Yesterday, BNY Mellon held an open format media luncheon to spark thought-provoking conversation and share investment strategies from executives of its several boutique shops.

Kim Mustin BNY Mellon Investment Management Head of North American Distribution

The luncheon itself was held at the American seafood restaurant Oceana on 49th and Sixth Avenue. About 40 guests heard opening remarks from Kim Mustin, the head of North American distribution at BNY Mellon Investment Management.

The investment management giant and the staff at Oceana put together an impressive menu in BNY Mellon's outreach attempt. The three-course menu gave guests two meal options, both including red and white wines and a mixed-green salad with a light vinaigrette dressing. The main course options included:

Option #1: roasted cod, asian sweet potato purvey, grilled scallion, and black bean vinaigrette sauce.

Option #2: Black Angus filet mignon, seared polenta cake, little gem lettuce, and red wine-morel sauce.

Over food, reporters asked questions to BNY Mellon boutique executives such as Mark Bogar, managing director and senior PM at the The Boston Company. Bogar shared his thoughts and the companies perspective on the shift of investor allocations, market fluctuations and China, ETFs, mutual funds, and the global capital markets in general.

Other BNY Mellon executives in attendance included: Scott Crowe, chief investment strategist at CenterSquare Investment Management; Vassilis Dagioglu, managing director and head of asset allocation portfolio management at Mellon Capital Management; Mitchell Harris, president of BNY Mellon IM; Dave Leduc, CEO and CIO, Standish Mellon Asset Management; and Jamie Lewin, head of manager research at BNY Mellon IM.

All in all, the luncheon was a great opportunity for BNY Mellon to expand its outreach and connect with the media. 

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