October 15, 2020 Alert

Hi all,

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

This Issue’s Topics:

  • OPPORTUNITY: The Coquest Call: 2021 CTA Challenge
  • FREE: Webinar Recording: Demystifying Valuation
  • REMINDER: FREE: Thompson Coburn and Exchange Analytics Webinar: Annual Chicago Conference on Futures and Derivatives
  • FREE: LabCFTC: Empower Innovation 2020 Virtual Event
  • 100 Women in Finance Webinar: The Urgency of More Sustainable Investing: How to Get to the Next Level
  • Hedge Fund Association: Perspectives on Fraud, Money Laundering & Cybersecurity
  • 100 Women in Finance Webinar: Engaging with Family Offices: A Conversation with John Studzinski CBE, Vice Chairman of PIMCO
  • Hedge Fund Association Webinar: LIBOR Transition
  • ACG Fall Summit
  • FREE: Stradley Ronon and Siegfried Advisory Webcast: Three Years for Long-Term Capital Gain

Opportunities:

The Coquest Call: 2021 CTA Challenge
Registration Period Closes: December 4, 2020

Registration is now open!  Commodity Trading Advisors (CTAs) who are interested in participating in the 2021 CTA Challenge should contact Coquest now to get your program registered. The registration period closes December 4th, 2020.

Of the 115 programs in the 2020 CTA Challenge, we have seen performance range from -53% to +69% ROR since January 1st (gross performance numbers) as of the end of September. Just like the futures market prices, the performance moves for CTA managed futures programs have been all over the place. The unpredictable nature of market price moves, both in direction and size, require CTAs to employ hefty risk controls if they want to protect their customers from large losses in the investment accounts.

In the CTA Challenge, we take a risk-adjusted approach to analyzing and ranking CTA programs to ensure we are evaluating performance and risk numbers achieved as well as performance and risk exposures. We are evaluating “what actually happen” and also looking at “what could have happened.”

For more information on the challenge, click here.

Events:

FREE: Webinar Recording: Demystifying Valuation by Houlihan Capital

If you missed the recent webinar on September 30th, Demystifying Valuation, the recording is now available.

Andrew Smith, CPA/ABV, President of Houlihan Capital, recently joined Sudrania Fund Services, Hedgeweek, Marcum, LLP and Albourne Partners for an interactive and engaging discussion on Demystifying Valuation – how next gen tools, methodologies and technology are creating alpha.

To access the recording, click here.

REMINDER: FREE: Thompson Coburn and Exchange Analytics Webinar: Annual Chicago Conference on Futures And Derivatives
Tuesday, October 20, 2020, 1:00-3:00 P.M. CDT

Between the pandemic and the resulting financial devastation, the futures and derivatives markets have displayed unprecedented volatility. Add working from home to the mix and compliance has never been more challenging.

In response, we are offering a two-hour webinar on the current state of regulation and enforcement in our industry. At no cost, you can hear from regulators and enforcement attorneys about the latest developments and earn two hours of CLE. 

The regulation panel will include: Jennifer Sunu, NFA, Robert Sniegowski, CME and Joseph Adamczyk, Exchange Analytics. The enforcement panel will include: James McDonald, CFTC; Steven Schweitzer, CME and Renato Mariotti, Thompson Coburn.

To RSVP, click here.

FREE: LabCFTC: Empower Innovation 2020 Virtual Event
Wednesday, October 21, 2020, 9:30 A.M. CDT

The Commodity Futures Trading Commission today opened registration and released the agenda for LabCFTC’s Empower Innovation 2020 session, “Regulation and Innovation Re-imagined.” The October 21st session is the second of three interactive virtual events hosted by LabCFTC to facilitate a dialogue on cutting-edge fintech innovation among innovators, regulators, market participants, and the public. [See CFTC Press Release No. 8198-20] Participants will engage with leaders from some of the nation’s key regulators to discuss their views on the role technology plays in fostering innovation and best practices for collaboration among policymakers and innovators.

For more information, click here.

100 Women in Finance Webinar: The Urgency of More Sustainable Investing: How to Get to the Next Level
Thursday, October 22, 2020, 7:00 A.M. CDT

Learn how investors and asset management firms are responding to increased requirements for sustainable investing. From impact investing and transparency, to measurement and accountability, hear about trends and tools to incorporate the values of environment, social and governance in portfolios and best practices.

Other key topics include:

  • The UN Sustainable Development Goals.
  • Stewardship and engagement.
  • From shareholder to stakeholder capitalism.
  • Implications of Covid-19.

Send your questions to edulon@100women.org in advance or you may submit them during the webinar.

ESG INTERVIEWS

Prior to the webinar, view three 15-minute, insightful, high-impact interviews where specialists share their perspectives on the E, the S and the G of ESG:

  • Kate Hodson of Ogier LLP discusses the Environment.
  • Jamie Broderick of Impact Investing Institute, shares insights on Social stakes.
  • Miriam González Durantez of Cohen & Gresser, looks at Governance.

For more information, click here.

Hedge Fund Association: Perspectives on Fraud, Money Laundering & Cybersecurity
Wednesday, October 28, 2020, 11:00 A.M.-12:00 P.M. CDT

Join us for a timely panel discussion with world-leading experts as they share unique perspectives, experiences, and lessons learned in detecting, preventing, and resolving financial crime.

It’s no secret that fraud and cybercrime are reaching all-time highs due to the pandemic. Hedge funds, family offices, and related capital markets firms are particularly vulnerable to attacks. Client attrition, loss of reputation, and theft are all potential consequences, not to mention the looming threat of regulatory fines. Industry leaders will offer their tips, best practices, and advice to help you secure and protect your firm.

This event is complimentary for all HFA members and future members.

To register click here.

100 Women in Finance Webinar: Engaging with Family Offices: A Conversation with John Studzinski CBE, Vice Chairman of PIMCO
Thursday, November 5, 2020, 9:30 A.M. CDT

Money talks. So do family dynamics. When clients have significant financial and business assets, the interplay of these two factors may create complex situations for advisors.

What are the essential skills to work with family offices and build longstanding and trusted relationships?

Hear the guiding principles and values that John Studzinski CBE, Vice Chairman of PIMCO, has developed as he reflects on lessons learned through his career.

Please send your questions to edulon@100women.org by Tuesday, November 3, 2020 or you may submit them during the webinar.

For more information, click here.

Hedge Fund Association Webinar: LIBOR Transition
Thursday, November 5, 2020, 11:00 A.M.-12:00 P.M. CDT

LIBOR, the globally accepted key benchmark interest rate, is set to be phased out by the end of 2021. Please join us for this important HFA Webinar and learn how market participants can and should prepare for this major change.

Speakers will provide new insights and answers to these key questions:

  • What project approaches are others adopting?
  • Where are exposures being identified and which products are being used to replace LIBOR?
  • What are the pain points others are seeing?
  • How is everyone reviewing the mountains of legal contracts they need to get through?

This event is complimentary for all HFA members and future members.

For more information, click here.

ACG Fall Summit
November 10-11, 2020

Join us for hyper-relevant, curated programming that centers on strategic acquirers, family offices and PE-backed executives, and all those in the middle-market dealmaking community who work closely with these coveted audiences. 

Don’t fall behind. Cultivate connections while enjoying tailored programming, expert speakers and structured networking opportunities – both securely and virtually. The event will be held a week after the U.S. presidential election and will feature two general sessions for all attendees:

  • Processing the Outcome of the Election and What it Means for Middle Market M&A.
  • From Growth to Preservation (Family Office Members).
  • Reshoring – How Companies are Reimagining Their Supply Chains in Response to COVID-19.
  • Navigating a PE-backed Company into a Post Pandemic World (PE-Backed Executives).
  • Where Corporate Strategy Meets M&A (Strategic Acquirers).

Expect exclusive business development. Discover a newfound subnetwork. And schedule up to sixteen secure one-on-one meetings per day, connecting you with those you already do business with and those you hope to conduct business with.

Interested attendees who are family offices members, strategic acquires and PE-backed executives can attend complimentarily. ACG members who are interested in meeting with these three targeted audiences: $150 registration fee.

For more information, click here.

FREE: Stradley Ronon and Siegfried Advisory Webcast: Three Years for Long-Term Capital Gain
Wednesday, November 18, 2020, 12:00-1:00 P.M. CD

Join our industry panelists for a discussion on the newly-proposed carried interest rules promulgated by the Treasury and IRS, including:

  • The proposed carried interest rules: the basics.
  • The alphabet soup of definitions included in the proposed rules.
  • Application of the rules to different transactions.
  • Pitfalls to avoid.
  • Key takeaways.

Targeted to in-house counsel, accountants and fund managers.

Presenters:

  • Jeffrey W. Mitchell, Jr., Siegfried Advisory
  • Lindsay Faulstich, Siegfried Advisory
  • Dean V. Krishna, Stradley Ronon
  • Andreas N. Andrews, Stradley Ronon

CLE Credit: The Pennsylvania Continuing Legal Education Board has approved this program for 1 hour of substantive CLE credit. NY and NJ have reciprocity with PA-approved CLE credits and are self-reporting. IL is pending.

To register, click here.

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