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.

LUMINARY SERIES
EVENTS

  • 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

 

 

Our
venue

Enjoy an exclusive, top-tier dining experience

RSVP YES

Métier
1015 7th Street NW
Washington, DC 20001
Thursday, June 14, 2018
11:45 AM - 2:00 PM

The name Métier is defined as an area of expertise, and that proves true in the extraordinary menu of acclaimed Chef Eric Ziebold’s luxurious, modern American tasting room. Métier showcases his witty sensibility in an intimate atmosphere. Diners first relax in a private salon with drinks and hors d’oeuvres before moving on to the elegant dining room for a sumptuous culinary experience.

Our
discussion

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.

Our
speakers

Hear the insights of BNY Mellon's experts

Scott Zaleski
BNY Mellon Asset Management North America

Scott is a director and senior portfolio manager for the global multi-sector investment team. Previously, he served as client portfolio manager for global multi-sector products. Scott joined the firm in 2014 from the Flatley Company, where he was a senior portfolio manager responsible for managing the fixed income absolute return strategy. Prior to joining Flatley, Scott was a fixed income portfolio manager and credit analyst at Wellington Management Company focused on corporate credit and structured products.

Naomi Waistell
Newton Investment Management

Naomi is a portfolio manager on the Emerging and Asian Equity team. She worked on the European and Global Equity teams, also as a portfolio manager, before assuming her current role in 2014. She is alternate manager on both the Newton Global Emerging Markets Fund, and the Emerging Income Fund, co-chairs one of Newton’s thematic leadership groups and is a member of Newton’s Responsible Investment Committee.

Robin Wehbé, CFA, CMT
BNY Mellon Asset Management North America

Robin is a senior research analyst on the firm’s Global Research team, covering the energy sector. He is the lead portfolio manager of the Global Natural Resources strategy, which takes a bottom-up macro approach to investing. In addition, he serves as a member of the Global Insight team, a group of the firm’s investment leaders.

BNY Mellon Asset Management North America
BNY Mellon Asset Management North America (“BNY Mellon AMNA”) is a leading provider of high-quality single- and multi-asset investment solutions using both active and passive strategies for investors globally. With the three legacy boutiques, it serves a wide variety of institutional and intermediary clients in over 40 markets globally. The firm’s active equity strategies leverage the capabilities developed by The Boston Company; its active fixed income strategies employ the deep fundamentals-based experience of Standish, and its index, multi-asset/multi-factor strategies incorporate Mellon Capital’s advanced systematic processes.

 

Newton
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.

Paige Rafferty
Vice President
Investment Consultant

paige.rafferty@dreyfus.com
(202) 360-2539

 

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 10 independent investment centers, with specialties in every major asset class and region.

By accepting this invitation you acknowledge that there may be incidental food and beverage provided at the event. You agree that you have consulted the appropriate legal or compliance officer at your firm and that you have been advised that acceptance of any such incidental benefits is consistent with your organization's gift and entertainment policies and any applicable laws or rules to which you are subject including, without limitation, ERISA. If you would like an estimate of the costs or an invoice for reimbursement, please contact your BNY Mellon representative. You also understand that if you are acting on behalf of a union plan or official, we may be required by law to report all or a portion of the value of the incidental benefits to the government. In addition, BNY Mellon seeks to comply with federal, state, and local regulations concerning the provision of gifts and meals to public officials and employees. Therefore to the extent you are required by the rules and regulations or the policy of your agency, department, or authority to pay any part of the costs of attending this event, please contact your BNY Mellon representative so that we may make the necessary arrangements.

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Not FDIC-Insured | No Bank Guarantee | May Lose Value

All investments involve risk, including loss of principal. Certain investments involve greater or unique risks that should be considered along with the objectives, fees, and expenses before investing. BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers, with $1.9 trillion in assets under management. It encompasses BNY Mellon's affiliated investment management firms, wealth management services and global distribution companies. More information can be found at www.bnymellon.com.

“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.

Effective on January 31, 2018, The Boston Company Asset Management, LLC (TBCAM) and Standish Mellon Asset Management Company LLC (Standish) merged into Mellon Capital Management Corporation (Mellon Capital), which immediately changed its name to BNY Mellon Asset Management North America Corporation. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

Newton, BNY Mellon Asset Management North America Corporation and MBSC Securities Corporation companies of The Bank of New York Mellon Corporation.

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

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