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March 2019

Wall Street Women

March 7 @ 17:30 - 20:00

In honor of International Women's Day, the New York Alternative Investment Roundtable is hosting its second annual all-female forum. Panel members will discuss their views on broad range of issues impacting the alternative investment industry –from the role alternatives play within the industry at large, to the global markets and where the macro environment will take the markets in 2019 and beyond. Most importantly, they will discuss their individual roles and how they rose to their positions in what has…

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Real Estate & Direct Lending Forum 2019

March 4 - March 5

Florida Alternative Investment Association is excited to announce our annual Real Estate & Direct Lending Forum. With an active economy, family office and private wealth managers are looking to increase their allocation in real estate investments this year. The event will focus on economic opportunity zones, the tokenization of real estate, disruption of the Airbnb model and more. On the Direct Lending side, the event focuses on private debt funds, managing private credit, and senior lending strategies. Participants delve into…

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February 2019

Monthly Call: “Save on Insurance, Taxes, & Be More Profitable -Captive Insurance Companies Decoded for Hedge Fund Managers”

February 28 @ 12:00 - 13:00

Captive insurance companies are insurers that are owned by the entities they insure, who also realize the benefits of any profits they derive from their underwriting activities. Wesley Sierk, the president, co-founder and lead strategist for Risk Management Advisors, Inc. -which specializes in alternative risk management structures using captive insurance companies, will discuss the ins and outs of captive insurance companies and how they can be used within the alternative investment industry. Wesley Sierk is an expert in asset protection, executive…

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Webinar: Transitioning Between System & Organization Control (SOC) Reports

February 12 @ 11:00 - 12:00

How a SOC 2® report can benefit organizations currently receiving a SOC 1 report In 2011, the American Institute of Certified Public Accountants (AICPA) retired the SAS70 standard and replaced it with the SOC 1 and SOC 2® reporting vehicles. Service organizations have been providing their customers, clients and key stakeholders with controls assurance via one of these reports. Typically, a company would receive either a SOC 1 OR a SOC 2® report. However, many organizations receiving SOC 1 are…

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A Spotlight on Corporate Ethics and Your Bottom Line

February 7 @ 17:30 - 20:00

Big businesses and major corporations have too often been cast as the villains in the story of America, and Stan Litow is committed to showing people the perception does not match reality.The New York Alternative Investment Roundtable, Bloomberg and the Hedge Fund Association are pleased to invite you to a discussion regarding the financial impact of corporate ethics and responsibility with Stan Litow, the former vice president of Corporate Citizenship and Corporate Affairs for IBM and author of the new…

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January 2019

BattleFin Alternative Data Discovery Day Miami 2019

January 30 @ 08:00 - 20:00

BattleFin Alternative Data Discovery Day Miami 2019 will be kick-off event for 2019 for the Alternative Data industry for Alternative Data Providers (over 150 expected) and Data Buyers (over 150 expected).  Where Alternative Data Companies come to meet One-on-One with hedge funds and investment firms that are looking to use Alternative Data in their investment process. BattleFin Discovery Days are exclusive events held five times a year (Miami, New York, Palo Alto, London and Hong Kong) with the goal of…

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Monthly Call: “Total Return Swaps & How Investors Can Use Them to Boost Returns”

January 29 @ 12:00 - 13:00

Derivatives can be effective vehicles to transfer risk or gain exposure to an underlying asset without having to buy or sell the asset.  A Total Return Swap (TRS) is an agreement between two parties to transfer the total economic exposure, including both market and credit risk, of the underlying asset which is generally an equity index, bonds, or loans.  Given the affordability and leverage provided by TRS they are an increasingly popular alternative investment used by portfolio managers to hedge portfolios or…

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From Wall Street to Pennsylvania Avenue, and Back

January 3 @ 17:30 - 20:00

SkyBridge founder, and former White House Communications Director, Anthony Scaramucci will discuss his collaborative approach to business and why it didn’t mesh with the toxic political culture in Washington. He will provide insight into his experiences with the Trump campaign, transition team and administration, as well as offer his current perspectives. Anthony Scaramucci is the founder and co-managing partner of SkyBridge Capital. He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over…

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December 2018

Launching and Investing in an Opportunity Zone Fund

12/07/2018 @ 09:00 - 11:00

The Tax Cuts and Jobs Act created the Opportunity Zones Program which has received a lot of publicity recently following the issuance of Proposed Regulations from Treasury. The opportunity to defer capital gains and enjoy a reduction in tax if certain criteria are met is highly appealing, but a lot of questions remain unanswered and many investors and potential fund sponsors are grappling with the operational reality of what it means to invest in and launch an Opportunity Zone Fund.…

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Philanthropy 2019 – Changes, Ideas & Opportunities

12/05/2018 @ 17:30 - 20:00

Giving back, giving forward and giving of yourself are personal drivers for you and your organization. During this event a panel of speakers will discuss the changing nature of giving in the wake of the new tax landscape and will share their own experiences with everything from mentoring and education projects, to strategies for getting onto non-profit boards. Attendees will be encouraged to share their own experiences as well. Topics & Speakers: Changes: Randi Schuster, the principal in charge of…

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