
January 2021
Jim O’Sullivan on the U.S. Economy Amidst COVID, Vaccines & New Political Leadership
Join the New York Alternative Investment Roundtable for a conversation with Jim O'Sullivan, Chief U.S. Macro Strategist for TD Securities, who will discuss the U.S. outlook. Among the topics he will weigh in on are: Is the economy double-dipping because of the latest COVID wave? How long before COVID-related weakness is fully reversed with the help of vaccines? Will COVID ultimately be inflationary or disinflationary? How much can a Biden administration accomplish? (The answer to that will depend in part…
Find out more »December 2020
Pre-Holiday Virtual Cocktail Networking
Break out the eggnog, mulled wine, cranberry martinis, or whatever your favorite holiday beverage of choice is, and plan to join other industry professionals for an hour of virtual social networking. Join members and guests of the New York Alternative Investment Roundtable for a pre-holiday evening of small group networking happy hours. In order to facilitate more intimate conversations among smaller groups of members, the Roundtable is hosting a virtual networking event that will be comprised of multiple mini-gatherings of…
Find out more »Post-Election Tax Considerations – 2020 & Beyond (A broad look at the tax atmosphere on asset management, including its impact on charitable organizations)
As 2020 FINALLY draws to a close, it is time to think about taxes and the various implications recent events could mean for the alternative investment industry. Join the New York Alternative Investment Roundtable for a discussion with Scott Harty, a partner in Alston & Bird’s Federal & International Tax Group, and Jonathan Traub, a managing principal in Deloitte’s Tax Policy Group, regarding the changing tax landscape and what investors should be thinking about. Topics covered in this discussion will…
Find out more »November 2020
Larry Robbins -Investing for a Healthy Recovery: Current Opportunities in Healthcare Equities
Long before anyone heard of COVID-19, healthcare was a dominant topic in the U.S., dominating the political landscape and looming as a major area of concern for many Americans. That isn’t likely to change anytime soon. Join the New York Alternative Investment Roundtable for a conversation with Larry Robbins, the founder and CEO of Glenview Capital Management, for a dynamic discussion of the key factors affecting healthcare today and an assessment of the most attractive equity investments within healthcare. Topics…
Find out more »The Epidemiology of Volatility
There are common pathways in the transmission of viruses and volatility. Volatility, like infectious disease, is transmitted through common sources of infection. Sources of volatility transmission include investor psychology, market contagion and liquidity pressures. The science of epidemiology, the Kermack-McKendrick SIR Model (1927) and “Reproduction Ratio” are useful mechanisms to examine market contagion and volatility spikes – both UP and down. Most quantitative risk models fail to detect regime changes. Because quant alpha and risk models rely heavily on historical…
Find out more »October 2020
Fall Virtual Cocktail Networking Event
Image by Clara Hendler Fall is here, the weather is rapidly turning colder and it is getting dark earlier -all of which make it more difficult for outdoor gatherings with friends and colleagues. Fortunately, you can still do so from the comfort of your own home. Break out your pumpkin beer, or whatever your favorite fall beverage of choice is and plan to join other industry professionals for an hour of virtual social networking. Join members and guests of the…
Find out more »Gold at $10K (Sooner Than You Think)
Join the New York Alternative Investment Roundtable for a conversation with Daniel Oliver, the founder and managing member of Myrmikan Capital, about the value of investing in gold, which has seen its value skyrocket since the beginning of the COVID-19 pandemic. Among the topics that will be touched on in this conversation are Gold as free-market money because of the stability of its value and why it typically outperforms in market downturns; the Fed balance sheet; reserve currency and the…
Find out more »China: Theft, Subversion & Election Interference
Join the New York Alternative Investment Roundtable for a conversation with renown lawyer, author and columnist Gordon Chang about China -from the country's impact on the U.S. presidential election, to the long-term impact its interference could potentially have on the global economy. The event will be moderated by Robert Akeson, Co-Head of Prime Brokerage for Mirae Asset Securities (USA). Gordon Chang is a Daily Beast columnist and the author of The Coming Collapse of China and Nuclear Showdown: North Korea Takes…
Find out more »September 2020
The State of Play in U.S. Politics
Join the New York Alternative Investment Roundtable for a fireside chat with former New York Governor George Pataki on the current political landscape in the run up to the presidential election. Topics discussed will range from the potential impact of the COVID-19 pandemic on the election outcome, including the debate over mail-in voting, to the general economy. The event will be moderated by Robert Akeson, Co-Head of Prime Brokerage for Mirae Asset Securities (USA). Gov. George E. Pataki is Senior…
Find out more »Pre-Labor Day Virtual Cocktail Networking Event
Looking for an excuse for an early evening cocktail? Round 83 of social distancing Another school year that will consist largely of remote learning The upcoming onslaught of crazy headlines in the run up to the presidential election Any/all of the above Don't miss the chance for a bit of pre-holiday, online social networking with other industry professionals! Join members and guests of the New York Alternative Investment Roundtable for a pre-Labor Day evening of small group networking happy hours.…
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