The New York Alternative Investment Roundtable

Check out #NYAIR's latest podast: A conversation with freshmen Congressional representatives Ritchie Torres (D-NY) and Andrew Garbarino (R-NY) following their first three months as part of the 117th United States Congress. The pair discuss the COVID-19 pandemic, the economy, minimum wage and foreign affairs, among other issues, and share their perspectives as first time members of the House of Representatives during a historic pandemic and what it is all likely to mean for the alternative investment industry. https://lnkd.in/ghDNy39 #alternativeinvestments #hedgefunds #privateequity #politicsandbusiness #investors_together #alternatives

Check out New York Alternative Investment Roundtable's latest podcast: "Wall Street Women 2021" An in-depth conversation with Quadratic Capital Management LLC's Nancy Davis and Truvvo Partners’ Casey D. Whalen, CFA Whalen on a broad range of topics across the alternative investment industry, including their views on markets and beyond. Bloomberg News reporter Sonali Basak moderates a conversation with these high-profile women as part of NYAIR's fourth annual all-female panel in honor of International Women’s Day. https://lnkd.in/g6MRhFV #NYAIR #internationalwomensday2021 #internationalwomensweek #investors_together #hedgefunds #privateequity #alternativeinvestments #alternativefinance #wallstreetwomen

DEI Workshop: "Men as Allies" Today’s workforce is more diverse than ever, yet senior leadership ranks remain largely white and male. Join the New York Alternative Investment Roundtable for a candid discussion with @Percapita Group’s Alex Ehrlich; DRIVEN Professionals’ @Deborah Goldstein; BNY Mellon’s Kenny King, Arent Fox’s M. Scott Peeler and Troutman Pepper’s Genna Garver about what leaders must do, what lessons they have learned and how to move the needle.... March 25 @ noon Register here: https://lnkd.in/gWx2ee5

In honor of International Women’s Day, Quadratic Capital Management LLC's Nancy Davis, Truvvo Partners’ Casey D. Whalen, CFA and Bloomberg LP’s Sonali Basak will discuss a broad range of topics across the alternative investment industry, including their views on markets and beyond at New York Alternative Investment Roundtable Wall Street Women 2021 March 4th @ noon Register here: https://lnkd.in/gA6sYRk... #NYAIR #investors_together #hedgefunds #privateequity #alternativeinvestments #alternativefinance

The Changing Private Equity Landscape -The Impact of COVID, Political Change & Various Other Factors February 23rd @ noon Join New York Alternative Investment Roundtable for a discussion with James Andersen, Adam Weinstein and Hugh Nguyen about how the private equity industry is changing and adapting to current events -from the global COVID-19 pandemic, to a new political administration and looming issues such as climate change.... Register here: https://lnkd.in/ggCa5vt #NYAIR #investors_together #privateequity #covid19 #investing

DEI Workshop| Every Message Matters: Leveraging Your Leadership in Person and Onscreen January 26 @ noon While the way we work may have changed, the skills that that support successful careers and demonstrate effective leadership remain the same, and are more important than ever.... Join the New York Alternative Investment Roundtable for a diversity, equity & inclusion (DEI) workshop with Raleigh Mayer, the Gravitas Guru and principal of Raleigh Mayer consulting, as she presents key tenets of long term success. Raleigh will offer highlights from some of her signature programs, including Raising Your RQ (Remote Quotient), Decoding the Gender Dialects and The Seven Ups of Successful Leadership. This interactive discussion will be an ideal opportunity to kick off 2021 with a career tune-up. Raleigh Mayer is principal of Raleigh Mayer Consulting and a senior fellow at the Logos Institute for Crisis Management and Executive Leadership, where she helps executives become better leaders by elevating their presence, polishing their communication and managing their relationships and reputations effectively. She is an advisor, coach, educator and speaker, serving corporations, private firms, government and individual executives. Raleigh has counseled, coached, and trained hundreds of chief executives, and business leaders from Fortune 500 companies representing a wide variety of enterprises: Financial services, technology, the armed forces, law, consumer products and non-profit. Her signature presentations and seminars include Getting to Gravitas, Persuasive Presentation, The Seven Ups of Successful Management and Inclusive Leadership. She is also an associate professor of leadership at Columbia University’s Fu Foundation School of Engineering and Applied Science and is a frequent presenter in the MBA program at Columbia Business School. She has also served as a presentation coach for New York University’s Stern School of Business, and taught courses on presentation and effective communication at New York University’s Marketing and Management Institute for 20 years. Raleigh is a member of the Forbes Coaches Council and has been featured in Fortune, and O, The Oprah Magazine and Entrepreneur’s Leading Women in Business and quoted extensively in the Wall Street Journal. She is also on the leadership council of the Financial Women’s Association and was a founding member of Women in Sports and Events, a professional organization for executives in the industry. To take part in this event you must register here: https://ny-air.org//dei-workshop-every-message-matters-le/

Jim O’Sullivan on the U.S. Economy Amidst COVID, Vaccines & New Political Leadership January 19 @ noon Join the New York Alternative Investment Roundtable for a conversation with Jim O’Sullivan, Chief U.S. Macro Strategist for TD Securities, who will discuss the U.S. outlook.... Among the topics he will weigh in on are: Is the economy double-dipping because of the latest COVID wave? How long before COVID-related weakness is fully reversed with the help of vaccines? Will COVID ultimately be inflationary or disinflationary? How much can a Biden administration accomplish? (The answer to that will depend in part on the Georgia Senate runoffs on January 5.) How long before policy stimulus needs to be reversed? Will more stimulus be needed? Jim O’Sullivan is TD Securities’ Chief U.S. Macro Strategist, where he forecasts and analyzes U.S. macroeconomic developments and policy actions driving financial markets. He has been named by MarketWatch as the best high-frequency economic forecaster in America, and has earned MarketWatch’s Forecaster of the Year award for 12 of the 16 years since it was created -a ranking determined by his accuracy in projecting U.S. economic indicators. Prior to joining TD Securities, he was the Chief U.S. Economist for independent economics research firm High Frequency Economics. Before that, he worked as an economist at UBS, MF Global and J.P. Morgan, where he wrote the U.S. section of the firm’s flagship publication, Global Data Watch. He holds an M.A. in economics from Queen’s University in Kingston, Ontario, and a B.A. in economics from Trinity College in Dublin, where he was named a Scholar of the University. Register here: https://ny-air.org//jim-osullivan-on-the-u-s-economy-amid/

View NYAIR's latest webinar: Post-Election Tax Considerations 2020 & Beyond As 2020 FINALLY draws to a close, it is time to think about taxes and the various implications recent events could mean for the alternative investment industry. A broad look at the tax atmosphere on asset management, including its impact on charitable organizations. Scott Harty, a partner in Alston & Bird’s Federal & International Tax Group, and Jonathan Traub, a managing principal in Deloitte’s Tax... Policy Group, discuss the changing tax landscape and what investors should be thinking about. Topics covered in this discussion include: The latest changes to tax laws and their implications for the asset management industry How the new administration will impact the alternative investment industry COVID-19 related tax changes to be aware of The webinar is moderated by Kunjan Mehta, vice president of the New York Alternative Investment Roundtable and a partner at Grant Thornton. The discussion kicks off with a short presentation from Martin Whittaker, the founder and CEO of Just Capital, and Dr. Lou DeGennaro, CEO of the Leukemia & Lymphoma Society. ACCESS THE WEBINAR HERE: https://lnkd.in/g93mRGc #alternativeinvestments #NYAIR #hedgefunds

If you missed the New York Alternative Investment Roundtable's latest event you can read a bit about it in Institutional Investor's article "Where Glenview Founder Larry Robbins Is Bullish on Covid-19 Vaccine Optimism" : https://lnkd.in/g8xPuWu

Don't miss NYAIR’s latest podcast: Larry Robbins -Investing for a Healthy Recovery: Current Opportunities in Healthcare Equities A conversation with Larry Robbins, the founder & CEO of Glenview Capital Management, about key factors affecting healthcare today and an assessment of the most attractive equity investments within healthcare. Topics discussed include:... * The impact on healthcare equities of the recent U.S. elections * Healthcare policy under a split or potentially all-Democrat government * Vaccine developments * The outlook and timeline for additional vaccines * The outlook for Obamacare as the court case challenging it moves through the Supreme Court The conversation is facilitated by Leslie Lake, co-founder and a managing member of Invus Financial Advisors. https://ny-air.org/nyair-episode-53-larry-robbins-investin/ #hedgefunds #privateequity #alternativeinvestments

Check out the New York Alternative Investment Roundtable's latest podcast: The State of Play in U.S. Politics A fireside chat with former New York Governor George E. Pataki on the current political landscape in the run up to the presidential election. Topics discussed range from the potential impact of the COVID-19 pandemic on the election outcome, to the Paris Agreement and the general economy, among others. The event is moderated by Robert E. Akeson, Co-Head of Prime Broker...age for Mirae Asset Securities (USA). https://ny-air.org/nyair-episode-49-the-state-of-play-in-u/ #presidentialelection #politics #alternativeinvestments #hedgefunds #privateequity #investorstogeth

October 13 @ 1 p.m.: "China: Theft, Subversion, and Election Interference" Join the New York Alternative Investment Roundtable for a conversation with renown lawyer, author and columnist Gordon Chang about China -from the country’s impact on the U.S. presidential election, to the long-term impact its interference could potentially have on the global economy. Gordon Chang is a Daily Beast columnist and the author of The Coming Collapse of China and Nuclear Showdown: North Kore...a Takes on the World. He is a frequent contributor to publications ranging from The New York Times, The Wall Street Journal and The National Interest, and he appears on CNN, Bloomberg and CNBC, among others. REGISTER HERE: https://lnkd.in/gNFkB8k #privateequity # #alternativeinvestments #investors_together #hedgefunds #China #presidentialelection #economynews

September 2nd @ 5:15 pm: NYAIR's Pre-Labor Day Virtual Cocktail Networking Event Looking for an excuse for an early evening cocktail? *Round 83 of social distancing... *Another school year that will consist largely of remote learning *The upcoming onslaught of crazy headlines in the run up to the presidential election *Any/all of the above Don’t miss the chance for a bit of pre-holiday, online social networking with other industry professionals! Join members and guests of the New York Alternative Investment Roundtable for a pre-Labor Day evening of small group networking happy hours. In order to facilitate more intimate conversations among smaller groups of members, the Roundtable is hosting a virtual networking event that will be consist of mini-gatherings of up to six members, which will take place within individual Zoom breakout rooms. Join with cocktail and be prepared for a bit of levity and lots of networking with like minded industry professionals. *Given the more intimate nature of this event, there is a limited number of spots available and spots will be assigned on a first-come basis. Zoom login details and password will be provided to anyone who secures a spot for this event. Register here: https://ny-air.org//pre-labor-day-virtual-cocktail-networ/

Don't miss NYAIR's latest podcast: "The Economic Outlook, the Fed & the Implications for Financial Markets" A fireside chat with William Dudley, former New York Fed President and former FOMC Vice Chair, regarding an array of topics impacting the market now and in the future. Topics discussed, among others, include: * The COVID-19 pandemic... * The economy * Fiscal policy * Monetary policy The conversation is moderated by New York Alternative Investment Roundtable president Alessandra Tocco. William Dudley is a senior research scholar at Princeton University. From 2009 to 2018, he was the President of the Federal Reserve Bank of New York, vice chairman of the Federal Open Market Committee, and on the BIS Board of Directors. At the BIS, he chaired the Committee on Payments and Settlement Systems and the Committee on the Global Financial System. Prior being President of the Federal Reserve Bank of New York, he served as executive director of the Markets Group at the NY Fed and was the Chief US Economist at Goldman Sachs. https://lnkd.in/g7MRFYr # #privateequity #alternativeinvestments #investorstogether #COVID19 #finance #investing

Don't miss the New York Alternative Investment Roundatable's latest podcast: "How to Think Like Leonardo da Vinci" featuring author and executive leadership coach Michael J. Gelb who talks about his book. The discussion is hosted by Alessandra Tocco, president of the New York Alternative Investment Roundtable, and moderated by Donna Rapaccioli, Dean of Fordham’s Gabelli School of Business. www.youtube.com/watch?v=qCaQxe1G_Xs

Check out the New York Alternative Investment Roundtable's latest podcast: Sustainability Investing in the Pandemic Era Capital Allocation Issues An in-depth webinar regarding new capital allocation strategies in the pandemic era featuring Erika Karp, Founder & CEO of Cornerstone Capital and Michael Kraten, PhD, Professor of Accounting at Houston Baptist University. Topics discussed include:... * How pandemic risk has entered the lexicon, and how it impacts the long term valuation potential of investment opportunities. * How investment horizons are evolving in response to current economic circumstances, and how quantitative measures of the trade-offs between short term value and long term value are reflecting these changes. * Why certain traditional parameters of success are more useful than ever, whereas other parameters must be revised or discarded by the investment community. * Why the field of Corporate Social Responsibility must evolve to reflect the changing demands, expectations, and priorities of external stakeholders. * How data science, artificial intelligence, machine learning, and Big Data trends are impacting the growth of sustainable investing. https://www.youtube.com/watch?v=R2L0DGhUs1w&t=1220s

Check out the New York Alternative Investment Roundtable’s latest podcast: Alternative Investment DataFest An interactive discussion on alternative investment data featuring Gene Getman, Client Portfolio Manager, Lombar Odier Investment Managers; Peter Hafez, Chief Data Scientist, RavenPack; and Kathryn Wilkens, founder, Pearl Quest & adviser for the Financial Data Professional Institute. In the COVID Era, there are severe limitations to relying on traditional or fundamenta...l data and government-sponsored economic data with significant lag time. Portfolio managers, buy-side analysts and financial advisors might be better served by exploring high-frequency data and non-traditional sources of information. Topics discussed include: -Where and How to Source Alternative Data? -Separating Signal from Noise with Additive Datasets -What Types of High-Frequency Data might be most Useful? -What are Legal Risks associated with Alternative or Digital Data? -How to Select Data Providers; Negotiate Exclusive Data Contracts The discussion is moderated by Rick Roche, Managing Director, Little Harbor Advisors. https://lnkd.in/ei9EWgt #NYAIR # #alternativeinvestment #privateequity #investors_together

June 23 @ noon (EST): The Next Decade of Alternative Investments, From Adolescence to Responsible Citizenship Join the New York Alternative Investment Roundtable for a conversation regarding the content of the Chartered Alternative Investment Analyst (CAIA) Association’s new Flagship Paper, The Next Decade of Alternative Investments, From Adolescence to Responsible Citizenship. Written by CAIA’s Curriculum and Content Team, the paper reviews the rise of alternative investme...nts, the current state of these strategies and gives insight regarding expectations for the next decade. Panelists: William (Bill) Kelly, CEO, the Chartered Alternative Investment Analyst Association John Bowman, Senior Managing Director, the Chartered Alternative Investment Analyst Association *Additional panelist TBD The call will be moderated by Robert Akeson, Co-Head of Prime Brokerage for Mirae Asset Securities (USA). To take part in this call you must register here: https://ny-air.org/roundtable-call-registration/ #NYAIR #invest #investors_together #alternativeinvestment #hedgefunds #privateequity

June 16th @ 1 p.m. (EST): Sustainability Investing in the Pandemic Era Capital Allocation Issues Join the New York Alternative Investment Roundtable for an in-depth webinar regarding new capital allocation strategies in the pandemic era. Topics that will be discussed include:... How pandemic risk has entered the lexicon, and how it impacts the long term valuation potential of investment opportunities. How investment horizons are evolving in response to current economic circumstances, and how quantitative measures of the trade-offs between short term value and long term value are reflecting these changes. Why certain traditional parameters of success are more useful than ever, whereas other parameters must be revised or discarded by the investment community. Why the field of Corporate Social Responsibility must evolve to reflect the changing demands, expectations, and priorities of external stakeholders. How data science, artificial intelligence, machine learning, and Big Data trends are impacting the growth of sustainable investing. Speakers: Erika Karp, Founder & CEO of Cornerstone Capital Michael Kraten, PhD, Professor of Accounting at Houston Baptist University To take part in this event you must register here: https://ny-air.org/virtual-event-registration-second/

May 28th @ noon (EST): Alternative Investment DataFest Join the New York Alternative Investment Roundtable for an interactive discussion on alternative investment data. In the COVID Era, there are severe limitations to relying on traditional or fundamental data and government-sponsored economic data with significant lag time. Portfolio managers, buy-side analysts and financial advisors might be better served by exploring high-frequency data and non-traditional sources of inf...ormation. Topics discussed during the webinar will include: Alternative Investment Data Defined Where and How to Source Alternative Data? Separating Signal from Noise with Additive Datasets What Types of High-Frequency Data might be most Useful? What are Legal Risks associated with Alternative or Digital Data? How to Select Data Providers; Negotiate Exclusive Data Contracts Panelists: Gene Getman, Client Portfolio Manager, Lombar Odier Investment Managers Peter Hafez, Chief Data Scientist, RavenPack Kathryn Wilkens, founder, Pearl Quest & adviser for the Financial Data Professional Institute Moderator: Rick Roche, Managing Director, Little Harbor Advisors To take part in this webinar you must register here: https://ny-air.org/virtual-event-registration/

Catch the New York Alternative Investment Roundtable's latest podcast: "CARES Act Update From Washington & Albany" An in-depth conversation with Rep Patrick McHenry (R -NC) and Assemblywoman Nicole Maliotakis (R-Staten Island) about the latest developments regarding the Coronavirus Aid, Relief and Economic Security Act (CARES Act). Congressman McHenry discusses what is new in Washington D.C., while Assemblywoman Malliotakis discusses developments in Albany.... The discussion is moderated by Robert Akeson, Co-Head of Prime Brokerage for Mirae Asset Securities (USA). https://www.youtube.com/watch?v=Buq0gmTXQuI #NYAIR # #alternativeinvestment #privateequity #investors_together #covid19 #coronavirus