Recorded Seminars
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Seminar Audiotape: Cryptocurrencies and Private Funds: Regulation, Business Considerations and Tax Considerations, February 7, 2018
Tape of Afternoon Seminar, February 7, 2018
Two hour tape
Cryptocurrencies and Private Funds: Business, Regulatory and Tax Implications
Topics include:
Landscape
Types of Tokens
US/Offshore Law and Regulations
Regulator perspectives
Tax implications
US securities and regulatory landscape
Cayman/Offshore securities and regulatory landscape
Business Considerations
Integrating cryptocurrencies in an existing fund
Starting a separate crypto fund or ICO
Valuation concerns
Selecting service providers
Onshore vs offshore
Other structural elements
Marketing
Outlook
Speakers: (sorted alphabetically by speaker’s last name)
Andrew M. Calamari, Finn Dixon & Herling
Bradley Kruger, Ogier
Justin J. Shigemi, Finn Dixon & Herling
Michael P. Spiro, Finn Dixon & Herling
Lois Peltz, Peltz International, Moderator
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Morning Seminar – Meet the Niche Manager – Quantitative Managers, Jan 26, 2018
Quantitative managers are highlighted in this seminar. Investors will have an opportunity to learn about various quant approaches and meet managers they may not be familiar with. Critical issues relating to the specific strategy will be discussed.
Panel Discussion: Quantitative Issues
Topics discussed include:
- Sorting out the buzzwords. What is quant? How does it relate to or differ from AI? Systematic trading? high frequency trading?
- Where do trading ideas come from: team or machines?
- How do quant approaches perform during an equity market meltdown?
- Should quant techniques be paired with discretionary override in case of unusual circumstances?
- What are the best statistical measures for assessing risk in a quant strategy?
Manager Highlights
Each manager presents an overview of his strategy and approach.
Frank Lortscher, Subset Capital
Richard Oberuc, Chapoquoit Dynamic
Ambrose Paxson, Global Sigma Group
Philip Simotas, ROW Asset Management
John “Morgan” Slade, CloudQuant
Thomas Zucosky, Discovery Capital (Moderator)
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Seminar Audiotape: Navigating the Bitcoin and Token Investing Markets, August 29, 2017
Audiotape of the August 29, 2017 morning seminar – Navigating the Bitcoin and Token Investing Markets. The seminar addressed the [Read More]
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Raising Assets for Early Stage Managers and SEC Compliance – July 19, 2017
Audiotape of July 19 afternoon seminar, 2 hours.The discussion focuses on the current environment for launching new funds and raising capital for emerging managers.
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Early Stage Investing – An Investor’s Perspective – July 13, 2017
Audiotape of family office seminar on early stage investing. 2 hour program.
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Real Estate Deal Sourcing and Structuring
Recording of April 25, 2017 morning seminar on real estate deal sourcing and structuring. Major topics include: Trends in real [Read More]
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Seminar Recording: Co-Investing Opportunities and Challenges
Recording of Jan 26, 2017 afternoon seminar on co-investing opportunities. Major topics include: objectives/rationale for co-investing evaluating deals, terms and [Read More]
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2017 Outlook and Opportunities
Audiotape of December 15, 2016 morning seminar. Panelists: Steven Einhorn, Omega Advisors; Fabio Salvadello, Columbia University Business School; Adil Abdulali, [Read More]
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Investors’ Guide to Understanding Quant Strategies and Quant Hybrid Managers
Audiotape of October 13 Morning Seminar Investors’ Guide to Understanding Quant Strategies and Quant Hybrid Managers More investors and [Read More]
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Investors’ Views on Early-Stage Investing
Audiotape of September 22, 2016 afternoon seminar on early-stage investing. Investors (family offices, seeders, funds of funds etc) share what [Read More]
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Investors’ Views on Early Stage Investing
Recorded on September 22, 2016
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Hedge Funds – Adapting to the New Reality
Recorded August 10, 2016 Best results achieved by using headsets or earbuds.
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