Anchin’s 2024 Financial Services Forum

3 Times Square
May 14, 2024 8:00 am 11:30 am

Register Here

Join our esteemed panelists as they offer a comprehensive look into the challenges and opportunities within the financial services industry.

Delve into the world of successful capital-raising efforts with seasoned professionals sharing essential tactics and cautionary tales. Explore the pivotal role of cybersecurity in our panel discussion, as experts dissect its profound implications and offer practical insights to safeguard your business against emerging threats. Don’t miss this opportunity to gain invaluable wisdom and fortify your business strategies.


  • 8:45 AM – 9:30 AM – Today’s Outlook on the Industry
    • Moderator: David Horton, Partner and Financial Services Assurance Leader at Anchin
    • David Fitzgerald, Partner at Sadis & Goldberg LLP
    • Christina Lovett, Vice President at J.P. Morgan Private Bank
    • Daniel Strachman, Managing Partner at A & C Advisors LLC
    • Zach Romanovsky, Investment Specialist at J.P. Morgan Private Bank
  • 9:45 AM – 10:30 AM – How Cybersecurity (or Lack of) Can Affect Your Business
    • Russell Safirstein, President and CEO at Redpoint Cybersecurity
    • Daniel Marvin, Partner at Kennedys
    • Imani Barnes, Associate Director at Risk Strategies
  • 10:45 AM – 11:30 AM – The Dos and Don’ts of Capital Raising from Industry Experts
    • Moderator: E. George Teixeira, Partner and Financial Services Practice Leader at Anchin
    • Ari Glass, Founding Partner and Managing Member at Boothbay Fund Management
    • Christopher McGowan, Managing Director & Partner of Far Hills Group
    • Joshua Cherry-Seto, Partner and Chief Financial Officer at StartUp Health

Check-in will begin at 8:00 am. Breakfast and coffee will be served.

For more information, please contact Kimberly Elardo at [email protected].

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