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May 2018

May Monthly Call: Marketing Best Practices for Emerging Managers

May 23 @ 12:00 - 13:00

Surrounded by the challenges of compliance with changing regulations and changing investor preferences, together with evolving technologies, marketing to the alternative investment industry can be somewhat of a guessing game for fund managers. What works for large or established managers won’t necessarily work for emerging managers, leaving firms scrambling to figure out the best ways tocommunicate effectively and develop long-term investor relationships built from trust. Despite the need for differing approaches, there are some things that all alternative investment firms should keep in mind when marketing their products to investors. Holly…

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2018 Sustainability Investment Leadership Conference

May 2 @ 08:00 - 17:00

Discover how good governance, environmental sustainability and social stewardship can drive profit for your firm. Founded in 2015, the Sustainability Investment Leadership Council (SILC) works with accounting firms, law firms and investment firms to integrate sustainability as part of a firm’s overall growth strategy. We work to spark innovation by discussing ideas that align with economic opportunities and environmental, social and other stewardship to firms’ shareholders and stakeholders. The 2018 Sustainability Investment Leadership Conference (SILC) will take place on Wednesday, May…

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April 2018

April Monthly Call: “Tips From a Former FBI Agent on Building Trust With Due Diligence”

April 26 @ 12:00 - 13:00

Given how easily a company’s reputation, and in turn its business, can be tarnished, due diligence has become more important than ever. Learn about some of the key things that investors should be focusing on and asking CEOs about before investing in any company. Former FBI agent and certified fraud examiner Kenneth S. Springer, founder and president of Corporate Resolutions Inc., will address various aspects of due diligence and things that investors cannot afford to overlook. Springer’s company conducts background…

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From Cybersecurity, to Artificial Intelligence –The Impact of Technology

April 16 @ 17:30 - 20:00

In an event co-hosted with Bloomberg, the New York Alternative Investment Roundtable’s April event will feature a panel of technology experts who will discuss the rapidly changing ways that the alternative investment community does business and what they should be aware of –from regulatory and compliance considerations; to cybersecurity; big data; cloud computing and storage; artificial intelligence; machine learning; distributed ledger and other important changes. Moderator/panelist: Anurag Rana, Sector Head & Senior Equity Analyst for Software and IT Services at Bloomberg…

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March 2018

March Monthly Call: “Cybersecurity: What the Buy-side Needs to Know”

March 27 @ 12:00 - 13:00

With hackers and cybercrime becoming ever more sophisticated, cybersecurity has become an increasingly important issue for the alternative investment industry. Learn about some of the issues regarding cybercrime that are specific to the alternative investment industry and, in particular, the buy-side from an expert on the topic. Russell Sommers, a Senior Manager with Baker Tilly Virchow Krause and an expert on the topics of governance risk and compliance, will address cybersecurity and the myriad of things that the buy-side needs…

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Implications of the Tax Reform Package: Insights & Considerations for 2018 & Beyond

March 15 @ 17:30 - 20:00

In honor of International Women’s Day, the Roundtable’s March event will feature an all-female panel of experts from within the alternative investment industry who will discuss some of the implications of the tax reform legislation for the alternative industry and beyond. Panelists will touch on both the short-term and long-term implications of the changes for corporations pass-through entities and employees and individuals, as well as the current impact on domestic and foreign entities, state and local governments, the federal deficit…

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February 2018

Growing Your AUM: How New Technologies Can Help Emerging Fund Managers

February 27 @ 12:00 - 13:00

Taking full advantage of next generation solutions within the financial technology space can help fund managers stay relevant for investors that are interested in increasing their AUM. These solutions promote transparency and risk management. Today we will discuss some of these options and why they are increasingly relevant to managers. The call will be led by Lisa Seim, President, of Strategic Exchanges Innovative Markets. Strategic Exchanges Innovative Markets advises managers on how best to navigate the radical changes caused by…

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The Economic Outlook, As Seen By High Frequency Economics’ Jim O’Sullivan and Carl Weinberg

February 26 @ 17:30 - 20:00

Independent researchers Jim O’Sullivan and Carl Weinberg will discuss key issues and answer questions.  Is the U.S. unemployment rate low enough now to start putting significant upward pressure on wages and inflation?  Will the Fed keep tightening?  Could the Trump administration’s trade/FX policies negate the boost from the tax cut?  How worried should we be about a “hard Brexit”?  When will the ECB be able to stop QE?  Boom or bust in China?

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A “Celebration of Life” for Eric Saucedo

February 5 @ 18:00 - 22:00

A “Celebration of Life” memorial event is being held on behalf of Eric Saucedo, who passed away on January 5th. Friends and acquaintances are welcome to attend. To learn about the efforts of Eric's family to raise awareness about the dangers of depression in the wake of his suicide, click here. 

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January 2018

US Tax Reform: Opportunities and Challenges

January 25 @ 12:00 - 13:00

Tax Reform comes with its fair share of challenges for US businesses, but the well advised will focus on the opportunity that lies within the upheaval.  This presentation will overview the significant legislative changes, while highlighting pertinent insights and planning strategies, to help investors and businesses capitalize on the immense complexity.  Our presenter will have up to the minute information on what topics should be top of mind and will answer questions. David Sites, a partner with Grant Thornton’s Washington…

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