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New York Hedge Fund Roundtable

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Alston + Bird LLP Barron's Bloomberg Lowenstein Sandler O'Melveny & Myers LLP Rothstein Kass Sidley Austin LLP Treliant Risk Advisors

Gold Sponsors

Arthur Bell Bermuda Monetary Authority CohnReznick LLP Mcgladrey & Pullen Meridian Fund Services (USA) LLC

Non-profit Sponsors

CFA Institute

Archived Events
For the year 2010


The Federal Fiscal Future

December 10, 2010
Senator Judd Gregg (R-NH), United States SenateSenator Gregg will discuss the potential long-term effects of excessive federal budget deficits and what steps can be taken to reduce these deficits. He will also comment about the likely impact to the Dodd-Frank Act and other pertinent financial services legislation due to the upcoming Congressional shift caused by the November mid-term elections.

 

Derivatives - The New Regulatory Landscape

November 18, 2010
Tom Sexton

Mr. Sexton will explore the implications of the derivatives provisions in the Dodd-Frank  Act and the potential ramifications for the CFTC and NFA.

A view on Washington and its impact on the economy, the financial system, and the hedge fund community

October 22, 2010
Paul SingerPaul Singer, veteran hedge fund Manager and Founder and CEO of Elliott Management and The Paul E. Singer Family Foundation, will share his views on Washington and its impact on the economy, the financial system, and the hedge fund community.

Our Industry: A Seasoned Veteran's Fresh View

September 22, 2010
Pete Dawkins

Our September Roundtable will feature Pete Dawkins, former Heisman Trophy winner, Rhodes Scholar, U.S. Army Brigadier General and Republican Candidate for Senate. Pete is also the former vice chairman of Citigroup Private Bank and is currently a founding partner of an alternative investment management firm, Flintlock Capital Asset Management. Mr. Dawkins is an experienced financial services professional with more than 25 years in the financial services industry; yet he is a relative newcomer to the hedge fund industry. Pete will relate his life experiences and share his insight on issues important to financial services professionals in general, including such topics as: the importance of performance; the need for integrity in the financial services industry; the importance of and nuances in dealing with foreign Investors (specifically, sovereign funds in the Middle East); and, in growing a business, is “bigness” a blessing or a curse?

Hedge Funds Investing and the Sustainability Challenge

August 12, 2010
Jed EmersonJed Emerson will focus his discussion on an exploration of the links and opportunities between fundamental hedge fund investing and sustainable finance. Mr. Emerson has written and co-edited numerous articles, papers and books on topics including sustainable hedge fund investing and was profiled in The Economist in an article titled: "Unlikely Heroes: Can Hedge Funds Save the World? One Pundit Thinks so."

Hedge Funds: The Way Forward

July 14, 2010
Peter CareyPlease join us for a presentation by Peter Carey of the New York State Common Retirement Fund. As Director of Absolute Return Strategies, Mr. Carey is responsible for the risk, return and overall management of the ARS portfolio. The portfolio consists of approximately 50 direct investments in hedge funds across various strategies. He will discuss how he evaluates prospective managers and makes recommendations for the NYSCRF. Mr. Carey will also offer his perspective on the future of the hedge fund industry.

The Economic and Investment Outlook

June 17, 2010
Leon Cooperman

Please join us on June 17th for a presentation by Leon Cooperman, Founder, Chairman and CEO of Omega Advisors.  Mr. Cooperman will share with us his latest economic and investment outlook, and will also offer his views on the current state of the hedge fund industry and its future. Prior to founding Omega in 1991, Mr. Cooperman served for 25 years at Goldman Sachs, where he was a General Partner as well as Chairman and CEO of GSAM. For nine consecutive years while at Goldman Sachs, he was voted the number-one portfolio strategist in Institutional Investor Magazine’s “All-America Research Team” survey.

The Short-Term and Super-Cyclical Outlook for Capital Markets

May 13, 2010
Ned DavisPlease join us May 13th for Ned Davis’ presentation regarding the short-term and super-cyclical outlook for capital markets. Ned Davis is President and founder of Ned Davis Research, Inc. (NDR). NDR is a widely respected independent research provider serving institutional clients in approximately three dozen countries on six continents. Ned is a leading investment strategist and author of Being Right or Making Money and The Triumph of Contrarian Investing. He has been the subject of numerous featured interviews in Barron’s, and has been a featured guest many times on Wall Street Week.

Congressional Update on Financial Reform Legislation

April 13, 2010
Congressman Mike PenceCongressman Mike Pence (Republican – Indiana 6th District) will provide a Congressional update on financial reform legislation. Congressman Pence is the House Republican Conference Chairman, which is the third-highest-ranking Republican leadership position. Pence's role as a Republican leader has been profiled in The Chicago Tribune, Business Week, and The New York Times. He appears regularly on Fox News, CNN and MSNBC.

Bailout Nation: How Did We Get Here and How Do We Fix It?

March 16, 2010
Barry Ritholtz

Barry Ritholtz, market strategist and blogger, discusses the thesis behind his critically-acclaimed book, "Bailout Nation." In his book, he chronicles the housing and credit bubbles, as well as the subsequent stock market crash, and offers some insight as to the steps necessary to repair the financial markets. Barry is the CEO of Fusion Analytics, and writes the popular finance blog, "The Big Picture." He is a frequent guest commentator on CNBC, Bloomberg, and Fox.

Byron Wien's Top Ten Surprises for 2010

February 17, 2010
Byron Wien

We are pleased to announce that Byron Wien, Vice Chairman of Blackstone Advisory Services, will present his Top Ten Surprises for 2010 at our February meeting. Byron has been a thought leader on Wall Street for many years. He joined Blackstone in August last year, but is well known as the former Chief Investment Strategist at Pequot Capital and long-serving Chief US Investment Strategist at Morgan Stanley.

Aftershock: Protect Yourself and Profit in the Next Global Financial Meltdown

January 13, 2010
Bob Wiedemer

Bob Wiedemer, a partner at The Foresight Group, will be returning to our Roundtable in January to present his new book, Aftershock: Protect Yourself and Profit in the Next Global Financial Meltdown, which he co-authored with David Wiedemer and Cindy Spitzer. Bob’s last book and presentation, America’s Bubble Economy, was well received by our Roundtable last year. We look forward to his new insights.

See the Video


Click here to view the video of the full presentation given by Bob Wiedemer to the Roundtable earlier this year.