Events
Anchin’s 3rd Annual Financial Services Forum
Join us for a comprehensive look into the trends, challenges and opportunities within the industry. Don’t miss this chance to gain invaluable wisdom, fortify your business strategies, and network with industry colleagues.
Check out these sneak previews with 47 Ventures’ Vern Bratton:
AGENDA:
- 8:00 AM – 8:45 AM: Registration and networking
- 8:45 AM – 9:30 AM: Panel 1 – Structuring Success: Operational, Legal and Strategic Approaches to Fund Formation
- Moderator: Marina Shah, Partner, Financial Services Group at Anchin
- Rea Sarah Caldeira, AVP of Business Development at NAV Fund Services
- Concetta Mastrangelo, Managing Director in Prime Brokerage at BTIG
- Casey Ramirez, Managing Director of Business Development at Stable Rock Solutions
- Courtney Posner, Investment Management Partner at Lowenstein Sandler
- 9:45 AM – 10:30 AM: Panel 2 – Beyond Traditional: Key Trends Reshaping the Alternatives Market
- Moderator: David Horton, Partner & Financial Services Assurance Leader at Anchin
- Peter J. Bilfield, Partner and Investment Management & Private Funds Co-Chair at Day Pitney LLP
- Danny Bloomstine, Managing Director of Business Development at IQ-EQ
- Frank Ferrara, Founder and Chief Client Officer at The Catalyst Group
- 10:45 AM – 11:30 AM: Panel 3 – Tax Strategy 2026: Planning Opportunities for the Financial Services Industry
- Moderator: E. George Teixeira, Partner & Financial Services Practice Leader at Anchin
- Mark Leeds, Partner at Pillsbury Law
- Len Lipton, Head of Direct Client Sales at GlobeTax
- Richard C. Call, Partner at McDermott Will & Schulte
- 11:30 AM – 11:45 AM: Networking continues
Check-in will begin at 8:00 am, and breakfast & coffee will be served.
For more information, please contact Kimberly Elardo at [email protected].
Please note: Registrations from professionals at other accounting firms will not be accepted.
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