July 9, 2020 Alert

Hi all,

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

This Issue’s Topics:

  • FREE: Stradley Ronon: What You Need to Know About Trademark Law Developments in the Past Year
  • Perspectives: Insights into Diversity: Consultant Perspectives on Increasing Diversity in PE, VC & the LP Community
  • IACCP: Central Investment Adviser Certified Compliance Professional Program Symposium – Trading Compliance: Best Execution, Soft Dollars & Directed Brokerage
  • FREE: Baker Tilly: EconTalk with Anirban Basu: A 30-Minute Economic Fireside Chat
  • 100 Women in Finance Global Webinar: Alternative Investing Pioneers Discuss the Industry’s Next Decade
  • FREE: Women in Listed Derivatives: Women’s Leadership in the Post-COVID-19 Workplace

Events:

FREE: Stradley Ronon: What You Need to Know About Trademark Law Developments in the Past Year
Friday, July 10, 2020, 12:00-1:00 P.M. CDT

The presentation will summarize and share insights about the impact of recent developments in trademark law. “Who cares about this topic anyway?”

We all do. As consumers, we use trademarks constantly. Trademarks are big bucks for businesses and are critical to our economy. In the latest rankings of Forbes, Apple is the world’s most valuable brand, achieving a valuation of about $205 billion. That’s billion with a “B.” Discussion topics include:

  • Practical take-aways from recent U.S. Supreme Court cases (Tempnology, Brunetti, NantKwest, Romag and Booking.com).
  • A summarization of newsworthy cases from other tribunals.
  • An overview of non-case law updates, including U.S. Patent and Trademark Office and foreign updates.

Stradley speakers will include Kevin R. Casey, Elizabeth M. O’Donoghue, Ph.D. and Allison Gifford.

To register, click here.

Perspectives: Insights into Diversity: Consultant Perspectives on Increasing Diversity in PE, VC & the LP Community
Tuesday, July 14, 2020, 11:00 A.M.-12:00 P.M. CDT

In light of recent events, many PE and VC firms have vowed to step up and do better, whether it’s by making their teams more diverse or committing to back more companies led by people of color. In this webinar, you’ll hear from top consultants to institutional investors, who will provide their perspectives on the efforts that they and their clients are making, the challenges they face in improving diversity within the industry, and what they see as the best path forward to ensure continued progress in the fight for diversity and inclusion.

This discussion will provide participants with specific insights into the programs and capital that institutional investors have in place, or are putting in place, to push the industry towards increased diversity.

The featured speakers will be: Raelan Lambert of Mercer; Angela Matheny of Colonial Consulting; Lauren E. Mathias of Callan LLC; Kweku Obed of Marquette Associates; Jasmine Richards of Cambridge Associates; and the moderator, JoAnn Price of Fairview Capital Partners.For more information, click here.

IACCP: Central Investment Adviser Certified Compliance Professional Program Symposium – Trading Compliance: Best Execution, Soft Dollars & Directed Brokerage
Tuesday, July 14, 2020, 1:45-3:45 P.M. CDT

Right from the comfort of your home or office, attend our virtual Investment Adviser Certified Compliance Professional Program Symposium and be halfway to receiving your IACCP® designation.

Designed for professionals new to the Investment Adviser industry as well as those wanting to solidify their knowledge of Investment Adviser regulations, the Central Investment Adviser Certified Compliance Professional Program Symposium provides interactive compliance education led by seasoned legal and compliance industry experts.

Instructors will take you through 10 educational sessions over three days covering key investment adviser regulations and compliance program administration; 3 Sessions on Investment Adviser Trading, 2 Sessions on Investment Adviser Mandates beyond the Investment Advisers Act, and sessions on SEC examinations, business continuity, ethics, and critical skills for high-performance compliance professionals.

Nicole Kalajian of Stradley Ronon, Sanjay Lamba of the Investment Adviser Association and Joseph Mannon of Vedder Price will present “Trading Compliance: Best Execution, Soft Dollars & Directed Brokerage.” The IACCP® Program Symposium provides interactive compliance education led by seasoned legal and compliance industry experts.

For more information, click here.

FREE: Baker Tilly: EconTalk with Anirban Basu: A 30-Minute Economic Fireside Chat
Wednesday, July 15, 2020, 1:00-1:30 P.M. CDT

Join Baker Tilly for a lively discussion with Q&A featuring special guest Anirban Basu of Sage Policy Group and Monica Modi Dalwadi of Baker Tilly.

Guaranteed to be both amusing and informative, our two leaders will discuss the current economic circumstances and the post-recovery outlook. Anirban will answer pressing questions and give his thoughts on economic hot topics. Questions to be addressed include: which businesses are likely to survive and what actions can we take as a nation, organization and individual?

For more information, click here.

100 Women in Finance Global Webinar: Alternative Investing Pioneers Discuss the Industry’s Next Decade
Thursday, July 23, 2020, 12:00 P.M. CDT

Investment firms and individuals in the financial services sector are reckoning with uncertainty in global markets, as well as industry trends regarding diversity and inclusion, among other social issues.

Two alternative investing pioneers, Bill Kelly, CEO, CAIA Association and Judy Posnikoff, Managing Director, Martlet Asset Management and 100WF Board Member will discuss the evolution of the finance industry’s most dynamic asset classes and an outlook of what lies ahead in a conversation with Marina Nitsa Viergutz, CAIA, CFA.

Key topics include:

  • Exponential growth of alternative investments during the period
  • How alternative investments help investors reap the long-term benefits of both risk mitigation and return enhancement
  • Portfolio allocations to Private Equity/Venture Capital, Private Debt, Hedge Funds and Real Estate
  • CAIA’s four-point call to action for the industry: commit to education, embrace transparency, advocate for diversification, and democratize but protect

Industry veterans and novices can access a preview in CAIA’s recent industry report, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship. RSVP below and email administration@100women.org with any questions.

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

FREE: Women in Listed Derivatives: Women’s Leadership in the Post-COVID-19 Workplace
Tuesday, July 28, 2020, 12:00-1:15 P.M. CDT

Please join CME Group’s employee networking groups WIN and WIT, and WILD women around the world on July 28 for an interactive discussion on the impact COVID-19 has had on the workplace and the leadership role women can play in redefining the future of work.

Join WILD’s Simta Gupta, VP of Operations at ADM Investor Services, and CME Group’s Bethany Netzel, Managing Director, Business Continuity Management Team, for a forum to discuss the recent shift. The goal is to inform our members and help them be thought leaders on what the future holds for their workplaces.

Following opening remarks, attendees will move into breakout sessions to explore related topics including company and culture, collaboration, technology, management perspectives, and networking in a virtual world. Attendees will then reconvene to share key takeaways.

For more information, click here.

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