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July 2017

State Sourcing Income Rules & Considerations for Hedge Funds and Private Equity Funds

07/27/2017 @ 12:00 - 13:00

Gregory Kastner, a senior tax manager -financial services for Baker Tilly Virchow Krause, will discuss some of the things that hedge funds and private equity funds should be aware of when it comes to state sourcing income rules. Among the specific things he plans to touch on are: Movement towards a single factor formula from the traditional three factors Market based versus costs of performance sourcing regimes “Look through” rules and uncertainties Partnership level tax states Possible income tax withholding…

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A Town Hall Style Meeting with Congressional Representatives Claudia Tenney & Thomas Suozzi

07/20/2017 @ 17:30 - 20:00

In an event co-hosted with Bloomberg, the New York Hedge Fund Roundtable's July event will feature Congressional representatives Claudia Tenney (R, NY) and Thomas Suozzi (D, NY), who will address some of most pressing issues facing the country -from the American Health Care Act, to the Trump Administration's budget proposal, and what some of these issues could potentially mean for the alternative investment industry. Claudia Tenney is a freshman Congresswoman serving New York's 22nd district -a seat she secured after winning…

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June 2017

June Monthly Call: Key Trends Impacting Hedge Funds, Private Equity & Real Assets

06/22/2017 @ 12:00 - 13:00

The world of alternative investments continues to grow and change. Nearly $10 trillion in assets have flowed into the alternative investments industry in the last fifteen years. Now AI is starting to show up in mutual funds and ETFs. What might the future hold? Keith Black, PhD and a managing director of curriculum and exams for the CAIA Association, will share his thoughts on some of the most significant trends currently impacting hedge funds, private equity and real assets and what they mean…

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An Evening of Quantitative and Fundamental Investing with Clinton Group’s George Hall

06/05/2017 @ 17:30 - 20:00

We are pleased to host George Hall, Founder, CEO, President and Chief Investment Officer of Clinton Group as our June speaker.  George will share his perspectives on investing in today’s market environment as well as the unique combination of quantitative and fundamental investing.  

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May 2017

Sustainability Investment Leadership Conference


Don’t miss the second annual Sustainability Investment Leadership Conference (SILC), which will examine the various ways that sustainability drives value creation and how it can be used to help manage risk. This year SILC has partnered with the New York State Society of CPAs’ Foundation for Accounting Education and the New York Hedge Fund Roundtable and is being sponsored by the American Bar Association and the American Institute of Certified Public Accountants, among others. Following are some of the specific…

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April 2017

“How Hedge Funds Can Manage Human Resource Services Effectively Through Technology-Based Outsourcing”

04/26/2017 @ 12:00 - 13:00

In February, Mark Yusko told a NYHFR audience that as volatility returns to the markets we can expect a “boom” in hedge fund creation. Nevertheless, many of these funds, because of their size, will grapple with serious business challenges. One set of these challenges includes how to cost-effectively manage human resource services including payroll, benefits (healthcare/dental/vision etc.), and back-office compliance. To explain these challenges and ways to effectively satisfy them through technology-based outsourcing, we will be joined by Tim Frazier…

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“Alternative” Alternative Investments

04/20/2017 @ 17:30 - 20:00

If you think derivatives are one of the most interesting areas of investing in alternative investments, think again. Hear from a panel of investors experienced at investing in “alternative” alternative investments ranging from fine art and jewelry to wines and spirits, soccer teams and even cannabis. MODERATOR: Alexandra L. Peers, executive editor of Galerie Magazine and executive editor of the New York Observer's NYO magazine. PANELISTS: Karen Boyer, principal, Elements in Play Madelaine d’Angelo, CEO and founder, Arthena Zack Henry,…

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March 2017

Trump, the Republicans & Geopolitics

03/28/2017 @ 12:00 - 13:00

This call will review the disruptive political, social, economic, and technological forces that are shaping the global business and investment environment and upending long-held assumptions about trade and investment, talent, supply chains, security,  and innovation.  We will especially focus on how the Trump Administration and the Republican Congress are both driving and responding to these forces and what the impact could be on the business and investment communities. The call’s featured speaker will be Demothenes James (“DJ”) Peterson, PhD, President…

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Investing in Publicly Traded Internet Companies: Perspectives from Veteran Fund Managers and Analysts

03/15/2017 @ 17:30 - 19:30

This roundtable will feature several fund managers and research analysts that are Internet sector specialists. The roundtable will start with a 10 minute overview of the Internet sector by a leading sell-side research analyst, followed by a 40 minute panel with 3-4 veteran investors in the category. The panel wrap up with 10 minutes of Q&A from the audience. We will learn about how these investors conduct their research to uncover new ideas. We will also learn about their different investment styles, and how they build…

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February 2017

How to Achieve a Sustainable and Scalable Compliance Program in the Wake of Trump’s Presidency

02/28/2017 @ 12:00 - 13:00

How to Achieve a Sustainable and Scalable Compliance Program in the Wake of Trump’s Presidency This call will review the nuts and bolts of establishing and maintaining a sound compliance program that can adapt to regulatory change in the wake of Trump’s presidency.  Topics to be covered include: new/amended Hedge Fund regulations, what to watch for with Brexit and other European regulations, FINRA 4210 and other margining rules, and how preventing fraud will never go out of fashion, no matter…

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