Sadis Dinner Club
May 14th, 2025
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.
Oliver Althoff
Seabury Securities LLC
Managing Director
oalthoff@seaburysecurites.com linkedin.com/in/oliveralthoff
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.
Robert Ansell
Opus Fund Services
DIRECTOR, BUSINESS DEVELOPMENT
ransell@opusfundservices.com
https://www.linkedin.com/in/robert-ansell-015aab 255/
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
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.
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.
Tom Bradbury
Broad-Gauge CEO
tom@broad-gauge.io linkedin.com/in/thomaspbradbury
Tom Bradbury is the Founder & CEO of Broad-Gauge.
Tom is a successful entrepreneur having founded The New York Technology Group in 1997 and Labrador Technology in 2000 which was acquired by a competitor in 2018.
Tom is the author of the book The Culture Project: 30 Days to Reboot Your Organization. The Culture Project is a field manual for leaders who want to roll up their sleeves and disrupt the status quo. The Culture Project is the pre-cursor to Broad-Gauge, which now gives senior leaders (Boards of Directors, CEOs & CHROs) the ability to leverage data that reduces organizational risk, creates a more effective work environment and drives corporate performance/profitability.
Tom is a graduate of Fairfield College Preparatory School and Providence College.
William Bruce
Silver Fern Financial CEO
willbruce@silverfernfinancial.com
https://www.linkedin.com/in/william-bruce-ca-cfa-a34b4 85/
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.
Calista Bruce
Silver Fern Financial
cally@silverfernfinancial.com
linkedin.com/in/calista-bruce-61029616
Hi, I’m Cally— a consultant and executive coach for founders, fund managers, and mission-driven leaders. My work sits at the intersection of strategy and support. I help clients navigate growth, transitions, and complexity with clarity and momentum. That might mean:
* Building a go-to-market strategy or fundraising plan
* Streamlining operations, teams, or communications
* Coaching through leadership challenges or career pivots
* Supporting life transitions that affect work (and vice versa)
I bring 15+ years of experience in B2B commercial strategy, fundraising, operations, and change management — along with a deep belief that how we do things matters just as much as what we do.
Ralph Castro
RFA
rcastro@rfa.com
linkedin.com/in/ralphecastro
As a strategic sales leader with 25+ years of experience, I’ve helped organizations across cybersecurity, cloud, and financial services—including hedge funds, private equity, family offices, and new fund launches—achieve transformational growth and operational resilience. I specialize in designing and executing high-impact sales, marketing, and lead generation strategies that drive double-digit revenue growth.
My approach is rooted in trusted advisor relationships, with a focus on delivering bespoke, client-aligned solutions that create measurable business outcomes. I’ve built a track record of success through strategic ecosystem partnerships— including deep alignment with Microsoft—and by scaling high-performing teams anchored in ownership, accountability, and trust.
Fluent in English, Spanish, Arabic (Jordanian dialect), and Japanese, I bring a global lens and culturally nuanced communication style to every client interaction. I thrive in helping emerging and established firms navigate complexity, accelerate their go-to-market strategy, and unlock new channels for sustainable growth.
I’m passionate about working with forward-thinking organizations—particularly those launching new funds or modernizing legacy models—who are committed to innovation, operational excellence, and long-term success.
TPC Consulting, LLC.
917.3 78.7 456
tom@clarostrategies.com
https://www.linkedin.com/in/tclaro/
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.
Nate
Collins
Raymond James Financial Advisor
Nate.Collins@RaymondJames.com 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@catalystmutals.com linkedin.com/in/pete-corritori-95b68916
Mike Costello
mikecostello18@gmail.com
https://www.linkedin.com/in/michael-costello-5b8 54325/
Kyle Coughlin
J.P. Morgan Private Bank
Private Banker
kyle.coughlin@jpmorgan.com
linkedin.com/in/kylejcoughlin
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.
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.
Ron DeSoiza
PFK O’Connor Davies CHIEF GROWTH OFFICER
914.421.5604
rdesoiza@pkfod.com https://www.linkedin.com/in/ron-desoiza-cpa-abv-923 757a/
I am the Chief Growth Officer at PKF O'Connor Davies LLP, In addition to my business development duties, I also assist with all of the firms strategic relationships for growth. I also specializing in audit, business valuation, litigation support, and peer review services. My objective is to provide superior services to my clients and help my firm and colleagues to advance our profession and our business. We do this by bringing to market the best professionals in the New York Metropolitan area and using our vast network of contacts and resources to deliver value to our clients. Find out why PKF O'Connor Davies is one of the fastest growing firms in the country.
Outside of corporate life, I keep myself busy by applying the same leadership, operational and organizational capabilities in support of local revitalization and development as well as youth education and engagement. Through grant writing, project development and execution, and Board involvement I hope to make a substantive impact in the local community. I hold Board Leadership and coaching positions within local youth sports organizations as well as a local early childhood education center.
John Dunn J.P Morgan Private Bank VICE PRESIDENT
john.dunn@jpmorgan.com
linkedin.com/in/johnhdunn3
As a Vice President and Banker at J.P. Morgan Private Bank, I work with ambitious individuals, business owners and other successful professionals who seek a premier private banking platform to help them carry out their complex wealth management goals. I am a powerful ally in delivering the firm’s intellectual strength and breadth of global resources so clients can focus on their important priorities.
I curate a holistic and highly personalized approach drawn from the legacy of my strong institutional background. Whether individuals desire assistance in investing, banking, lending, wealth planning or more, I surround them with a team of specialists to craft customized strategies aligned with their needs.
I’m described as empathetic and caring, a great listener who views each client relationship as a partnership. My interest in the markets and network in the industry make me an engaging point person along the financial spectrum.
Warren Finkel
Omega Systems
MANAGING DIRECTOR – NORTHEAST
wfinkel@omegasystemscorp.com www.linkedin.com/in/warrenfinkel/
As Managing Director of Omega Systems' Northeast Region, Warren Finkel leverages decades of experience and deep-rooted relationships within the financial services sector.
Prior to Omega's acquisition of ACE IT Solutions in 2022, where he founded and served as leader for 14 years, Warren cultivated a reputation for delivering exceptional, bespoke IT solutions to family offices, private equity firms, hedge funds, RIAs, and alternative asset firms.
His proven ability to combine strategic IT vision with outstanding customer service makes him a highly sought-after advisor.
David Fitzgerald
SADIS & GOLDBERG LLP
PARTNER
212.573.8428
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.
Chris Fuller
Dynamo Software
REAL ESTATE PRIVATE EQUITY MANAGER
cfuller@dynamosoftware.com 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
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.
Joe Greco
Palio, Inc.
FOUNDER/PRESIDENT
917.319.8827
joe@palioinc.com
https://www.linkedin.com/in/joseph-Greco-b782b64/
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
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.
Salim Jaibi
NovaQ Capital CEO
sjaidi@novaqcapital.com
linkedin.com/in/salim-jaidi-9553551b5
Salim Jaidi has been passionate about computer science and financial markets from a very young age. Gaining knowledge from MIT and other invaluable schooling from having traveled the world learning from well established science and financial leaders in their filed, Jaidi was groomed. Believing that with a lot of data, machine learning can be an incredible powerful tool and so NovaQ Capital was born. He has always been intrigued by using the most recent tools of AI to deliver results in solving complex problems. Jaidi believes that with the right computer firepower and science driven team that substantial gains can be achieved in the financial markets.
NovaQ Capital is a long/short investment strategy that merges information, innovation and human skill to create value for our clients. We leverage advanced mathematics and statistical methods to synthesize large amounts of data to mine knowledge and alpha in unstructured data. Using the most advanced techniques in data science, we are dedicated to finding the best ideas that are shaping and disrupting the world today, and in the future.
Kylan Johnson
Hudson Valley Estate Planning PLLC
Attorney
kylan@secureyourlegend.com
linkedin.com/in/kylanjohnson
I am the owner of and attorney at Hudson Valley Estate Planning PPLC, 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 member of the Tarrytown Rotary Club, Sleepy HollowTarrytown Chamber of Commerce, and Union Church of Pocantico Hills. I am also delighted to sponsor the Westchester Ballet Company, which teaches teamwork, perseverance, and the pursuit of excellence to our local youth.
Kayleigh Lavender
Atlantic Pacific Capital PROJECT MANAGEMENT
Kayleigh.lavender@rede-partners.com
Kayleigh Lavender, who also goes by Kayleigh Ann Lavender, Kayleigh Lavender, is a registered financial professional currently at REDE PARTNERS (AMERICAS) LLC located in New York, New York.
Kayleigh is registered as a RR (Registered Representative) and started their career in finance in 2019. Kayleigh has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Frank Lazzara
Frank.lazzara@dlallc.com
Frank Lazzara, CPA, CFE, CFF, ABV is a Partner in its Forensic Accounting, Valuation and Litigation Support practice. Lazzara brings over 30 years of diverse professional experience in forensic accounting, financial reporting, financial operations consulting, private industry, public accounting, and internal audit to the firm. Throughout his distinguished career, including key roles as a Managing Director with FTI, a telecommunications CFO, and an auditor with PwC and Goldman Sachs, he has spearheaded high-stakes financial investigations, successfully navigated complex M&A transaction disputes, and delivered compelling expert witness testimony in Federal, Bankruptcy, and State court matters.
Prior Work Experience
oFTI
oPricewaterhouseCoopers, LLP (PwC)
oGoldman Sachs
Education, Certifications & Affiliations
oPace University – BBA, Bachelor of Business Administration and Public Accounting
oAmerican Institute of Certified Public Accountants
oAssociation of Certified Fraud Examiners
oNew York State Society of Certified Public Accountants
Frank Marcucci
CORPORATE VALUATION ADVISORS INC
NATIONAL 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.
Anthony Mascia
Essential Fund Services International, LLC
MANAGING DIRECTOR
646.948.6504
adm@essentialfsi.com
https://www.linkedin.com/in/anthonydanielmascia/
Anthony D. Mascia is a Co-Founder and Managing Member of EFSI.
Mr. Mascia has more than two decades of experience in the alternative investment and private funds industry and is responsible for EFSI’s front office, which includes account management, business development, customer service, marketing and sales.
Prior to establishing EFSI with Mr. Levato, Mr. Mascia consulted for various firms in the alternative investment industry, and built a guaranteed independent brokerage firm focused on investing in alternative strategies through an affiliation with MF Global between 2008 and 2011.
Before joining MF Global, he began his professional career in 1999 as a trader and member of the New York Board of Trade, spending almost a decade building a commodity brokerage book.
Mr. Mascia was born and raised in New York and is a graduate of Fordham University, Fordham College at Rose Hill. He resides in Westchester County, New York, with his wife and children, where he is an avid winemaker and musician.
James McCaffrey
JMCCO, LLC
FOUNDER/CEO
jmccaffrey@jmcco-llc.com
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 MANAGING PARTNER
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.
Dunes Point Capital, LP
MANAGING DIRECTOR
istvan.nadas@dunespointcapital.com linkedin.com/in/istvan-nadas-53b336b
Jonathan Ngyuen
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.
Michael O’Hara
Jefferies
MANAGING
Michael.Ohara@jefferies.com linkedin.com/in/michael-o-hara-b9739a7a
Alex Urdea
Deep Ocean Partners
alex@deepoceanpartners.com
linkedin.com/in/aurdea
With over 20 years of experience in credit, equity, derivatives, and technology, I am a specialty finance leader with a passion for creating capital solutions for and consultants with extensive experience in fintech, eCommerce, and supply-chain / logistics which enables me to identify and capitalize on unique opportunities. entrepreneurs and individuals. As the Managing Partner of Deep Ocean Partners, I lead a team of professionals who leverage data-driven insights to make credit more accessible, deliver sustainable high yields, and diversify risk across a broad set of alternative asset classes.
My mission is to build a specialty finance holding company that innovates on the product, operational, and capital structure levels, while developing a complementary set of businesses under a unified technology platform. I have a track record of applying an institutional grade diligence framework to new and emerging asset classes. I also have a deep network of founders, investors, advisors.
I have over fifteen 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. Here are some of the advantages of working with me Through me, my clients gain access to a powerful syndicate platform which offers retail investors many of the same capabilities as institutional investors. I help clients understand and make use of proprietary platforms and trading tools. I analyze market trends and develop strategies that seek to capitalize on market shifts and broad market moves. I assist all of my clients with understanding appropriate investment strategies and products to pursue their long and short term goals. I research clients standing to generate a "big picture" assessment of their holdings and goals - which allows me to best service their account I provide technical guidance for purchasing individual securities and investment products. Forte Capital assists companies raise capital through private placements and public offerings through Ceros Financial.
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 cap ital funds, buyout funds, commodity pools, and numerous corporate and business entities oper ating 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.
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
• Real Estate
• Family Office
• Tax
• Fund Formation
• Regulatory Compliance
• Private Equity
• Mergers & Acquisitions
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