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February 2018

Grant Thornton Tax Reform Seminar & Luncheon

February 12 @ 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.

February 12 @ 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

February 8 @ 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

February 7 @ 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

February 1 @ 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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January 2018

NY DFS cybersecurity law: implementation lessons learned

January 31 @ 13:00 - 14:00

With almost a year past since the first effective date of the finalized New York State Department of Financial Services’ (NY DFS) cybersecurity law, many financial services institutions have implemented the regulation’s required policies and practices. Join us for this special webinar as Baker Tilly’s cybersecurity specialists review the finalized law, discuss lessons learned from institutions who have implemented portions of the regulation and provide best practices your organization can use while preparing for the remaining compliance requirements. Key learning…

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Cybersecurity and Beyond: What Hedge & Private Equity Funds Need to Know

January 30 @ 08:00 - 10:00

Baker Tilly’s Asset Management practice together with EFSI (Essential Fund Services International, LLC) are pleased to invite you to our next breakfast series featuring a presentation on Cybersecurity and beyond: What hedge and private equity funds need to know. Speaking topics will include: Current state of cybersecurity Developments in cybersecurity regulation Third party vendor risk management Cryptocurrency and new challenges for the alternative asset industry Polymorphic encryption technology Space is limited. Please RSVP as soon as possible to reserve a seat.…

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BattleFin Discovery Day Miami

January 30 @ 02:00 - January 31 @ 18:00

BattleFin Alternative Data Discovery Day Miami 2018 will be the largest gathering of Alternative Data Providers (over 100 expected) and Data Buyers in the United States.  Held over two days, the event will use a One-on-One meeting format where Data Providers meet directly with Data Buyers to find Alpha, Capital and Funding. BattleFin Discovery Days are exclusive events held three times a year in Palo Alto, Miami and New York. NYHFR members are eligible for a 20% discount on the…

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December 2017

NYAIR Members Eligible for $300 Discount on 2018 Sustainability Investment Leadership Conference Through Dec. 31st

12/31/2017 @ 08:00 - 17:00

The 2018 Sustainability Investment Leadership Conference (SILC) will take place on Wednesday, May 2, from 8:30 am to 5:00 p.m. at Grant Thornton’s International Headquarters in New York City. Members of the New York Alternative Investment Roundtable's mailing list who sign up for this year’s event between now and December 31st will be eligible for $300 off the cost of this year’s event (for a total cost of $195, instead of $495) using code NYAIR The 2018 SILC program will once again begin…

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November 2017

High Water Women’s Investing For Impact Symposium

11/30/2017 @ 08:00 - 17:00

High Water Women’s Investing for Impact Symposium will challenge the thinking of the status quo with a meticulously curated program that examines where impact investing can be taken by investors and global practitioners. NYHFR members are eligible for a 15% discount on the price of this event using the code discount (the 15% discount will be taken off of the early bird price for anyone who registers by Sept. 15th). For more information on this event, or to register, click here…

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