NYAIR Episode 73 –Economic Outlook: Recovery in the Midst of Disruption

Dr. Ira Kalish, Chief Global Economist for Deloitte Touche Tohmatsu, discusses the economic outlook, as well as risks to the outlook and the disruptive factors following the pandemic -particularly inflation, supply chains, and labor markets. Dr. Ira Kalish is Deloitte Touche Tohmatsu’s Chief Global Economist. He is a specialist in global economic issues, as well as…

NYAIR Episode 72 –Current Trends in the Credit Market & Their Broader Implications

Financing conditions have been favorable across all asset classes throughout 2021, with issuance totals remaining solid as well. Investors’ hunt for yield continues to push speculative-grade bond, leveraged loan and collateralized obligation totals to multiyear and, in some cases, record-breaking totals in 2021. Yet, uncertainties remain as cases of the delta variant rise and geopolitical…

NYAIR Episode 71 –Family Philanthropy in the 21st Century

A whopping $68 trillion is expected to transfer between generations within the next decade and philanthropy is expected to comprise a significant portion of that transfer. Join the New York Alternative Investment Roundtable for a panel focused on the changing nature of philanthropy and the importance of inter-generational philanthropy. Panelists Pierre duPont, a Partner at financial…

NYAIR Episode 70 –Venture Capital: The Intersection of Alpha & Funding Historically Underrepresented Groups

What are some key investment trends and alpha sources among emerging VC funds?  Where are investors finding outperformance while achieving DEI objectives? A panelist discussion on ways to facilitate increased venture capital allocations to diverse founders and improve equity for historically under-represented groups (“HUGS”) featuring seasoned VC professionals Deb Kemper, Managing Partner of Golden Seeds…

NYAIR Episode 69 –How Technology & Education Enhance Access to Alternatives

Identifying the most promising investments begins with uncovering great managers, followed by thorough due diligence. And today there are robust platforms that can assist investors with this process from beginning to end. Lisa Vioni, the founder and CEO of Hedge Connection, and Robert Worthington, a Managing Director and Head of Independent Wealth Solutions at iCapital Network…

NYAIR Episode 68 –Taper Tantrums and Fiscal Cliffs: Weaning Markets off Pandemic Largesse

The COVID-19 pandemic has already lingered for more than a year and a half, with no finite end in sight. The impact it has had on global markets and economies has been significant, but what comes next? Daniel Sternoff, a Senior Managing Director at Medley Global Advisors and Head of Macro Content at Energy Aspects,…

NYAIR Episode 67 –Asset Allocation & COVID-19

The COVID-19 pandemic upended virtually everything, and that includes asset allocation and the way that alternative investors should approach it. While policy decisions sped up certain things, they slowed others, leaving investors having to re-think asset allocation decisions. Henrik Lumholdt, a partner in Copenhagen Allocation Partners and author of “Strategic and Tactical Asset Allocation: An…

NYAIR Episode 66 –Diversity as a Profitable Business Strategy: How to Change the Status Quo

Why are financial services firms heightening their focus on a diverse team?  How are profitability of diversity measured and value of outcomes standardized? What changes are needed to achieve or exceed the Principles of Responsible Investment (UN PRI)? How can investment firms improve diversity among service providers?  Diversity consultant/author Jamie Crump, business strategist Michael Kraten, PhD,…

NYAIR Episode 65 –The Evolving Cannabis Landscape

Consumer interest in cannabis is at an all-time high and is unlikely to wane anytime soon. From medical marijuana and CBD edibles, to straight forward recreational marijuana and countless CBD related products, interest in cannabis is growing at a rapid pace. Navigating the investment opportunities, however, can be fairly tricky given ongoing uncertainty surrounding the…

NYAIR Episode 64 –Diversity in Practice: An Allocator, Manager and Consultant Panel

The need for diversity is well recognized; yet many firms struggle with the implementing diversity initiatives. For smaller managers, deciding where to start can be a challenge of its own. Tracy McHale-Stuart, CEO and Managing Partner, Corbin Capital; Nasrine Ghozali, Chief Risk Officer, Oasis Management, and Imogen Rose-Smith, Co-founder, Combinate Capital share their thoughts on practical steps…

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