New York Alternative Investment Roundtable

Thank you to our Platinum Sponsor Alston & Bird for your continued support of New York Alternative Investment Roundtable! Alston & Bird LLP is a full-service law firm providing a full range of services to domestic and international clients. Their alternative investment group is experienced in the structuring, formation and management of hedge funds, publicly offered and privately placed commodity pools, and private equity funds. To learn more about Alston & Bird, visit: https://lnkd.in/emuQaEjh #NYALT

What can you expect for off-channel communication regulations moving forward? In a recent article provided by Grant Thornton (US), they highlight how the new focus from SEC, CFTC requires more data collection. What does this mean for your company? Read on to dive deeper into this change. https://lnkd.in/e_k9uYQ5 #NYALT

Last week, NY ALT held an Allocator and Fund Manager Roundtable and Cocktail Reception to welcome everyone back after the summer break! Thank you to our wonderful panel of experts for sharing your insights with our audience and to our members for joining us for the program and networking reception. We hope you enjoyed the timely discussion and catching up with fellow professionals in the alternative investments industry. Speakers included: Stephanie Park, Director, Private Equity, Apogem Capital Antonio Rodriguez, CFA, CIPM, Director of Investments, Building Service 32BJ Benefit Funds Felipe Lemos, Head of Investor Relations, Kawa Capital Management Thank you to Grant Thornton (US) for hosting the event! 📸 View more event photos: https://lnkd.in/dvYsHpBk #NYALT #FundManager #AlterntiveInvestments #PrivateEquity #Networking

NY ALT invites you to attend our upcoming program on Tuesday, October 29, about Mastering the Leveraged Credit Market. The leveraged credit market, now valued at over $4 trillion, stands as one of the most dynamic and rapidly expanding asset classes. This growth is driving an unprecedented demand for skilled credit analysts across the finance industry. Join us to hear Michael Gatto, Partner and Head of Private Side Businesses at Silver Point Capital, L.P., break down his seven-step credit analysis process designed to prepare you for a successful career in credit investing. Additionally, Michael will delve into the complex world of distressed debt investing and offer insights into bankruptcy and restructuring strategies, shedding light on how to navigate and profit from opportunities in this opaque market. Whether you are an experienced professional or new to the field, this event is an invaluable opportunity to enhance your expertise in credit analysis and stay ahead in one of the fastest-growing areas of finance. Register now: https://lnkd.in/diHCQ6-q w/ Alessandra Tocco, Kunjan Mehta, Robert E. Akeson, Monica Badia, Larry Bartimer, B.J. Bellock, Tom Brigandi, CFA, Jonathan Daniel, CPA, Kevin Mirabile, Pierre duPont, Gabrielle Guttman, Marc Schneider, Bob Stearns, Adam Weinstein, Stanley Goldstein, Timothy P. Selby, Timothy Sledge, CFA, Lisa Roitman, Sarah Kuhns #NYALT

⏰ Last chance to register ⏰ NY ALT's Allocator and Fund Manager Roundtable & Cocktail Reception takes place next Tuesday, September 17, 2024! Join us to hear from an expert panel of industry leaders, network with industry professionals, and reconnect with colleagues over drinks and small bites. Featured speakers: Stephanie Park, Director, Private Equity, Apogem Capital Antonio Rodriguez, CFA, CIPM, Director of Investments, Building Service 32BJ Benefit Funds Felipe Lemos, Head of Investor Relations, Kawa Capital Management Don't miss out! Register now: https://lnkd.in/e4XfGdNC w/ Alessandra Tocco, Kunjan Mehta, Robert E. Akeson, Monica Badia, Larry Bartimer, B.J. Bellock, Tom Brigandi, CFA, Jonathan Daniel, CPA, Kevin Mirabile, Pierre duPont, Gabrielle Guttman, Marc Schneider, Bob Stearns, Adam Weinstein, Stanley Goldstein, Timothy P. Selby, Timothy Sledge, CFA, Lisa Roitman, Sarah Kuhns #NYALT #FundManager #AlterntiveInvestments #PrivateEquity #Networking #NewYork

Check out NY ALT's latest podcast episode, Operational Due Diligence: What Investors Should Know -- available now! Tune in to hear thought leaders in the industry discuss how by following best practices and conducting a detailed analysis, investors can enhance the likelihood of achieving successful and sustainable investment outcomes. They discuss why operational due diligence is essential to assess the effectiveness, efficiency, and risks associated with the operational infrastructure of the target investment. Speakers: Michael V. Merrigan, CEO/Founder of Shadmoor Advisors, Inc. Michael Levien, Partner of LexPro Research LLC (Moderator) Robert E. Akeson, Managing Director of Riverside Management Group 🎙️Listen now: https://lnkd.in/eijNTd9X #NYALT

NY ALT is excited to welcome you back after the summer break with an Allocator and Fund Manager Roundtable & Cocktail Reception on Tuesday, September 17, 2024! Don't miss this great opportunity to hear from a panel of industry leaders, reconnect with your colleagues, and expand your network. 🤝 Featured speakers: Stephanie Park, Director, Private Equity, Apogem Capital Antonio Rodriguez, CFA, CIPM, Director of Investments, Building Service 32BJ Fund Felipe Lemos, Head of Investor Relations, Kawa Capital Management Register now: https://lnkd.in/drrjgVCG NOTE: The Joint Economic Forum previously scheduled for 9/17-9/18 has been rescheduled to April 2025. w/ Alessandra Tocco, Kunjan Mehta, Robert E. Akeson, Monica Badia, Larry Bartimer, B.J. Bellock, Tom Brigandi, CFA, Jonathan Daniel, CPA, Kevin Mirabile, Pierre duPont, Gabrielle Guttman, Marc Schneider, Bob Stearns, Adam Weinstein, Stanley Goldstein, Timothy P. Selby, Timothy Sledge, CFA, Lisa Roitman, Sarah Kuhns #NYALT #Allocator #FundManager

Elevate your credit analysis skills by attending NY ALT's 'Mastering the Leveraged Credit Market' program on Tuesday, October 29. 📈 Michael Gatto, Partner and Head of Private Side Businesses at Silver Point Finance, will walk you through his seven-step credit analysis process designed to prepare you for a successful career in credit investing. Whether you’re on the buy-side or sell-side, this process provides the essential technical skills needed to excel in the debt markets. Additionally, Michael will discuss the complex world of distressed debt investing, including bankruptcy and restructuring strategies. He will use case studies to shed light on how to navigate and profit from opportunities in the market. The first 50 attendees will receive a copy of The Credit Investor’s Handbook: Leveraged Loans, High Yield Bonds, and Distressed Debt, a credit investing textbook authored by Michael Gatto. Sign up today: https://lnkd.in/diHCQ6-q w/ Alessandra Tocco, Kunjan Mehta, Robert E. Akeson, Monica Badia, Larry Bartimer, B.J. Bellock, Tom Brigandi, CFA, Jonathan Daniel, CPA, Kevin Mirabile, Pierre duPont, Gabrielle Guttman, Marc Schneider, Bob Stearns, Adam Weinstein, Stanley Goldstein, Timothy P. Selby, Timothy Sledge, CFA, Lisa Roitman, Sarah Kuhns #NYALT

🚨 LAST CHANCE! 🚨 Join NY ALT today, August 20, from 12 - 1 PM ET for a virtual program on Operational Due Diligence: What Investors Should Know. Operational due diligence (ODD) is a critical process involving a comprehensive review of the operational aspects of an organization or investment opportunity to assess the effectiveness, efficiency, and associated risks. Hear industry leaders discuss how investors can increase the likelihood of achieving successful and sustainable investment outcomes by following best practices and conducting a detailed analysis. Featured speakers: Michael V. Merrigan, CEO/Founder of Shadmoor Advisors, Inc. Michael Levien, Partner of LexPro Research LLC (Moderator) Robert E. Akeson, Managing Director of Riverside Management Group. Register now: https://lnkd.in/dCEZqU8R w/ Alessandra Tocco, Kunjan Mehta, Robert E. Akeson, Monica Badia, Larry Bartimer, B.J. Bellock, Tom Brigandi, CFA, Jonathan Daniel, CPA, Kevin Mirabile, Pierre duPont, Gabrielle Guttman, Marc Schneider, Bob Stearns, Adam Weinstein, Stanley Goldstein, Timothy P. Selby, Timothy Sledge, CFA, Lisa Roitman, Sarah Kuhns #NYALT

NY ALT is excited to announce a virtual event, Operational Due Diligence: What Investors Should Know, on Tuesday, August 20, 2024, from 12 - 1 PM ET. Since the Financial Crisis of 2008, operational due diligence (ODD) has emerged as a critical factor in understanding the risks of an investment. ODD involves a comprehensive review of the operational aspects of an organization or investment opportunity to assess the effectiveness, efficiency, and associated risks. By conducting a detailed analysis, investors can enhance the likelihood of achieving successful and sustainable investment outcomes. To help us better understand this vital process, we are pleased to welcome two of the industry’s leading practitioners and thought leaders, Michael V. Merrigan, CEO/Founder of Shadmoor Advisors, Inc., and Michael Levien, Partner of LexPro Research LLC. The program will be moderated by Robert E. Akeson, Managing Director of Riverside Management Group. Register now: https://lnkd.in/dCEZqU8R #NYALT #OperationalDueDiligence w/ Alessandra Tocco, Kunjan Mehta, Robert E. Akeson, Monica Badia, Larry Bartimer, B.J. Bellock, Tom Brigandi, CFA, Jonathan Daniel, CPA, Kevin Mirabile, Pierre duPont, Gabrielle Guttman, Marc Schneider, Bob Stearns, Adam Weinstein, Stanley Goldstein, Timothy P. Selby, Timothy Sledge, CFA, Lisa Roitman, Sarah Kuhns