Archived Events
For the year 2012
Roundtable Book Event: Octopus by Guy Lawson
December 3, 2012
Speaker: Guy Lawson
Guy Lawson will join the Roundtable to discuss his latest novel “Octopus: Sam Israel, the Secret Market, and Wall Street's Wildest Con”.
The first 50 Roundtable members to arrive will receive a free copy of “Octopus”.
Please Visit Guy's Facebook page.
Click here for Stanley Goldstein's Review of "Octopus".
Activist Investing - Creating Value for Hedge Funds
November 14, 2012
Co-sponsored by the Fordham Corporate Law Center
Speakers:
Jared L. Landaw, Chief Operating Officer and General Counsel Barington Capital Group LP
Doron Lipshitz, Partner O’Melveny & Myers LLP
Charles Penner, Partner & Chief Legal Officer JANA Partners LLC
Moderator:
Sean J. Griffith, T.J. Maloney Chair and Professor of Law, Director of Fordham Corporate Law Center, Fordham Law School
The New York Hedge Fund Roundtable is proud to present a Panel discussion concerning Activist Investing.
Finance and the 2012 Election
October 9, 2012
Speakers:
Rob Astorino (R), Westchester County Executive
Harold Ford, Jr. (D), Morgan Stanley, former US Congressional Representative from Tennessee
Moderated by:
Myron Kandel, Founding Financial Editor, CNN
The Roundtable is pleased to present a discussion of the impact the upcoming Presidential election will have on the landscape of the finance industry.
The first 50 Roundtable members to attend will receive a copy of "More Davids Than Goliaths: A Political Education" by Harold Ford Jr.
Harry Markopolos - Nobody Would Listen
September 20, 2012
The Roundtable is hosting a discussion featuring:
Harry Markopolos, Certified Fraud Examiner/Whistleblower Specialist
Mr. Markopolos will detail the myriad red flags in the $65 Billion (notional) Madoff Ponzi scheme. His 75 minute formal presentation will consist of three parts:
1) The capital markets red flags missed by the fund of funds industry.
2) The accounting red flags missed by the auditors, custodians & third party plan administrators.
3) What the regulators missed and how they missed it.
Mr. Markopolos believes that due diligence is mainly a smoke screen used for marketing financial products to clients who usually want what probably doesn't exist. When $800 Trillion notional is referenced to falsified LIBOR rates and when trillions are lost by fund managers who invested in sub-prime mortgages, one needs to call into question whether or not anyone in finance really checks into anything at all. Is "check the box" due diligence as currently practiced by the industry up to snuff or do we need to re-think the entire process to weed out crooked or incompetent managers?
Alternative Alternative Investments
August 14, 2012
Timothy Clew,Co-Managing Partner, TWT Investment Partners LP
Anthony Finley, Partner, Artist Rare Instrument Fund
Morgan Long, Director of Art Investments, The Fine Art Fund Group
Stephen McCarthy, SVP - KCG Capital Advisors
Update on Green Investing
July 10, 2012
Rebecca Craft, Director, Energy Efficiency and Demand Management, Con Edison
Stanley Goldstein, Owner, Goldstein & Co.
The JOBS Act and Its Impact on the IPO Market
June 21, 2012
David Weild, Chairman and CEO of Capital Markets Advisory Group, Former Vice Chair of NASDAQ
David Weild, Chairman and CEO of Capital Markets Advisory Group, Former Vice Chair of NASDAQ, will address how the JOBS Act will impact the IPO Market and what regulatory issues remain unresolved that must be addressed in order to improve the US IPO market and ultimately create new jobs. Attendees will gain better insight to the changing policy and regulatory landscape around capital formation.
Market Outlook for the Remainder of 2012
May 24, 2012
Jonathan Golub, Chief US Equity Strategist, UBS
Jonathan Golub, Chief U.S. Equity Strategist for UBS, will provide an update on the market and economy. With 1st quarter earnings season behind us, capital market participants are now refocusing on incoming economic data and macro headlines. Jonathan will also highlight the various impacts of the financial crisis on three key economic players – government policy makers, corporate executives, and investors, and how it has reshaped the investment landscape.Hedge Funds and Real Estate: Strategies for 2012 and Beyond
April 24, 2012
The Roundtable is hosting a panel discussion featuring:
Zev Halstuch, Vice President in AllianceBernstein’s Commercial Real Estate Credit Research group
Jon Vaccaro, CEO and Founding Partner of Ranieri Real Estate Partners
Todd A. Voigt, CFA, Senior Vice President with Cohen & Steers
Moderated by:
Robert Friedman, Principal of Lanesborough Partners.
The housing downturn and the resulting deleveraging in financial markets have had a significant impact on hedge fund strategies in both the residential and commercial real estate sectors. The U.S. real estate market appears to be on a gradual but uneven path to recovery, with increased capital availability, transactions, and improved fundamentals. At the same time, economic growth signals remain mixed, real estate loan delinquencies are looming and credit markets have turned volatile. While hedge funds have previously dominated the mortgage backed security markets, they are increasingly investing in distressed debt, direct ownership of properties and creating platforms for originating secured and mezzanine debt. The Roundtable is pleased to present a group of expert panelists, who will address the changing landscape of hedge funds and real estate.
Hedging Systemic Risk with Equity Derivatives: Perspective and Techniques
March 22, 2012
Dean Curnutt, President of Macro Risk Advisors
The Roundtable is pleased to be hosting Dean Curnutt, who will address some of the systemic risk factors in the current environment and provide an overview of how investors can utilize option-based hedging strategies to mitigate these risks. His presentation will include an illustration of the historical effectiveness of hedging strategies in past periods of market volatility, while addressing some common misconceptions about the behavior of hedges and their usefulness in reducing mark-to-market risk. He will also make some recommendations about how investors can best spend option premium to control risk.
Shareholder Driven Capitalism
February 23, 2012
Mike Mayo, Banking Analyst for CLSA, an affiliate of Credit Agricole Securities
The Roundtable is pleased to be hosting Mike Mayo, author of “Exile on Wall Street” and esteemed banking analyst. Mike will address his belief that the U.S. is facing a lighter version of what's taken place in Japan, especially given the macroeconomic similarities. From Mike’s perspective, the best hope is that the micro differences, such as better efficiency and shareholder focus, will allow the U.S. to avoid the extent of Japan's fate. Yet, as outlined in his book "Exile on Wall Street", too often this focus is not realized and capitalism fails to reach its potential.
Hedge Fund 3.0: Achieving Superior Controls
While Maintaining Your Entrepreneurial Focus
January 24, 2012
Sandy Kaul, U.S. Head of Business Advisory Services, Citi Prime Finance
The Roundtable is pleased to present a thought leadership presentation from Citi Prime Services. "Hedge Fund 3.0" addresses a new delivery model for hedge fund managers that offers the potential to transform their approach to managing their people, delivering their processes and deploying their technology. By adopting innovations being offered by an emerging set of outsourcing providers, managers are able to achieve strong controls, while at the same time realizing greater efficiencies, cost savings and increased operating leverage. The goal of this new approach is to create flexible organizations, which are able to focus more exclusively on their investment process, marketing and investor relations without having to over-invest in their non-core functions.