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February 2018

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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January 2018

NY DFS cybersecurity law: implementation lessons learned

01/31/2018 @ 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

01/30/2018 @ 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

01/30/2018 @ 02:00 - 01/31/2018 @ 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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October 2017

ALTSO’s Hedge Fund Rocktoberfest

10/26/2017 @ 18:00 - 23:30

The Event: A Leg to Stand On's Hedge Fund Rocktoberfest unites over 1,400 leaders from the alternative investments and finance industry for a night of rock & roll and acoustic music, featuring over a dozen bands whose talented performers are industry leaders. The Cause: For more than a decade, Hedge Fund Rocktoberfest has gathered colleagues, friends and current and prospective clients for what has been recognized as one of the most unique, highly anticipated and effective events in the charitable…

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BattleFin Discovery Day Palo Alto

10/26/2017 @ 09:00 - 18:00

BattleFin will bring together top Machine Learning, Artificial Intelligence and Alternative Data Providers to showcase the latest in new data sets being used to create alpha. The event utilizes a One-on-One meeting format with 15 minute meetings and facilitates up to 12 meetings in one day. Think speed dating for Alpha & new VC investments. Alternative Data Providers can showcase their products and services to hedge funds who buy data and venture capital funds looking to invest in the space.…

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Opal Group’s Family Office & Private Wealth Management Forum West

10/25/2017 - 10/27/2017

Come and enjoy a bottle of Napa Valley's finest Chardonnay at Opal Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices, Northern California's wine country provides a beautiful landscape for this three-day event. Largely dominated by first and second-generation families from the Silicon Valley, investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout the conference. Investment managers and families will come…

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