All Events
Our Industry: A Seasoned Veteran's Fresh View
Date: Sep 22, 2010
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?
Please note: space for this event is limited and subject to availability.
Members click here for more information.
Non-members, click here.
How to Out-sell Competitors & Attract Assets
Date: Sep 16, 2010
Portfolio managers have two jobs: delivering acceptable returns and being able to get people to understand and buy into how they invest. In today's market, returns are not enough.
The majority of firms that go out of business don't close because their strategy blew up; it's because they were unable to sell enough people on their firm and product. While hedge fund firm owners may have expertise in running a portfolio, very few have the expertise to communicate or sell better than their peers. Handling communications and sales, whether doing it themselves or supervising others, is often the Achilles Heel of hedge fund firm owners.
This is why HedgeWorld put together a symposium with a team of industry experts to help equip hedge fund firm owners with insights, tools and actions to follow that can help them out-sell competitors and attract assets. The symposium’s practical, how-to sessions will teach you how to:
- Build your case and provide solid proof to substantiate your returns
- Structure the sales process to increase your closing ratio
- Clearly communicate and illustrate your story to potential investors
- Persuade potential investors to buy into your strategy and vision
- Position and target your sales pitch to meet the needs of your potential investor
NYHFR members get special registration price of $695
Use Code HFSME_2010CR
Click here for more information and to register.
Will Wall Street Help the Economy or Hurt It? Financial Regulation and America's Future
Date: Sep 14, 2010
In July, President Obama signed the Dodd-Frank financial reform bill into law, accomplishing one of his top election priorities. Supporters sold the legislation as a way to protect consumers from dangerous financial products, and to protect the economy in general, from future financial meltdowns. Though Congress must confirm new appointees and regulators must draw up new rules to ensure that financial firms conform to the law, Dodd-Frank has already begun to impact job creation and economic growth.
The Manhattan Institute cordially invites the members of the New York Hedge Fund Roundtable to this special event and to join our panel of distinguished financial experts to discuss how this little-understood law will shape he American and global economy for years to come.
Click here for more information and to register.
Click here for an agenda.
Hedge Funds Investing and the Sustainability Challenge
Date: Aug 12, 2010
Jed 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
Date: Jul 14, 2010
Please 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
Date: Jun 17, 2010
Please join us on June 17th for a presentation by Dr. Leon Cooperman, Founder, Chairman and CEO of Omega Advisors. Dr. 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, Dr. 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.
Forum 2010
Date: Jun 8, 2010
Dear New York Hedge Fund Roundtable Member,
As a member of the NYHFR, we would like to invite you to attend Forum 2010 at the special MFA member/affiliate rate.
Forum 2010 is MFA's premier managed futures and global macro investment strategies conference and exposition for professionals in managed futures, hedge funds, funds of funds and their service providers and investors. Forum 2010 will feature an extensive educational program, special networking opportunities, and an informative exhibition of products and services pertinent to the interests of NYHFR members.
Forum 2010 will introduce MFA's popular business meeting lounges - where delegates can hold meetings with clients and prospects onsite in the comfort of The Drake Hotel. Refreshments will be available.
Your full conference registration includes entrance to the keynote speakers, general sessions, the exhibit hall, breaks, continental breakfasts, luncheons and evening reception.
To register please click here.
Hedge Funds in the Current Environment
Date: May 21, 2010
The NYC Bar Association is offering a CLE program related to hedge funds. New York Hedge Fund Roundtable members may register at the discounted Association Member rate. Click here for a direct link to the program online.
Click here for an agenda.
SALT Conference 2010
Date: May 19, 2010
The second annual SkyBridge Alternatives (SALT) Conference will take place May 19-21, 2010 at Bellagio in Las Vegas, Nevada. This invitation-only event will provide an unmatched opportunity to connect with global leaders and network with industry peers.
Over three days, speakers and attendees from around the world will discuss prevailing issues as well as investment ideas and strategies within the context of a dynamic economic environment.
As SALT 2010 attendance is projected to exceed 750 guests, capacity will be extremely limited. Please register early to ensure availability. The first 20 NYHFR members to register using the code on the attached invitation will receive a 10% discount. For more information, go to www.saltconference.com.
Click here for an invitation.
The Short-Term and Super-Cyclical Outlook for Capital Markets
Date: May 13, 2010
Please 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.
MFA Legislative and Regulatory Update
Date: Apr 30, 2010
Managed Funds Association Presents:
MFA Legislative and Regulatory Update
Conference Call
Friday, April 30th
10:00 a.m. Eastern
Dial in information: (800) 860-2442
International dial in information: (412) 858-4600
(Please ask for the MFA Legislative and Regulatory Update Call)
Dear New York Hedge Fund Roundtable Member,
As a member of the New York Hedge Fund Roundtable we invite you to participate in MFA’s Legislative and Regulatory Update broadcast call. This event is presented as a benefit of your association’s affiliation with MFA and is one of many collaborative initiatives we hope to bring to your association as our affiliation grows.
This call proposes to cover the current substantive issues being faced by our industry and to give you our “in-the-trenches” perspective from our direct interfaces with key regulators and legislators both domestically and abroad. Topics we will cover on this call include:
Current financial regulatory reform proposals and how they might affect you and your clients at the State, Federal and International levels
Specific areas of domestic interest include:
Tax, OTC Derivatives, Hedge Fund Manager Registration and Reporting, Systemic Risk, Resolution Authority, SEC and CFTC Regulation and the current Congressional calendar
International topics we will cover include:
AIFM Directive Update and CESR Proposal for a Short Selling Disclosure Regime
Join us for this informative broadcast as a special benefit to you as a member of the New York Hedge Fund Roundtable! There is no need to RSVP; just use the dial-in information provided above and listen in to the presentation.
Yale School of Management Spring Investment Management Symposium
Date: Apr 29, 2010
Inside "The Greatest Trade Ever" and "Value Investing"
Come hear the inside stories as told by two Wall Street veterans. In "The Greatest Trade Ever," Gergory Zuckerman describes how a handful of savvy investors made Wall Street history during the worst crisis since the Great Drepression. Martin Whitman, CFA Chairman and Co-portfolio Manager of Third Avenue Value Fund, will discuss his book, "Value Investing."
This event is hosted by the Connecticut Hedge Fund Association and the Yale School of Management. Seating is limited. New York Hedge Fund Roundtable members qualify for the CHFA member rate, a 50 percent discount!
Click here to RSVP by April 25th, 2010.
Congressional Update on Financial Reform Legislation
Date: Apr 13, 2010
Congressman 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?
Date: Mar 16, 2010
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
Date: Feb 17, 2010
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
Date: Jan 13, 2010
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.
The Greatest Trade Ever
Date: Dec 10, 2009
Greg Zuckerman, author of the new best-seller, The Greatest Trade Ever, will be the speaker for our December meeting. Greg's new book tells the behind-the-scenes story of how John Paulson “defied Wall Street and made financial history.” Greg is a senior writer with the "Wall Street Journal" and pens the popular daily column, “Heard on the Street.” We are pleased to announce that Greg will be signing copies of his book for attendees of the Roundtable meeting.
Building a Transparent Securities Lending Market for the Public Investor
Date: Dec 2, 2009
Quadriserv cordially invites you to attend an educational forum on the emerging structure of securities lending as a transparent, centralized marketplace. The session is designed to provide attendees with a common understanding of how an electronic central market functions, how it is different from the conventional securities lending process, and how increased transparency, efficiency and risk reduction can benefit all market participants. Insights from industry experts and service providers make this an important educational forum for investors engaged in assessing the pros and cons of securities lending and understanding how risks and returns are reflected in the products that are available to them.
RSVP: 212.905.2667 or natalie.schwerin@quadriserv.com.
Click here for an agenda.
Their Questions and Your Answers - How New York City Pension Funds View Hedge Funds & How You Need t
Date: Nov 19, 2009
Martha Stark, former Commissioner of Finance for the City of New York, will share her thoughts from six years of listening to pitches from hedge fund managers seeking an allocation from NYC's pension plans.
Investing in Green Energy
Date: Oct 20, 2009
Please join us for this invitation-only seminar focusing on the growing importance of energy, as it relates to traditional and alternative modes and sources of capital for investment.
Welcome and Introduction
Tim Selby, President, New York Hedge Fund Roundtable
Distinguished panelists include:
- Thomas K. Dreessen, President & CEO, EPS Capital Corporation
- Ann Partlow, Founder & Managing Partner, Earthrise Capital
- Gia Schneider, Partner, EKO Asset Management Partners
- Chris Hunter, Vice President, Climate Change Capital
Moderated by Stanley Goldstein, Chairman of the Board, New York Hedge Fund Roundtable.
The Latest Regulatory & Legislative Developments for the Private Funds Industry
Date: Oct 15, 2009
We are pleased to have David Vaughan, an Attorney Fellow with the Securities & Exchange Commission, as our speaker for October. David currently serves as the senior private fund policy adviser in the SEC’s Division of Investment Management where he is involved in all aspects of legal and regulatory policy related to the hedge fund industry. During this interactive discussion, David will provide the government’s perspective on pending hedge fund regulation.
Are You Ready for Hedge Fund Regulation? Prepare Now for What's Coming
Date: Sep 29, 2009
The inevitable regulation of hedge funds currently under discussion in Washington may fundamentally change the way hedge funds operate. Savvy funds are laying the groundwork now to comply with the most likely regulatory requirements. Will you be prepared?
Join panelists:
Tim Selby, Partner, Alston & Bird and President of the New York Hedge Fund Roundtable
Young Lee, ESQ., CFA, Steering Committee member of the New York Hedge Fund Roundtable
Janet Squitieri, Chief Compliance Officer for Babcock & Brown North America
For their discussion on:
- The impetus behind the call for change
- The state of current legislative initiatives and their likely impact on the industry
- Changes you can implement now to be prepared
Sponsored by
Wolters Kluwer
in cooperation with
New York Hedge Fund Roundtable
Free Web Seminar - to register, click here.
For assistance, email kyu@iinews.com or call 212-224-3942.
The Outlook for Cross-Border Hedge Fund Regulation
Date: Sep 15, 2009
We are pleased to announce that Todd Groome, Non-Executive Chairman of the Alternative Investment Management Association (“AIMA”), will be our speaker for September. Todd has kindly set aside time during his travels to attend the G20 meetings to talk to us about the future for cross-border hedge fund regulation. Prior to joining AIMA at the start of this year, Todd led the IMF’s Monetary and Capital Markets Department and was responsible for multilateral surveillance activities and review of key capital markets issues. Prior to this role, he held senior positions at Deutsche Bank, Merrill Lynch and law firm Hogan & Hartson.
This event is co-sponsored by the Managed Fund Association.
The Federal Reserve and the Inflation/Deflation Debate
Date: Aug 11, 2009
For our August meeting, we will be exploring the implications of the Federal Reserve’s current policies and the outlook for U.S. inflation or deflation. We are pleased to have Dino Kos, former head of the Federal Reserve Bank of New York’s Open Market Trading Desk and now Managing Director with Portales Partners. Given his experience, Dino is in a unique position to share an insider’s perspective of the inner workings at the Fed.
The State of the Hedge Fund Industry with Financial Journalist Myron Kandel
Date: Jul 16, 2009
We are pleased to invite you to a panel discussion on the State of the Hedge Fund Industry. Myron Kandel of CNN, a renowned financial journalist, will moderate a panel discussion featuring the following members of our Roundtable community: Drew Chapman, Partner with DLA Piper LLP, Martin Lax, Partner with McGladrey & Pullen LLP, and Jim O’Sullivan an economist with UBS who will collectively provide their perspectives on the future of the hedge fund industry.
The Future of the Hedge Fund Industry
Date: Jun 17, 2009
Regulatory and structural changes in the global financial markets and banking industry will have a profound effect on all aspects of the hedge fund business. To help us explore this topic, we are delighted to have Joel Press as our June speaker. Joel is a Managing Director in the Prime Brokerage division of Morgan Stanley, and former Head of the Global Hedge Fund Practice at Ernst & Young.
Credit is the Symptom, Not the Cause (Beware of Government)
Date: May 12, 2009
Continuing with our 2009 theme of “Hedge Funds Responding to Crisis,” we have invited Robert Albertson, Principal and Chief Strategist for Sandler O’Neill, to be our guest speaker for May. Robert will offer his views on our current credit “crisis,” the imbalances injected by the US government, and some of the issues presented by some of the Treasury and Federal Reserve’s rescue programs, including the Troubled Asset Relief Program (“TARP”), the Public/Private Investment Partnership (“PPIP”), and the Term Asset-Backed Securities Lending Facility (“TALF”). Robert has a long and distinguished career as an investment banker and analyst following banks and other financial companies at Goldman Sachs and Smith Barney, before joining Sandler O’Neill in 1999. He is a frequent guest commentator on CNN, CNBC and Nightly Business, and is a frequent speaker before banking industry and supervisory organizations, including many of the top 25 U.S. banks, the New York Federal Reserve Bank and the Bank for International Settlements.
Back to the Future... How NOT to Repeat Yesterday's Mistakes... in Tomorrow's Markets... and
Date: May 6, 2009
This event will feature headline speaker, Frank Partnoy, University of San Diego Law School, who coined the term "regulatory license" to describe the source of BIG rating agency structured finance duopoly, which led to their above market 25+% ROEs, and ultimately was a MAJOR cause of today's $3 trillion + structured finance losses. Frank is a well-known author and early critic of structured finance, it's conflicts and failed economics, and has recently released "The Match King", which chronicles the causes and proposed solutions to the last major financial crisis, the Great Depression of 1929-1932 -- and the lessons we can learn from HISTORY in solving today's credit crunch.
Featured panelists include Jim Chanos, Jon Macey and Ed Grebeck, who gave early warning of demise of Structured Finance, Bond Insurers and Rating Agencies, in Stamford, CT, NOVEMBER 2007: "Emperors' New Clothes...".
To register please visit this website.
Connecticut Hedge Fund Association -- Spring 2009 Symposium "Reshaping Global Markets"
Date: Apr 23, 2009
Please join the Connecticut Hedge Fund Association (CTHFA) and the Yale School of Management Investment Management Club on April 23rd for the Spring Educational Symposium hosted by Bloomberg. One of the featured guest speakers will be Robert J. Shiller, the Arthur M. Okun Professor of Economics, Cowles Foundation for Research in Economics, at Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. This is event is open to New York Hedge Fund Roundtable members on a first come first serve basis, To register for this event, please click here.
Wall Street, Main Street, & Pennsylvania Avenue
Date: Apr 7, 2009
The New York Hedge Fund Roundtable is proud to introduce Former U.S. Congressman Rick Lazio, who will present at this upcoming event. Mr. Lazio is a Managing Director of J.P. Morgan Asset Management - Global Real Assets, but has also recently served the bank as an expert on government relations, given his extensive experience in public policy. He will offer his views of the current financial crisis; how it is reshaping the power structure of Washington, D.C.; the longer-term challenges facing President Obama; and how we can ultimately measure his success.
Sound Practices for Hedge Fund Managers
Date: Mar 11, 2009
The New York Hedge Fund Roundtable is proud to introduce Matthew Newell, MFA legal counsel, as guest speaker at this upcoming event focused on the 2009 edition of MFA's Sound Practices for Hedge Fund Managers. Matthew will discuss the Sound Practices recommendations that provide hedge fund managers with a framework of internal policies, practices, and controls from a peer-to-peer perspective.
How to Profit in the Post-Bubble World
Date: Feb 18, 2009
Worried about the housing bubble? You should be, but it is not the only economic concern. There are four other bubbles also deserving of attention,according to America's Bubble Economy: a stock-market bubble, a foreigner-supported-dollar bubble, a consumer-debt bubble and a U.S.-debt bubble. When the five collide in a "bubblequake," the book's authors predict the air will rush out of the pumped-up U.S. economy, deflating the average American's assets and standard of living. Attend this discussion to learn about the specific implications for our economy and how they could impact you.
What will 2009 Look Like?
Date: Dec 3, 2008
Our speaker, in a return engagement, will be James O'Sullivan of UBS with his forecast of the economy in 2009. The 'open forum' will be devoted to a discussion of the implications of the global financial market crisis. Where is the turning point--for markets, for the economy? What can we do as consumers, advisors and investors?
Our Financial Crisis
Date: Nov 19, 2008
Joe Nocera, a New York Times financial columnist, will speak about the current financial crisis and the impact of short selling on the demise of Bear Sterns and Lehman Brothers. The "open forum" will focus on the advice we give to investors and consumers to help them navigate these rough waters.
Portfolio Managers' Showcase
Date: Aug 5, 2008
Philip Friedman of Perella, Weinberg Partners will discuss their Aerospace, Defense and Security Fund; Jonathan Kleisner of Rex Capital Partners will discuss their commodities fund; and Joanne Egrovich of Kacela Capital Management will focus on their equity long/short fund in the consumer sector.
Douglas E. Schoen, campaign consultant and pollster
Date: Jul 8, 2008
We are pleased to present Douglas E. Schoen, campaign consultant and pollster. He also is the author of "Declaring Independence; the Beginning of the End of the Two-Party System". Among his clients are Ed Koch, Michael Bloomberg and Jon Corzine. He will explain what to look for to make election watching more interesting and educational.
The Investment Climate in Korea, Today and Tomorrow
Date: May 28, 2008
Panelists include Dr. Frank Plantan, Co-Director of the International Relations Program at the University of Pennsylvania and President of a consulting firm, International Services Group and Dr. Rodney W. Nichols, formerly President of the NY Academy of Sciences and long active in international affairs, recently returned from South Korea and Japan. The panelists will speak to the investment climate in South Korea and will include political and environmental risk assessments as well as discuss the legal, cultural and financial barriers to the market.
Marc Bender, Managing Director of EFX Capital
Date: Feb 5, 2008
How small hedge funds can attract investors. This talk produced an enthusiastic crowd in California. The "open forum" will follow up on our December, 2007 discussion of the impact, if any, of the new president on the world of hedge funds.
Jim O'Sullivan, UBS Managing Director and Senior U.S. Economist
Date: Jan 17, 2008
Jim O'Sullivan, a senior economist at UBS, will give his views and initiate a discussion on the macro drivers for financial markets in 2008. Housing is in recession; can the broad economy stay resilient? How large a threat is the turmoil in mortgage markets? The Fed to the rescue? Wall Street versus Main Street? Our "open forum" should generate a good discussion, with input from members on what they see from their specialized viewpoints. Jim O'Sullivan is a Managing Director and Senior U.S. Economist at UBS Investment Bank. He was co-ranked first in the economics category of the 2007 Institutional Investor (II) survey of fixed income investors. He holds an M.A. in economics from Queen's University in Kingston, Ontario and a B.A. in economics from Trinity College Dublin.