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


400 Crescent Ct
Dallas, TX 75201
Thursday, March 8, 2018
11:45 AM - 2:00 PM

Chef Nobu Matsuhisa opened the original Nobu restaurant in New York City in 1994 to exceptional acclaim. Today, his dining empire has grown to 25 restaurants across five continents. The Dallas location remains true to Nobu’s distinctive culinary style, blending Japanese and international flavors, while still allowing a bit of southern flair to influence the Zagat-praised dishes. Time Out New York hails Nobu, “the best restaurant period.”


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

Hugh Tuomey
Managing Director, Product Management, AMNA/Standish

Hugh is a global investment strategist and oversees the strategists for BNY Mellon AMNA. Prior to that, Hugh was the managing director of relationship & product management for Standish with responsibility for the client relationship team, consultant relations, product management and the client portfolio management teams. Hugh rejoined the firm in 2016 after spending six years at Scotiabank as Director, Interest Rate Products and managing the Boston office for the Global Markets fixed income unit. Prior to joining Scotiabank, Hugh was a Relationship Manager for Standish. Prior experience also includes time at Deutsche Bank, J.P. Morgan and Goldman Sachs. Hugh has a JD from Loyola University of Chicago School of Law and a BA from Fairfield University and has more than 32 years of investment experience.

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.

Carlos Rodriguez
Newton Investment Management

Carlos is a senior portfolio specialist at Newton. His responsibilities include working with distribution partner BNY Mellon North America and other financial intermediaries as a representative of Newton. Carlos works closely with our portfolio management teams.

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.

Paul Raven
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, Mellon Capital, Newton and MBSC Securities Corporation are companies of The Bank of New York Mellon Corporation.

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