Using Alternative Data for Business Insights: Lessons From Industry Leaders

Exploring different kinds of data can help organizations find their competitive edge and use it to make smarter business decisions. But as consumer expectations and competitor strategies are changing faster than ever, there’s a growing knowledge gap between early adopters of alternative data and their late-coming peers. Unless they close that gap, slower moving enterprises will eventually…

For Diverse & Emerging Asset Managers, Communicating Outperformance is Crucial for Success

Research has shown that emerging asset managers consistently outperform industry benchmarks and have overall stronger performance in market downturns. Despite their documented level of success, these managers work with just 1.3% of the assets in the $69 trillion U.S. money management industry, according to a study by Bella Research Group and the John S. and James…

Opportunity Zones: Understanding Structuring Issues for Multifamily Investments

As the Opportunity Zone (OZ) program continues to gain momentum, multifamily seems to be taking the lead in popularity for investment. Are you ready to take advantage? In this recording of our recent webinar, our presenters take a deep dive into the practical structuring issues that need to be addressed as you consider offering an OZ investment…

NYAIR Episode 35 – Save on Insurance, Taxes, & Be More Profitable: Captive Insurance Companies Decoded for Fund Managers

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, discusses the ins and…

Women Making Inroads In Male-Dominated Alt Investments Industry

Loretta McCarthy became a founding member of the venture capital fund Golden Seeds in 2005 after working as chief marketing officer at Oppenheimer Funds for 10 years. “At the time, women were not participating in capital formation at all,” said McCarthy, who is a managing partner at Golden Seeds, which finances women-led businesses. Today, McCarthy…

AICPA Proposes Guidance for New System and Organization Controls (SOC) for Supply Chain Report

Why is this important? There is significant connection between entities that produce, manufacture or distribute products and their suppliers, customers and business partners. With the growth in technological development as part of the supply chain process, these risks are increasing rapidly. For example, a manufacturer may make widgets used in the production of an automobile….

European Commission Releases Report on U.S.-EU Privacy Shield

On Dec. 19, 2018, the European Commission published the results of its annual review of the U.S.-EU Privacy Shield Framework. While the U.S.-EU Privacy Shield still meets the adequacy requirements of the General Data Protection Regulation (GDPR), the U.S. must take swift steps to make additional improvements to Privacy Shield, such as appointing a permanent…

The LP Blueprint 2018 -Insights on Alternative Investments

Marianne Scordel of Bougeville Consulting, who moderated “Brexit Impact on Alternative Managers: Views from Europe and the U.S.,” the New York Alternative Investment Roundtable’s joint event with CAIA in October 2018, has shared the following paper: “The LP Blueprint 2018 -Insights on Alternative Investments. The paper highlights the key results of a recent survey on…

The Real Reason Tech Struggles With Algorithmic Bias

Are Machines Racist? Are algorithms and artificial intelligence inherently prejudiced? Do Facebook, Google, and Twitter have political biases? Those answers are complicated. But if the question is whether the tech industry doing enough to address these biases, the straightforward response is no. Yaël Eisenstat is a former CIA officer, National Security Advisor to Vice President Biden, and…

End of content

End of content