PM

Wolfgang Puck delivers a contemporary twist on the classic steakhouse in his Michelin-starred Beverly Hills restaurant, CUT. The lively, open-aired kitchen highlights some of the most exquisite cuts of beef from around the world, as well as seafood, shellfish and an extensive international wine list, served in a sleek and serenely modern environment.


Outlook 2018: Will the bull market persist?


For the first time in a decade, major developed and emerging economies are in a sweet spot, enjoying cyclical growth upswings. The afternoon will feature two of our top portfolio managers sharing their global outlook, expectations, and market concerns for the coming year.


Hear the insights of BNY Mellon's senior portfolio managers

Brendan Murphy

Brendan Murphy is the senior portfolio manager at Standish Mellon Asset Management. He is the investment leader of the Dreyfus/Standish Global Fixed Income and International Bond Funds, plus the lead on Global and Multi-Sector Strategies.

Headquartered in Boston, Massachusetts, Standish is a dedicated fixed income manager with more than $154 billion in assets under management as of September 30, 2017. The firm's expertise spans Short Duration, Stable Value, Opportunistic Fixed Income, Global Fixed Income, Emerging Markets Debt (Local Currency, US$ Denominated and Corporates), U.S. Core/Core Plus, Interest Rate Products and U.S. Municipals.

Robert Marshall-Lee
Newton Investment Management

Robert Marshall-Lee is the investment leader of the Emerging and Asian Equity team and is lead manager of the Dreyfus Global Emerging Markets Fund. Since joining Newton in 1999, Robert has worked as a global industry analyst specializing in the mining, paper, steel, tobacco and utility sectors, before becoming a fund manager for global and, since early 2011, emerging-market funds. Robert began his career at Deloitte & Touche.

Newton Investment Management
Newton is a London-based, global investment management subsidiary of BNY Mellon offering actively managed, global investment solutions to clients around the world. The firm’s global, thematic approach to investment helps to overcome the short-term uncertainties that affect financial markets and challenge investors.

Your host

Learn more about how BNY Mellon can help you

Brian D. Jones
Senior Vice President
Investment Consultant


About BNY Mellon
Managing $1.9 trillion in assets, BNY Mellon is among the world’s leading investment managers. The firm is one of the top U.S. wealth managers and the 7th largest U.S. money manager worldwide. As a multi-boutique business, we bring together the investment expertise, thinking and strategies of 12 independent investment centers, with specialties in every major asset class and region.

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Contact your financial advisor or visit to obtain a prospectus, or a summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing.


Bonds are subject to interest-rate, credit, liquidity, call and market risks, to varying degrees. Generally, all other factors being equal, bond prices are inversely related to interest-rate changes and rate increases can cause price declines. Equities are subject to market, market sector, market liquidity, issuer, and investment style risks, to varying degrees. Investing in foreign denominated and/or domiciled securities involves special risks, including changes in currency exchange rates, political, economic, and social instability, limited company information, differing auditing and legal standards, and less market liquidity. These risks generally are greater with emerging market countries. High yield bonds involve increased credit and liquidity risk than higher-rated bonds and are considered speculative in terms of the issuer's ability to pay interest and repay principal on a timely basis. The use of derivatives involves risks different from, or possibly greater than, the risks associated with investing directly in the underlying assets. Derivatives can be highly volatile, illiquid, and difficult to value and there is the risk that changes in the value of a derivative held by the portfolio will not correlate with the underlying instruments or the portfolio's other investments.

“Newton” and/or the “Newton Investment Management” brand refers to the following group of affiliated companies: Newton Investment Management Limited, Newton Investment Management (North America) Limited (NIMNA Ltd) and Newton Investment Management (North America) LLC (NIMNA LLC). NIMNA LLC personnel are supervised persons of NIMNA Ltd and NIMNA LLC does not provide investment advice, all of which is conducted by NIMNA Ltd. NIMNA LLC and NIMNA Ltd are the only Newton companies to offer services in the U.S.

The Dreyfus Corporation, Standish Mellon Asset Management Company, LLC, Newton and MBSC Securities Corporation are companies of The Bank of New York Mellon Corporation.

For Use With Financial Professionals Only. Not for Use With the General Public.