June 25, 2020 Alert

Hi all,

Below are this week’s alerts for the Investment Network.  Enjoy! 

This Issue’s Topics:

  • FREE: Chicago Financial Women- Virtual Pet Lovers Yappy Hour!
  • Chicago Bar Association Securities Law Committee Zoom Panel Discussion: Loss Causation in a Bear Market: The Economists’ Perspective
  • ACG/RKON Panel Discussion: IT Challenges Uncovered by COVID-19 & How to Solve Them (for Private Equity firms)
  • 100 Women in Finance Global Webinar: Using Behavioural Finance to Understand Investor Decisions in a Pandemic and Beyond
  • ACG: 2nd Virtual Happy Hour
  • SIFMA: LIBOR – Preparing for Alternative Reference Rates
  • 2020 NSCP National Conference: Non-Traditional Alternative Investments (Advanced)

Events:

FREE: Chicago Financial Women- Virtual Pet Lovers Yappy Hour!
Thursday, June 25, 2020, 4:30-6:00 P.M. CDT

Join CFW at our first virtual event, where we encourage the cameos of your new WFH (work from home) colleagues, your pets! You can now get them in on the happy hour action at our Virtual Pet Lovers Yappy Hour!

Don’t have a pet? Your participation is welcome as we will have ‘Players for Pits’ joining to discuss current opportunities to foster!

Bring your four-legged friend and have them BYOT (bring-your-own-treats) (while you BYOB). Show off how adorable they are and have them all pose for a Zoom gallery screenshot!

For more information, click here.

Chicago Bar Association Securities Law Committee Zoom Panel Discussion: Loss Causation in a Bear Market: The Economists’ Perspective
Tuesday, June 30, 12:15-1:30 P.M. CDT

The committee is thrilled to be joined by Paul Zurek of Cornerstone, Candice Rosevear of Global Economics and Scott Walster of Global Economics.

This discussion is designed for anyone interested in securities litigation, whether new or experienced. Topics covered will include:

  • Section 10(b) and Rule 10b-5
  • Loss causation
  • Efficient markets
  • Fraud-on-the-market
  • Economic modeling
  • Loss causation during bear/volatile markets

CLE Credit will be available to CBA members. We welcome questions for the economists. Please send questions and RSVP to: snyland@caffertyclobes.com.

ACG/RKON Panel Discussion: IT Challenges Uncovered by COVID-19 & How to Solve Them
Tuesday, June 30, 2020, 1:00 P.M. CDT

Join prominent private equity firms and industry experts as they talk candidly about the sudden shift to remote work and how some portfolio companies successfully navigated this move, while others were left paralyzed by IT challenges. PE firms and their portfolios are realizing just how unprepared their IT operations were to handle a disruptive crisis like COVID-19. In many cases, companies who thought they were executing a solid IT strategy before were surprised to find hidden risks not visible to executive management and operating partners.

In the aftermath of this social and economic disaster, leadership is having a hard time understanding what was achieved after funding security and cloud enabled strategies for the last 3-4 years. Progress towards a cost-optimized, portable, scalable, and low risk IT strategy still seems like a distant reality, and firms are skeptical about funding another consulting study that seems to deliver an outcome that they can’t achieve. It’s clear that PE firms need new solutions to things that appeared to be functioning well.

At the end of this webinar, attendees will be able to answer these critical questions regarding their portfolio company’s IT:

  • What IT risks were uncovered by the crisis and what can quickly be done about them?
  • Why is IT struggling to quantify IT objectives so they can add value back to decision-making?
  • How does your company’s IT spend compare with competitors?

For more information, click here.

100 Women in Finance Global Webinar: Using Behavioural Finance to Understand Investor Decisions in a Pandemic and Beyond
Tuesday, July 7, 2020, 9:00 A.M. CDT
Hosted by the 100WF London Senior Practitioner Committee

What can behavioral finance tell us about investment patterns during a pandemic? Behavioral finance integrates economics and psychology to explain the reasons behind investor irrationality and its proponents believe the effectiveness of investment strategies can be enhanced by incorporating psychological factors into investment decisions.

Learn how firms are bringing behavioral finance theory to life to help fund managers and clients make better investment decisions. Consider how the ripple effects of the pandemic and one’s personal experience of the current environment may affect the decision-making process. Examine how emotions and behavioral biases can affect your own investment patterns.

You may send your questions to srpraclondon@100women.org by July 6, 2020 or submit them during the webinar.

Registration is open to 100WF members. For more information, click here.

ACG: 2nd Virtual Happy Hour
@Zoom Meeting
Thursday July 9, 2020, 5:00-6:30 P.M. CDT

Meet and connect with professionals in your M&A network over a virtual platform.

Attendees will be placed in small breakout rooms where you are able to meet with other business professionals in a series of 15 to 20 minute speed networking sessions. This event is a simple and effective way to build your network, meet other ACG members and reconnect with existing contacts.

For more information, click here.

SIFMA: LIBOR – Preparing for Alternative Reference Rates
Wednesday, September 16, 2020, 12:00-1:00 P.M. CDT

Join SIFMA for the third webinar in the Ops Series. The transition to alternative reference rates may come as soon as the end of 2021. Firms need to be able to adapt to instruments using new rates, such as SOFR, implement fallbacks, and review and execute new agreements. This webinar will discuss how ops professionals should prepare.

Speakers: Chris Killian of SIFMA (Moderator); Jeff Huther of Federal Reserve Bank of New York; Cynthia Meyn of Reverence Capital Partners; Janina Polo of EY; and Calvin Zunn of RBC.

For more information, click here.

2020 NSCP National Conference: Non-Traditional Alternative Investments (Advanced)
October 21, 2020, 10:45 A.M.-12:00 P.M. CDT

Join speakers Nicole Kalajian of Stradley Ronon and Deborah Lamb of McKinley Capital Management to explore compliance practices for firms that are looking beyond typical common stock and U.S. government securities investments for better portfolio return opportunities. These may include hedge funds, private equity, financial derivatives, REITS, cryptocurrency, foreign currency, opportunity zone funds, high risk bonds and hybrids.

Learning Outcomes:

  • Implement adequate higher risk level policies, procedures and controls governing firm strategies and products that may be offered to clients including those relating to enhanced due diligence and suitability.
  • Work with senior investment to ensure that the new security type can be adequately managed and that personnel are well trained across all departments.
  • Safeguard client expectations by affirming that risks are adequately disclosed in firm documents, marketing brochures and client related materials.
  • Confirm that testing methods and results meet enhanced investment risk standards.

For more information, click here.

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