Monticello was pleased to participate in the New York MBA Interview Forum, having the opportunity to speak with students from the Tuck School of Business at Dartmouth, University of Virginia Darden School of Business, Duke University – the Fuqua School of Business, and Cornell SC Johnson College of Business. We appreciated the opportunity to meet with so many interested and worthy candidates, thank you all who interviewed with us!
Our NYC team had another winter social, with a group of our members catching up over appetizers, drinks, and enjoyable conversation. With this cold weather, we’re always happy reconnect after work at a warm pub! We look forward to the next team social – thanks to all of you who could join us.
Monticello joined a timely discussion hosted by HFM & NASDAQ on the top compliance trends for global hedge funds in 2019. While MiFID II implementation and preparing for Brexit are certainly at the forefront of most asset managers’ minds today, the Senior Manager Regime, set in place by the FCA (UK’s regulatory body) and the analysis of AI/machine learning are also on the list of hot topics.
Monticello was pleased to join our friends and colleagues in financial services for the annual winter Hedge Fund Conference Week in Miami. Thousands of professionals in the alternative investment industry gathered for exciting networking opportunities and thought-provoking discussions on the state of the market, while enjoying key industry events in South Beach together!
Monticello team members joined this week’s ISDA Conference in NYC on the Fundamentals of Derivatives, covering derivative products, central clearing, interest rate swaps, and derivatives documentation. We are always looking to grow our knowledge base in the financial services industry and are committed to investing in the continuous education of our consultants!
Monticello team members participated in Darden’s ESG Investing Conference call with professors Mary Margaret Frank and Pedro Matas. Recent data shows that European investors are leading the charge in Environmental, Social and Governance focused investing (ESG), with Millennials globally having the greatest interest in sustainable investing vs. the general population. While ESG is certainly gaining more attention from capital allocators across various market segments, Darden tags the ESG space as being in the “Wild Wild West” era. Monticello agrees that today we are still in the early stages of this differentiated investing approach.
Monticello Consulting Group’s management team attended the University of Virginia’s Job & Internship Fair this week, where we were pleased to meet with many impressive students. Campus recruiting is a valuable segment of our overall recruiting strategy and we appreciate the opportunity to have conversations with these UVA future graduates!
On Martin Luther King Jr. Day, Monticello honors the life, legacy and monumental impact the Civil Rights Leader made on society. As a minority-owned business, we are grateful for the path-blazers who came before us and we strive to continue their work by promoting inclusiveness, diversity, and equality in society as well as the workplace. Today we celebrate our differences and our commonalities!
This week, the NYC office enjoyed gathering with teammates after work for appetizers, drinks and college sports. It was nice to hear how everyone spent their holidays and it was equally exciting to learn about new projects as the team gears up for the many new initiatives on tap for 2019! We look forward to the next team social – thanks to all of you who could join us.
Monticello recently attended the Darden Ideas to Action Leader Series event ‘Fintech: Strategic Challenges and Opportunities’ hosted by UVA Darden Executive Education. Professor Yiorgos Allayannis, Professor Bobby Parmar, and a Fintech venture capital executive facilitated case studies, presentations, and group discussions on key challenges and opportunities facing companies in the rapidly evolving Fintech space. Monticello believes in the growth potential for Fintech and is actively working with our clients to integrate sustainable and impactful Fintech solutions into their business.
Last night, RegTek's CEO, Brian Lynch, visited Monticello’s headquarters in NYC to introduce its software solutions and capabilities to our consultants. As a firm, we’re always looking for innovative fintech solutions to add to our client offerings, and to increase the efficiency and quality of clients’ regulatory reporting needs. RegTek is a market-leading regulatory reporting technology provider covering validation and eligibility for reconciliations and submissions. Its unique, modular architecture allows for flexibility, as swap-dealers need to change and update their controls to ensure accuracy as regulatory requirements evolve. We see great potential for this compelling platform and our team will continue to learn more as we ramp up support for Consolidated Audit Trail (CAT), Securities Financing Transactions Regulation (SFTR), and the next wave of reporting regulations for our banking clients.
Monticello Consulting Group would like to wish all of our colleagues, clients, and team members a Merry Christmas and a happy holiday season filled with family, friends, and joy!
Monticello is delighted to see our firm come together again this holiday season for a great cause. Our team coordinated with the High Water Women, in partnership with the Children’s Village, for the 2018 Holiday Toy Drive. We love giving back to our community, especially during this time of year, and are grateful to all our partners at these two amazing organizations for the opportunity to get involved!
As 2018 comes to an end, we enjoyed bringing our whole team together for a night of celebrating a successful year and a Happy Holiday season. Thank you to all of our employees who were able to join the festivities and to the Agave Restaurant in the West Village for a wonderful evening. Cheers to a prosperous and healthy New Year ahead!
Monticello team members attended Lehigh’s 3rd Annual NYC Conference on Blockchain Technologies last week. While blockchain and crypto-currency have continued to be at the forefront of fintech discussions recently, we’re always interested in hearing the unique perspectives of experts from this innovative space. The comprehensive discussion on the forecasted evolution of this growing technology was inspiring and we believe it is positioned to become a game changer in our industry.
Monticello Consulting Group wishes our colleagues, clients, and team members a wonderful Festival of Lights this holiday season, to enjoy with your family and friends – Happy Hanukkah!
During the fourth quarter, Monticello employees happily participated once again in financial literacy education courses, developed through a partnership with the High Water Women organization and a public New York City High School, this time in Queens, NY.
This financial literacy program focuses on providing education to low- income youth and adult communities and developing essential financial skills. Learning the fundamentals behind earning an income, taxation, budgeting, savings, the implications of debt, and avoiding predatory businesses helps position students for a more secure financial future. The Monticello team truly enjoyed sharing their knowledge and time with the students and watching them learn!
If you’re interested in joining Monticello and volunteering for financial literacy education opportunities with the High Water Women, please click here to visit their website.
Monticello’s Joanna Horowitz, CFA, was honored to moderate a thought-provoking panel hosted by the CFA Society New York titled, “Risky Business - Managing Today’s Risk for Tomorrow’s Uncertainty.” The discussion held amongst business leaders of risk management in the financial services industry touched on many topics including risk factors amongst organizations, business continuity risks, DLT and block-chain focused opportunities in digital transactions, and risk cultures. Monticello is aligned with the panelists’ view that effective risk management is a vital part of all financial services businesses future success, which should be addressed and managed proactively. We look forward to the next CFA Society New York event!
On Veterans Day, Monticello honors our US Veterans by supporting the Veterans Services of Southern California to help Veterans in need in this area of current distress. We thank you for your service and appreciate all that you have done to protect our way life and independence.
Monticello was pleased to attend the CFA Society New York’s 2018 Annual Dinner at the Mandarin Oriental. At this very well attended event, there was an opportunity to re-connect with fellow CFA charter holders and industry leaders alike, over topical conversations. The Asset Owners discussion was thought-provoking, encouraging ESG impact investing for long-term performance improvement, discussing insights on qualitative versus quantitative investing, as well as overall market views from top managers as we move towards 2019.