Operational Due Diligence: What Investors Should Know

Since the Financial Crisis of 2008, operational due diligence (ODD) has emerged as a critical factor in understanding the risks of an investment. It involves a comprehensive review and analysis of the operational aspects of an organization or investment opportunity. This process is essential to assess the effectiveness, efficiency, and risks associated with the operational…

Nowcasting on near term AI/ML adoption Within financial institutions  

Nowcasting on near term AI/ML adoption Within financial institutions  

Artificial intelligence and machine learning (AI/ML) influence virtually every aspect of people’s daily lives -from the ability to unlock a mobile phone with facial ID, to online advertisements tailored to individual shopping habits, global positioning satellite programs that provide real-time alternate routes to road delays and banking security features that can rapidly detect fraud. Despite…

Improving Commercial Real Estate Investing With Fractionalization

Improving Commercial Real Estate Investing With Fractionalization

The Roundtable’s April Monthly Call will examine how and why investors are embracing blockchain technology to fractionalize commercial real estate. Will Powers, Chief Operating Officer of AKRU will discuss the ins and outs of tokenizing real estate and how investors are using them to enhance liquidity, while also lowering fees and minimums. The discussion will…

Busted PE Deal? ESOP to the Rescue!

Busted PE Deal? ESOP to the Rescue!

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Private equity deals don’t always work out. But an attractive alternative may already exist within your company. Find out why Darren Gleeman, managing partner of MBO Ventures, believes employee stock option purchases (ESOPs) can be a better alternative for companies than PE investments when he discusses the topic during the Roundtable’s March Monthly Call. The…

Has the Forecast Changed?

Has the Forecast Changed?

Anyone who has ever been caught out by unexpected weather such as torrential downpour knows that forecasts can change, and the same holds true for markets. In the wake of recent events, such as the collapse of cryptocurrency exchange FTX, Gary Brode, managing partner and founder of Deep Knowledge Investing, and Mark Rossano, the founder and…

Data: The Big Picture

Data: The Big Picture

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Learn how data can be used to identify macro trends. Dr. Lev Borodovsky, the Chief Risk Officer of asset management firm Star Mountain Capital and author of The Daily Shot –a graphical newsletter that provides an unbiased visual overview of global macro currents, will discuss what data anomalies are often hiding and how investors can…

The G in ESG is the Key

The G in ESG is the Key

Jasper van Brakel, president and CEO of RSF Social Finance, will discuss the rising importance of governance within the alternative investment industry amidst ever-changing rules and regulations. The discussion will be facilitated by Robert Akeson, managing director of investment banking at Riverside Management Group. Jasper van Brakel is president and CEO of RSF Social Finance,…

Avoiding Regulatory Trouble

Avoiding Regulatory Trouble

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Regulatory risk should be a key consideration in a financial services firm’s enterprise risk management(ERM) program. Lack of attention to regulatory compliance can bring enforcement actions by regulators,tarnish reputations, and damage or end careers. David McClean, principal at DMA Consulting Group, and Dustin Littrell, an attorney in Alston & Bird’s Financial Services & Products Group,…

Navigating Monetary Policy in a Sea of Macro Risks

Navigating Monetary Policy in a Sea of Macro Risks

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Central banks around the world are battling inflation at multi-decade highs with a surge in demand after the pandemic-induced recession and lingering supply constraints. Increasing recession worries complicate policymakers’ efforts to engineer a soft landing and restore price stability. Nick Stadtmiller, Emerging-Markets Strategist at Medley Advisors, and Edward Price, a political economist and Senior Fellow…

Views From Both Sides of the Aisle, With Reps. Garbarino & Torres

Views From Both Sides of the Aisle, With Reps. Garbarino & Torres

Following their first 16 months as part of the 117th United States Congress, Freshmen representatives Ritchie Torres (D-NY) and Andrew Garbarino (R-NY) will share their thoughts on a wide range of topics, from the economy and foreign affairs to ongoing regulatory changes and the lingering impact of the COVID-19 pandemic. The discussion will be facilitated by Robert Akeson, Managing Director,…