Sadis Dinner Club 9/24/2026
Paul Marino SADIS & GOLDBERG LLP PARTNER 212.573.8158 pmarino@sadis.com https://www.linkedin.com/in/pamarino/
Paul Marino is a partner in the 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, goingprivate 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.
Devin T. Adams New York Executive Chamber Assistant Secretary for Gaming, Cannabis, and Alcohol devintadams1@gmail.com https://www.linkedin.com/in/devin-t-adams-8865ba5b/
Louis Albert Reign Strategies Louis@reignstrategies.com
Richard Baum Consumer Growth Partners MANAGING PARTNER rbaum@consumergrowth.com https://www.linkedin.com/in/richard-baum-536 5265/
Jim Berger New York Private Bank and Trust MANAGING DIRECTOR BergerJ@nypbt.com linkedin.com/in/jim-berger-6028105
Jim Berger is a Managing Director with New York Private Bank & Trust. He is responsible for new business development for all divisions and affiliates of Emigrant Bank. Prior to joining New York Private Bank & Trust, Mr. Berger spent 23 years in the global insurance market, specializing in the entertainment industry providing insurance and completion bonds for several Academy Award® winning films. Mr. Berger currently holds several Board seats including the Trust of the Metropolitan Opera, as well as Aperture Media Partners, a business he introduced to Emigrant Bank. Mr. Berger and his wife support several national charities including Make-A-Wish. A graduate of Boston University, he currently sits on the alumni board of New York City. Mr. Berger lives in Manhattan with his wife and young son. He is an avid golfer and skier.
Rik Bos Venue App rik@venueapp.com
Chuck Bryceland Kona 5 Partners LLC MANAGING MEMBER Chuck.Bryceland@gmail.com https://www.linkedin.com/in/chuck-bryceland-39a90a/ Senior executive with 30+ years leading asset management, wealth advisory, and capital markets businesses across Fortune 500 and entrepreneurial environments. Track record overseeing $8BN+ in alternative assets, raising $1BN+ in new client assets, and sourcing and leading venture and growth investments. Deep expertise spanning private equity, venture capital, hedge funds, real assets, family office advisory, banking, and risk management. Recognized leader with experience building and scaling highperforming teams.
Anthony Capasso Gina Group COO / CBDO https://www.linkedin.com/in/anthony-n-capass o/
Anthony Capasso Jr. JLL ASSOCIATE, BROKERAGE acappaso@jll.com https://www.linkedin.com/in/anthony-n-capass o-jr/
Glen Carballo gcarballo@mybankwell.com https://www.linkedin.com/in/gcarballo/
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 reactive, with my customers. Key strengths: • Business Development • Corporate Finance • Leadership • Public Speaking • Networking
Chris Chung Bay Advisors LLC Founding Member / Managing Director chris@bayview.llc https://www.linkedin.com/in/chris-chung-993976/ I've spent 25+ years helping alternative investment firms — hedge funds, private equity, and family offices — build the financial, operational, and compliance foundations that let them grow. As Founder of Bayview Advisors, I provide fractional COO, CFO, and CCO leadership to firms that need senior expertise without a full-time hire. My work spans fund operations and launch, compliance and governance, risk, and the complex, highstakes problems that don't fit neatly into one function. What drives me is simple: my clients' success is my success. I partner closely with teams to untangle their toughest challenges and build organizations that last.
Bruce Cole
Palmetto Realty Advisors MANAGING PARTNER 864. 207.6781 bcole@Palmettorealtyadvisors.com www.linkedin.com/in/brucecole
Looking for corporate partners to help create and diffuse processes that promote economic growth, operational efficacy and value added. Current interests include big data, smart assets, economic development and digital literacy.
David Fitzgerald SADIS & GOLDBERG LLP PARTNER 212.573.8428 dfitzgerald@sadis.com https://www.linkedin.com/in/david-fitzgerald-408ab8 55/ 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.
Peter Formanek Young America Capital MANAGING PARTNER peter@yacapital.com https://www.linkedin.com/in/peterformanek/ Entrepreneur and seasoned financial professional with over 30 years experience advising fund managers, family offices and companies. Strong track record across investment banking with focus on originating, executing and managing debt and equity placements, mergers and acquisitions, fairness opinions and corporate finance advisory engagements. Unique private equity expertise in deal origination, fundraising, operations and COO/CFO level engagements. Specialties: Investment Banking, Middle Market, Mergers & Acquisitions, Capital Raising, Private Equity.
Chris Fuller Dynamo Software SALES DIRECTOR cfuller@dynamosoftware.com https://www.linkedin.com/in/chris-fuller-50a99 74/ I feel privileged to work with incredible companies. I am focused on guiding companies and C-level executives towards the best approach to solve complex problems. The companies I work with need expertise on how to combine the appropriate components of our architecture in existing or new configurations to service various business units and their customers. I'm proud to bring my 30+ years of experience in growing revenue, managing large enterprise accounts, penetrating new markets, product development, solution sales, SaaS, enterprise software sales, sales operations, entrepreneurship and executive sales to Dynamo Software. I am excited to work with a product suite that is a leading provider to the alternative space, working with an engaged, passionate team of professionals that support the platform. Solutions include CRM, Investor Relationship Management, Deal Tracking, Fund Raising, LP Communication, Partnership Accounting, Research Management, Portfolio Management, and Services.
Eric Gelb
PKF O'CONNOR DAVIES LLP SENIOR MANAGING DIRECTOR 914. 260. 102 7 egelb@pkfod.com www.linkedin.com/in/ericgelb
Eric is a CPA and Senior Managing Director in Financial Services with PKF O’Connor Davies Advisory, LLC. He completed his MBA in Finance and Marketing. In addition to 20+ years in Public Accounting, Eric worked at Citibank and JP Morgan Chase in equipment leasing and securitization. He currently advises the Board of Directors for a leading RIA that is combining two subsidiaries. Eric’s clients include:
Private Equity, Real Estate and Hedge Funds Family Offices RIAs
Services:
Fractional CFO Transaction Advisory Quality of Earnings due diligence relating to structured credit
Eric played Rec Soccer for 23 years and was injury-free; but in an effort to manage risk, he hung up his cleats two years ago. He swims three mornings a week now.
Frank Gregory FMG Associates LLC MANAGING DIRECTOR
917.992.2309 frank@fmgassociates.net https://www.linkedin.com/in/frank-gregory-j-d-4254a72/
Game Changer, Disruptor, Entrepreneur & Innovator, Connector, Dynamic Leader, Strategist, Insurance, IRA & Retirement Guru, and Fiduciary Advocate, Blockchain & ICO Enthusiast, Managed Risk Taker. I am a C-Suite executive with established, start-up & blockchain company experience in operations, sales, relationship management, product design, and legal/regulatory matters. I study people and industries, which allows me to effectively guide and motivate team members to find success. As a former attorney, I find legal, creative solutions to problems, and have learned to quickly and objectively evaluate business models and recommend strategic and tactical courses of actions. I work as both a third-party consultant and as an in-house employee. In addition, I sit on a number of private company and not-for-profit boards and advisory committees.
Spencer Heuman-Gutman DLA LLC MANAGING DIRECTOR
spencer.heumangutman@dlallc.com https://www.linkedin.com/in/spencer-heuman-gutman-8a1b671 8/
Spencer Heuman-Gutman is a Managing Director of Corporate Development at DLA, LLC with over 10 years of experience. Spencer has extensive experience in Corporate Development and M&A, Financial Modeling and Analysis, and Market Research and Analysis. As Director of Corporate Development, Spencer’s core responsibilities include conducting comprehensive market research to identify competitors and market impediments, strategically pinpointing actionable entry points in identified markets, and maintaining essential market reports and forecasts.
Frank Marcucci
CORPORATE VALUATION ADVISORS INC NATI ON AL ADVISOR
610. 999. 4689 fmarcucci@corporatevaluationadvisors.com https://www.linkedin.com/in/frank-j-marcucci-jr-1812 b58/
Frank is the National Director - Business Development for Corporate Valuation Advisors, Inc. (“CVA”) Mr. Marcucci is responsible for client development efforts in the Northeast Corridor, South Florida, the Midwest, Canada, Europe and Asia. The majority of Frank’s clients are fortune 1000, public and private companies, closely held enterprises, private equity, investment banks, hedge funds, trust & estate planning professionals, law and accounting firms. Frank has a 25+ year track record of creating and managing successful client relationships as well as implementing strategies and goals critical to CVA’s long-term success. In Frank’s opinion, the best evidence of CVA’s continued success within the valuation/advisory space, lies in the long-term client relationships and frequent engagement referrals CVA receives from its clients and their advisors. CVA was founded in 1988. With its headquarters in Hartland, WI., the firm has regional offices in Philadelphia, PA, New York, NY, Cleveland, OH, and Chicago, Ill. CVA's valuation/advisory services include; purchase price allocation, fairness & solvency opinions, portfolio mark-to-market valuations, closely held stock, warrant and stock option valuations, the valuation of real estate & equipment, cost segregation studies and property tax appeal valuations. Frank is a Member of the ACG New York Board of Directors, the ACG New York Cares, Board of Directors, CoChair of ACG New York's Membership/Ambassador Committee, Member of the ACG Philadelphia Chapter, Chair at the Devon Horse Show and a Member of the Radnor Hunt Race Committee.
Drew Moffitt Moveo.AI
Head of Marketing & Growth drew@venturesails.co https://www.linkedin.com/in/drewpmoffi tt/
Joe Musto RSM US LLP
CLIENT RELATIONSHIP DIRECTOR, FINANCIAL SERVICES
Joe.musto@rsmus.com https://www.linkedin.com/in/joe-musto-55a6714/
Mike Schmidt Grant Thorton (US)
Managing Director Mike.Schmidt@us.gt.com https://www.linkedin.com/in/mike-schmidt-44793939 /
Jonathan Nguyen EdgarAgents DIRECTOR
jnguyen@edgaragents.com linkedin.com/in/jonathan-d-n-70368aa
With 20+ years of financial services experience, I move forward the compliance need for public and private companies, as well as, registered investment management companies, their in-house and outside counsel, corporate compliance teams, private equity, and investment banking partners. We help our clients prepare, file and distribute SEC disclosure documents as well as provide a stack of technology solutions to enable Initial Public & Debt Offerings, M&A due diligence, Asset Dispositions and Shareholder communications. Since 2008, EA is now a top three global SEC filing agent offering 24/7/365 service. I am passionate about serving my clients and enjoying time with family, travel & golf.
Amos Pierrette Inspire Tax LLC ACCOUNTANT amospierrette@gmail.com https://www.linkedin.com/in/amos-pierrette-96611b2 59/
Matthew Piwko Automation Consulting Services PRINCIPAL matthew@automationconsultingservices.org https://www.linkedin.com/in/matthew-piwko-6159b1122/
Todd Shenkin TS2 Capital Advisors, LLC FOUNDER tshenkin@gmail.com https://www.linkedin.com/in/todd-shenkin-9b1460/
Ron Pence
Fundraising & Grant Writing randspence@msn.com
https://www.linkedin.com/in/ron-pence-business-intelligence? utm_source=share_via&utm_content=profile&utm_medium= member_ios
I am a highly creative and results driven professional with entrepreneurial passion, drive and vision. More than 14 years experience and expertise generating revenue and increasing support bases for nonprofit and for-profit organizations.
Michael Spencer Beacon Bank VICE PRESIDENT COMMERCIAL BANKER Michael.spencer@mypcsb.com https://www.linkedin.com/in/michael-spencer-571772 9/ Michael Spencer is a seasoned banking professional with over 32 years of experience. He currently works at Beacon Bank, where he currently serves as a Commercial Banker. Throughout his career, Michael has built a reputation for delivering tailored financial solutions and fostering strong relationships with businesses across the Hudson Valley. His expertise in commercial lending and strategic financial planning has helped countless clients achieve growth and long-term success. Michael holds an MBA from Mercy College, providing him with advanced knowledge in business and finance that he applies to every client engagement. Beyond his professional achievements, Michael is deeply committed to his community. He serves on the Board of The Field Library in Peekskill, the ARC of Westchester Board, and the Building and Realty Institute of Westchester Board, where he contributes his leadership and financial insight to support local initiatives. Outside of work, Michael is married and the proud father of two adult children. In his spare time, he enjoys going to the gym and has a passion for hiking, often exploring scenic trails throughout the Lower Hudson Valley Region.
Joseph Varvara Forte Capital Group Managing Director jvarvara@fortecapitalgroup.com https://www.linkedin.com/in/joseph-varvara-b445681 1/ I have over nineteen years of experience helping clients seek returns through exceptional customer service and guidance for investment products. My team and I provide clients with proactive and keen insight into market dynamics and individual characteristics of equities, debt, and alternative investments that result in timely advice. I pride myself in anticipating needs, solving problems, and following through on commitments to clients. Forte Capital is a division of Ceros Financial Services Inc. Securities offered through Ceros Financial Services Inc., Member FINRA/SIPC. Advisory services offered through AtCap Partners, LLC.
Matthew Yoder Spring Health SENIOR COMMERCIAL ACCOUNT EXECUTIVE Matt.yoder@springhealth.com https://www.linkedin.com/in/matthew-yoder-b04a136 1/ I help mid-market HR and Total Rewards leaders, and the consultants who advise them, build mental health benefits that employees actually use. As a Senior Commercial Account Executive at Spring Health, I work with HR teams ready to move past legacy EAPs that look good on paper but sit unused. Spring Health drives 1,400% higher engagement than traditional EAPs, backed by a JAMApublished outcomes study and an ROI guarantee. Before Spring Health, I built a channel partnership program from scratch at CoinTracker and consistently ranked as a top performer at Justworks, hitting 173% of quota with multiple President’s Club wins. My approach is consistent: understand what’s actually broken for the buyer, bring proof instead of promises, and own the full cycle from first call to executed commercial agreement. If you’re evaluating your mental health benefit, whether you’re stuck with an incumbent EAP or just want to see what real engagement data looks like, I’d welcome the conversation.
Luke Zeccola Spring Health
Senior Employer Mid-Market Account Executive Luke.zeccola@springhealth.com https://www.linkedin.com/in/luke-zeccola-063888102 /