Cybersecurity is a differentiator for asset management

By Michael Patanella; Matthew Tierney; John Pearce and Johnny Lee, Grant Thornton Strong controls can lead to insurance cost reductions In the asset management industry, cybersecurity is a way for funds and managers to differentiate themselves from their competitors when attracting investors while protecting themselves from a cyber breach. It’s often difficult for investors to…

NYAIR Episode 87 –Magnifying Your Donation Dollars: Making Every Penny Count

Emma Briggs, of the Association of Junior Leagues International, and Tracy Child, of J.P. Morgan Private Bank, talk with Peter Suhr, of the Harlem Empowerment Project, about steps to take to make giving more impactful, such as structural considerations within giving, how entities should be set up to give and receive and the importance of advisement for…

NYAIR Episode 86 –Investing in Gaming: Opportunities & Challenges

Mario Stefanidis, vice president of Research at Roundhill Investments, Joost van Dreunen, co-founder and CEO of Aldora.io and Kevin Mirabile, a professor of finance at Fordham University’s Gabelli School of Business discuss gaming’s transition from a niche form of entertainment to a unique part of mainstream culture and why it is one of the hottest areas…

Do You Adapt to Changing Market Conditions?

By Gary Brode, Deep Knowledge Investing I’ve worked for and run a variety of different hedge funds with multiple strategies: concentrated longonly, long-short equity, long-term value, special situations, growth investing, options-based hedging, and even risk arbitrage (betting on the results of an announced but not completed merger or acquisition).  The best investors have a clear understanding…

The CFTC issues final rule modifying the swap clearing requirements

On August 12, 2022, the Commodity Futures Trading Commission (CFTC) issued a final rule modifying the CFTC’s interest rate swap clearing requirement under CFTC Regulation 50.4(a). The final rule modifies the swap clearing requirements in support of the transition from London Interbank Offered Rate (LIBOR) and other interbank offered rates to alternative rates. CFTC Regulation…

The expected impact of CECL on portfolio company valuation

In June 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standard Update (ASU) 2016-13, Financial Instruments – Credit Losses, ASC Topic 326. The ASU requires entities to measure credit losses on most financial assets carried at amortized costs and certain other instruments using an expected credit loss model. The ASU also states that entities…

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NYAIR Episode 85 –Avoiding Regulatory Trouble

David McClean, principal at DMA Consulting Group, and Dustin Littrell, an attorney in Alston & Bird’s Financial Services & Products Group, discuss some of the nuts and bolts of a good compliance program and provide tips on how managers can protect their firms—and themselves, with Robert Akeson, managing director of investment banking at Riverside Management Group….

NYAIR Episode 84 –Financial Forecasting: Navigating Monetary Policy in a Sea of Macro Risks

Gary Brode, managing partner and founder of Deep Knowledge Investing, and Mark Rossano, the founder and CEO of C6 Capital Holdings, will discuss investment views and the impact that the economy and geopolitical factors are likely to have on the alternative investment industry.

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