Events
Anchin’s 2024 Financial Services Forum
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.
Agenda
- 8:45 AM – 9:30 AM – Today’s Regulatory 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
- 10:45 AM – 11:30 AM – The Dos and Don’ts of Capital Raising from Industry Experts
- Moderator: George Teixeira, Tax Partner and Financial Services Practice Leader at Anchin
- Ari Glass, Founding Partner and Managing Member at Boothbay Fund Management
- Christopher Fields, Managing Director at Far Hills Group
- Josh 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].
