Education

Bloomberg Quantitative (BBQ) Seminar: Taking a New View on Volatility

An explosion of interest in automated, algorithmic investment approaches has shined a spotlight on the finance industry. Many traditional firms now employ high-octane strategies powered by quantitative techniques to enhance profits and manage risk. It’s a rapidly growing area of finance that hires tenured investing professionals as well as PhDs in mathematics and physics. One…

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Rise of Quant: New Hedge Funds Next Year to Embrace High Tech

The hedge fund industry may be getting one step closer to its robot-guided future. Seventy percent of new hedge funds that will start next year will include investment processes that use computer models, including artificial intelligence and machine-learning technologies, according to a prediction in a Deloitte report released Thursday. That’s a jump from 47 percent in…

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Tax Reform Impact on Real Estate Investment Trusts

The Tax Cuts and Jobs Act (TCJA) is now law and will impact how real estate investment trusts (REITs) will make future business decisions. Below are some of the primary considerations REITs should keep in mind as they navigate the new tax rules. Interest expenses In general, under the TCJA, REITs will not be able…

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Webinar: Lessons Learned From the First Year of SSAE18 & SOC for Cybersecurity

As service organizations and service auditors are completing their first series of examinations under the new SSAE18 standard, Baker Tilly discusses some of the key lessons learned and common pitfalls experienced on both sides of the examination. Additionally, as the SOC for Cybersecurity examination is now gaining momentum, we bring to light some nuances that are…

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An Evolving Hedge Fund Industry Looks For New Investors in a Changing Landscape

Changing investor demographics, pressure to boost investment results while also cutting fees, increased competition and the ramifications of potential tax reform will drive significant changes in the hedge fund industry over the next few years. Following are overviews of several key trends that will present new opportunities and new challenges. Success for any hedge fund…

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These people move fast: Wealthy families are speedy dealmakers, and they’re beating private equity at its own game

Michael Gottdenker glimpsed the future over a bowl of pasta earlier this year, and he liked what he saw. The chief executive officer of Hargray Communications, a telecommunications company servicing South Carolina and Georgia, was having lunch with billionaire Jim Davis, founder of family office Redwood Capital Investments, and his adviser David Watson. Over the…

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Equity Market Minute

This week’s Equity Market Minute shines light on equity market ‘melt-ups’ and finds the current fundamental backdrop to be more conducive to a bull market than a euphoric rise in stock prices. Prior ‘melt-up’ phases were characterized by a rapid rise in price coupled with more tepid earnings growth. Earnings and price have accelerated at…

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MiFID II: Financial industry’s disruption on a global scale

The European Union’s long-anticipated implementation of MiFID II reform will change the way institutional investors pay for research. Investors’ scrutiny of value for money is intensifying as their own businesses come under pressure from end-users’ evaluation of prices paid vs. the value added to their income. The result may be a reduction and redistribution of…

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