July 23, 2020 Alert

Hi all,

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

This Issue’s Topics:

  • Job Opportunity: Fund CCO Opening in Chicago
  • 100 Women in Finance Virtual Meeting: The Art of Negotiation
  • FREE: Rotella/Qdeck: Insights from Leading Investment Minds to Navigate Q3 & Q4
  • Perspectives: Where Do We Go From Here? Weighing the Impact of Covid on Consumer Investing
  • FREE: Chicago Financial Women: Virtual Self-Care Favorite Things Happy Hour
  • ACG Chicago: Virtual Midwest Capital Connection
  • FREE: Washington DC Compliance Roundtable: Off the Record: Virtual Breakfast Briefing
  • General Counsel Conference 2020: Virtual Experience
  • Virtual: CTAExpo/Emerging Manager Forum Chicago 2020

Job Opportunities:

Fund CCO Opening in Chicago

Chicago-based administrator ($100B AUA, 1,000 clients, 30 yrs. industry) is seeking an experienced, full-time Fund CCO for a new series trust platform. Needs someone to roll up their sleeves and build a mutual fund/interval compliance program as Head of Compliance. Resumes due by end of July (preferably ASAP) for hiring in August.

Submit resumes to Dina Tantra (dina.tantra@joot.io) to be forwarded on. Please feel free to forward this to anyone else who might be interested in this opportunity.

Events:

100 Women in Finance Virtual Meeting: The Art of Negotiation
Tuesday, July, 28, 2020, 2:30 P.M. CDT

Every interaction may be viewed as a negotiation, on the most basic level. You either offer or ask for something of value. How will you achieve your goal? How will the exchange be viewed by the other side? Improve your negotiation skills and increase your ability to resolve conflicts. Learn different negotiation strategies and tactics, plus be alert to common tricks and ploys as you work to reach a win/win outcome.

In this mini-workshop, the speaker will introduce “interest-based” negotiations developed by the Harvard Negotiation Project. Participate in negotiation exercises and role play as you master techniques to empower you as a more effective negotiator, as a professional and in your personal life. The 90-minute highly interactive video session with discussions and breakout rooms will not be recorded and are not-for-attribution. Please send your questions to ncalif@100women.org by Friday, July 24, 2020, or you may submit them online during the meeting.

For more information, click here.

FREE: Rotella/Qdeck: Insights from Leading Investment Minds to Navigate Q3 & Q4
Wednesday, July 29, 2020, 9:00 A.M. CDT

Come hear the world’s leading allocators, researchers and academic’s analyze quantitative strategies in crisis times as we approach Q3 & Q4. Mr. Dean Crowder, Managing Director of Rotella will host the event, with speakers: Mr. Tony Guida of RAM Active Investments & Editor-in-Chief for the Journal of Machine Learning in Finance; Dr. Alex Mende, Senior Investment Analyst at RPM Risk & Portfolio Management AB; Mr. Jonathan Feeney, Head of Tactical Strategies at InvestcorpTages Capital; and Mr. Kemp Nicklin, Senior Researcher at Rotella Capital Management. Tony Guida will discuss “Is Machine Learning in Systematic Equity the Future New Normal?” Dr. Alex Mende will cover “Active Allocation Overlay Helps to Maneuver in Times of Crises.” Mr. Jon Feeney will speak to “Navigating Hedge Fund and Quantitative Investing in Covid Crisis.” Mr. Kemp Nicklin will cover “Volatility and Beyond.” This will be a most informative discussion covering the most relevant issues presently impacting investment portfolios. Investors will find these insights extremely informative in navigating markets amidst global market turmoil.

For more information, click here.

Perspectives: Where Do We Go From Here? Weighing the Impact of Covid on Consumer Investing
Thursday, July 30, 2020, 12:00-1:00 P.M. CDT

Consumer buying habits changed dramatically, and seemingly overnight, with the advent of Covid-19. Meeting friends at the gym or the bar became cocktail hour Zoom calls. Roaming the supermarket aisles was out; grocery delivery was in. And brick-and-mortar retail therapy continued to lose out to online shopping. Even as restrictions loosen we wonder if a “new normal” is settling in. A s the pandemic upends all of our lives, private equity and VC investors are focused on keeping existing portfolio companies alive while finding new ones that can benefit from this profound shift.

In this special webinar, you’ll hear from a group of established consumer investors as they discuss the steps they’ve taken or are taking with their portfolio companies, the types of investments that make sense in this environment, and what impact the pandemic will have on the retail/consumer sector going forward.

The speakers will be Jesse Draper of Halogen Ventures, Farah Khan of L Catterton, Vanessa Larco of New Enterprise Associates, Alison Minter of North Castle Partners and Laura Thompson (moderator) of Sapphire Ventures.

For more information, click here.

FREE: Chicago Financial Women: Virtual Self-Care Favorite Things Happy Hour
Thursday, July 30, 2020, 4:30-6:00 P.M. CDT

Join CFW at our second virtual event, where we’ll be sharing our favorite beauty and wellness products, self-care routines, meditation podcasts, etc. We’re all feeling a bit of Zoom fatigue at this point, so we encourage you to follow the lead of our Events Team and get comfy, grab a drink, and meet us on Zoom to share how we are decompressing!

Why should you add self-care to your daily routine? Self-care practices are deliberate behaviors you can perform to enrich your physical and mental well-being. Although it’s a simple concept, it is often overlooked. It is important to implement as it may improve your mood and can reduce anxiety, all while fostering a good relationship with oneself and others. Self-care is about knowing what we need to do in order to take care of ourselves so we can exist in a space where we can give attention and support to our friends and loved ones.

Once you’ve registered, please be on the lookout for an email from CFW (you will receive the email the day before, as well as the day of the event) which will contain the relevant Zoom meeting login information. Please RSVP by July 28th.

For more information, click here.

ACG Chicago: Virtual Midwest Capital Connection
August 4-5, 2020

The ACG Chicago Capital Connection is the premier networking event in the Midwest for leading investment bankers and capital providers to host meetings with other dealmakers. This event features a virtual DealSource and networking opportunities for companies in all facets of corporate growth to drive new investments and dealflow.

WHY ATTEND?

  • Over 50 investment banks registered, with more confirming
  • Customized scheduling software to efficiently coordinate DealSource meetings and quality networking opportunities to help maximize your deal flow
  • Virtual Exhibit Hall, Capital Cocktails and Closing Reception for casual conversations with friends, colleagues, and peers

For more information, click here.

FREE: Washington DC Compliance Roundtable: Off the Record: Virtual Breakfast Briefing
Thursday, August 13, 2020, 7:15 A.M. CDT

Have a virtual breakfast with us at our “Off the Record” Breakfast Briefing. Discuss the most recent SEC, CFTC and FINRA hot topics with other industry legal and compliance professionals.

Submit your RSVP to contact@wdccrt.org with “Off the Record” in the subject line in order to receive the log-in information for this event.

General Counsel Conference 2020: Virtual Experience
September 15-16, 2020

Network with hundreds of General Counsel and Senior Legal Leaders from your home or office!

General Counsel Conference is the premier forum for General Counsel to learn, network and evolve in their roles. With a focus on the in-house counsel’s perspective, sessions will tackle topics covering law department operations & efficiency, and the evolving role of the GC as a business advisor, while also taking a deeper dive into industries like biotech/pharma, finance and real estate, and the regulatory, compliance and strategic issues they are facing.

The virtual event will feature:

  • Complimentary registration for In-house Counsel
  • Live keynote presentation and interactive panel sessions
  • Exclusive access to our speaking faculty via group and one-to-one video discussions
  • Dedicated video networking time with our exhibitors, sponsors and fellow attendees
  • Access to a library of pre-recorded content

This multi-pronged approach captures the very essence of what the event is all about, face-to-face interactions and senior-level discussions with General Counsel from Fortune 1000 companies. General Counsel Conference: The Virtual Experience will offer more content, more insights, and more opportunities to make the connections that will transform your legal department and help you deliver on your organization’s goals.

To register for a sneak peek, click here. For information on the conference, click here.

Virtual: CTAExpo/Emerging Manager Forum Chicago 2020
September 29-October 1, 2020

This conference is designed to give traders the opportunity to present their programs in a cost effective one on one setting, and for capital sources to quickly learn about the industry’s new strategies and new traders in an organized format. CTAExpo has retained the service of a professional virtual events company to ensure all attendees have flawless interactions.

Why Attend:

  • Early Bird rate for Traders who register before August 15, 2020, a savings of $150.
  • Capital Sources attending CTAExpo events usually include asset allocators, pool operators, fund of funds, brokerage firms and individual investors.
  • Traders will have the ability to pre-book 45-minute one-on-one meetings with allocators to discuss their trading strategies. This represents a unique opportunity to expand their network and develop meaningful relationships.
  • Traders and Service Providers have the option of including a one-page description about their firm in the conference’s electronic directory. The link to the directory will be emailed out to each attendee starting four weeks prior to the conference. The directory will be distributed to our entire e-mail list of Industry Professionals and we will promote it on our social media channels after the conference.
  • New sponsorship opportunities designed to maximize exposure for those that want to increase their presence in the emerging manager market.

For more information, click here.

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