Investing With a Climate Lens

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Zach Stein, Co-Founder of Carbon Collective, a San Francisco-based investment adviser focused on solving climate change. He shares his outlook for investing in companies focused on addressing climate change, including the greatest opportunities and challenges, thoughts on the SEC’s push for more transparency, how the firm is integrating DEI and more.

Interval Funds

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Kim Flynn, Managing Director, Alternative Investments, XA Investments, a Chicago-based alternative investment manager focused on interval funds. She shares her views on interval funds including the greatest opportunities and challenges, how the firm integrates ESG, the challenges of making private investments more accessible for every investor and more.

The “Social” Component of ESG Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Eleni D. Janis​, Managing Partner and Chief Investment Officer of Equivico, a New York City-based woman-owned impact investment management firm launched with support from the National Community Reinvestment Coalition (NCRC) that focuses on the “S” or “Social” component of ESG investing, exclusively on economic inclusion and high-volume responsible lending to small businesses including but not limited to women, people of color, veteran-owned businesses and those in low income areas. She shares her views on the importance of focusing on the social component of ESG investing, including the greatest opportunities and challenges in the space, her experience being a woman in investment management, what the firm is doing to champion DEI and more.

Systematic Global Macro Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Neil Ramsey, Founder, CEO & CIO of Ramsey Quantitative Systems, Inc., a Louisville-based quantitative investment management firm that employs systematic trading strategies. A pioneer in systematic trading, he shares his outlook for systematic global macro investing, including the greatest opportunities and challenges, why he forayed into yield investing, his perspective on ESG and his thoughts on the SEC’s push for enhanced transparency.

80/20 Rule for Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Leon Brujis, Partner, Palladium Equity Partners, a minority-owned $3 billion private equity firm that invests in lower middle market companies in the consumer, services, industrials, and health care sectors.  He discusses the 80/20 rule and how it applies to investing, the SEC’s approach to 100% disclosure, DEI and more.

Water investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Matt Diserio, President of Water Asset Management, a New York City and San Francisco-based investment manager deemed one of the first water industry investors investing exclusively in companies and assets that ensure water quality and supply. He shares with us his outlook for investing in those companies, including the greatest opportunities and challenges. In addition, he shares insight on ESG.

ESG Real Estate Loans

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Chris Callahan, President & CEO of X-Caliber Capital, an impact-focused commercial real estate, direct lending firm based in New York. He shares his views on investing in ESG-focused real estate loans, including the greatest opportunities and challenges in the space, what the firm is doing to champion DEI and more.

Crypto Hedge Fund Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Sadie Raney, Co-Founder and CEO at crypto hedge fund Strix Leviathan and Co-Founder at crypto robo advisor Makara. She discusses her outlook for crypto investing, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, what she is doing to encourage more women to manage money and how the firm is embracing DEI.

ESG from a Risk Management and Investment Perspective

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Patrick Ghali, Managing Partner of Sussex Partners, who shares his outlook for the alternative investment industry, including strategies he sees most attractive and ones that face the biggest challenges. In addition, he shares his outlook for ESG, which has become more prominent in the alternative investment space.

Capital Raising in a Hybrid World

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Jeff Schachter, President, Crawford Lake Capital Management, a trading oriented long/short equity strategy. Jeff, a 25+ year industry veteran who co-founded a few other prominent hedge funds, shares his outlook for capital raising in a mainly virtual world, how he pivoted during COVID-19, advice he has to successfully raise capital and finally, what he anticipates capital raising will be like post-COVID-19.