As service organizations and service auditors are completing their first series of examinations under the new SSAE18 standard, Baker Tilly discusses some of the key lessons learned and common pitfalls experienced on both sides of the examination. Additionally, as the SOC for Cybersecurity examination is now gaining momentum, we bring to light some nuances that are…
Changing investor demographics, pressure to boost investment results while also cutting fees, increased competition and the ramifications of potential tax reform will drive significant changes in the hedge fund industry over the next few years. Following are overviews of several key trends that will present new opportunities and new challenges. Success for any hedge fund…
The New York Alternative Investment Roundtable recently conducted a survey on the topic of how the United States stacks up in foreign affairs and found that many in the alternative investment industry think the United States is diminishing its global influence, according to a recent release by the roundtable. New York Alternative Investment Roundtable members…
NEW YORK, NY, February 7, 2018 – Partisanship aside, if there is one thing everyone can agree on it is the fact that the Trump administration has had a visible impact on foreign relations. The President has charted a very different course than most of his predecessors. Given the importance of foreign affairs, the New…
Partisanship aside, if there is one thing everyone can agree on it is the fact that the Trump administration has had a visible impact on foreign relations. The President has charted a very different course than most of his predecessors. Given the importance of foreign affairs, the New York Alternative Investment Roundtable recently conducted a…
David Sites, a partner with Grant Thornton’s Washington D.C. National Tax Office who leads the firm’s International Tax Technical practice, discusses the U. S. Tax Reform and some of its implications. Mr. Sites has been practicing in public accounting since 1999 and has been with Grant Thornton LLP since 2002. He focuses his practice on…
New York, NY, January 26, 2017 – The New York Alternative Investment Roundtable is pleased to announce business law firm Benesch, Friedlander, Coplan & Aronoff as its newest sponsor. Benesch is an international business law firm that counts the middle market alternative investment industry among its core focus areas –from representation of private equity firms…
Michael Gottdenker glimpsed the future over a bowl of pasta earlier this year, and he liked what he saw. The chief executive officer of Hargray Communications, a telecommunications company servicing South Carolina and Georgia, was having lunch with billionaire Jim Davis, founder of family office Redwood Capital Investments, and his adviser David Watson. Over the…
This week’s Equity Market Minute shines light on equity market ‘melt-ups’ and finds the current fundamental backdrop to be more conducive to a bull market than a euphoric rise in stock prices. Prior ‘melt-up’ phases were characterized by a rapid rise in price coupled with more tepid earnings growth. Earnings and price have accelerated at…
The European Union’s long-anticipated implementation of MiFID II reform will change the way institutional investors pay for research. Investors’ scrutiny of value for money is intensifying as their own businesses come under pressure from end-users’ evaluation of prices paid vs. the value added to their income. The result may be a reduction and redistribution of…
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