Neil Waldman, of Waldman Capital, shares his perspectives on placing capital with high-conviction, fundamentally-driven long/short equity managers. Neil communicates his process for both upfront due diligence and ongoing monitoring. This podcast will be of particular interest to managers seeking to better understand the capital allocation process and investors who want a better grasp of the scope…
Episode #19 of the New York Alternative Investment Roundtable’s podcast series looks at bitcoin and blockchain and some of the things that the alternative investment community should know about when it comes to these topics. Kirill Gourov, portfolio manager and head of research, Full Node Capital, Larry Lanzilli, CEO of Transact Block, Reggie Middleton, founder and CEO of…
In Episode #18 of the New York Alternative Investment Roundtable’s podcast series, Independent researchers Jim O’Sullivan and Carl Weinberg outline their views on the U.S. and global economies. Despite lots of volatility in the data, and lots of political noise, Jim expects the U.S. labor market to keep improving and the Fed to keep tightening. …
In Episode # 17 of the New York Hedge Fund Roundtable’s podcast series Lee Cooperman, founder of hedge fund firm Omega Advisors, discusses how he started his business; advice he would give a new manager; how the playing field has changed; and how technology will impact hedge funds.
Known initially as”Tipper X,” Tom Hardin was the FBI’s most helpful cooperating witness in its 2007-2008 investigation of the hedge fund industry that led to the high profile demise of $3.7 billion hedge fund firm Galleon Group. Hear him discuss how he went from being a successful long-short equity analyst, to being charged for insider…
Gregory Kastner, a senior tax manager -financial services for Baker Tilly Virchow Krause, discusses some of the things that hedge funds and private equity funds should be aware of when it comes to state sourcing income rules. Among the specific things he touches on are: Movement towards a single factor formula from the traditional three…
Congressional representatives Claudia Tenney (R, NY) and Thomas Suozzi (D, NY) address some of most pressing issues facing the country -from the American Health Care Act, to the Trump Administration’s budget proposal, and what some of these issues could potentially mean for the alternative investment industry. Claudia Tenney is a freshman Congresswoman serving New York’s 22nd…
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…
If you think derivatives are one of the most interesting areas of investing in alternative investments, think again. Hear from a panel of investors experienced at investing in “alternative” alternative investments ranging from fine art and jewelry to wines and spirits, soccer teams and even cannabis. Check out this episode!
In February, Mark Yusko told a NYHFR audience that as volatility returns to the markets we can expect a “boom” in hedge fund creation. Nevertheless, many of these funds, because of their size, will grapple with serious business challenges. One set of these challenges includes how to cost-effectively manage human resource services including payroll, benefits…
End of content
End of content
