President's Blog
2011 Archives
Global Macro - A Timely Discussion
November 21, 2011
post contributed by Megan Flynn
What happened in the market immediately following the event on October 18th, 2011 proved it to be one of the most timely and useful events to date. There was a unique value earned from getting together to hear the Global Macro ideas from our panel a day before Greece approved the austerity package amongst riots in Athens and a week before Europe announced the 50% haircut on Greek bonds. The breadth of perspectives that were shared that night enabled participants to better position themselves for the historical days to come and gave even the most well read individual a new take on what was to come...
A Macro Economic Outlook and Stock Picking with Whitney Tilson
October 3, 2011
post contributed by Stephen Nolan
Whitney Tilson, the founder and Managing Director of T2 Partners LLC, shared his current economic perspective with members of the New York Hedge Fund Roundtable at the September event.
Beginning with an economic overview, he argued that the Great Recession of 2008 was more severe than originally thought. Citing revised GDP numbers, the original bottom of economic activity in 2008 has since declined by double the original number. Unemployment rates have also remained stubbornly high, he continued, and very few jobs have been created in the last several months...
NYC in the NYHFR
September 9, 2011
post contributed by Megan Flynn
New York has done better during this recession than any other city, Stephen Goldsmith said at the Roundtable’s August Event. He acknowledged the powerful factor of New York City’s size playing a role in its resilience, but also explained why this same attribute is holding it back from reaching its potential. Goldsmith, the then deputy mayor of New York City, gave members a glance into the inner workings of the city’s management and the complicated red tape intertwined within it...
Hedge Fund Seeding in a Capital Constrained Environment
August 9, 2011
post contributed by Megan Flynn
Three industry experts came together to discuss the current Hedge Fund Seeding Environment for our June NYHFR Event. The panel consisted of Ted Seides, President of Protégé Partners and Greg Hall, Managing Director of the Blackstone group, with David Solomon, Global Co-Head of Capital Introduction for Goldman Sachs moderating.
It's Not Alternative, It's Just Intelligent
July 13, 2011
post contributed by Megan Flynn
Mark Yusko of Morgan Creek Capital Management challenged those in attendance to keep up with his auctioneer’s pace at May’s roundtable event. It was a unique event where Roundtable members were joined by industry colleagues from CAIA, commencing the organizations’ new mutual affiliation. Beginning by introducing his presentation’s unique content and style, he warned the membership that what he was about to discuss was very different from the common opinion being shared in market today...
The State of the Fund of Funds Industry
May 1, 2011
post contributed by Megan Flynn
There are many people that still need some kind of exposure to alternative investments, Anthony Scaramucci said. The hedge fund industry attracts impressive talent because of the fee structure, and that tremendous talent coupled with the extraordinary due diligence Fund of Funds can provide is going to take the industry to the next level according to Scaramucci.
New York Hedge Fund Roundtable members gathered to discuss the current state of the Fund of Fund industry with Mr. Scaramucci of SkyBridge Capital in April. The presentation was a sound combination of...
A Discussion on Insider Trading
April 11, 2011
post contributed by Megan Flynn
Members were given a rare opportunity to participate in an informal and open discussion with the Regional Director of the New York Office of the SEC last week. George Canellos shared his professional and personal insights with the Roundtable regarding current regulatory issues in the hedge fund industry.
Canellos briefed those in attendance on a few select historical cases of insider trading and brought the ideas into the present technological age. The Roundtable discussed current practices and the difficulties the SEC faces with...
The Expertise of Volatility
March 7, 2011
post contributed by Megan Flynn
Those in attendance for February’s roundtable were given an opportunity to experience an inspiring presentation of intellect regarding the very origins of our financial community - Commodities.
Scott Hobart (Portfolio Manager at HFZ Limited), Renee Haugerud (CIO & Managing Principal of Galtere Ltd.), and Dan Ward (Investments Manager of the Virginia Tech Foundation) guided the packed house through current developments in the commodity market.
Of the many topics discussed that evening, emerging markets in particular entertained especially thoughtful discussion. In Hobart’s opinion, China’s...
The Roundtable's Commercial Real Estate Panel
February 8, 2011
post contributed by Megan Flynn
Myron Kandel, Founding Financial Editor of CNN, moderated our Roundtable, Commercial Real Estate - Navigating the Fallout: Opportunities and Pitfalls Ahead. The topic and expert panelists drew a significant crowd at the Princeton Club last Wednesday despite two popular concurrent industry events.
Welcome to the Roundtable Blog! This forum was created to present thoughtful insights on topical issues related to the industry. We hope it will extend the discussions sparked by our monthly events and initiate new levels of analytical thinking. If you would like to contribute posts and/or ideas please contact