April 2019
#2000 Redux: Why Now Is The Time To Increase Your Allocation To Hedge Funds
They (well Mark Twain, supposedly) say that history doesn’t repeat, but it rhymes and we will make the case for why we are in the midst of "Tech Wreck 2.0" and why 2018 to 2020 will look just like 2000 to 2002 in the US Equity markets. 2019 is likely to play out just like 2001 -strong early, recession in the middle and a steady decline in growth, profits and stock prices over the course of the year. The good…
Find out more »March 2019
Wall Street Women
In honor of International Women's Day, the New York Alternative Investment Roundtable is hosting its second annual all-female forum. Panel members will discuss their views on broad range of issues impacting the alternative investment industry –from the role alternatives play within the industry at large, to the global markets and where the macro environment will take the markets in 2019 and beyond. Most importantly, they will discuss their individual roles and how they rose to their positions in what has…
Find out more »February 2019
Monthly Call: “Save on Insurance, Taxes, & Be More Profitable -Captive Insurance Companies Decoded for Hedge Fund Managers”
Captive insurance companies are insurers that are owned by the entities they insure, who also realize the benefits of any profits they derive from their underwriting activities. Wesley Sierk, the president, co-founder and lead strategist for Risk Management Advisors, Inc. -which specializes in alternative risk management structures using captive insurance companies, will discuss the ins and outs of captive insurance companies and how they can be used within the alternative investment industry. Wesley Sierk is an expert in asset protection, executive…
Find out more »A Spotlight on Corporate Ethics and Your Bottom Line
Big businesses and major corporations have too often been cast as the villains in the story of America, and Stan Litow is committed to showing people the perception does not match reality.The New York Alternative Investment Roundtable, Bloomberg and the Hedge Fund Association are pleased to invite you to a discussion regarding the financial impact of corporate ethics and responsibility with Stan Litow, the former vice president of Corporate Citizenship and Corporate Affairs for IBM and author of the new…
Find out more »January 2019
Monthly Call: “Total Return Swaps & How Investors Can Use Them to Boost Returns”
Derivatives can be effective vehicles to transfer risk or gain exposure to an underlying asset without having to buy or sell the asset. A Total Return Swap (TRS) is an agreement between two parties to transfer the total economic exposure, including both market and credit risk, of the underlying asset which is generally an equity index, bonds, or loans. Given the affordability and leverage provided by TRS they are an increasingly popular alternative investment used by portfolio managers to hedge portfolios or…
Find out more »From Wall Street to Pennsylvania Avenue, and Back
SkyBridge founder, and former White House Communications Director, Anthony Scaramucci will discuss his collaborative approach to business and why it didn’t mesh with the toxic political culture in Washington. He will provide insight into his experiences with the Trump campaign, transition team and administration, as well as offer his current perspectives. Anthony Scaramucci is the founder and co-managing partner of SkyBridge Capital. He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over…
Find out more »December 2018
Philanthropy 2019 – Changes, Ideas & Opportunities
Giving back, giving forward and giving of yourself are personal drivers for you and your organization. During this event a panel of speakers will discuss the changing nature of giving in the wake of the new tax landscape and will share their own experiences with everything from mentoring and education projects, to strategies for getting onto non-profit boards. Attendees will be encouraged to share their own experiences as well. Topics & Speakers: Changes: Randi Schuster, the principal in charge of…
Find out more »November 2018
Global Macro –A Look Ahead
For Global Macro Advisors, market disruptions from Brexit to a potential trade war with China offer both opportunities and significant risks. Within the U.S. and internationally, there are countless issues that could potentially impact investment choices of global macro investors in both the near future and further down the road. The New York Alternative Investment Roundtable’s November event will feature a panel of industry experts who will share their thoughts and various perspectives on the asset class and some of…
Find out more »October 2018
October Monthly Call: “The Challenges Alternative Investments Face Among Public Pension Funds”
Jonathan Tritcher, Republican candidate for New York State Comptroller, will share his thoughts on some of the issues and concerns faced by public pension plans when it comes to investing in alternative investments. Having begun his career in government, communications and politics, Mr. Tritcher developed an expertise in public finance that led to him being recruited as an investment banker by J.P. Morgan’s public finance group. He then went on to run a municipal restructuring subsidiary of The MAEVA Group,…
Find out more »Brexit Impact on Alternative Managers: Views from Europe and the U.S.
London is the hub of the alternative investment industry in and across Europe. Will that change with the playing out of the Brexit negotiations? The outcome could have a range of industry impacts, including employee domicile, local client access to funds, regulatory adjustments. In this event co-sponsored by one of NY-AIR's partners, CAIA, our panel of speakers will aim to establish what the new difficulties are, and to discuss potential action fund managers might be willing to take to mitigate…
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