Podcasts

In honor of International Women’s Day, the Roundtable’s March event featured an all-female panel of experts from within the alternative investment industry who discussed some of the implications of the tax reform legislation for the alternative industry and beyond. Panelists touched on both the short-term and long-term implications of the changes for corporations pass-through entities…

David Sites, a partner with Grant Thornton’s Washington D.C. National Tax Office who leads the firm’s International Tax Technical practice, discusses the U. S. Tax Reform and some of its implications. Mr. Sites has been practicing in public accounting since 1999 and has been with Grant Thornton LLP since 2002. He focuses his practice on…

Former Republican senator Richard Lugar discusses his thoughts on the consequences of the Trump administration’s foreign policy and the long term impact he believes it will have on the U.S. and other countries around the world. *The New York Alternative Investment Roundtable does not take any political positions, welcomes diversity of perspective at its events…

Greg Kastner, senior tax manager-financial services for Baker Tilly, and Timothy Frazier, vp, TriNet, Financial Services discuss compensation within the alternative investment industry.  

Neil Waldman, of Waldman Capital, shares his perspectives on placing capital with high-conviction, fundamentally-driven long/short equity managers. Neil communicates his process for both upfront due diligence and ongoing monitoring. This podcast will be of particular interest to managers seeking to better understand the capital allocation process and investors who want a better grasp of the scope…

Episode #19 of the New York Alternative Investment Roundtable’s podcast series looks at bitcoin and blockchain and some of the things that the alternative investment community should know about when it comes to these topics. Kirill Gourov, portfolio manager and head of research, Full Node Capital, Larry Lanzilli, CEO of Transact Block, Reggie Middleton, founder and CEO of…

In Episode #18 of the New York Alternative Investment Roundtable’s podcast series, Independent researchers Jim O’Sullivan and Carl Weinberg outline their views on the U.S. and global economies. Despite lots of volatility in the data, and lots of political noise, Jim expects the U.S. labor market to keep improving and the Fed to keep tightening. …

In Episode # 17 of the New York Hedge Fund Roundtable’s podcast series Lee Cooperman, founder of hedge fund firm Omega Advisors, discusses how he started his business; advice he would give a new manager; how the playing field has changed; and how technology will impact hedge funds.

Known initially as”Tipper X,” Tom Hardin was the FBI’s most helpful cooperating witness in its 2007-2008 investigation of the hedge fund industry that led to the high profile demise of $3.7 billion hedge fund firm Galleon Group. Hear him discuss how he went from being a successful long-short equity analyst, to being charged for insider…

Gregory Kastner, a senior tax manager -financial services for Baker Tilly Virchow Krause, discusses some of the things that hedge funds and private equity funds should be aware of when it comes to state sourcing income rules. Among the specific things he touches on are: Movement towards a single factor formula from the traditional three…