Flames Dinner 12.17.25

Sadis Dinner Club 12/17/25

Paul Marino SA D I S & G OLD BE R G LL P PA RT N E R 212.573.8158 pmarino@sadis.com https://www.linkedin.com/in/pamari no/

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.

Steve Andrews Web s ter Ban k Se n io r Vic e P res i den t websterbankeconomics@gmail.com https://www.linkedin.com/in/steve-andrews-1992 0421/

I've been involved in the capital markets for several decades, focused primarily on structuring customized financial solutions for corporate clients to protect against interest rate risk. I've been successful in presenting complex products like derivatives, as well as economic matters, in layman's terms, and have cultivated and expanded relationships with clients in a broad range of industries. In addition, I have taught classes on Interest Rate Derivatives in the MBA programs at Boston College and Harvard University, served as Chief Economist at Sovereign / Santander Bank, and continue to present on economic matters at numerous industry forums.

I began my career as a bond trader back when the Fed was not so transparent, and detailed economic data was hard to find, so I began to write about the economy in order to give our bankers the information they needed to discuss rates and the markets with their clients. Our clients soon began to ask to be included in the weekly market updates and we distribute these updates to hundreds of clients and friends each week.

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.

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Thomas Baker AHEAD Sal es Sp ec ial is t tbaker@rfa.com https://www.linkedin.com/in/thomasjbaker/

Senior corporate finance executive and banker in capital-intensive financial services and global leasing sector, with over 15 years of experience, including financial and treasury management, risk management, organizational and business development, cross-border transactions, and restructuring of mid-sized businesses, start-up, and private equity owned portfolio companies.

Areas of Expertise: Capital Markets, Financial Reporting, Strategic and Financial Planning, Global Bank and Investor Relations, Rating Agency Relations, Debt Restructuring, Operational Execution, Team Leadership and Corporate Development.

Matthew Barret Wi th u m Bu s i n es s D evel op m en t E x ec u ti v e mbarrett@withum.com https://www.linkedin.com/in/matthewwbarrett/

Matthew is a Business Development Executive at Withum where he leads the go-to-market strategy for the Private Equity practice, the Transaction Advisory practice, Business Valuation practice and the Healthcare Industry vertical. Matthew oversees the New York and Philadelphia markets locally while also covering business development efforts nationally for the practices he supports. Matthew obtained his bachelor's degree at Villanova University where he majored in finance in the Villanova School of Business.

Matthew looks to introduce Withum to parties within the M&A ecosystem such as private equity firms, investment banks, family offices and strategic acquirers. Withum can be a resource from the early stages of a deal through the life cycle of an investment by providing M&A diligence to execute a successful transaction and then being a resource post-acquisition by providing assurance and value creation services to a newly acquired business.

Richard Baum Con s u mer G row th Par tn er s M an ag in g Par tn er rbaum@consumergrowth.com https://www.linkedin.com/in/richard-baum-53652 65/

Neil Benedict New York Life Insurance Company Agent nbenedict@ft.newyorklife.com linkedin.com/in/neilbenedict

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 and Goldberg PA RTNER 212.573.8030 jbernstein@sadis.com https://www.linkedin.com/in/jonathan-bernstein8765058a/

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 family-owned 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.

Glen Carballo DIME Com m u n i ty Ba n k 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

Thomas Claro TP C Con su lt in g, LLC

Tom@clarostrategies.com

Greg Cohen C r e sa Pri nci pal

GCohen@cresa.com https://www.linkedin.com/in/gregg-cohen-office-leasing-specialis t/

I help companies find office space to help them recruit and retain the best talent while ensuring they don’t spend more on their real estate than they have to.

In my career, I’ve helped over 110 companies lease over 1.1mn square feet of office space.

My clients consistently save more time and save more money thru my occupier only leasing process.

Nate Collins R ay m o n d Ja m e s Fi nancial Advi sor

nate.collins@raymondjames.com https://www.linkedin.com/in/nate-collins/

Nate is a former CEO who managed a successful exit to a large, PE-backed media company. He now works with a limited number of business owners, CEOs, and their families to help ensure they are achieving their financial goals. As a Financial Advisor and Certified Exit Planning Advisor, he provides in-depth tax mitigation and estate planning strategies, as well as financial planning and investment management. Nate helps owners understand exit readiness and options, wealth transfer, gain family alignment, and prepare for “life after exit.”

Peter Corritori Ca tal ys t Mu tu al s Wholesaler

peter.corritori@catalystmutals.com linkedin.com/in/pete-corritori-95b68916

Kyle Coughlin JP M o r g a n C h a se B a n ke r

Kyle.Coughlin@jpmorgan.com

Kyle is a Banker in the New York office of the JP Morgan’s Private Bank. He has had the opportunity to work on some of the bank's most significant relationships, bringing a wealth of experience in working with business owners, families, and affluent individuals. Kyle is passionate about helping people and is dedicated to understanding and achieving his clients' unique goals and ambitions.

He and his team have built customized investment portfolios that address a variety of unique situations, including private business liquidity events, risk management of concentrated assets, philanthropic and charitable planning, and optimizing complex balance sheets.

Additionally, Kyle helps clients navigate the various lines of business within JP Morgan to deliver a seamless and integrated financial experience.

Jim Cummings Pelorus Fo u n d e r

jim@usepelorus.com https://www.linkedin.com/in/cummings2 /

Jonathan Demarco Peapack Private

SENIOR MANAGING DIRECTOR

203.769.7050 jdemarco@peapackprivate.com https://www.linkedin.com/in/jonathan-demarco-94a54a6/

“JD” has been in commercial banking for over 20 years. His career started at Citibank where he finished as the Director of Middle Market and Business Banking for the Northeast. In 2016, JD felt Citibank no longer provided the best platform for his clients and prospects and decided to take his top performing bankers to Signature Bank, a more entrepreneurial, client-centric institution. In April of 2024, JD and his team, along with 12 other top performing, legacy Signature Banking teams, joined Peapack Private Bank as part of the expansion into NYC. Peapack Private is a boutique Private Commercial and Consumer Bank (Nasdaq:PGC) with the single point of contact model that his clients have grown to love. His team is focused on Fund Banking, Private Equity, General Commercial Lending, CRE and Maritime. Additionally, the bank has many consumer products tailored to business owners and high net worth individuals, including Personal Lines of Credit, Mortgages and HELOCs. JD is also one of three partners at The Rye Roadhouse, a Southern-Cajun style restaurant just outside of downtown Rye, NY (est. 2007) He has also been a volunteer HS Football Coach at Archbishop Stepinac in White Plains, NY serving as the Defensive Coordinator and Defensive Backs Coach for the Varsity program.

John Diercksen Tr o v e Advisor

john.diercksen@trove.net https://www.linkedin.com/in/johndiercks en/

I joined Trove Family Office in 2023 after successfully launching and managing a single-family office in 2019 where I oversaw all external relationships with investment managers and advisors.

Additionally, with more than 15 years of experience in the alternative investment industry, I have a deep understanding of the needs and preferences of family offices, advisors, and institutional investors. I have a proven track record of developing and maintaining long-term client relationships, providing strategic advice, coordinating cross-functional teams, and communicating effectively with diverse stakeholders.

Al D’Onofrio A p pi a Ve n t u r e s Pa r t n e r

al@appiaventures.com https://www.linkedin.com/in/al-d-onofrio-22160112/

I love growing businesses from the ground up. Building businesses and developing people are the areas where I derive the most joy in my professional career. With 30 years of experience in capital markets, technology, consulting and startup ventures, I am a results-driven, entrepreneurial financial services executive, who thrives on the challenges of creating and growing businesses.

Over the last 12 years, I played a critical role in the growth of Scotiabank’s prime brokerage business, taking it from a regional Canadian business to expanding it globally and, eventually, running the global business. I was a member of numerous committees at the bank, setting policy and mitigating risk for the organization, while also sitting on the Board of Directors of the broker-dealer entity. Prior to that, I co-founded a hedge fund as Chief Operating Officer, and while that venture was not ultimately successful, I learned invaluable skills that made me a better risk manager, decision maker and businessperson.

I am deeply committed to giving back to the community as a proud volunteer in various youth sports, including baseball, flag football and basketball. Through my involvement, I aim to instill values of teamwork, discipline and sportsmanship in the next generation, fostering a sense of community and leadership.

Tim Dunkel ADP Pri vate Equi ty Di st ri ct Manage r

tim,dunkel@adp.com

As a member of the Private Equity Partnership Practice at ADP, I work with PE firms to execute strategic transformation that aligns with their portfolio's Human Capital Management (HCM) initiatives. My goal is to deliver scalable infrastructure around their workforce management priorities and eliminate profit-leaks to positively impact their bottom-line.

David Fitzgerald SADIS & GOLDBERG LLP PARTNER 212.5 7 3 . 8 4 2 8 dfi tzge ra ld@ s adi s.com https://www.linkedin.com/in/david-fi tzgerald-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.

Brian Fogel Axos Bank SENIOR MANAGING DIRECTOR bfogel@axosbank.com www.linkedin.com/in/brianfogel/

Chris Fuller Dynamo Software Sales Director

cfuller@dynamosoftware.com https://www.linkedin.com/in/chris-fuller-50a9974/

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 20+ 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 and custom reporting.

Peter Gabriel Webster Bank

Head of Private Banking

pgabriel@websterbank.com https://www.linkedin.com/in/pegabriel/

As the Head of Private Banking at Webster Bank, I have been leading a team of dedicated professionals who provide customized and comprehensive wealth management solutions to high-net-worth clients and families for over six years. I hold a Master's degree in Finance from Sacred Heart University and a Bachelor of Arts in Political Science and Government from Providence College.

My core competencies include portfolio management, business relationship management, investments, and commercial lending. I leverage my finance background and client-centric approach to deliver optimal results and satisfaction. My mission is to help our clients achieve their financial goals and aspirations, while building long-lasting and trusting relationships. I am passionate about the banking industry and the opportunities it offers to make a positive impact on people's lives and communities.

Eric Gelb PKF O'CONNOR DAVIES LLP

SE N IOR 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.

Joe Greco Palio, Inc. FO U N DE R/P RE SI DE N T 917.319.8827 joe@palioinc.com h t t p s : / / w w w. l i n ke d i n . co m / i n / j o s e ph - G re c o - b7 82 b 64 /

To achieve peak performance in life and work, we must be courageous to explore both sides of ourselves and our teams - the positive attributes as well as those in need of refinement. At home with my loving family, at play with my diverse friendships, and in the professional arena with my intriguing clients & colleagues - we are continually graced with opportunities to expand ourselves. It boils down to: Preparation & Execution. Daily.

PALIO serves clients in a professional development and performance coaching capacity. We acknowledge the natural and nurtured talents our clients possess, and partner to stimulate healthy growth in meaningful capacities for peak productivity.

Frank Gregory FMG Associates LLC MA N AGI N G DIRECTOR 917.992.2309 frank@fmgassociates.net h t t p s : / / w w w. l i n ke d i n . co m / i n / f r a n k - gre g o r y- j - d - 4 25 4 a 72 /

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.

Ante Jakic COMPASS Real Estate Advisor

ante.jakic@compass.com https://www.linkedin.com/in/antejakic/

Ante is a native New Yorker and spends his summers between the Hamptons, Croatia and other parts of Europe. He is fluent in English, Croatian and Spanish. Ante is a member of The Real Estate Board of New York. He has dealt extensively with international clients through an exclusive worldwide marketing relationship with his international presence in the real estate community.

Ante Jakic has been ranked as One of America's Best Real Estate Agents for years by Real Trends/Wall Street Journal Rankings. Ante is a real estate advisor and a Top producing agent with Compass who has brokered some of the city’s most remarkable properties and set record breaking prices. Ante is a fine property specialist, consistently recognized as a top townhouse selling broker as well as a prominent condominium and coop expert. He represents some of the finest homes downtown including The Village, Soho, and Tribeca, as well as the financial district; Prestigious properties on the Upper East Side and Upper West Side including Midtown. The New York Times, The Wall Street Journal, Brokers Weekly, New York Magazine, The Real Deal, City Biz List New York, The Lo-Down, Real Estate weekly have often recognized and published his unique listings and professional accomplishments.

Khushboo Jha

BuyProperly and Ashta.ai Founder & CEO khushboo@buyproperly.ca https://www.linkedin.com/in/khushboo-jha-wharton/

Khushboo Jha is the Founder and CEO of BuyProperly, an award winning AI-powered platform for investing in alternative assets such as real estate. BuyProperly provides a platform facilitating investments into private alternatives through its marketplace in US and Canada as well as by providing infrastructure (ASHTA) for the industry to support front-mid-back office operations.

Under Khushboo’s leadership, BuyProperly has garnered numerous accolades, including being recognized as one of UBS's Top 10 Women-founded Fintechs globally in 2022, CIX Top 20 Innovative Companies (Early Stage) in 2021, and featured on several prestigious “Top 100” lists—spanning fintech, marketplace startups, and proptech companies.

Khushboo’s remarkable work has earned her several prestigious honors, including “Women of the Year” by Bay Street Bull in 2021, “Women of the Year” by DMZ in 2022, and the Young Achiever Award from IIT Alumni Canada in 2023, among others.

With nearly 15 years of experience launching businesses across North America, Europe, and Asia, Khushboo’s journey has been nothing short of extraordinary. She holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree in Engineering and Architecture from the Indian Institute of Technology (IIT) Kharagpur.

Kylan Johnson

Hudson Valley Estate Planning PLLC Estate Planning Attorney kylan@secureyourlegend.com https://www.linkedin.com/in/kylanjohnson/

I am the owner of Hudson Valley Estate Planning PLLC, a law firm that helps individuals secure their legend through estate planning.

Whether you are looking to pass wealth to the next generation, sustain your favorite charity, or ensure you or a loved one can live comfortably into retirement, I am here to serve you.

I am proud to participate in the Hudson Valley community as a trustee at the Union Church of Pocantico Hills, an advisory board member of Westchester Land Trust, a member of the Tarrytown Rotary Club, and a sponsor of Westchester Ballet Company.

Bradley Jones Standard Normal Managing Partner bradley.jones@standardnormal.com https://www.linkedin.com/in/brad-jones-b0483638/

Michael Kaliski Langham Hall Business Development

I help private equity, venture capital, credit, and real estate managers build scalable, investor-ready operations through best-in-class fund administration. Currently at Langham Hall, I focus on supporting fund managers with institutional-grade reporting, regulatory compliance, and tailored operational solutions across the lifecycle of their funds.

Brett Kearney American Rebirth Opportunities LLC Managing Member kearneyb3@gmail.com https://www.linkedin.com/in/brett-kearney-cfa-8b655514/

Specialties: Fundamental Analysis

Karen Kerby

Prager Metis CPA’s Financial Services Practice Leader kkerby@pragermetis.com https://www.linkedin.com/in/karenkerbycpa/

As an Audit Partner and Leader of PM’s Financial Services practice, I specialize in conducting audits of investment partnerships (including hedge funds, fund of funds, and private equity funds), outsourced accounting, and fund administration. Of the 40+ years I have spent within the financial services industry, 30+ of these were spent in public accounting with a specialization in investment firms.

Prior to my work in public accounting, I was fortunate to have worked as an industry “insider” through my positions at a major brokerdealer company and a notable commodity trading firm. This experience allows me to understand, from the client’s perspective, how their operations are structured, how the work flows, and what challenges and opportunities exist for them. I have also conducted multiple audits for broker-dealers, Registered Investment Advisors, and various nonprofit organizations.

I enjoy working with my clients to keep the audit process moving smoothly and lines of communication, open, so that they remain informed at every phase of the process and so that there are no surprises along the way.

Specialties: Assurance Services | Business Support Services | Investment Partnerships | Hedge Funds | Funds of Funds | Private Equity Funds | Accounting| Broker-Dealers | Cayman Funds

Jeff Koh Reitler Kailas & Rosenblatt LLP M&A and Vice President jkoh@reitlerlaw.com https://www.linkedin.com/in/jeff reyjkoh/

Jeff is a mergers and acquisitions partner at Reitler Kailas & Rosenblatt LLP with extensive experience representing: (1) private equity sponsors, venture capital funds and strategic acquirers in their investments and acquisitions; (2) founders, companies and sellers in raising liquidity and exits; and (3) executives and management teams on their compensation and incentive equity arrangements.

In addition to leveraged buyouts and minority investments, Jeff works with investors and companies in venture capital financings and serves as outside general counsel to founders, businesses and portfolio companies.

Jeff has represented over 50 searchers and search fund holding and operating companies in all aspects of entrepreneurship through acquisition: forming search funds (traditional, self-funded, holding company, committed capital), searcher and investor economics, search acquisitions, add-ons and exits.

Prior to joining the firm, Jeff worked for over a decade at large international law firms (including Ropes and Gray's private equity practice, Sidley Austin's M&A practice and Goodwin Procter's search fund practice) and clerked at the Delaware Court of Chancery. At Michigan Law, Jeff was on law review, national finalist in Jessup moot court and founded the Michigan Journal of Private Equity and Venture Capital.

Larisa Kurkova Care Collective Co-Founder

larisa@carecollectivehealth.org https://www.linkedin.com/in/larisa-kurkova-rn-bsn-ms-ccm-236824242/

Even as a high school student, my passion for medicine burned brightly. I immersed myself in the school's medical club, soaking up every scrap of knowledge.

When it came time for college and after that, university, there was no question about which direction I would take. I earned a Registered Nurse degree and later a Medical Doctor degree, sponging up insights from professors who became role models in their own right. I was electrified by how the human body's complexities intertwined with a person's psyche, family, and spiritual essence.

My journey brought me to the beating heart of New York City, where for over two decades, I sharpened my nursing skills working with high-touch, concierge-style home care agencies. I saw firsthand how complex, overwhelming, and emotionally draining coordinating care could be for clients and their loved ones. That's when my role took on deeper meaning as a Care Manager. I became a trusted guide, helping families navigate the labyrinth of healthcare, allowing them to rediscover peace of mind and refocus on living life to the fullest.

Dave Lam Phalanx Partners Principal

dave.lam@phalanxpart.com https://www.linkedin.com/in/davelam11/

As an operations leader with over 10 years of experience, I specialize in guiding domestic and global teams across underwriting, procurement, logistics, and vendor operational performance. I am recognized for my strategic operational leadership and principal financial responsibility, consistently driving organizations to achieve operational excellence and sustainable growth.

By fostering a culture of collaboration and accountability, I empower multifunctional teams to deliver results while proactively managing financial and operational risks. My expertise spans a diverse range of industries—including medical outsourcing, communications/IT, construction, aircraft production, ship MRO services, concession services, and real estate—where I have optimized value, improved cost efficiency, and ensured robust compliance with industry standards.

I am passionate about leveraging data-driven insights and innovative risk management strategies to maximize organizational performance and safeguard financial integrity in dynamic complex environments.

Frank Marcucci CORPORATE VA LU AT I O N ADVISORS INC N AT I O N A L ADVISOR 610. 999. 4689 fmarcucci@corporatevaluationadvisors.com https://www.linkedin.com/in/frank-j-marcucci-jr-1812b58/

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, Co-Chair 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.

Dustin Martelo Groverton CEO, Founder dustin@groverton.com https://www.linkedin.com/in/dustinmartelo/

Reimagining the way we see, manage, and address affordable housing. For low income families and a new generation of students and workers, home ownership is increasingly difficult. We committed ourselves to changing that.

Entrepreneurial minded strategist with experience from small business owners to multi-billion dollar corporations.

• Executive Leadership • Strategy • Sales / Market Analysis • Process Improvement • Cross marketing opportunities • Operations • Business Development

Melissa McEntee Innovative Capital Solutions Vice President

melissa@innovativedf.com https://www.linkedin.com/in/melissa-mcentee-119801162/

I’m a driven and strategic business development professional with a strong focus on problem-solving and delivering creative solutions that drive growth. I take a thoughtful, solutions-oriented approach to challenges, combining creativity with strategic insight to achieve meaningful results. Committed to continuous learning and professional growth, I thrive in dynamic environments where strategy, collaboration, and execution come together to create lasting impact.

Jonathan Menna Men na & C o Ad v is o r s M an ag in g Par tn er

Jmenna@mennaco.co

Jonathan Menna has more than 10 years of experience providing tax and consulting services to high-net-worth 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.

Josh Mirament Blue Orange Digital Founder josh@blueorange.digital https://www.linkedin.com/in/joshmiramant/

Josh Miramant is the CEO and founder of Blue Orange Digital, a data, analytics, and AI consultancy backed by Oliver Wyman and headquartered in New York City. A serial entrepreneur, software engineer, and data analyst by trade, he has built and scaled three startups, combining technical depth with business leadership.

At Blue Orange Digital, Josh focuses on value creation through AI and data/analytics for private equity firms and portfolio companies.

With deep expertise in AI-driven transformation and data strategy, Josh helps organizations turn complex data into actionable insights and scalable analytic tools that drive measurable returns. His work ensures that data and AI are not abstract capabilities, but practical levers for operational efficiency, revenue growth, and investment performance.

Daniel Montanaro Webster Bank Managing Director

dmontanaro@websterbank.com https://www.linkedin.com/in/dan-montanaro-6b4169187/

Dan Montanaro serves as Managing Director and Senior Private Banker for Webster’s offices in Fairfield and Westchester County with over 20 years experience serving the needs of high net worth individuals, family offices, and non profits.

At Webster Private Bank, Dan oversees a range of services, including investment management, fiduciary services, financial planning and business exit/succession planning.

Webster Private Bank also offers a broad range of commercial and residential lending solutions tailored for high net worth individuals and family offices.

Before joining Webster Private Bank, Dan held the position of Senior Vice President and Senior Wealth Management Lending Officer at Merrill Lynch. Additionally, he managed the Private Banking needs of Merrill Lynch clients as the Wealth Management Banking Resident Manager in Fairfield County.

Kyle Muldoon Marsh Assistant Vice President

Kyle.Muldoon@marsh.com https://www.linkedin.com/in/kylemuldoon1/

As a dedicated Commercial Insurance Producer at Marsh, I am passionate about helping businesses navigate the complex world of risk management and insurance solutions. With a deep understanding of the unique challenges faced by organizations across various industries, I strive to deliver tailored coverage that safeguards their assets and supports growth for the future.

My expertise includes developing comprehensive insurance programs, building strong client relationships, and providing strategic advice to optimize risk mitigation. At Marsh, I am proud to be part of a global leader in insurance brokerage and risk management, leveraging our extensive resources and expertise to deliver exceptional value.

Timothy Ng Fi d u c i en t Advisors Senior Con sultan t 203.550.0646 tng@fi ducient.com https: //www.linkedin.com/ in/ timothy-ng-419aaa32/

Tim has over thirty-five years of investment experience as a Chief Investment Officer, portfolio/risk manager, options trader, and consultant. He has worked at Wall Street firms such as Smith Barney and Merrill Lynch. Prior to joining Fiducient Advisors in 2021, Tim was a Managing Director/Chief Investment Officer at Clearbrook Global Advisors, LLC. Tim currently services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring. He is a voting member of Fiducient's Research Forum, which recommends and approves all traditional and alternative investments for the firm and its clients. Tim has made a number of guest appearances on CNBC "Squawk Box," "Power Lunch", and Bloomberg. He earned a BA in Finance from Stony Brook University and his MBA from Long Island University. Tim volunteers with various non-for-profit organizations. In his free time, he enjoys a wide range of reading and movie interests from mysteries, ancient and current history, sports, and economic theory. He also enjoys martial arts, professional and college sports.

Jonathan Ngyuen

USI Insurance

E m p l o y e e B en e fi t s C o n s u l t a n t jonathan.nguyen@usi.com

As an Employee Benefits Consultant at USI, I help growing businesses design benefits strategies that attract and retain top talent while maintaining cost efficiency. My background in private banking, wealth management and investment banking taught me the importance of personalized solutions, strategic financial planning, and building trusted relationships—skills I now apply to guide privately owned companies through complex benefits decisions.

At USI, we leverage deep resources and analytics to deliver measurable solutions, including underwriting, healthcare cost management, pharmacy benefit consulting, and compliance support. My mission is to help privately owned companies optimize their benefits programs for maximum impact.

Outside of work, I stay grounded via Volunteerism | Travel | Golf | Knicks🏀!

Christopher Norris T. Rowe Price

Senior Alternative Investment Specialist Christopher.Norris@troweprice.com https://www.linkedin.com/in/chrisnorriscfa/

Charles Paksi Altium Wealth Director cpaksi@altiumwealth.com https://www.linkedin.com/in/charles-paksi/

Ken Price

JP Morgan Chase Commercial Banker ken.price@chase.com 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 solutions.

Azhar Quader Queens Court Capital Partner

azhar@queenscourtcap.com https://www.linkedin.com/in/azharquader/

Private equity and credit investment professional with nearly two decades of experience across a variety of industries. Responsible for sourcing and executing deals as well as working with portfolio companies.

I am a fundamental value investor that invests in both credit and equities. I look for asymmetries across all markets, capital structures, and asset classes. Having spent majority of my career in the credit markets, I've developed a deep appreciation for cycles and dangers of leverage.

On the side I'm an active angel investor in disruptive startups.

Frank Restagno S A D IS & G O L D B E R G , L LC PA RT N E R

2 1 2 .5 7 3 .8 1 4 5 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 pre-complaint 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.

Christine Richmond C a r e C ol l e c t i v e C o - Fo u n d e r

christine@carecollectivehealth.org https://www.linkedin.com/in/christine-richmond-lmsw-ccm-cdp-abb5a414/

John Riley A l l i a n t In su r a n ce S e r v i ce s R e g i o n a l D i r e c t o r, B u s i n e s s D e v e l o p m e n t L e a d e r, R i s k M a n a g e m e n t A d v i s o r

john.riley@alliant.com https://www.linkedin.com/in/johnwriley2012/

Skilled in Multinational Companies, Private Equity, M&A Due Diligence, Large Real Estate Accounts, Risk Management Consulting, Marine Cargo, Property & Casualty, Health & Benefits and Surety.

I have a personal book of business while having responsibility for business operations, growth, P&L, talent engagement and overall client satisfaction within the Northeast Region for Alliant Americas, the company's upper middle market platform.

Adam Ross A b r a m s G a r fi n ke l & R o ss Pa r t n e r

aross@agrcpas.com

Tony Ruggieri T h e Pa tr i ot G o l f L e a g u e Managi ng Di rector

tonyr@tpcgolf.org

Antonio T. Ruggieri (Tony) is the managing partner for Velstar (www.velstar.com), a position he has held since April 2010. He is responsible for global sales, service, partner relations and operations for Velstar’s business group providing useful technology resources to commercial, residential, and mixed-use building owners and their tenants.

Mr. Ruggieri has spent more than (37) years in the global telecommunications industry. Prior to his current role, he held various leadership positions at Allstream (Allstream.com) and LUMEN (LUMN:NYSE, formerly Qwest Communications.) Additionally, he has held other senior management positions including those of president (Infoserve) regional vice president (Qwest) and national account manager (Allnet and MCI Telecommunications, respectively.) Mr. Ruggieri is a former Adjunct Professor at New York University NYU.edu, Tandon School of Engineering in the Technology, Management, and Innovation department.

Adam Saks A . S a k s A d v i s or y L L C Principal

adam@asaksadvisory.com https://www.linkedin.com/in/adam-saks-a3bb5319/

Results-driven finance executive with over 15 years of experience in financial planning & analysis, strategic financial modeling, data analysis, and performance optimization within complex, high growth organizations. Specializing in corporate finance, built and led highimpact finance and FP&A functions at some of the world’s largest financial organizations, developed sophisticated projection models, and driven data-informed decision-making for executive leadership.

Michael Schmidt G r a n t T h or t o n L L P

Managing Director mike.schmidt@us.gt.com https://www.linkedin.com/in/michael-schmidt-44793939/

Asset Management Audit Managing Director with 15 years of experience, with a focus on Private Equity Funds and Fund of Funds. Mike is also the firm's Knowledge Management Ambassador for the Asset Management Industry.

Jeff Solomon Pa d d oc k C a p i t a l M a r ke t s Pa r t n e r

Jeff@paddockcapitalmarkets.com https://www.linkedin.com/in/jeffsolomon1/

Michael Spencer PCBS Bank V i c e P r e s i d e n t C o m m e r c i a l B a n ke r

mspencer@mypcsb.com https://www.linkedin.com/in/michael-spencer-5717729/

My name is Michael Spencer; I’m a thirty-year banker well versed in everything from “Cash Flow” through “Cash Management” as it applies to business owners and real estate investors. I’m also a servant of my community through various board affiliations. Please ask me for an introduction and I’ll be more than welcome to put it together.

Peter Tannenbaum Ramax Search

CEO

212.686. 1686 pe te r@ r a m ax s ea rch .co m https://www.linkedin.com/in/petertannenbaumrecruitingexpert/

Peter Tannenbaum has dedicated thirty plus years to the executive search and staffing industry and founded Ramax Search, Inc. in 1991. As a unique recruiting firm specializing in the placement of high caliber business leaders and professionals exclusively to the financial services community, Ramax Search, Inc. continues to deliver unparalleled results to clients ranging from the world's largest companies to medium-sized businesses and entrepreneurial start-ups. Peter's expertise encompasses all areas of financial services including hedge funds, private equity firms, RIAs, Investment Partnerships, Broker Dealers, FinTech and all segments within the banking community. Ramax Search ascribes to ethical standards with a strong focus of professionalism, integrity, competence, objectivity, accuracy, avoidance of conflicts of interest, confidentiality, loyalty to the client and candidate, equal opportunity, and the public interest.

Chaz Terribile APE X Grou p SENIOR VICE PRESIDENT

845.674.1893 Chaz.terribile@apexfunds.us https://www.linkedin.com/in/chazt/

Experienced Sales Executive with a demonstrated history of working in the market research, finance and event industry.

Skilled in Sales, Sales Operations, Sales Management and Production Management. Strong sales professional with a Bachelor's degree focused in Political Science and Government from West Virginia University.

Mike Trinkaus 4 P i n e s Fu n d S e r v i c e s CEO

mike@4pinesfs.com https://www.linkedin.com/in/michael-trinkaus-8926785/

James Tunkey I- O n A s i a

COO

jtunkey@yahoo.com https://www.linkedin.com/in/jamestunkey/

James is Chief Operating Officer of I-OnAsia, a global risk management consultancy.

James works with large publicly-listed companies, high growth companies on track to IPO, VCs, underwriters, law firm capital markets teams, and public accounting companies to identify risk. James has had a unique 30 year career translating insights gained from business intelligence and white collar investigations. James leads global investigations into allegations of fraud, bribery, corruption, sanctions violations, money laundering, intellectual property rights theft, and other compliance failures. James is adept at locating people and finding real assets.

James is a Qualified Risk Director with C-level and Independent Non-Executive Director (NED) experience, including boards of publicly listed and private companies and 501(c)3 non-profits. James is a Certified Fraud Examiner accredited by the Association of Certified Fraud Examiners since 2003. He has served as Audit Committee Chair, has acted as a Court Appointed Receiver, and is Eligible as a New York State Courts Fiduciary.

James has lectured on operational risk management and fraud prevention in Beijing, Washington DC, New Delhi, Singapore, Toronto, and elsewhere. He has presented on white collar investigations topics to the American Bar Association, dozens of Association of Certified Fraud Examiners chapters, and elsewhere. He speaks regularly on global security topics at professional associations.

Joseph Varvara For t e C a p i t a l G r ou p Managi ng Dir ector

jvarvara@fortecapitalgroup.com

Brendan Walsh T h e A r ch G r o u p Director

bwalsh@thearch-group.com https://www.linkedin.com/in/brendan-walsh-bcnyu/

Nick Walters S T N L A d v i s or s S V P. B u s i n e s s D e v e l o p m e n t

nwalters@stnladvisors.com https://www.linkedin.com/in/nick-walters-2a927 76/

Head of Business Development for a net-lease investment and advisory firm. We advise private equity groups, family offices and other equity sponsors on their owned and leased real estate assets. Some of our core capabilities include: Sale Leaseback financing Acquisition and Development financing Construction and Development Services Joint Ventures, Co-GP's Brokerage: Our brokerage affiliate is the largest group with a sole focus on single-tenant net lease investment sales and sale leaseback transactions.

We're the market leaders in all single-tenant uses including car washes, gas station/C-Store, Fast Casual Restaurants, Fast Food Restaurants, Automotive, Banks, Specialty Medical, Medical Office, Industrial, among others.

Michael Watt P o r t a g e P o i n t Pa r t n e r s Managi ng Di rector

mwatt@pppllc.com

Kelly Wende K r y p t on Fu n d S e r v i ce s COO

kwende@kryptonfs.com https://www.linkedin.com/in/kelly-wende-52837528/

I have been in the financial services industry since 2003, gaining extensive experience in operations management, corporate finance and strategic planning.

COMPANY OVERVIEW FOCUSED ON SOPHISTICATED REPRESENTATION The firm maintains a diverse, business-oriented practice focused on investment funds, litigation, corporate, real estate, regulatory, tax and ERISA. Drawing on the experience and depth of our attorneys in these distinct areas, we can leverage each attorney's industry specific knowledge to help our clients succeed. This collaborative approach brings to the table a collective insight that contributes to sensible, efficient resolutions, and allows us to remain attentive to the cost and time sensitivities that may be involved.

Sadis & Goldberg's clients include domestic and international entities, financial institutions, hedge funds, private equity funds, venture cap­ital funds, buyout funds, commodity pools, and numerous corporate and business entities oper­ating in a variety of industries around the world.

WWW.SADIS.COM

Sadis & Goldberg's Corporate group represents business entities in all stages of growth, from small startups and emerging businesses to large and long-established business entities. Our attorneys act as ongoing transactional counselors and resolve complex issues in the United States and internationally, in areas such as mergers and acquisitions; contract negotiations, technology agreements, TMT transactions (tech, media, and telecom) activist investing; derivatives; private equity, hedge funds, and venture capital; securities regulation; PIPE transactions; banking and finance; and capital markets. The broad nature of the services we render reflects the wide scope of our clients' needs and the many and varied industries in which they operate. Attorney teams drawn from the firm's related legal areas collaborate to provide the experience needed for each of these transactions, including counsel on issues related to tax, real estate, labor, ERISA, litigation and intellectual property, as the client's circumstances require.

FOCUSED ON YOU

Our passion for service, deep business and financial services experience, and our sensible billing model, provide uncommon value without compromise. See how we can help with: • Financial Services Litigation • Fund Formation • Real Estate • Regulatory • Family Office Compliance • Tax • Private Equity • Mergers & Acquisitions

Sadis & Goldberg LLP | www.sadis.com

FOCUSED ON YOU

Held on every other Tuesday at 8:30 a.m., these meetings are collaborative conversations on industry hot topics, hosted by Paul Marino. Please note, all meetings are first-come, first-serve and all submissions will be subject to approval and capacity restrictions. Feel free to add our business breakfast schedule to your calendar.

https://www.sadis.com/insights/business-breakfast-wintersp ring-2024-calendar