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March 2018

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

March 15 @ 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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February 2018

Growing Your AUM: How New Technologies Can Help Emerging Fund Managers

February 27 @ 12:00 - 13:00

Taking full advantage of next generation solutions within the financial technology space can help fund managers stay relevant for investors that are interested in increasing their AUM. These solutions promote transparency and risk management. Today we will discuss some of these options and why they are increasingly relevant to managers. The call will be led by Lisa Seim, President, of Strategic Exchanges Innovative Markets. Strategic Exchanges Innovative Markets advises managers on how best to navigate the radical changes caused by…

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The Economic Outlook, As Seen By High Frequency Economics’ Jim O’Sullivan and Carl Weinberg

February 26 @ 17:30 - 20:00

Independent researchers Jim O’Sullivan and Carl Weinberg will discuss key issues and answer questions.  Is the U.S. unemployment rate low enough now to start putting significant upward pressure on wages and inflation?  Will the Fed keep tightening?  Could the Trump administration’s trade/FX policies negate the boost from the tax cut?  How worried should we be about a “hard Brexit”?  When will the ECB be able to stop QE?  Boom or bust in China?

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A “Celebration of Life” for Eric Saucedo

February 5 @ 18:00 - 22:00

A “Celebration of Life” memorial event is being held on behalf of Eric Saucedo, who passed away on January 5th. Friends and acquaintances are welcome to attend. To learn about the efforts of Eric's family to raise awareness about the dangers of depression in the wake of his suicide, click here. 

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January 2018

US Tax Reform: Opportunities and Challenges

January 25 @ 12:00 - 13:00

Tax Reform comes with its fair share of challenges for US businesses, but the well advised will focus on the opportunity that lies within the upheaval.  This presentation will overview the significant legislative changes, while highlighting pertinent insights and planning strategies, to help investors and businesses capitalize on the immense complexity.  Our presenter will have up to the minute information on what topics should be top of mind and will answer questions. David Sites, a partner with Grant Thornton’s Washington…

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The Idea of the Abdication of American Influence in the World & the Consequences for U.S. Security and Prosperity

January 9 @ 07:30 - 10:00

The New York Alternative Investment Roundtable will kick off the new year with a breakfast featuring former Republican senator Richard Lugar, who will discuss his thoughts on the consequences of the Trump administration’s foreign policy and the long term impact he believes it will have on the U.S. and other countries around the world. *The New York Alternative Investment Roundtable does not take any political positions, welcomes diversity of perspective at its events and does not endorse any political views…

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December 2017

A Strategist’s Outlook for 2018 & Beyond

12/13/2017 @ 17:30 - 20:00

The New York Alternative Investment Roundtable’s December event will feature Joseph LaVorgna, Natixis’ chief economist, who will share some of his thoughts on some of the things that he believes the alternative investment industry can expect to see in the coming year and beyond.  He will be joined by Peter Cecchini, senior managing director, co-head of equities, chief market strategist and global head of equity derivatives for Cantor Fitzgerald, who will serve as a moderator for this event. Prior to…

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November 2017

Compensation Structures and their Implications for Alternative Asset Managers

11/20/2017 @ 12:00 - 13:00

Greg Kastner, senior tax manager-financial services for Baker Tilly, and Richard Kasnia, will share his insights on compensation within the alternative investment industry. The call will be moderated by Tim Frazer of TriNet. Directions to access WebEx for the phone call on 11/20 at 12:00pm (EST). 1) Go to: https://meetings.webex.com/collabs/#/meetings/detail?uuid=M3QNLHL0LMMT2825Q84DWY89MT-OYNB&rnd=38461.708976 2) Add your first and last name to “Your Display Name”. 3) Add an email, and click “Join As Guest”. 4) Click “I Will Call In” on the left side of…

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Bitcoin & Blockchain: What Are They, and Why Should You Care?

11/13/2017 @ 17:30 - 20:00

ICO’s (Initial Coin Offerings) disrupting VC investments?  Hyperledger? Bitcoin? Etherium? These are all new terms associated with the blockchain hype, but what are they? Is the hype over? Has the trend passed? Join us for the New York Alternative Investment Roundtable’s November event where  a panel of industry experts will discuss Blockchain/Distributed Ledger from various perspectives, including  the pros and cons of immediate uses;  scalability; changes that will be driven by Blockchain across industries; security truths and myths; and other…

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October 2017

Perspectives From a Hedge Fund Allocator

10/27/2017 @ 12:00 - 13:00

Neil Waldman, of Waldman Capital, will share his perspectives on placing capital with high-conviction, fundamentally-driven long/short equity managers. Neil will communicate his process for both upfront due diligence and ongoing monitoring. This session should be especially helpful to managers seeking to better understand the capital allocation process and investors who want a better grasp of the scope and intricacies of the process for manager selection. Neil Waldman is the founder and managing member of Waldman Capital Management (WCM), a fund of…

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