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

As if the Internal Revenue Code, Treasury Regulations and various federal courts didn’t make taxes complicated and confusing enough, hedge fund and private equity managers must also contend with the varied, and often contradictory, state laws regarding sourcing of income. No unifying principle seems to translate from one jurisdiction to the next with one exception:…

NYHFR Episode 13 – Key Trends Impacting Hedge Funds, Private Equity & Real Assets

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…

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Sustainability Reporting is Increasingly Important to Alternative Investment Industry

June, 2017: Sustainability is no longer a niche issue, it is front and center on the global stage. As society becomes increasingly concerned with sustainability issues, particularly younger generations, more and more companies are choosing to be more proactive in addressing this topic in some way, realizing that if they do not, it can have…

Is Cannabis the New “Alternative” Alternative Investment?

The New York Hedge Found Roundtable, made up of professional investors who generally focus on “alternative investments,” the other day said its members believe investing in cannabis companies is “appealing.” The normal alternative investments one thinks of, derivative securities, hedge and private equity funds and managed futures, tend to be reserved for rich people, institutions…

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NYHFR Survey Finds Marijuana, Sports Teams Among Most Appealing ‘Alternative’ Alternatives

The alternative investment community is a fan of marijuana, at least from an investment perspective, along with art, jewels, wine, sports teams and other “alternative” opportunities, according to a new survey by the New York Hedge Fund Roundtable. Read More

New York Hedge Fund Roundtable Announces Partnership With Ferential Systems Inc.

May, 2017: The New York Hedge Fund Roundtable is pleased to announce Ferential Systems Inc. as the Roundtable’s newest sponsor. Ferential Systems is a boutique provider of risk management software solutions for fixed income, foreign exchange, and derivative instruments. Its flagship product, Pyramid, is a real-time, front-to-back trade processing and portfolio risk decomposition suite. Large banks, brokerage…

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Hedge Fund Industry Sees Increased Demand for Socially Responsible Investments/Need to Alter Portfolios Accordingly

May, 2015 – As disasters like BP’s Gulf of Mexico oil spill highlight the many ways a company’s stock price and returns can be damaged, members of the New York Hedge Fund Roundtable have seen a significant increase in investor demand for socially responsible investments and believe that firms that fail to respond to such…

Alternative Investment Industry Finds Marijuana Appealing

April, 2017: When asked if the federal government will legalize marijuana within the next 10 years, 64% of respondents believe it will, while 36% believe it won’t.The alternative investment community is a fan of marijuana –at least from an investment perspective. With marijuana now legal in 26 states and Washington D.C., and having been approved…

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Alternative Investment Industry Foresees Strong Investor Interest in Internet Companies Throughout 2017

March, 2017: Despite having a single product that is already being copied by many of its competitors, the stock price of Snap Inc., the parent company of Snapchat, soared 44% in its first day of trading –only to lose much of that value in the days since. Add to that the fact that it has…

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