Archived Events
For the year 2011
Long-Only vs. Alternative Investing: Is There a Place for Both?
December 15, 2011
The Roundtable is hosting a panel discussion featuring:
Mario Gabelli, Chairman & CEO of GAMCO Investors
Art Samberg, Former Chairman & CEO of Pequot Capital
Tyler Mathisen, Co-Anchor of CNBC's Power Lunch will be moderating.
Today traditional long-only investing strategies are competing with alternative investment strategies, not only with respect to investment ideas, but in attracting capital from investors as well. The Roundtable is pleased to be hosting a discussion led by two industry titans, who will shed some light on how these different investment approaches are both competitive and complementary with one another.
Family Office Investing in Alternative Strategies
November 15, 2011
Geoffrey von Kuhn, Managing Director of The Crosby Company
Fred Fruitman, Managing Director of Loeb Partners
Kurt Miscinski, President of HPM Partners
Family offices frequently have better investment access than affluent private investors and greater investment flexibility than many institutional investors – a combination that produces a unique investment perspective regarding alternative investments. The Roundtable is pleased to present a panel comprised of seasoned investment professionals, who represent family offices. These talented investors will address a variety of related topics, including:
• Asset allocation and how to categorize alternative investments within the context of an asset allocation.
• Investment process and portfolio construction philosophy for incorporating alternative investments
• Sourcing and evaluating alternative investment managers including fee considerations
• Strategies and investment opportunities currently in favor among the panelists
Global Macro Investing in the "New Normal" Paradigm
October 18, 2011
The Roundtable is hosting a panel discussion featuring:
Alper Daglioglu, Executive Director of Morgan Stanley Smith Barney &
CIO for the Managed Futures Group
David Munoz, Managing Director of BlackRock &
Global Head of Credit Strategy for the Fixed Income Division
Robert Calabretta, President of Waypoint Capital Management LLC
As global markets are confronting a myriad of economic issues and corresponding responses from policymakers, the environment for global macro investing is both rich in opportunity and fraught with peril. The Roundtable is pleased to present a panel comprised of allocators and hedge fund managers, who are active in credit, currency, equity and commodity markets. The panel will address a variety of topics and their impact to global markets, including:
• Policy intervention – the need for liquidity and structural reform
• Massive financial deleveraging across the developed world
• The impact of monetary policy – making things better or worse
• Outcome for the Euro – benign resolution or dramatic breakup
• Soaring correlations among stocks in the S&P 500
Macro Economic Outlook and Stock Picking during Times of Uncertainty
September 20, 2011
Whitney Tilson, Founder & Managing Partner T2 Partners
With a high degree of uncertainty continuing to swirl about the investing community, the Roundtable is pleased to welcome back Whitney Tilson, who will share his outlook for the economy, and unique perspective about the stock market. Mr. Tilson is the founder and Managing Partner of T2 Partners, which is a value-oriented hedge fund manager, and the co-founder of the Value Investing Congress, a bi-annual investment conference in New York City and Los Angeles. He is also the co-founder of the investment newsletter, Value Investor Insight, and an oft-quoted guest in media forums such as: Bloomberg, CNBC, Kiplinger’s, Forbes, the Financial Times, and TheStreet.com.
Hedge Funds and the Business Media
August 18, 2011
The Roundtable is hosting a panel discussion with Bloomberg Television and News personalities: Dominic Chu, Nathaniel Baker, and Cristina Alesci. Gary Fishman, of Anreder & Company will be moderating.
Historically, the hedge fund industry has received very mixed coverage from the media. Some reports highlight the benefits of alternative investment strategies for investors and the capital markets, while other coverage portrays the industry as a group of greedy villains. As one of the leading global media outlets, Bloomberg covers hedge fund managers and the industry quite closely. In a lively Q&A with our moderator and audience, these three personalities will discuss the challenges and opportunities hedge funds regularly confront with the business media.
At this event, the Roundtable will be selling raffle tickets for a chance to win either an iPad 2 or an executive office chair by Steelcase. The proceeds of these ticket sales will be donated to Hedge Funds Care which is a non-profit organization whose sole mission is to prevent and treat child abuse. Hedge Funds Care has challenged the Roundtable to raise $35,000 over a 12-month period. The money raised at this event will go towards meeting this goal.
Inside City Hall: A Conversation about the Health and Future of New York City
July 26, 2011
Deputy Mayor Stephen Goldsmith, New York City
As the global capital of the hedge fund industry, New York City is confronting many of the same structural challenges as other large, international cities. Please join us for a conversation with New York City Deputy Mayor Stephen Goldsmith as he addresses these challenges and the Bloomberg Administration’s efforts to achieve meaningful government reform. Topics will include the structural health of NYC in a period of reduced government resources; reforming the regulatory climate to create a more efficient and customer-friendly government; promoting economic growth to create jobs and help the business community; and how technology and data analytics can be used to create a more innovative and cost-effective City government. Deputy Mayor Goldsmith has expressed his eagerness to hear the perspective and feedback of the hedge fund industry on the administration’s reform efforts.
Hedge Fund Seeding in a Capital Constrained Environment
June 28, 2011
The Roundtable is hosting a panel discussion featuring:
- Ted Seides, President of Protégé Partners
- Greg Hall, Managing Director of The Blackstone Group
- David Solomon, Global Co-Head of Capital Introduction with Goldman Sachs (moderator)
Alternative Thinking About Investments - A Contrarian Solution to the 0-3-5 Problem
May 26, 2011
Mark W. Yusko, CEO & Chief Investment Officer
Morgan Creek Capital Management, LLC
One of the biggest challenges facing investors today is the uncertainty regarding whether a traditional portfolio of stocks, bonds and cash can deliver the level of real returns that investors have come to expect and need to meet their return objectives. For example, the high single digit returns that endowments need to meet real spending requirements, pensions need to meet liabilities, or individuals require for funding their retirement have all been called into question. With cash at 0%, bonds yielding 3% and stocks projected to make 5%, the current environment has further reduced the chances of meeting these investment objectives. Investors have also been critical of traditional asset allocation modeling and its implementation as most analytics used for asset allocation rely on historical returns, volatilities and correlations, all of which can be flawed when used to project the future. Going forward, success will require a profound change in investment strategy and alternative thinking will be necessary to meet investors’ objectives in 2011 and beyond. Mr. Yusko will present a provocative discussion about how to unlearn what you have learned and get ready for the challenges ahead.
Mr. Yusko is the Chief Executive Officer and Chief Investment Officer of Morgan Creek Capital Management, LLC, a registered investment adviser formed in July 2004 to provide investment management and advisory services based on the University Endowment Model of investing to wealthy families, individuals and institutional investors. Morgan Creek currently has $10 billion in assets under advisement in non-discretionary accounts, discretionary funds and joint ventures.
State of the Fund of Funds Industry - A Look Forward
April 14, 2011
Anthony Scaramucci, Founder and Managing Partner
SkyBridge Capital
Mr. Scaramucci is the Founder and Managing Partner of SkyBridge Capital, which is a global alternative investment and advisory firm with $8.0 billion in assets under management. He will speak about the challenges facing the fund of hedge funds industry after the setbacks of recent years and will share his outlook on the future. Topics covered include:
• Are fund of funds really adding value to investors?
• Are direct investments more economical?
• What is the best platform for succeeding in today’s environment?
Regulatory Issues in a Modern Technological Age
March 23, 2011
George Canellos, Regional Director
New York Office of the U.S. Securities and Exchange Commission
Outlook for Commodity Investing - Legitimate Opportunity or Pure Speculation?
February 16, 2011
The New York Hedge Fund Roundtable and Hedge Funds Care are Co-Hosting a Panel Discussion Featuring:
- Renee Haugerud, CIO & Managing Principal of Galtere Ltd.
- Scott Hobart, Portfolio Manager of HFZ Limited (Red Kite Group)
- Dan Ward, Investments Manager of the Virginia Tech Foundation
Moderated by Jonathan Leff - Editor in Charge of Commodities, Reuters News
Commodity investing has continued to garner significant attention from investors and corresponding capital flows. However much skepticism still surrounds the space as it has historically been quite volatile and prone to booms and busts. The panel will be addressing the ongoing secular environment for commodities and a multitude of themes currently affecting the space including the continued demand for industrial metals from emerging economies, the potential for a food crisis, and the future of the US Dollar versus other leading currencies and the impact to the price of precious metals. The panel will also offer insights regarding how they evaluate potential investments and identify those truly great opportunities.
Commercial Real Estate - Navigating the Fallout: Opportunities and Pitfalls Ahead
January 19, 2011
A Panel Discussion Featuring:
- Paul Fox, Managing Director of Cerberus Real Estate Capital Management
- Steve Kohn, President of Cushman & Wakefield Sonnenblick Goldman, LLC
- Joe Bassil, Managing Director of Nord /LB - Head of Real Estate North America
Moderated by Myron Kandel, Founding Financial Editor of CNN
Following one of the most challenging periods for real estate in decades, the commercial market remains in a state of flux. Some regions are improving while others remain stagnant or continue to be depressed. Credit conditions are easing, however commercial sales activity remains at near historic lows. Concerns about CMBS defaults and loan maturities linger, and the potential implications for banks and other major financial institutions are still unclear. The Roundtable is pleased to present a group of expert panelists, who will address these issues and offer insights for public and private participants in these markets.