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…
Find out more »Monthly Call: “How Alternative Data is Changing Discretionary Investment”
Alternative data, or “big data,” refers to massive quantities of complex, and often obscure, information about individual companies or industries that is analyzed by computer programs. As the alternative investment community has begun to embrace alternative data as part of its investment approach, it is important to understand some of the ways this new type of data is influencing investing. Matei Zatreanu, the founder of quantitative data analysis company System2, will address some of the biggest issues and questions regarding…
Find out more »September 2018
“Why Economics and Politics Collide” with Alan Blinder
In this special co-hosted event with FIASI and the Gabelli Center for Global Security at Fordham University (Lincoln Center Campus), leading economist and political expert, Dr. Alan Blinder, will discuss the clash of economics and politics through the words of his new book, Advice and Dissent: Why America Suffers When Economics and Politics Collide. American economic policy and politicians historically have had complications connecting on their viewpoints. The cultural divide separates these two forums, which the country is awaiting to be unified…
Find out more »August 2018
August Monthly Call: “Avoid Being a Victim of a Mass Shooting: How Employees and Companies Can Best Prepare Themselves”
Mass shootings are becoming increasingly familiar to our culture and employees and businesses are no exception to this target. While this is a highly timely issue, what many employers may not fully appreciate is that they are required by OSHA to protect all employees from such harm. With over 25 mass shootings already occurring in the U.S. this year, this is a topic that everyone should be aware of combating. Nick Mistry, CEO of Active Victim, will discuss a very timely…
Find out more »“The Rise of Activism” with Author Jeff Gramm
Recent disputes between shareholders and major corporations have made headlines in the past few years. But the struggle between management and those who own stock has been going on for nearly a century. The history of one of capitalism’s longest running tensions between public company directors, managers, and shareholders will be discussed by author, Jeff Gramm, as described in his book, Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism. Jeff will provide an invaluable perspective on what it means to…
Find out more »July 2018
A Billionaire’s Ambition with Author Chris McNickle
Author of Bloomberg: A Billionaire’s Ambition, Chris McNickle, will discuss the bipartisan legacy of a remarkable billionaire politician and how a successful entrepreneur was elected mayor of New York City and what he did with the power he won. While his time in office was not without controversy, Bloomberg has made vast improvements and changes in the structure of the city’s economic and social landscape, paving the way for a safer and sounder place to live and work in today. Chris…
Find out more »June 2018
June Monthly Call: “The Evolution of Operational Due Diligence From The Investor’s Perspective”
As time changes and the investment industry evolves, fund managers are constantly looking at how their firm is conducting due diligence on a fund. Over time, the investment industry has seen various changes, which will be addressed on this call by a leading consultant for the alternative investment industry. Listen in to learn more about staying current in operational due diligence and how to implement best practices in your firm. Michael Merrigan, is the Founder and Managing Partner at Shadmoor…
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