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.
AGENDA:
- Registration and networking
- 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
- 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
- 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
- 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].
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