Welcome,
The MidSouth Alternative Investment Association MSAIA is a networking organization connecting alternative investment professionals in the MidSouth through informal gatherings and fund raising for worthwhile charities. MSAIA offers a professional environment for constructive dialogue among members through educational programs, networking events and other services designed to facilitate communication within our community of institutional investors, high net worth investors, family offices, alternative investment money managers, professional service providers and academics. The target members are alternative investment professionals in Nashville, Memphis, Birmingham, Huntsville, Chattanooga, Knoxville, Louisville and points in-between.
MSAIA is primarily engaged in activities and functions that promote higher business standards, education and information sharing within the business community of alternative investment professional in the MidSouth region. No part of MSAIA's net earnings is intended for political or legislative activities or for the benefit of any private individual. While MSAIA is not organized for profit or organized to engage in an activity ordinarily carried on for profit, MSAIA is operated with the purpose of being self-sustaining.
Copyright © 2010 Midsouth Alternative Investment Association (MSAIA)
Strategic Partners
Sustaining Members
 |
 |
 |
About
The MidSouth Alternative Investment Association (MSAIA) promotes industry development and understanding among money managers, investors, service providers and academics in the MidSouth region of the U.S. The association began meeting in 2008 and offers a professional environment for constructive dialogue among members through educational programs, seminars, networking events and other services designed to facilitate communication within our regional alternative investment community.
Membership in the MidSouth Alternative Investment Association is open to alternative investment industry professionals in the MidSouth region. Members are generally located in Alabama, Georgia, Kentucky, Mississippi, Tennessee, Virginia, and West Virginia.
Subscriber Profile
Geographic Distribution
- Knowledge-based networking organization connecting alternative investment professionals through informal gatherings.
- Advocacy of high ethical behavior and best practices.
- Fund raising for worthwhile local charities through luncheon and/ or dinner events with formal knowledge brokering (i.e. panel discussions, presentations, etc.).
- In 2008 the MidSouth Hedge Fund Association (MSHFA) met four times and grew from five lunch partners to 180 members.
- In 2009 MSHFA changed its name to MSAIA introduced short content-rich presentations at networking events. Membership continued to expand and ended the year with approximately 300 members.
- In 2010, MSAIA formalized its non-profit status, launched the first version of the MSAIA website and expanded membership to over 400.
- In 2011, MSAIA plans to introduce idea dinners for investors and meet at least once in Memphis.
Greg Dyra; Chairman and Sponsorship Committee
Michael Cross; Membership Committee
Scott Hodgson; Treasurer and Finance Committee
Stewart Swain; Technology Committee
Miles Shackleford; Secretary and Best Practices Committee
Amanda Hodgson, Member Services Coordinator
MSAIA members and guests are strongly encouraged to behave in a manner which is supportive to the goals of networking and knowledge sharing.
Money managers and service providers should offer their business card only when an investor first offers their own business card.
Career Opportunity Form
Careers
Currently seeking employment:
- Vanderbilt University Owen Graduate School of Management
- Buy Side Equity Trader with 6 years experience seeking a similar position in the Nashville area in order to move close to family
I Have experience trading both large and small cap equities, in all market sectors. The past 3 years have been spent as the sole trader at firm with $100+million under management, all in small cap growth portfolios. In addition to the execution of trades I am responsible for overseeing settlement issues, soft dollar arrangements, commissions, best execution database, and other general record keeping activities.
Previously I traded both large and small cap equities at a firm with over $300+ million under management that consisted of growth funds, value funds, and a 130/30 fund which required me to execute short positions. In addition to my trading responsibilities, I served as an analyst covering stocks in the Media sector.
From these positions I have become familiar and proficient with various trading and back office software including: AXYS, MOXY, Bloomberg, Tradebook, Instinet, Alert, OASYS and Reuters. As well as the Microsoft suite of products including word, excel, access, and power point.
If you would like to contact me, or want a copy of my resume please email the MSAIA at careers@msaia.net .
Thanks.
If you are seeking employment and would like to have your information posted please initiate a conversation via careers@msaia.net .
Employment opportunities:
- Operations Associate, Laffer Investments
- Manually reconcile portfolios between client portfolio accounting system (Advent APX) and custodian statements. Track reconciliation status
- Provide administrative functions such as statement receipt, printing, and collating statements with APX reports
- Provide feedback to management to identify problem areas
- Administer new account openings/closings
- Provided online and Bloomberg research for corporate action details, security information and pricing
- Maintain Security Information and Price files
- Maintain Advent APX account groups and composites
- Preparation and distribution of trade notifications
- Maintain client files and filing
- Understanding of portfolio accounting practices, reporting and trading desired
- Excellent interpersonal skills
- Excellent communication skills
- Proactive and accountable - multi-task, follow-up and follow-through
- Team-oriented and dependable
- High quality standards and high level of attention to detail
- Flexibility and self-motivation
Requirements:
Qualifications:
If you are interested in the Operations Associate position at Laffer Investments please initiate a conversation via careers@msaia.net
To submit an employment opportunity to be placed on the MSAIA website please fill out our Career Opportunity Form .
Charitable Endeavors
The MidSouth Alternative Investment Association endeavors to make an impact in the community. Our efforts have provided $21,952 to the following charities:
| Charitable Organization | Amount Raised |
| Boiler Room Theatre | $2,500 |
| Family and Children's Services | $2,130 |
| Hedge Funds Care | $2,340 |
| Hospital Hospitality House | $1,732 |
| Legal Aid Society of Middle Tennessee | $1,810 |
| Martha O'Brien Center | $1,895 |
| Memphis Area Legal Services | $960 |
| Nashville Children's Alliance | $1,725 |
| Safe Haven Family Shelter | $1,515 |
| Soles4Souls | $1,970 |
| The Arc of Tennessee | $1,970 |
| Volunteer Ministry Center | $1,405 |
| TOTAL | $21,952 |
The mission of The Boiler Room Theatre (at the Factory at Franklin), as the home of Williamson County's first resident professional theater, is to provide a venue for shows fresh from Broadway and Off Broadway – and the shows you just can't see anywhere else in Middle Tennessee. It is a non–profit 501(c)3 organization and The Boiler Room facility, with 120 movie–theater style seats, is managed by Franklin Attractions LLC. More information is available at www.boilerroomtheatre.com .
The mission of Family and Children's Service is to strengthen families, children and individuals to achieve self sufficiency, family preservation & emotional well–being. All clients possess internal strengths, talents and potential. The experiences of trauma, abuse, and other life obstacles may be injurious but they also cultivate resilience. Clients are collaborators in their therapy and all services are client–oriented and are understood with the context of their unique life environment and experience. More information is available at www.fcsnashville.org .
Hedge Funds Care (HFC) Southeast was founded in 2004. 94 cents of every dollar goes to community partners in the fight against child abuse and neglect. The funds that have been raised through the support of the Southeast Hedge Fund community over the years have enabled the Southeast branch to provide support for innovative community-based nonprofits that serve abused and neglected children in metro Atlanta. To date, Hedge Funds Care Southeast has distributed over $350,000 through 15 grants. More information is available at http://www.hedgefundscare.org/region.asp?regionID=4 .
Since 1974, Hospital Hospitality House (HHH) has been a home away from home for patients and caregivers seeking medical treatment in Nashville hospitals, providing lodging, meals and other supportive services 24 hours a day, 365 days a year. HHH has provided over 300,000 nights of lodging to people in need, serving guests from all 95 counties in Tennessee, all 50 states in the U.S. and 40 foreign countries. More information is available at www.hospitalhospitalityhouse.org .
The mission of the Legal Aid Society of Middle Tennessee is "to enforce, advance and defend the legal rights of low–income and vulnerable families in order to obtain for them the basic necessities of life". The organization gives free civil legal aid to people who have nowhere else to turn and serves 48 counties from offices in Clarksville, Columbia, Cookeville, Gallatin, Murfreesboro, Nashville, Oak Ridge, and Tullahoma. More information is available at www.las.org .
The Martha O'Bryan Center services are targeted to the 1,856 residents who live in 720 apartments in the James A. Cayce Homes, Nashville's oldest and largest public housing development, as well as residents of surrounding East Nashville neighborhoods. Joining Martha O'Bryan Center in service to the families of East Nashville is the CWA–Cayce Learning Center , which serves families in Cayce and the CWA Plaza Apartments. Martha O'Bryan Center and its extensive network of partners empower families to overcome their roadblocks to success. Adult Education efforts in east Nashville received the "Contractor of the Year" award from the Middle Tennessee Workforce Investment Board, honoring their Welfare–to–Work achievements. More information is available at http://www.marthaobryan.org .
The mission of Memphis Area Legal Services, Inc. (MALS) is to provide civil legal assistance to low-income individuals and the elderly in Southwestern Tennessee, anchored by Memphis, Shelby County, with three other counties, Tipton, Fayette, and Lauderdale, comprising its four-county service area. With more than 200,000 of the most vulnerable residents in the service area eligible for assistance, MALS is dedicated to helping those who cannot afford legal counsel navigate the legal system in order to safeguard their rights under the law. MALS case acceptance priorities include issues relating to Family and Children, Housing and Real Property, Consumer Issues, Individual and Civil Rights, Health and Income Maintenance and Seniors. More information is available at www.malsi.org .
In America, family homelessness is the fastest–growing segment of the homeless population, and is projected to increase by 30 percent. Safe Haven Family Shelter is the only shelter program of its kind in Middle Tennessee that accepts homeless families as an entire unit. Our mission is "to provide shelter and transitional services that empowers Middle Tennessee homeless families with children to achieve lasting self–sufficiency." SHFS can accept married couples with children and single parent families with children up to 18 years of age. We can accommodate 15 families at a time through our Mended Hearts, Transitional Housing and Rapid ReHousing Program(s). Through our Mended Hearts Program, families receive the following: job readiness, financial literacy, parenting classes, program management, individual/group therapy sessions for parents and children, and enrichment through the Arts & Activities sector. Parents of the families must be drug and alcohol free, willing to obtain employment, contribute income to a savings account to prepare a financial safety net and follow program rules. The typical duration of stay is 85–110 days, and the overall goal of the program is to return families into the community with stable employment and secured housing. Our 82% success rate reflects the impact of the program, and prevents families from being broken apart during a difficult time in their lives. Your donation will support the programs that help families become active members of society again, lessen the homeless population and contribute to the betterment of our community. Thank you for partnering with Safe Haven to make a difference in the lives of homeless families. For more information about Safe Haven, please visit www.safehaven.org .
The mission of Soles4Souls is "to impact as many lives as possible worldwide with the gift of shoes". Donations of both new and used footwear will be also accepted, as will cash and checks. We ask everyone to not only bring your generous donation but also to reach out to friends and colleagues at shoe companies and retailers to join in supporting this great cause. More information is available at www.soles4souls.org .
The Arc of Tennessee, a grassroots, non–profit, statewide, membership organization composed of people with intellectual, developmental and other disabilities, their parents, friends, and the professionals who assist them in reaching their goals. Of the estimated 178,643 Tennesseans with intellectual disabilities, only 8,250 are currently receiving services and supports. 10% of US families have a member with an intellectual disability. More information is available at www.thearctn.org .
The mission of the Volunteer Ministry Center (VMC), since it was established in 1987 in Knoxville, is to end homelessness by helping people into housing and providing support services to ensure success such as through the Resource Center (transitional setting accommodations), The Refuge (crisis counseling to the marginally housed), 16 rent–subsidized apartments and clinic services, including physical health, mental health and dental. More information at www.vmcinc.org .
The Nashville Children's Alliance (NCA), formerly the Nashville Child Advocacy Center, is a nonprofit organization providing services to children when there are allegations of sexual or severe physical abuse. The Nashville Children's Alliance is a unique partnership with the Office of the District Attorney General, the Department of Children's Services and the Metropolitan Police Department working together for the detection, investigation, prosecution and treatment of child abuse. NCA was started in 1992 by a dedicated group of community professionals and volunteers who believed that children deserved a coordinated approach by the professionals working on these difficult cases. More information is available at www.nashvillechildrensalliance.org .
Contact Form
Ethics
The MidSouth Alternative Investment Association (MSAIA) promotes industry development and understanding among money managers, investors, service providers and academics in the MidSouth region of the U.S. Promoting high standards of ethics, integrity, and professional excellence is at the core of our mission at MSAIA.
"Code of Ethics and Standards of Professional Conduct" (Code and Standards) at http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2010.n14.1 and https://www.cfainstitute.org/ethics/codes/Pages/index.aspx
"Standards of Practice Handbook" at http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2010.n2.1
Additional ethics resources at https://www.cfainstitute.org/ethics/codes/Pages/ethics_resources.aspx
Professional Risk Managers' International Association (PRMIA) "Standards of Best Practice, Conduct & Ethics" at http://prmia.org/pdf/PRMIA_Standards_of_Best_Practice_Conduct__Ethics_4_1.pdf
Global Association of Risk Professionals "Code of Conduct" at http://www.garp.org/garp/code–of–conduct.aspx
National Venture Capital Association (NVCA) "Professional Standards" http://www.nvca.org/index.php?option=com_content&view=article&id=73&Itemid=99
British Venture Capital Association (BVCA) "Responsible Business" at http://www.bvca.co.uk/About–BVCA/Responsible–Business2
European Private Equity & Venture Capital Association (EVCA) "Code of Conduct"
"National Futures Association (NFA) Business Conduct Rules" at http://www.cftc.gov/ucm/groups/public/@newsroom/documents/file/derivative3sub08052010–nfa.pdf
"NYSE Directors Code of Ethics" at http://www.nyse.com/pdfs/codeofethics.pdf
American Institute of CPA's "AICPA Code of Professional Conduct" at http://www.aicpa.org/Research/Standards/CodeofConduct/Pages/default.aspx
American Bar Association "ABA Model Rules of Professional Conduct" at http://www.abanet.org/cpr/mrpc/mrpc_toc.html
American Society of Home Inspectors "ASHI Code of Ethics" at http://www.homeinspector.org/codeofethics/default.aspx
The Hedge Fund Matrix is a joint initiative of AIMA, HFSB, IOSCO, MFA and the Asset Managers' Committee of the US PWG. Its primary objective is to offer a first step towards harmonisation of existing hedge fund industry sound practices to all stakeholders – specifically hedge fund industry practitioners, institutional investors, policy makers and regulatory authorities. See http://www.hedgefundmatrix.com/en/overview.cfm
Alternative Investment Management Association's (AIMA) "Guides to Sound Practices" http://www.aima.org/en/knowledge_centre/sound–practices/guides–to–sound–practices.cfm
Hedge Fund Standards Board (HFSB) "The Hedge Fund Standards and Guidance" at http://www.hfsb.org/?section=10564
International Organization of Securities Commissions (IOSCO) "Sound Practices for the Management of Liquidity Risk at Securities Firms (2002)" at http://www.iosco.org/library/pubdocs/pdf/IOSCOPD128.pdf
The PWG was established explicitly in response to events in the financial markets surrounding October 19, 1987 ("Black Monday") to give recommendations for legislative and private sector solutions for "enhancing the integrity, efficiency, orderliness, and competitiveness of [United States] financial markets and maintaining investor confidence". Renewed interest was stimulated in the wake of the 1998 Credit Crisis and Long Term Capital Management Failure such that the reports below were published in 2008, a decade after they were begun.
"Principles and Best Practices for Hedge Fund Investors: Report of the Investors' Committee" at http://www.amaicmte.org/Investor.aspx
"Best Practices for the Hedge Fund Industry: Report of the Asset Manager's Committee" at http://www.amaicmte.org/Asset.aspx
"Sound Practices for Hedge Fund Managers 2009 by Managed Funds Association (MFA)" at http://www.managedfunds.org/files/pdf%27s/MFA_Sound_Practices_2009.pdf
Other resources at MFA at http://www.managedfunds.org/mfas–sound–practices–for–hedge–fund–managers.asp including MFA's Sound Practices PowerPoint presentation (March 31, 2009), MFA's Due Diligence Questionnaire, MFA's Sound Practices for Hedge Fund Managers 2007
Institutional Limited Partners' Association "ILPA Private Equity Principles" at http://ilpa.org/ilpa–private–equity–principles/
EVCA issued the Governing Principles at http://www.evca.eu/uploadedFiles/Home/Toolbox/Industry_Standards/evca_governing_principles_2009.pdf
Global Investment Performance Standards (GIPS®) at http://www.gipsstandards.org/
Private Equity Industry Guidelines Group (PEIGG) "Guidelines for Valuation of US Private Equity Investments" at http://www.peigg.org/home.html
"Performance Attribution in Private Equity" by Austin M. Long, III, Partner, Alignment Capital Group at http://www.alignmentcapital.com/pdfs/analysis/pape.pdf
International Private Equity and Venture Capital Valuation Guidelines (Guidelines developed by IPEV Board) at http://www.privateequityvaluation.com/
European Venture Capital Association (EVCA) Reporting Guidelines at http://www.evca.eu/uploadedFiles/Home/Toolbox/Industry_Standards/evca_governing_principles_2009.pdf
History of US Venture Capital Portfolio Companies Guidelines at http://www.nvca.org/index.php?option=com_content&view=article&id=109&Itemid=138
AIMA's Roadmap to Hedge Funds aims to 'de–mystify' the hedge fund industry and tackle the misconceptions on issues such as short–selling, fees, transparency and the notion that hedge funds are risky, speculative and increase systemic risk. The Roadmap also offers guidance on creating and managing a hedge fund portfolio and gives an in–depth view of hedge fund strategies in investment, valuation, leverage, liquidity and risk management. See http://www.aima.org/en/knowledge_centre/education/aimas–roadmap–to–hedge–funds.cfm
"Venture Voices," a video series produced by the National Venture Capital Association, offers an intimate look at various aspects of the venture capital asset class as told by pioneering VCs both past and present at http://www.nvca.org/index.php?option=com_content&view=article&id=201&Itemid=471
British Venture Capital Association (BVCA) "Private Equity and Venture Capital Explained" at http://www.bvca.co.uk/PEVCExplained
Events
| Event Date: | Thursday, May 17, 2012 |
| Content Title: | "Managed Futures: Too Risky or Reliable Portfolio Diversifier?" |
| Content Presenter: | Panel Discussion |
| Sponsoring Firm: | Centennial Partners, LLC and Custom House Global Fund Services |
| Sponsoring Representative: | TBD |
| Nonprofit Featured: | Hedge Funds Care (HFC) Southeast |
| Nonprofit Greeter(s): | TBD |
| Event Location: | The Crescent Club, Memphis, TN |
If you would like to receive information about upcoming MSAIA events please enter your email. Note that our event announcements email newsletter is free and you can unsubscribe at any time.
| Date | Content Title | Presenter(s) | Sponsoring Firm | Sponsoring Representative(s) | Nonprofit Featured | Nonprofit Greeter(s) | Downloadable Content | Other Content |
|---|---|---|---|---|---|---|---|---|
| Winter 2011 | "Reasons We (Usually) Miss Fraud Signals" | Cynthia Harrington, CFA, CPE | Decosimo | Karl Jordan, CPA | Legal Aid Society of Middle Tennessee | Download Presentation | www.chcoach.com | |
| Winter 2011 | "Implementing Dodd Frank Requirements" "Accounting Standard Updates Affecting Investment Companies" "What you need to be looking out for in the next year" | Marshall Harvey, CPA, CFE Renee Ford, CPA Lynn Rodgers, CPA | Decosimo | Karl Jordan, CPA | Legal Aid Society of Middle Tennessee | Download Content (Right click large file) | Download PDF | |
| Winter 2011 | "Meeting the Challenges of Dodd Frank for 2012 and Beyond" | Vincent Sarullo / Steve Menna / Bob Cornish, Jr. | Apex Fund Services, Inc. | Vincent Sarullo / Jessica Hickman | Memphis Area Legal Services, Inc. (MALS) | Download (Right Click Large File) | ||
| Fall 2011 | "Emerging Managers: Good Buy or Good Bye? An examination of fund size and fund age on performance and risk characteristics." | Meredith Jones of Barclays Capital Inc. | Strategic and sustaining partners of MSAIA | The Boiler Room Theatre (at the Factory at Franklin) | Neely Green | Download Presentation | ||
| Spring 2011 | "Role of Alternative Investments Within High Net Worth Portfolios" | John Augustine of Fifth Third Private Bank | Fifth Third Private Bank | John Augustine, the Chief Investment Strategist for Fifth Third Private Bank | Hospital Hospitality House (Nashville) | Download Presentation | ||
| Spring 2011 | Stock Ideas Event at Owen Graduate School of Management at Vanderbilt University | Owen Team Managing TVA Investment Challenge Fund Tom Landstreet, TELL-TALE Investments Scott Hodgson, MSI Fund Chris Black, Rinehart Capital Joe Altman, Compound Capital Jason Beaird, Jetstream Capital | NorthPoint Trading Partners / ConvergEx | John Philip Vincent | Hedge Funds Care (HFC) Southeast | Download (Right Click Large File) | ||
| Winter 2011 | "The 2011–12 Political Cycle's Potential Impact on the Economy" | Arthur B. Laffer, Jr. of Laffer Investments | Decosimo Certified Public Accountants | Karl Jordan | Nashville Children's Alliance (NCA) | Lee Anne Wills | ||
| Winter 2010 | "Complementary Strategies to Equity, Fixed Income and Real Estate Exposures" | Ghislaine Austin and Mark Van Kouteren | Wells Fargo Private Bank | Ghislaine Austin | Martha O'Brien Center (MOBC) | Deb Fay, VP of Development | Download Presentation | |
| Fall 2010 | "Buying at the Point of Maximum Pessimism" | D. Scott Phillips, Jr. of Lauren Templeton Capital Management | Fairview Investment Services | Frank Watson | Safe Haven | Judy Lavery | Download Presentation | CNBC Video |
| Summer 2010 | "What Are Investors Looking For?" | Jeffrey Kollin | Rothstein Kass | Jeffrey Kollin, Steve Menna, Marc Wolf | The Boiler Room Theatre (at the Factory at Franklin) | Laura Thomas Sonn and Hope Dyra | ||
| Spring 2010 | "Surprise SEC Regulatory Examination / Madoff Rule" | Elizabeth Powell | Decosimo CPA's | Karl Jordan and Michael Cross | Family & Children's Services | Alisa Malone, Interim VP/COO | ||
| Spring 2010 | "Capital Markets Outlook for 2010" | Ed Clissold of Ned Davis Research | Wells Fargo Private Bank | Holly Bell and Tracey Pearson | Soles4Souls | Keith Woodley | Download Presentation | |
| Winter 2009 | "Field Study of Responses to Crisis" | Dan Smith | Partnership Financial Consulting, LLC | Dan Smith | Martha O'Brien Center | Kelly Bacher | ||
| Fall 2009 | "Importance of Correctly Sizing Positions" | Cameron Hight | Alpha Theory | Cameron Hight | Hospital Hospitality House (HHH) | Mimi Fondren | Download Presentation | Alpha Theory Website |
| Summer 2009 | "MFA's Sound Practices & Regulatory Update" | Jack Gaine of MFA/Barry Schwartz | ACA Compliance Group | Barry Schwartz | Volunteer Ministry Center | Laura Dyra | ||
| Spring 2009 | "SEC's Current Areas of Focus" | Bilal Malik | Malik Law Group, NorthPoint Trading, Nottingham | Bilal Malik, Kip Meadows and Kate Honey | The Arc of Tennessee | Karen Mavis | ||
| Winter 2009 | No Meeting | None | ||||||
| Fall 2008 | "Fiduciary Duty in a Bear Market" | Tonya Grindon | Baker, Donelson, Bearman, Caldwell & Berkowitz, PC | Tonya Grindon and Bob Cornish | Legal Aid Society of Middle Tennessee | Cindy Durham | ||
| Spring 2008 | Networking Only Format | None | Decosimo CPA's | Karl Jordan and Michael Cross | Family & Children's Services | Dr. Raquel Hatter | ||
| Winter 2008 | Networking Only Format | None | Wachovia Wealth Management | Holly Bell and Tracey Pearson | Soles4Souls | Kim Detwiller | ||
| Winter 2008 | Networking Only Format | None | Obair Capital, LLC | Greg Dyra Introduced MSHFA | None | None |
Library
| Date | Content Title | Presenter(s) | Downloadable Content | Other Content |
|---|---|---|---|---|
| Winter 2011 | "Reasons We (Usually) Miss Fraud Signals" | Cynthia Harrington, CFA, CPE | Download Presentation | www.chcoach.com |
| Winter 2011 | "Implementing Dodd Frank Requirements" "Accounting Standard Updates Affecting Investment Companies" "What you need to be looking out for in the next year" | Marshall Harvey, CPA, CFE Renee Ford, CPA Lynn Rodgers, CPA | Download Content (Right click large file) | Download PDF |
| Winter 2011 | "Meeting the Challenges of Dodd Frank for 2012 and Beyond" | Vincent Sarullo / Steve Menna / Bob Cornish, Jr. | Download (Right Click Large File) | |
| Fall 2011 | "Emerging Managers: Good Buy or Good Bye? An examination of fund size and fund age on performance and risk characteristics." | Meredith Jones of Barclays Capital Inc. | Download Presentation | |
| Spring 2011 | "Role of Alternative Investments Within High Net Worth Portfolios" | John Augustine of Fifth Third Private Bank | Download Presentation | |
| Spring 2011 | Stock Ideas Event at Owen Graduate School of Management at Vanderbilt University | Owen Team Managing TVA Investment Challenge Fund Tom Landstreet, TELL-TALE Investments Scott Hodgson, MSI Fund Chris Black, Rinehart Capital Joe Altman, Compound Capital Jason Beaird, Jetstream Capital | Download (Right Click Large File) | |
| Winter 2010 | "Complementary Strategies to Equity, Fixed Income and Real Estate Exposures" | Ghislaine Austin | Download Presentation | |
| Fall 2010 | "Buying at the Point of Maximum Pessimism" | D. Scott Phillips, Jr. of Lauren Templeton Capital | Download Presentation | CNBC Video |
| Spring 2010 | "Capital Markets Outlook for 2010" | Ed Clissold of Ned Davis Research | Download Presentation | |
| Fall 2009 | "Importance of Correctly Sizing Positions" | Cameron Hight | Download Presentation | Alpha Theory Website |
| Download Webinar | ||||
| Other Content | Content Title | Link | ||
| Press Release | Transparency and Risk Management in Alternative Investing (04.15.2011) | http://www.msaia.net/library/girstpressrelease.docx | ||
| MFA | MFA Sound Practices | http://www.managedfunds.org/mfas-sound-practices-for-hedge-fund-managers.asp | ||
| Other Association | The NY Hedge Fund Roundtable | http://www.newyorkhedgefundroundtable.com/ | ||
| HF Indices | Boomerang Capital | http://boomcap.com/links.htm | ||
| HF Ret Table | Boomerang Capital | http://boomcap.com/periodicTable.htm | ||
| VC Index | Cambridge Associates U.S. Venture Capital Index® | https://www.cambridgeassociates.com/pdf/Venture Capital Index.pdf | ||
| PE Index | Cambridge Associates Private Equity Index® | https://www.cambridgeassociates.com/pdf/Private Equity Index.pdf | ||
| REIT Hist Data | Reit.com | http://www.reit.com/IndustryDataPerformance/IndustryDataPerformance.aspx | ||
| NCREIF NPI | NCREIF Property Index | http://www.ncreif.com/data.aspx | ||
| NCREIF Farmland Returns | NCREIF Farmland Index | http://www.ncreif.com/farmland-returns.aspx | ||
| NCREIF Timberland Returns | NCREIF Timberland Index | http://www.ncreif.com/timberland-returns.aspx |
Membership
Member benefits will increase as the Association grows. Those benefits currently include:
- Education: Attendance at Association programs, which will offer commentary by and discussion with leading industry speakers.
- Industry networking: Exposure to and professional networking with other Association members that may provide valuable services and/or skills. Our web site - www.msaia.net - includes an online demographic profile, as well as a roster of the Board of Advisors, Officers and Sponsors.
- Job board: We have added an online job board that provides a resource for MSAIA members to post available employment and for MSAIA members to view the jobs that have been posted and contact the sources of those job listings.
Just a few services noted below; additions welcome.
- Infovest21 conferences (discounts)
- Click here for an invitation
- Infovest21 news
- Free 5-day trial and 10% off the regular annual subscription. Infovest21 provides global news coverage of the hedge fund community to the accredited investor and industry professional.
- Please email general@infovest21.com . Include your name, company and email address and mention that you or your company or firm is a member of the Association.
- www.infovest21.com
- With nearly 30,000 active users, Albourne Village is a free community website for anyone interested in alternative investments - providing a pub and library to exchange news and IP, job and conference centres, school and strategy forecasts. Don't just join the Village, be the Village! village.albourne.com .
We welcome any feedback or suggestions regarding our activities and how we can be responsive to your interests.
- Membership in the MidSouth Alternative Investment Association is currently underwritten by the corporate sponsors.
- Currently $0 for all membership levels.
| Membership Category | Membership Dues |
|---|---|
| Institutional investor or family office membership | $0 |
| Individual investor or small firm | $0 |
| Money manager, fund of funds, service provider with 3 to 5 employees | $0 |
| Money manager, fund of funds or service provider with over 5 employees | $0 |
Membership dues cover the administrative costs of operating the association. The association anticipates that dues will cover attendance at quarterly and ad-hoc functions together with costs of event venue, speaker (if any) and refreshments. Members are welcome to invite guests to events subject to a guest fee (to be determined per event by the association).
Members of the academic community or in transition should contact MSAIA.
A formal membership signup form is coming soon.
Sponsorship
There are three ways currently to provide resources to MSAIA and all levels make a statement about promoting the industry across the MidSouth region. Corporate sponsorship currently provides enough resources to avoid individual membership fees. In effect the corporate sponsors are subsidizing the administration and operations for the rest of the group.
The respective benefits include:
- Strategic partners have access to MSAIA strategic and events planning meetings, white paper preference in the website library archives, priority placement of logo & link on MSAIA.net home page, mention at events, RSVP preference to events and 10 guest passes to each quarterly networking event.
- Sustaining members have access to MSAIA event planning meetings, white paper preference in the website library archives, home page placement of logo & link on MSAIA.net home page, mention at events, RSVP preference to events and 5 guest passes to each quarterly networking event.
- Event sponsors make one-time commitments and receive primary recognition at the particular event sponsored, influence on the educational content presented at the event and privilege of distributing limited promotional items at the event.
Ongoing MSAIA costs include a part-time member services person, event planning and coordination, website development/ hosting/ maintenance, member database update, name tag maintenance, accounting and tax compliance, coordinating/ affiliating with other regional associations and resources (like the Center for Alternative Investments at Emory), expansion of networking events to Memphis and exploring a larger event format such as a possible annual, panel discussion gala event to raise money for a widely respected nonprofits such as Vanderbilt Children's Hospital, St. Jude , etc. MSAIA is primarily engaged in activities that promote higher business standards, education and information sharing as a 501(c)(6) - business league. No part of MSAIA's net earnings is intended for political or legislative activities or for the benefit of any private individual. While the MSAIA is not organized for profit, it is operated with a self-sustaining purpose.
|
|
|
|
|
- Karl J. Jordan, Domestic & International Tax Principal
- Joseph Decosimo and Company, PLLC
- 1100 Tallan Building
- Two Union Square
- Chattanooga, Tennessee 37402–2512 USA
- Phone: 423.756.7100
- Fax: 423.756.0510
- Email: karljordan@decosimo.com
- Steve J. Menna, CPA
- Rothstein, Kass & Company, PLLC
- 2525 McKinnon Street, Suite 600
- Dallas, TX 75201
- Phone: 972.581.7056
- Email: smenna@rkco.com
|
|
|