SADIS DINNER CLUB
APRIL 23, 2025
Louis Albert
Reign Strategy and Investment Group
Founder
LOUIS.ALBERT@REIGNINVESTMENT.COM
HTTPS://WWW.LINKEDIN.COM/IN/LOUIS-ALBERT-RODRIGUEZ004387107
Louis Albert founded Reign Strategy & Investment Group in 2007 after 20 years developing growth strategies and strategic partnerships for some of the largest and most prestigious companies in the world. Prior to founding Reign Strategy & Investment Group, Louis was Vice President of Strategic Planning for Ogilvy & Mather Worldwide where he developed marketing partnerships and large-scale integrated marketing programs for Coca-Cola, DuPont, Holiday Inn, Sara Lee, Time Warner, and other global corporations.
Prior to Ogilvy & Mather, Louis was a Director in the strategy consulting practice for Deloitte Consulting, where he focused on telecommunications and Internet companies. His clients included AT&T, Bell Canada, Hewlett Packard, IBM, Rogers Cable, Sprint, Qwest, US West, Verizon, and other clients. His major projects included corporate strategies, growth strategies, strategic partnerships, channel partnerships, and merger & acquisition strategies.
Louis Albert has an MBA from the University of Michigan where he was awarded the Pepsi-Cola Scholarship in Marketing and a University of Michigan Regents Scholarship. He has a Bachelor of Arts from Queens College where he achieved High Honors in Economics and was awarded a scholarship from the American Economic Association.
Robert Ansell
Opus Fund Services
Director, Business Development
RANSELL@OPUSFUNDSERVICES.COM
HTTPS://WWW.LINKEDIN.COM/IN/ROBERT-ANSELL 015AAB255/
Robert Ansell has held various roles throughout his work experience. Robert was the Director of Business Development at Opus Fund Services, though the specific dates are not provided. From 2019 to 2022, he worked as the Managing Partner at Birdsong Capital Management, LLC. Prior to that, he served as a Senior Managing Director at Macquarie Group from 2005 to 2017, and also held the same position at ING Barings from 1997 to 2005. Robert started his career at ING Barings as a Director in 1994 before being promoted to Managing Director in 1997.
Robert Ansell attended Nottingham Trent University from 1990 to 1994, where he earned a Bachelor of Arts (BA) degree in European Business.
Neil Benedict
New York Life Insurance Company Agent
NBENEDICT@FT.NEWYORKLIFE.COM
As a licensed Agent of New York Life Insurance Company, I help clients with the money they never want to lose and never want to pay taxes on. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.
Jonathan Bernstein
Sadis & Goldberg LLP Partner
JBERNSTEIN@SADIS.COM
HTTPS://WWW.LINKEDIN.COM/IN/JONATHAN-BERNSTEIN-8765058A/
Jonathan Bernstein is a Partner in the Financial Services and Corporate groups. Jonathan focuses his practice in matters concerning mergers & acquisitions, corporate law and general corporate counseling. He serves as a trusted advisor to private equity sponsors, family offices and middle-market and familyowned businesses across industries. Jonathan has experience representing clients across the fashion, apparel, distribution, consumer products, media, manufacturing, healthcare, technology and hospitality industries, among others. He assists our clients in connection with acquisitions, divestures, sales and financing. Our clients benefit from Mr. Bernstein's knowledge of their businesses to execute transactions, along with his extensive experience executing complex transactions. As an outgrowth of the close relationships he develops with our clients, Jonathan routinely works with our clients to craft business strategies which meet their business priorities while managing risk. He also serves as an outside general counsel, advising on the full gamut of day-to-day legal issues. He takes a practical approach to deal-making that puts a premium on big-picture issues that matter to his clients
Tom Bradbury
Broad-Gauge
CEO
TOM@BROAD-GAUGE.IO
HTTPS://WWW.LINKEDIN.COM/IN/THOMASPBRADBURY/
Broad-Gauge is a workforce intelligence service tailored for Middle Market portfolio companies of Private Equity firms. By leveraging proprietary internal data along with extensive external intelligence, Broad-Gauge identifies critical micro and macro workforce trends to provide actionable insights. These insights enable General Partners and Operating Executives to identify and prioritize actions that improve financial outcomes as well as monitor due diligence optics ahead of exits. Arming data-driven GPs with these new levers for financial impact, Broad-Gauge is a unique and essential partner in maximizing value across a Private Equity portfolio.
Will Bruce
Silver Fern Financial Chief Financial Officer
WILLBRUCE@SILVERFERNFINANCIAL.COM
HTTPS://WWW.LINKEDIN.COM/IN/WILLIAM-BRUCE-CA-CFA-A34B485/
Experienced Consultant with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Hedge Accounting, Root Cause Analysis, Hedge Funds, Distressed Debt, and Directors.
RYAN.BURGER@PFASOLUTIONS.COM
HTTPS://WWW.LINKEDIN.COM/IN/RYAN-BURGER
At PFA Solutions, I work with various private capital firms to help them digitize and automate processes and reporting related to carried interest, employee co-investments, and compensation. My role involves business development, product strategy, client success, and client account management for our flagship platform, FirmView.
FirmView is used by some of the most prominent private equity, credit, venture capital, real estate, and fund administration firms in the industry. I leverage my extensive experience and knowledge in alternative asset operations, consulting, and software implementation to deliver solutions that meet the complex and evolving needs of our clients. I enjoy collaborating with our talented and diverse team of professionals and creating value for our stakeholders.
Glen Carballo
Dime Community Bank
Director of National Deposits
GLEN.CARBALLO@DIME.COM
HTTPS://WWW.LINKEDIN.COM/IN/GCARBALLO/
•At Dime Community Bank I develop customized commercial banking solutions for new and emerging alternative investment fund managers and family office investors.
My 20 years of commercial banking experience has helped me to understand pain points and opportunities for ambitious hedge fund and private markets investment managers which I leverage to provide them with a best-in-class service, being a true partner to my clients by living and breathing the mantra of the ‘3 E’s’ – Expertise, Efficiency, and Execution.
I’m a ferocious networker which has provided me with a lengthy contact list of investors, asset managers and service providers, which I utilize to support my clients with appropriate referrals. I’m also a content sponge, staying on top of the latest trends in the alternative investment space so that I can stay pro-active, and not be re-active, with my customers.
Key strengths: • Business Development
Corporate Finance
Leadership
Public Speaking
Networking
Ralph Castro
Director of Business Development
RCASTRO@RFA.COM
HTTPS://WWW.LINKEDIN.COM/IN/RALPHECASTRO/
RFA is a leading provider of cloud and cyber security solutions, specializing in IT services for the financial services and alternative investment sectors. With over 30 years of experience, RFA offers managed IT, cybersecurity, and data services, helping clients optimize operations and meet regulatory compliance. Their expertise spans across hedge funds, private equity, and asset management firms, delivering tailored technology solutions globally.
Rimrock Associates
Partner
FJCINDRICH@GMAIL.COM
HTTPS://WWW.LINKEDIN.COM/IN/FRED-CINDRICH-75A841/
Concentrating on Technology, we focus on transitioning individuals/teams between both buy and sell side institutions as well as non-financial institutions. We search for Professionals interested in fulltime employment or consulting sectors. Our financial division surfaces Quantitative Developers, Portfolio Managers, Quantitative Analyst, and Quantitative Traders. We have extensive contacts in the High Frequency, Statistical Arbitrage, and Algorithmic trading space. We also have a division that focuses primarily on back office Technology professionals. We represent hedge funds, broker dealers, and small trading firms in the tri-state area. We take pride in understanding your background and look forward to helping you.
Nick Domino
Associated Benefit Consultants
Partner
NDOMINO@ASSOCIATEDBENEFIT.COM
Nick Domino is dedicated to working with driven professionals and family-oriented entrepreneurs to obtain financial balance and certainty. So that they can live a life of abundance and leave a legacy of generational wealth. His approach is comprehensive and personalized, focusing on thoroughly understanding each client's financial landscape to craft strategies that cater to individuals and families at different stages of life.
Beyond his commitment to financial advisory, Nick's life purpose reflects a deep-seated ambition to embody authenticity in both his professional endeavors and personal life. He aspires to a life marked by abundance, passion, and connection, achieved through aggressive discipline, active listening, and the creation of lifelong memories for his family, friends, and employees.
Nick's extensive volunteer work underscores his belief in giving back to the community. His involvement ranges from serving in various capacities, including president, treasurer, and member at large, in organizations such as the Morgan Library, Boston College alumni chapters, and several social clubs. This commitment to service speaks volumes about his character and the values he brings to his professional work.
Nick grew up in the advanced financial planning services arena. Before joining as the third generation in the closely held firm, Associated Benefit Consultants, Nick honed his skills by apprenticing under 20 different financial advisors in the New York, CT, and Boston area. Most notably Nick worked for Clarfeld Citizens Private Wealth the top division of Citizens Private Banking.
Nick resides in New Canaan, CT with his wife and two daughters.
David Fitzgerald
Sadis & Goldberg LLP Partner
DFITZGERALD@SADIS.COM
HTTPS://WWW.LINKEDIN.COM/IN/DAVID-FITZGERALD-408AB855/
David Fitzgerald's practice focuses on investment funds, securities, joint ventures, regulatory compliance and investment advisers. He regularly structures and organizes hedge funds, private equity funds, funds of funds, separately managed accounts and hybrid funds. Additionally, he advises private fund managers on structure, compensation, employment and investor issues, and other matters relating to management companies.
Drawing on his 16 years of experience as an institutional Chief Compliance Officer and General Counsel, David provides ongoing advice to investment advisers on securities law issues, including SEC filings. His practice also involves counseling clients in SEC regulatory matters, including compliance issues related to registered advisers.
Gelb
PFK O’Connor Davies, LLP
Senior Managing Director
EGELB@PKFOD.COM
HTTPS://WWW.LINKEDIN.COM/IN/ERICGELB/
Eric’s broad experience and expertise includes Advisory, Chief Financial Officer – Fractional CFO; accounting; business development; corporate finance and asset-based lending.
Connector and solutions creator. Continuously helps clients grow their businesses and wealth by leveraging extensive network of global contacts.
Exceptional ability to connect the dots, create valuable and profitable solutions.
Notable Advisory and Fractional CFO Assignments:
--Advised the Board of Directors of a $250 billion blue chip RIA that was merging two subsidiaries together. The assignment included tax due diligence, valuation, cost allocation and regulatory.
--Fractional CFO - $50 million Private Equity PE Fund focusing on Self-Storage.
--Advisory and Relationship Management: lead relationship for multi-billion-dollar Asset Manager focused on structured credit. Conduct due diligence on direct lending programs.
--Banking Transactions and Financing Programs:
o Commercial Real Estate Financing: financed 383 Madison Avenue and 388 Greenwich Street while at Citibank.
o Media financing: structured and financed $1.0 billion TV Royalty leaguewide borrowing securitization facilities for MLB while at Citibank and The NBA while at Chase.
o Equipment Leasing and Project Finance: structured and financed $360 million of telecom equipment for MCI telecommunications.
• Created asset-backed commercial paper conduit while at JP Morgan Chase – funded $1.9 billion in 15 months.
Matthew Gilmore
Strategic Asset Services
Financial Consultant, Managing Principal
MATT@STRATEGICASSETS.NET
Matthew Gilmore is a Managing Principal and Financial Consultant at Strategic Asset Services. He formed the original team in 2003 to assist clients with asset management and financial planning. He holds a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania and a BA from the University of Virginia
Greg Jacobs
Capital Dimensions LLC
Managing Principal
GJACOBS@CAPDIMEN.COM
HTTPS://WWW.LINKEDIN.COM/IN/GREGJACOBS3/
Greg Jacobs has over 30 years if experience in investment management, capital markets, and trading. Since his early days at Solomon Brothers, Greg has developed extensive trading and risk management expertise across many market sectors, including real estate, mortgage and alternative credit, insurance, asset-backed securities , and specialty finance.
Greg’s entrepreneurial efforts include building and managing successful investment platforms, such as co-founding a hedge fund and launching multiple investment advisory firms. Greg build and led intuitional trading desks at Greenwich Capital and Daiwa Securities. Greg holds and MBA in Finance from the Sloan School at MIT and Sc.B. in Engineering from Brown University.
Capital Dimensions LLC provides advisory solutions for family offices, entrepreneurs, and investors. The firm focuses on issues that demand expertise and experience beyond what our clients usually apply to their investments and businesses, recognizing that specialization is essential to addressing complex situations.
Capital Dimensions supports family offices and ultra-high-net-worth investors who face opportunities and challenges that necessitate trustworthy insights that may not be readily available. The firm’s risk-based approach facilitate timely engagement and client collaboration, leading to cost-effective deliverables.
Frank Lazzara
FRANK.LAZZARA@DLALLC.COM
HTTPS://WWW.LINKEDIN.COM/IN/FRANK-LAZZARA/
I am an accomplished financial forensics expert witness with a successful career as a testifying expert, leading M&A dispute resolution, forensic accounting investigations, serving as a neutral accounting arbitrator, and providing business valuation services. With 15 years of recent experience as a Managing Director, I have conducted complex financial investigations alleging officer breach of fiduciary duty, financial statement and investor fraud, I have identified financial statement reporting schemes, consulted on global arbitration matters involving M&A, and served as an expert witness in Court and Arbitration (JAMS and AAA) for high-profile litigation matters. Leveraging my expertise in GAAP accounting, in serving as CFO and Controller of a Private Equity portfolio company, and in the Foreign Corrupt Practices Act (FCPA), I have also advised on securities litigation, auditor compliance, and NYSE regulatory compliance matters. As a CPA, CFE and ABV, the focus of my dispute resolution practice is M&A-related purchase price disputes, serving as neutral accounting arbitrator and party advisor. As the former CFO of a technology start-up, I possess the unique combination of Mid-Market entrepreneurial experience along with Big Four and Wall Street Banking, having begun my career with PricewaterhouseCoopers and Goldman Sachs. I am looking to connect with leading litigators and corporate counsel across industries where I can utilize my commercial dispute resolution and investigative skills to effectively settle multimillion-dollar matters and produce favorable outcomes for my clients.
HTTPS://WWW.LINKEDIN.COM/IN/LEONARD-LEE-CPA-1846B994/
Principal in the New York City Audit practice with experience in serving public and private clients in the Media & Entertainment, Retail & Consumer Products, Aerospace & Defense, and Real estate industries. Experience with technical accounting and auditing matters covering several topics including revenue recognition, business combinations, intangible asset valuation/impairment, debt/equity and consolidation/VIEs.
In his current role Leonard works on numerous audits of mid to small cap public companies, initial public offerings, reverse mergers and SPAC transactions for companies that span a variety of industries including manufacturing, distribution, technology, professional services and media & entertainment.
Leonard is licensed as a CPA in New York and is IFRS accredited. He is an active member in professional networks for Inclusive Engagement & Development Initiative, Mentoring and Recruiting.
Paul Marino
Sadis & Goldberg LLP
Partner
PMARINO@SADIS.COM
HTTPS://WWW.LINKEDIN.COM/IN/PAMARINO/
Paul Marino is Financial Services and Corporate groups. Paul focuses his practice in matters concerning financial services, corporate law and corporate finance. Paul provides counsel in the areas of private equity funds and mergers and acquisitions for private equity firms and public and private companies and private equity fund and hedge fund formation.
Paul works on a variety of M&A transactions, including leveraged acquisitions, divestitures of business divisions, going-private transactions, and other strategic acquisitions and dispositions, in the following industries: manufacturing, telecommunications, consumer products, hospitality, healthcare, and technology, among others. His practice also includes joint ventures and general company representation matters.
Paul has represented national and multinational corporations, ranging from telecoms to tech companies, as well as real estate syndication and financial investors and investment advisors. He has also negotiated and structured a number of U.S. domestic and cross-border mergers and acquisitions and joint ventures.
James McCaffrey
JMC & CO LLC
Founder and CEO
JMCCAFFREY@JMCCO-LLC.COM
HTTPS://WWW.LINKEDIN.COM/IN/JAMES-MCCAFFREY-CAIA-4332877/
Strategic resource to family offices, UHWNI, RIAs and institutions. Provides advice and solutions on alternative investments.
Expert in the raising of capital for Fundamental Long/Short & Long Only, Smart Beta and Volatility Modeling, Target Volatility, APAC and EM Equity, Cryptocurrency and Credit fund manager clientele.
Diligent and expert in the formation of capital for growth venture, private equity, commercial RE, and business expansion/project. M&A advisory.
Jonathan Menna
Menna
& CO Advisors LP
Managing Partner
JMENNA@MENNACO.CO
Jonathan Menna has more than 10 years of experience providing tax and consulting services to high-networth individuals, operating entities and real estate partnerships. Menna specializes in entity structure advising and planning as well as income tax planning.
He serves clients in numerous sectors, including service-based industries, real estate, family-operated businesses and high-net-worth individuals.
HTTPS://WWW.LINKEDIN.COM/IN/KENPRICE11415612/
I am a seasoned professional with 20+ years of experience in Banking. I partner with companies across diverse industries in the Emerging Middle Market space that gross between $20 million and $100 million annually.
Collaboration and long-term relationship building are the cornerstones of my approach with clients. Being a part of JPMorgan Chase, I offer extensive resources and access to a network of partnerships that will help propel companies to achieve their financial milestones. I also take pride in our significant contributions to the communities we are part off.
In addition to Business Banking and Commercial Lending, I have experience in Personal Banking, Mortgage, and Branch Management. I hold a Bachelor of Business Administration (BBA) degree with a concentration in Accounting and Finance.
As a seasoned Relationship Manager at JP Morgan Chase Commercial Banking, I leverage my extensive experience and expertise in commercial banking to provide tailored financing solutions for business owners in the NY/NJ metro area. With over 11 years of experience in managing middle market customers, I have a proven track record of growing portfolios by acquiring new customers and cross-selling various bank products.
I hold an MBA in Finance from Pace University's Lubin Graduate School of Business and a B.S. in Management Science from SUNY Plattsburgh. I am also certified in Moody's Commercial Credit Analytics Training Program. My skills include credit analysis, portfolio management, and customer relationship management. I am passionate about helping businesses achieve their financial goals and grow their operations through strategic banking
Frank Restagno
Sadis & Goldberg LLP
Partner
FRESTAGNO@SADIS.COM
HTTPS://WWW.LINKEDIN.COM/IN/FRANK-RESTAGNO-A6514067/
Frank S. Restagno is a Partner in the firm’s litigation group. His extensive trial and arbitration experience includes the successful prosecution and defense of a wide range of claims before federal juries and domestic and international arbitral tribunals, including claims for breach of fiduciary duty, false advertising, and breach of contract. He has managed cases spanning all phases of litigation, from precomplaint investigation through appeal.
Before joining Sadis & Goldberg, Frank was an associate at Winston & Strawn LLP, where he focused on federal securities class action defense, M&A and corporate governance-related litigation and advice, and breach of contract and intellectual property disputes. In law school, Frank was the Managing Editor of the Fordham Urban Law Journal and interned for Magistrate Judge A. Kathleen Tomlinson of the Eastern District of New York and Associate Justice Angela M. Mazzarelli of the Appellate Division of the New York Supreme Court, First Department.
Smith
Bernstein Private Wealth Management Wealth Advisor
RSMITH@BERNSTEIN.COM
HTTPS://WWW.LINKEDIN.COM/IN/RONSMITHAB/
Ron Smith leads a Wealth Advisory Team at Bernstein Global Wealth. His practice focuses on the unique challenges of Founders, Family Enterprises, and Philanthropists, as well as Generational Talents in both Sports and Entertainment.
Ron’s passion for helping clients understand and prepare for the emotional complexity wealth creates is what inspired him to join Bernstein Global Wealth. He establishes Family Governance structures and formalized conflict resolutions systems that can not only stand the test of time, but our flexible enough to “live and breathe” with the generations who carry it forward. By recognizing that values and communications styles can differ vastly among different generations, Ron prides himself in his ability and dedication to ensuring each family member feels seen and heard.
Through advanced tax mitigation strategies, Ron emphasis the importance of asset location and trust structures. His approach to financial complexity begins with Investment Infrastructure Optimization. Knowing its “not what you make, its what you take,” he is hyper focused on after tax results, which not only increases the growth of client wealth, but directs the flow of wealth in a meaningful way to both the rising generation, and the causes clients care about most.
Outside of work, Ron gives back, coaching youth hockey with the Rye Rangers organization, and volunteering within his community. Ron also serves on the board of “Gilda’s Club,” the Greater NY & CT chapter of Cancer Support Community, and is active in supporting Manhattanville University Alumni & Athletics Associations. His “me” time is spent on the Long Island Sound boating with family and friends, golfing, and watching the New York Rangers. Originally from Vancouver BC, Ron holds degrees in Economics and in Philosophy from Manhattanville University. He lives with his family in Stamford CT.
Paddock Capital Markets
Co Founder & Managing Partner
JEFF@PADDOCKCAPITALMARKETS.COM
HTTPS://WWW.LINKEDIN.COM/IN/JEFFSOLOMON1/
I work with organizations focused on growth and value creation. I have provided M&A and capital raising advisory work to more than 100 companies in my career, as well as strategic advisory around operational and business development initiatives. I started Paddock Capital Markets with my business partner, Bill Salus, with the goal of combining my investment banking experience from bulge bracket banking, with Bill's extensive industry experience. The end result is a platform, delivering the same great service you would expect from larger banks, but with a focus on the middle market.
Mark Sullivan
Mark Sullivan is the Chief Growth Officer at Stonehaven, LLC. Mr. Sullivan leads efforts to expand the firm’s footprint by expanding the platform’s Affiliate Partner constituency in the US and abroad, establishing marketplace partnerships and promoting market presence. Mr. Sullivan also works closely with the CEO and senior management to design all aspects of the firm’s product offering.
Prior to Stonehaven, Mr. Sullivan was the Director of US Sales Management at Man Investments Inc. where he coordinated product operations and development and managed related workflow across stakeholders including investment management, marketing, third-party investors, service providers, legal, compliance, operations, reporting and management. Mr. Sullivan came to Man Investments Inc. following the acquisition of Ore Hill Partners LLC in May 2011, where Mr. Sullivan was a Partner and served as the firm’s CFO and COO for over 8 years. Mr. Sullivan built and managed all non-investment functions for the multi-product alternative asset management firm and was integral in helping grow the firm from $70 million to $3 billion AUM.
Prior to Ore Hill Partners LLC, Mr. Sullivan worked for Credit Suisse First Boston / Donaldson, Lufkin & Jenrette within their Private Client Services division from 2000 to 2003, and worked with Morgan Stanley Dean Witter in their Private Wealth Management division from 1998 to 2000.
Mr. Sullivan earned an M.B.A. from the Leonard Stern School of Business at NYU with a concentration in Finance and a B.A. in Economics from Boston College. Mr. Sullivan is a CFA charter holder and member of the CFA Institute and the CFA Society of New York. Currently, Mr. Sullivan holds the Series 3, 7, 24, and 63 registrations with FINRA. Mr. Sullivan lives in Larchmont, NY with his wife and four children.
Mitchell Taras
Sadis & Goldberg LLP
Partner
MTARAS@SADIS.COM
HTTPS://WWW.LINKEDIN.COM/IN/MITCHELL-TARAS/
Mitchell Taras practices in the firm's Real Estate and Corporate groups. He represents clients in a variety of complex real estate transactions, including acquisitions, dispositions, financing, construction, leasing and joint venture negotiations involving apartment buildings, shopping centers, hotels and office buildings. Mitchell has represented both borrowers and lenders in mezzanine lending, securitized loans, and secured and unsecured credit facilities. He has also represented owners in connection with construction contracts and disputes.
On the corporate side, Mitchell counsels proprietorships, franchisees and other closely held businesses in their day-to-day operations. He also has extensive experience in structuring, negotiating and implementing various business transactions, including sales of assets; mergers and consolidations; acquisitions and dispositions of companies; joint ventures; business restructuring and reorganization; and preparation of employment, shareholder, partnership and limited liability company operating agreements. With his broad experience, he also serves franchisees, entrepreneurs and other clients in a diverse range of industries.