October 2019
Brexit – On Again, Off Again!
Join the New York Alternative Investment Roundtable for a panel discussion on the rapidly changing events surrounding Brexit. Panelists will provide their insights, opinions and advice on what to expect and when. Panelists: Edward Price, Head of Economic & Financial Sector Policy in the British Consulate-General's Department for International Trade Neil Robson, regulatory compliance partner for financial services firms at Katten Muchin Rosenman UK Carl Weinberg, Ph. D., a Managing Director and Chief International Economist for High Frequency Economics Moderator:…
Find out more »September 2019
Monthly Call: How Social Media Can Be Used By Managers to Attract Institutional Investors
Join the New York Alternative Investment Roundtable in a conversation about the best ways to utilize social media to attract institutional investors and stand out from the competition, which will be led by Kathryn Kohler, a senior partner at lumentus who partners with the firm’s clients to develop and convert organizational visions into powerful brands and stellar reputations. Recognized as an expert brand and marketing strategist, she earned that distinction through her work in high-impact roles where she has influenced major…
Find out more »A Morning Fireside Chat About the State of Markets and Hedge Funds With Omega Advisors’ Lee Cooperman
The New York Alternative Investment Roundtable’s September event will feature a fireside chat with Leon (Lee) Cooperman, founder of hedge fund firm Omega Advisors. Among the topics Cooperman will discuss are how he started his business; some of the setbacks and challenges he has faced over the years and what he learned from them; advice he would give a new manager; his views on active versus passive investing; how the playing field has changed; how technology will impact hedge funds;…
Find out more »August 2019
The Case for Dividend Growth: Investing in a Post-Crisis World
David Bahnsen, 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. David is the founder, managing partner, and Chief Investment Officer of The Bahnsen Group, a bi-coastal private wealth management group managing over $1.5 billion in client assets. In 2018, he was named as one of Barron’s Top 100 Independent Advisors, Forbes Top Wealth Advisors,…
Find out more »July 2019
Monthly Call: The Financial Services Hiring Landscape -2019 & Beyond!
Join the New York Alternative Investment Roundtable in a conversation about the current state of the job market, focusing on relevant issues for hiring managers and candidates, led by Peter N. Tannenbaum, founder of Ramax Search. Peter has dedicated almost thirty years to the executive search field and founded Ramax Search in 1991. As a unique recruiting firm specializing in the placement of high caliber business leaders and professionals exclusively to the financial services community, Ramax Search has worked with…
Find out more »The Impact of Artificial Intelligence & Machine Learning on the Alternatives Industry
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: Olga Kokareva, head of data sourcing and strategy, Quantstellation Paul…
Find out more »June 2019
How Hedge Funds Generate Non-Investment Alpha
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…
Find out more »May 2019
2019 Sustainability Investment Leadership Conference
The 2019 Sustainability Investment Leadership Conference (SILC) will be held on May 9th in NYC SILC works with accounting firms, law firms and investment firms to integrate sustainability as part of a firm’s overall growth strategy. This day-long conference addresses a wide range of sustainability related topics. Following are some of the sessions planned for this year's conference: Can CEO's Avoid Politics? Should They? Artificial Intelligence Inclusion and Diversity: Investigating Bias to Grow Profitable Companies Supply Chain Assurance Sustainability Reporting in…
Find out more »Monthly Call: AI & Machine Learning in Investment Management
Machine Learners. New Gen Quant Funds. Quant-amental. Digital Disruption. Human/machine intelligence Discover the latest trends in quantitative model development. AI and Machine Learning in Investment Management is an insider’s look into the opaque world of quantitative investing and the emergence of Artificial Intelligence, Big and small Data. The origins of AI/Machine Learning Quants: Then & Now. People, Players & AI/ML Practitioners Alternative Investment Data Digital Disruption-Amazoned? Rick Roche, a managing director at Little Harbor Advisors, will separate fact from fiction and…
Find out more »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 »