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August 2018

“The Rise of Activism” with Author Jeff Gramm

08/07/2018 @ 17:30 - 20:00

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…

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July 2018

A Billionaire’s Ambition with Author Chris McNickle

07/11/2018 @ 17:30 - 20:00

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…

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June 2018

June Monthly Call: “The Evolution of Operational Due Diligence From The Investor’s Perspective”

06/27/2018 @ 12:00 - 13:00

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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Why U.S. Investors Cannot Afford to Ignore China

06/21/2018 @ 17:30 - 20:00

If ever there was a country poised to usurp the United States’ position as the global leader it is China. As the country with the world’s largest population, at roughly 1.4 billion people, a burgeoning economy and a government determined to make the country a global super power, China’s impact on the markets cannot be ignored. Moderator: Ann Lee is an internationally recognized leading authority on China’s economic relations and the CEO of Coterie, a new technology investment consortium inspired…

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May 2018

May Monthly Call: Marketing Best Practices for Emerging Managers

05/23/2018 @ 12:00 - 13:00

Surrounded by the challenges of compliance with changing regulations and changing investor preferences, together with evolving technologies, marketing to the alternative investment industry can be somewhat of a guessing game for fund managers. What works for large or established managers won’t necessarily work for emerging managers, leaving firms scrambling to figure out the best ways tocommunicate effectively and develop long-term investor relationships built from trust. Despite the need for differing approaches, there are some things that all alternative investment firms should keep in mind when marketing their products to investors. Holly…

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2018 Sustainability Investment Leadership Conference

05/02/2018 @ 08:00 - 17:00

Discover how good governance, environmental sustainability and social stewardship can drive profit for your firm. Founded in 2015, the Sustainability Investment Leadership Council (SILC) works with accounting firms, law firms and investment firms to integrate sustainability as part of a firm’s overall growth strategy. We work to spark innovation by discussing ideas that align with economic opportunities and environmental, social and other stewardship to firms’ shareholders and stakeholders. The 2018 Sustainability Investment Leadership Conference (SILC) will take place on Wednesday, May…

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April 2018

April Monthly Call: “Tips From a Former FBI Agent on Building Trust With Due Diligence”

04/26/2018 @ 12:00 - 13:00

Given how easily a company’s reputation, and in turn its business, can be tarnished, due diligence has become more important than ever. Learn about some of the key things that investors should be focusing on and asking CEOs about before investing in any company. Former FBI agent and certified fraud examiner Kenneth S. Springer, founder and president of Corporate Resolutions Inc., will address various aspects of due diligence and things that investors cannot afford to overlook. Springer’s company conducts background…

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From Cybersecurity, to Artificial Intelligence –The Impact of Technology

04/16/2018 @ 17:30 - 20:00

In an event co-hosted with Bloomberg, the New York Alternative Investment Roundtable’s April event will feature a panel of technology experts who will discuss the rapidly changing ways that the alternative investment community does business and what they should be aware of –from regulatory and compliance considerations; to cybersecurity; big data; cloud computing and storage; artificial intelligence; machine learning; distributed ledger and other important changes. Moderator/panelist: Anurag Rana, Sector Head & Senior Equity Analyst for Software and IT Services at Bloomberg…

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March 2018

March Monthly Call: “Cybersecurity: What the Buy-side Needs to Know”

03/27/2018 @ 12:00 - 13:00

With hackers and cybercrime becoming ever more sophisticated, cybersecurity has become an increasingly important issue for the alternative investment industry. Learn about some of the issues regarding cybercrime that are specific to the alternative investment industry and, in particular, the buy-side from an expert on the topic. Russell Sommers, a Senior Manager with Baker Tilly Virchow Krause and an expert on the topics of governance risk and compliance, will address cybersecurity and the myriad of things that the buy-side needs…

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Implications of the Tax Reform Package: Insights & Considerations for 2018 & Beyond

03/15/2018 @ 17:30 - 20:00

In honor of International Women’s Day, the Roundtable’s March event will feature an all-female panel of experts from within the alternative investment industry who will discuss some of the implications of the tax reform legislation for the alternative industry and beyond. Panelists will touch on both the short-term and long-term implications of the changes for corporations pass-through entities and employees and individuals, as well as the current impact on domestic and foreign entities, state and local governments, the federal deficit…

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