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June 2019

How Hedge Funds Generate Non-Investment Alpha

June 17 @ 17:30 - 20:00

With quantitative easing ending, interest rates rising and pressure on management fees, hedge funds find themselves in a new and still evolving market environment. As a result, fund managers are looking to banks for more than asset safekeeping, and the nature of conversations between managers and bank service providers has changed into something far more strategic. From prime custody and administration, securities and cash management, to new forms of financing, what do managers need to know to position their hedge…

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July 2019

The Impact of Artificial Intelligence & Machine Learning on the Alternatives Industry

July 16 @ 17:30 - 20:00

As artificial intelligence becomes more prominent it is having a significant impact on the alternative investment industry -from the technology-related investments in the industry is making, to the models the industry relies on to choose its investments. Join the New York Alternative Investment Roundtable for a panel discussion looking at multiple facets of artificial intelligence and the impact it is having on the alternative investment industry as a whole. Panelists: Rick Roche, managing director, Little Harbor Advisors Paul Lucek, CEO…

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August 2019

The Case for Dividend Growth: Investing in a Post-Crisis World

August 15 @ 07:30 - 10:00

David Bahsen, the founder, managing partner and Chief Investment Officer of The Bahnsen Group, will discuss views from his new book "The Case for Dividend Growth: Investing in a Post-Crisis World," which was published in April. The Bahnsen Group, a bi-coastal private wealth management team with offices in Newport Beach, CA and New York City, manages over $1.5 billion in client assets. David is consistently named as one of the top financial advisors in America by Barron’s, Forbes, and the…

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