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


270 Biscayne Blvd Way
Miami, FL 33131
Thursday, April 12, 2018
11:45 AM - 2:00 PM

Already renowned in London, Hong Kong, Istanbul, Dubai and Bangkok, Zuma Miami offers a sophisticated cuisine philosophy of flavorsome, modern Japanese dishes in a fun and vibrant environment inspired by the informal Japanese dining style called izakaya.


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 experts

Scott Zaleski, CFA

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.

Eric M. Levine
Newton Investment Management

Eric is a portfolio specialist and relationship manager at Newton. His primary objective is to maintain and continually enhance an in-depth knowledge of investment management and the portfolios / strategies most relevant to the North American intermediary market. Eric works closely with the portfolio management teams.

Your host

Learn more about how BNY Mellon can help you.

Robert Gritter
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 10 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.

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.

“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 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.