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4th Annual Real Estate Outlook Event

CFA Society New York 1540 Broadway, New York City, NY, United States

The Alternative Investment Group’s 4th Annual Real Estate Outlook event brings together leading industry practitioners to discuss real estate investment opportunities in the U.S. and abroad. The evening will begin with a broad overview of real estate market trends, and continue with a focus on niche and emerging real estate asset classes.

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Alternative Investments

Annual PE/VC Conference: Perspectives from Allocators and Managers

CFA Society New York 1540 Broadway, New York City, NY, United States

This conference brings together leading private equity and venture capital fund managers and allocators to learn how they pick winners, add value, and deliver returns. Our speakers discuss their experiences fundraising, investing in private companies and funds, how they manage their portfolios, and their expectations for the future.

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Alternative Investments

Litigation Finance – An Alternatives Strategy Event

CFA Society New York 1540 Broadway, New York City, NY, United States

This event will explore the growing litigation finance market, and associated investment opportunities. Speakers will include practitioners, i.e. investment managers, who provide litigation funding, LP investors and attorneys. Discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics. What makes a good case, what makes a bad case, and importantly what are the ethical considerations that investors and practitioners need to be aware of. Topics will also explore how investment opportunities become available across antitrust, fraud, contract disputes, IP theft cases and beyond, and provide insight on how are deals structured between key participants: law firms, plaintiffs, defendants and funders.

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Alternative Investments, CE Credits

3rd Annual Global Macro Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

Macroeconomic and geopolitical forces have unavoidable impact on asset prices globally, while at the same time individual markets across equities, fixed income, currencies and commodities all have very unique characteristics. How do these forces interrelate, and how might things change in the future? This engaging event will explore the forces driving the market's structural trends with a multi-asset view and investment management practices within macro and commodity focused strategies. A distinguished group of investors will share their experience in implementing both systematic and discretionary strategies, and how they aim to produce prudent risk adjusted returns.

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Alternative Investments

2nd Annual AI and the Data Revolution Conference

CFA Society New York 1540 Broadway, New York City, NY, United States

Artificial Intelligence and methods of analysis such as machine learning, the availability of new data sets, sophisticated computing and computerized trading have the potential to revolutionize the financial services industry. Investment managers who know how to adopt these new technologies may have an edge; fundamental analysts and PMs may evolve to quantamental. Quants will rely more on an AI-based modeling to incorporate qualitative factors. Nonetheless, with innovation there can be potential setbacks; some data will have no value and complex computing techniques won’t always produce better results. Finding the right balance between human and machine is critical. Though explainable AI in on the horizon, allocators and asset owners may find themselves assessing a blackbox.

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Alternative Investments, Fintech Thought Leadership Group

Insurance as an Asset Class

CFA Society New York 1540 Broadway, New York City, NY, United States

In its first Insurance as an Asset Class event, CFANY has invited managers focused on investing in two large groups of insurance investments: Life Settlements and Catastrophe Insurance. The Life Settlements business started with the AIDS crisis in the 1980s and quickly evolved into a very technical business where insurance policies were exchanged for cash based on estimations on people’s mortality. New investors (including Warren Buffet) brought valuation methods and capital to the industry, helping to turn it into an asset class in the last 15 years.

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Alternative Investments

The Great Separation: Is Now the Time to Embrace Long/Short Equity?

CFA Society New York 1540 Broadway, New York City, NY, United States

A rising tide has lifted all boats the past nine years due to unprecedented monetary stimulus from central banks in response to the Global Financial Crisis; however, the tides are shifting and we may soon find out who has been swimming naked.

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Alternative Investments

Private Credit Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void.

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Alternative Investments, Institutional Asset Management

5th Annual Real Estate Outlook: Opportunity Zones

CFA Society New York 1540 Broadway, New York City, NY, United States

As investment cap rates are hovering around record lows in the urban cores, especially in the cities along the coasts, the timing of the Opportunity Zone program—designed to encourage investments in often overlooked areas and “flyover cities”—could not have been more appropriate. Since its passage in late 2017, the program has received significant attention from investors, developers, money managers, city officials and urban planners nationwide.

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Alternative Investments, NYSSA Investment Strategy Roundtable®

Cannabis Investments: Myths, Regulation, and Opportunities

CFA Society New York 1540 Broadway, New York City, NY, United States

With this event, we bust common myths surrounding the cannabis industry for potential investors, and shed light on possible investment paths. Within an investment context, what is the potential in this space? The panel will seek to shed light on the current trends in the industry, along with the valuation and the legal framework within the regulatory environment.

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Alternative Investments, Young Leaders

Operational Due Diligence Trends and Best Practices

CFA Society New York 1540 Broadway, New York City, NY, United States

The need to safeguard against operational risk is ongoing and requires constant manager oversight. Operational due diligence is an in-depth process in which investors assess both the fund’s internal risk levels and risk profiles of outsourced service providers. Operational Due Diligence is a way to expose and nullify potential risks before irreparable harm occurs.

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Alternative Investments, Business Management

3rd Annual PE/VC Conference

CFA Society New York 1540 Broadway, New York City, NY, United States

This conference brings together leading private equity fund managers, and venture capital fund managers and allocators, to learn how they select winners, add value and deliver returns. Our speakers will discuss their experiences with investment in private companies and funds, the management of their portfolios, fundraising efforts, and their future expectations.

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Alternative Investments, Fintech Thought Leadership Group

2nd Annual Litigation Finance Forum

CFA Society New York 1540 Broadway, New York City, NY, United States

This event will explore the growing litigation finance market and associated investment opportunities. The discussion will cover the origins of the litigation finance market, the size of the opportunity and various market dynamics.

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Alternative Investments

First Annual Secondaries Outlook

CFA Society New York 1540 Broadway, New York City, NY, United States

The secondary market began in the 1980s as a method to provide liquidity to investors in illiquid private equity, and other pools of alternative assets. Secondary funds build exposure to illiquid portfolios by acquiring existing positions in single funds or a portfolio of funds from limited partners (“LPs”) seeking early liquidity often at a discount to recent valuations. Investors use these funds to rapidly build up exposure to diversified, seasoned positions in private equity, and other alternatives while, potentially, with shorter duration and lower correlation to investors’ existing portfolios.

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Alternative Investments