January 2020
The Man Who Solved The Market: How Jim Simons Launched the Quant Revolution
Wall Street Journal reporter Gregory Zuckerman will discuss his latest book, "The Man Who Solved The Market: How Jim Simons Launched the Quant Revolution," a biography of hedge fund superstar Simons and how he changed the alternative investment landscape. Zuckerman's book traces Simons' journey from a late entrant to the investing universe at age 40, to his founding of Renaissance Technologies in 1982. Having spent a significant amount of time with Simons in the writing of the book, Zuckerman will…
Find out more »December 2019
Willful: How We Choose What We Do
Richard Robb, the chief executive officer of Christofferson, Robb & Co., will discuss his firm and views from his newly published book "Willful: How We Choose What We Do," which examines how much is still unknown when it comes to understanding the reasoning behind the decisions people make and their behavior. Founded in 2002 in New York and London, Christofferson, Robb & Co. is a private credit/hedge fund manager with $4.5 billion AUM. CRC is active in Risk Sharing Transactions…
Find out more »November 2019
Navigating Asset Management During an Era of Populism, Trade Wars & Negative Yielding Debt
Join the New York Alternative Investment Roundtable for a conversation with Frances Newton Stacy, director of portfolio strategy for Optimal Capital, that will look at the current asset management environment –from the history of central banking and the business cycle, to what populism is and what types of risk it can create in an investment portfolio. Some of the topics that will be discussed on this call include: How traditional technical analysis and mechanical understanding can be combined to predict…
Find out more »When the Bear Shows Up, Where Are You Going to Hide? – Insights & Perspectives on 2020 & Ahead
International Women's Day may not be until March, but the New York Alternative Investment Roundtable isn't letting that stop us. The Roundtable will host its third, annual all-female forum on November 14th, with a panel that will discuss their views on a wide array of topics impacting the alternative investment industry –from the role alternatives play within the industry at large; to their individual roles and how they rose to their positions in a male dominated industry; and even the…
Find out more »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…
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