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April 2018

Portfolios With Purpose Annual Awards

04/19/2018 @ 18:30 - 22:00

Portfolios With Purpose, a platform that hosts fantasy stock competitions where players raise money for their favorite charity, is hosting their 6th Annual Awards night at the Museum of the City of New York on Thursday, April 19th at 6:30pm. Your ticket purchase includes a cocktail reception, premium tastings, and luxury raffle opportunities. The awards ceremony will include a fireside chat with Master Class players including first place winner, Reid Walker of 5T Investments. All NYAIR members will receive 15%. Enter code: NY-AIR Buy tickets…

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CTA Expo/Emerging Manager Forum


CTAExpo is a unique forum for money raisers and asset allocators to meet and discover Emerging Commodity Trading Advisors and Hedge Funds and to promote alternative investing. From dedicated presentations to opportunities for networking, CTAExpo provides a forum for allocators and emerging traders to do business.  To register or for more information Click Here

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LendIt Fintech

04/09/2018 - 04/11/2018

LendIt Fintech USA 2018 returns to San Francisco as we host World’s Leading Event in Financial Services Innovation at the Moscone Center. The year’s event brings together 5,000 decision makers from major fintech, blockchain, digital banking and lending companies for 3 action-packed days of networking, learning and doing business. New for 2018 is BlockFin Summit which is a unique experience for all who see the future of Financial Services inextricably linked to Blockchain.Co-located at LendIt Fintech, BlockFin Summit brings together…

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February 2018

All Hands and Hearts Fight for Education

02/15/2018 @ 18:00 - 22:00

On behalf of All Hands and Hearts, Smart (AHAH), we invite you to join us in the most exciting event of the season. Putting a spin on a traditional fundraiser event, the Fight For Education (FFE), features amateur martial arts matches from some of Wall Street's bravest who will be stepping in the ring to support a very important cause, along with other surprise entertainment. Come cheer on the fighters from Avenue Capital, First New York, Tradition, Goldman Sachs, Cantor Fitzgerald, Evolution, BNP…

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Investing for Impact


Growing concern about global trends is making investors keener than ever to understand where the world is heading and how they should put their capital to work. On February 15th in NY join editors from The Economist and 200 financiers, institutional investors, policymakers, academics, impact investors and philanthropists at Investing for Impact for a challenging conversation on the issues that will determine whether impact investing remains niche, or becomes a serious agent of global change. As part of our network, enjoy a 15% discount…

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Grant Thornton Tax Reform Seminar & Luncheon

02/12/2018 @ 12:00 - 15:00

Grant Thornton, in collaboration with The NY Alternative Investment Roundtable, invites you to attend a Tax Reform Seminar on Monday, February 12th in Grant Thornton’s Manhattan Office. During this two and a half hour seminar, leaders in Grant Thornton’s tax practice will cover need-to-know tax reform highlights on a variety of topics, including impacts to the following:   ·         Federal Domestic Taxes ·         International Taxes ·         State and Local Taxes Please see registration page for additional specific topics that will be addressed depending on interest and replies.…

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Asset Managers Tech Roundtable, Boston Mass.

02/12/2018 @ 08:30 - 11:30

Agenda for Asset Managers Tech Roundtable: 8:30 to 8:50 a.m. Registration and Networking 8:50 to 9:00 a.m. Welcome & Opening Remarks by Xavier Touret, Senior Vice President of Natixis Asset Managers 9:00 to 9:50 a.m. First Presentation: What are the types of potential opportunities available to financial services firms that can flow from Blockchain, DLT and related technology? Includes Audience Q and A 9:50 to 10:00 a.m. Break 10:00 to 10:45 a.m. Second Presentation: What are the perceived hurdles that…

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Tax Reform for Hedge Funds, Private Equity and Alternative Assets: Final Bill Impacts

02/08/2018 @ 13:00 - 14:00

Understand the final tax reform provisions and how they will affect hedge funds and private equity funds. We will discuss the final tax reform bill, including specific provisions that could impact your fund’s planning and strategies in 2018 and beyond. Key learning objectives: Overview of the key provisions in the Tax Cuts and Jobs Act (TCJA) Analysis of the impact on hedge funds, private equity funds, management companies and general partnerships Discuss transition rules and long term planning opportunities Who…

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WEBINAR: Tax reform: Individual & Estate Planning

02/07/2018 @ 12:00 - 13:00

What does the most significant overhaul of the tax code since 1986 mean to you, and how does it affect your tax and estate planning? Some of the changes will create new opportunities to retain and transfer wealth; however, individuals need to tread lightly as the complexity and uncertainty of the law could also create unintended consequences. Join the Baker Tilly private client group for this discussion covering: Individual income tax changes Planning considerations for individuals Estate, gift and generation-skipping…

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Tax reform: How it will impact individual and estate planning

02/01/2018 @ 08:00 - 10:00

Baker Tilly’s private client group is pleased to invite you to our complimentary breakfast event featuring a presentation on Tax reform: How it will impact individual and estate planning. Join us as we provide a review of the key provisions of tax reform that will affect individuals, trusts and estates in 2018 and beyond. *CPE credit is available for this event. Space is limited. Please RSVP as soon as possible to reserve a seat.

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