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If you are interested in attending any of the
upcoming events, please e-mail rgeffner@sglawyers.com.
Current
- Monday, September 15, 2008
- Tuesday, September 16, 2008
The Princeton Club, New York City
The 5th Annual Marketing & Advertising Compliance Forum for Investment Advisors
Dan Viola, Of Counsel and member of the Regulatory Defense and Compliance Group and Lance Friedler, Partner and member of the Corporate and Financial Services Group will be speakers at the upcoming 5th Annual Marketing & Advertising Compliance Forum for Investment Advisors at the Princeton Club in New York City. This conference is specifically designed for investment advisor professionals. For more information, please go to: http://www.frallc.com
Speaker: Daniel G. Viola and Lance Friedler
- Wednesday, September 10, 2008
- Thursday, September 18, 2008
Three city tour - San Francisco, Boston and Dallas. Actual locations to be determined.
Ron Geffner to Speak at HedgeAnswers
Sadis and Goldberg LLP will be a sponsor of HedgeAnswers 2008. Ron S. Geffner, Partner and head of the Financial Services Group will speak at the upcoming sessions. The sessions will include an afternoon of interactive discussion providing strategies for operating a hedge fund. San Francisco will be September 10th, Boston will be September 15th and Dallas will be September 12th. Additional details will be forthcoming.
Speaker: Ron S. Geffner
- Wednesday, September 10, 2008
New York, NY
Preparing for Your Hedge Fund's Audit
Dan Viola, Of Counsel and member of the Regulatory Defense and Compliance Group, will participate in a panel entitled "An In-Depth Look at Compliance and Wrapping It Up" on Wednesday, September 10th at 3:15 p.m. For more information, please go to: www.frallc.com
Speaker: Daniel G. Viola
- Monday, July 28, 2008
- Tuesday, July 29, 2008
The Flatotel, New York City
5th Annual Hedge Fund Incubation and Seeding Conference
Ron Geffner, Partner and head of the Financial Services Group, will moderate a panel discussion entitled, "Raising Capital Part III - Non-Traditional Sources of Raising Capital" on Tuesday, July 29. This premier conference provides all key stakeholders with maximum exposure to the issues that will further the development and understanding of hedge funds. For more information, please go to: http://www.frallc.com/calendar
Speaker: Ron S. Geffner
- Wednesday, July 16, 2008
- Thursday, July 17, 2008
The Harmonie Club, New York City
Marketing & Client Servicing for Hedge Funds
Ron Geffner, Partner and head of the Financial Services Group, will present the program entitled "Complying with FINRA & SEC Marketing Requirements" on Wednesday, July 16th at 2:00 p.m. For more information, please go to: http://www.frallc.com/calendar
Speaker: Ron S. Geffner
- Wednesday, June 18, 2008
- Thursday, June 19, 2008
The Millennium Biltmore Hotel, Los Angeles, California
The Reverse Merger Conference
Gary Malhotra, Partner and member of the Corporate and Financial Services Group will participate in the panel entitled "Building a PIPE Practice in Troubled Times: New Innovations in Deal Structures". This conference covers all of the technical issues relating to reverse mergers, self-underwriting, and other alternative routes to the public market. For more information, please go to:
http://www.dealflowmedia.com/conferences/rm_conference_08.cfm
Speaker: Gary Malhotra
- Wednesday, June 11, 2008
- Thursday, June 12, 2008
Hyatt Regency Hotel, Montreal, Canada
HFM Live Canada 2008
Ron Geffner, Partner and head of the Financial Services Group, will participate in a panel discussion entitled "The PR Game: Why do hedge funds have an image problem?" on Thursday, June 12th at 11:30 p.m. For more information, please go to: http://www.hfmweek.com/cgi-bin/item.cgi?ap=1&id=2013
Speaker: Ron S. Geffner
- Tuesday, June 03, 2008
New York Athletic Club in New York City
Lipper HedgeWorld's Fund Services Expo & Conference
Sadis & Goldberg LLP will be a sponsor of Lipper HedgeWorld's Fund Services Expo & Conference. Ron Geffner, Partner and head of the Financial Services Group, will moderate a panel discussion entitled, "Fund of Funds: Challenges in Today's Environment" on Tuesday, June 3. This year's conference will address key trends and explore the elements essential for hedge funds and fund of funds to be successful in today's business environment. For more information, please go to: http://www.hedgeworld.com/events/20080603/
Speaker: Ron S. Geffner
- Monday, May 19, 2008
- Wednesday, May 21, 2008
The New York Helmsley, New York City
The 10th Effective Hedge Fund Tax Practices & 5th Hedge Fund Accounting and Administration Forum
Roger Lorence, Partner and member of the Tax Group, will participate in the panel entitled "Hedge Fund Taxation 101" on May 19th at 9:00 a.m. The conference will be held at the New York Helmsley, 212 East 42nd Street, New York City from May 19 - 21. 2008. For more information, please go to: http://www.frallc.com.
Speaker: Roger Lorence
- Thursday, May 15, 2008
- Friday, May 16, 2008
The New York Helmsley, New York City
The 4th Annual Fund of Funds Business Operations Forum
Lance Friedler, Partner and member of the Corporate and Financial Services Group will participate in the panel entitled "Designing and Implementing an Effective Compliance Program" on May 16th at 9:15 a.m. The conference will be held at the New York Helmsley, 212 East 42nd Street, New York City from May 19 - 21. 2008. For more information, please go to: http://www.frallc.com.
Speaker: Lance Friedler
- Wednesday, May 14, 2008
Millennium Broadway Hotel, New York City
Sadis & Goldberg's 2nd Annual Hedge Fund and Regulatory Forum
Attorneys from our Financial Services and Regulatory Group, along with keynote speakers, will discuss the latest trends and issues relevant for hedge funds to be successful in today's business environment. Topics to include: Constraints for Growth in the Hedge Fund Industry, State of the Market: Seed and M&A Transactions of Hedge Fund Managers, Risk Mitigation/Control, Hybrid Fund Structures. For more information on this forum, please contact Cheryl Spratt at cspratt@sglawyers.com.
Speaker: Ron Geffner, Doug Hirsch, Steven Huttler, Lance Friedler, Paul Fasciano, Dan Viola & Roger Lorence
- Tuesday, May 13, 2008
- Wednesday, May 14, 2008
The Hilton Washington, Washinton, D.C.
The 31st Annual ESOP Association Conference
Sadis and Goldberg LLP is proud to be a sponsor of the 31st Annual ESOP Association Conference. Steven Etkind, Partner of the Tax and Estates Group, will present the program “Technical & Operational Side of ESOPS - Basic Financing!” on Tuesday, May 13th at 2:00 p.m. The ESOP Association’s Annual Conference is the premier “across-the-board” conference on ESOPs dealing with the human side of ESOPs as well as the technical and operational issues. If you would like more information on the event or the group, please go to: http://www.esopassociation.org/meetings/meetings_annual_Conference.asp
Speaker: Steven Etkind
Past
- Sunday, May 04, 2008
- Tuesday, May 06, 2008
MGM Grand, Las Vegas, Nevada
Alternative Asset Summit
Lance Friedler, Partner and member of the Corporate and Financial Services Group and Dennis R. Hirsch, Partner and head of the Regulatory Defense and Compliance Group will be speakers at the upcoming Alternative Asset Summit in Las Vegas. The summit's format is unique in that attendees will almost exclusively be Hedge Fund Managers and Institutional Investors. For more information, please go to: http://www.AlternativeAssetEvents.com
Speaker: Lance Friedler and Dennis R. Hirsch
- Monday, April 28, 2008
- Wednesday, April 30, 2008
Hotel Unique, Sao Paulo, Brasil
Alternative Investment Summit Brasil 2008
Ron Geffner, Partner and head of the Financial Services Group and Dan Viola, Of Counsel and member of the Regulatory Defense and Compliance Group, will teach a course entitled, "Infrastructure and Capital for Offshore Funds" on Monday, April 28. This course is designed for hedge funds interested in establishing an offshore presence and accessing international investors. The discussion will cover capital introduction and marketing; setting up offshore structures; and regulatory requirements for different jurisdictions. For more information, please go to: http://www.terrapin.com/2008/brasil
Speaker: Ron S. Geffner and Dan Viola
- Wednesday, April 02, 2008
- Friday, April 04, 2008
Hyatt Regency McCormick Place Hotel, Chicago, IL
NCEO/Beyster Institute 2008 Employee Ownership Conference
Sadis and Goldberg LLP is proud to be a cosponsor of the 2008 Employee Ownership Conference. Steven Etkind, Partner of the Tax and Estates Group, will present the program “Stock Appreciation Rights, Phantom Stock & Warrants, Oh My!” on Wednesday, April 2nd at 3:45 p.m. The conference is designed to provide learning and networking opportunities while daily general sessions have informative updates on the world of employee ownership. If you would like more information on the event or the group, please go to: www.nceo.org/meetings/annualconference.html
Speaker: Steven Etkind
- Thursday, March 27, 2008
- Friday, March 28, 2008
The Princeton Club, New York City
4th Annual Marketing & Advertising Compliance Forum
Lance Friedler, Partner and member of the Corporate and Financial Services Group, will participate in a panel entitled “Website and Internet Compliance Issues” on Friday, March 28th at 9:00 a.m. Dan Viola, Of Counsel and member of the Regulatory Defense and Compliance Group, will moderate a panel discussion entitled "The Nuts and Bolts of Marketing your Annual Compliance Review" on Friday, March 28th at 2:15 p.m. This conference is designed to prepare investment advisers on how to review marketing materials, create SEC compliant hedge fund material and meet regulatory requirements for SEC, GIPS, FINRA, and other authorities. For more information, please go to: http://www.frallc.com/conference.aspx?ccode=B595
Speaker: Lance Friedler and Dan Viola
- Thursday, March 20, 2008
Yerba Buena Center for the Arts, San Francisco, CA
7th Annual San Francisco Benefit of Hedge Fund Cares
Sadis and Goldberg LLP is proud to be a sponsor of 7th Annual San Francisco Benefit of Hedge Fund Cares. Hedge Fund Care’s mission is saving children from the trauma of physical and sexual abuse and neglect. If you would like more information on the event or the group, please go to: www.HedgeFundsCare.org.
Speaker: Dennis Hirsch
- Monday, March 17, 2008
- Tuesday, March 18, 2008
The Harvard Club, New York City
Compliance & Operational Best Practices for Hard-to-Value Securities & Portfilios
Dan Viola, Of Counsel and member of the Regulatory Defense and Compliance Group, will moderate the program entitled "A Review of SEC Enforcement Actions Stemming from Pricing Irregularities" on Monday, March 17th at 11:45 a.m. For more information, please go to: www.frallc.com/speaker/default.aspx?ccode=B585
Speaker: Daniel G. Viola
- Monday, March 10, 2008
- Tuesday, March 11, 2008
Affinia Manhattan, New York City
Mastering the Request for Proposal Process
Dan Viola, Of Counsel and member of the Regulatory Defense and Compliance Group, will present the program entitled "Mastering Compliance, Data and Technology - Obeying the Rules: Competing with Increased Compliance and Due Diligence Requirements" on Tuesday, March 11th at 2:00 p.m. For more information, please go to: http://www.iirusa.com/rfp
Speaker: Daniel G. Viola
- Tuesday, February 26, 2008
- Wednesday, February 27, 2008
The Westin New York - Times Square, New York
The 4th PIPEs Summit
Sadis & Goldberg LLP will be a sponsor of the 4th PIPEs Summit. Steven Huttler, Of Counsel and member of the Financial Services Group, will participate in a panel discussion entitled, "High Risk PIPEs and How to Avoid Them" on Wednesday, February 27th at 2:45 p.m. This year's summit will address the issues in the industry today and will cover all the recent changes in the PIPEs market. Topics will cover the proposed changes to Rule 144, Form S3 changes, the impact of the current credit meltdown, the pros and cons of PIPEs versus other types of financing, and the future for PIPEs in emerging markets. For more information, please go to: http://www.iqpcevents.com/ShowEvent.aspx?id=44222&details=44244
Speaker: Steven Huttler
- Wednesday, February 13, 2008
The Marriott Marquis Hotel, New York City
10th Annual Hedge Fund Cares - Open Your Heart to the Children Benefit
Sadis and Goldberg LLP is proud to be a sponsor of 10th Anniversary New York Open Your Heart to the Children Benefit. Hedge Fund Care’s mission is saving children from the trauma of physical and sexual abuse and neglect. If you would like more information on the event or the group, please go to: www.HedgeFundsCare.org.
Speaker: Ron S. Geffner
- Monday, February 11, 2008
- Tuesday, February 12, 2008
The Princeton Club, New York City
Marketing & Client Servicing for Hedge Funds
Ron S. Geffner, Partner and head of the Financial Services Group, will speak at the Marketing & Client Servicing for Hedge Funds Conference. The presentation, "Complying with FINRA & SEC Marketing Requirements", is scheduled for Tuesday, February 12th at 3:15 p.m. at the Princeton Club in New York City. For more information, please go to: http://www.frallc.com/conference.aspx?ccode=B586.
Speaker: Ron S. Geffner
- Wednesday, January 30, 2008
- Thursday, January 31, 2008
The Flatotel, New York City
Hedge Fund Incubation & Seeding Conference
Ron S. Geffner, Partner and head of the Financial Services Group, and Lance Friedler, Partner and member of the Firm’s Corporate and Financial Services Group, will speak at the upcoming 4th Annual Hedge Fund Incubation & Seeding Conference. Mr. Geffner's presentation will begin at 8:30 a.m. on January 30th and is entitled "Terms & Conditions for Starting a Hedge Fund through Seeding/Incubation". Mr. Friedler will be speaking on January 31st at 2:45 p.m. during the "Legal, Regulatory, Compliance Perspective" session. The conference will be held at the Flatotel in New York City. For more information, please go to: http://www.frallc.com.
Speaker: Ron S. Geffner and Lance Friedler
- Tuesday, January 29, 2008
- Wednesday, January 30, 2008
Affinia Manhattan, New York City
The 7th Annual Industry Summit on PIPEs
Paul Fasciano, Of Counsel and member of the Financial Services Group, will speak at the Master Class 2: Regulatory Issues in PIPEs on January 29 at 1:00 p.m. Steven Huttler, Of Counsel and also a member of the Financial Services Group, will participate in a panel discussion entitled "What Happens When a Deal Goes Bad?" on January 30 at 11:00 a.m. The conference will be held at the Affinia Manhattan, 31st and 7th Avenue, New York City from January 29 - 30, 2008. This event is designed to provide key stakeholders with a complete understanding of PIPE transactions and the PIPEs market. For more information, please go to: http://www.frallc.com/conference.aspx?ccode=B563.
Speaker: Paul Fasciano and Steven Huttler
- Monday, December 17, 2007
Webinar
FRA Webinar: Offshore Funds for Tax Efficiency and Compliance
Steven Etkind, Partner of Sadis & Goldberg's Tax Group, will be a panelist for the FRA Webinar: Offshore Funds for Tax Efficiency and Compliance. The panel will discuss the benefits of creating and using offshore funds, strategies to manage investor money for tax exemptions, the use of derivatives for withholding purposes, steps for filing taxes on an offshore account and the penalties associated with improper filing. The webinar will start at 10:30 a.m. ET on December 17, 2007. For more information, please go to: http://www.frallc.com/conference.aspx?ccode=w175
Speaker: Steven Etkind
- Thursday, December 06, 2007
San Francisco, CA
Compliance Forum
This forum is designed to help CCO's gear up for year end compliance obligations including some practical guidance on the requisite Annual Review. Attorneys from our Compliance and Regulatory Defense Group will guide you through some of the key compliance items that must be addressed as the calendar turns to 2008. The event will be held at the Grand Hyatt San Francisco, 345 Stockton Street, on December 6th, from 3:00 - 5:00 p.m.
Speaker: Dennis Hirsch, Dan Viola, Ron Geffner, Douglas Hirsch, Lance Friedler
- Wednesday, November 28, 2007
- Thursday, November 29, 2007
3 West Club, New York
The 9th Annual Effective Hedge Fund Tax Practices
Steven Etkind, Partner, will be a faculty member of the 9th Annual Effective Hedge Fund Tax Practices Conference. The conference will be held at the 3 West Club in New York City from November 28 to 29, 2007. For more information, please go to: http://www.frallc.com/conference.aspx?ccode=B550
Speaker: Steven Etkind
- Monday, November 19, 2007
Practising Law Institute, PLI New York Center, New York City
Dennis Hirsch Presenting at the Hedge Fund Enforcement & Regulatory Developments 2007 Seminar
Dennis Hirsch, Partner and head of the Regulatory Defense and Compliance Group, will speak at the upcoming Practicing Law Institute's Hedge Fund Enforcement & Regulatory Developments Seminar. The presentation will begin at 2:45 p.m. and is entitled "Conflicts of Interest in the Hedge Fund Space". The seminar will be held at the Practicing Law Institute, PLI New York Center, 810 Seventh Avenue at 53rd Street (21st floor), New York, NY. For more information, please go to: www.pli.edu.
Speaker: Dennis Hirsch
- Thursday, November 15, 2007
Hyatt Regency Boston, Boston, MA
Dennis Hirsch to Speak at Institute for International Research Event
Dennis Hirsch, Partner and head of the Regulatory Defense and Compliance Group, will speak at the Institute for International Research’s Mastering the Request for Proposal Seminar. Mr. Hirsch will be participating in a panel discussion entitled "Managing Evolving Compliance and Legal Requirements to Maximize Your Resources and Ensure Due Diligence". The presentation will begin at 3:20 p.m. For more information, please go to: http://www.iirusa.com/rfp/eventhome/30930.xml
Speaker: Dennis Hirsch
- Wednesday, November 14, 2007
New York, NY
Compliance Forum
This forum is designed to help CCO's gear up for year end compliance obligations including some practical guidance on the requisite Annual Review. Attorneys from our Compliance and Regulatory Defense Group will guide you through some of the key compliance items that must be addressed as the calendar turns to 2008. Further details to follow.....
Speaker: Dennis Hirsch, Dan Viola, Ron Geffner, Douglas Hirsch
- Monday, October 29, 2007
The Fairmont Southampton, Bermuda
Ron Geffner to Speak at MARHedge Global Hedge Fund Summit
Ron S. Geffner, Partner and head of the Financial Services Group, will speak at the upcoming 14th Annual MARHedge
Global Hedge Fund Summit.
The presentation will begin at 10:15 a.m. and he will introduce Professor Edward Altman who will provide perspectives on the influences and trends in the Global Credit Markets.
The conference will be held at the Fairmont Southampton in Bermuda from October 28 to 30, 2007.
For more information, please go to:
http://marhedge.com/conferences/2007/bermuda/default.asp
Speaker: Ron S. Geffner
- Monday, October 29, 2007
The Fairmont Southampton, Bermuda
Douglas Hirsch to Moderate Panel at 14th Annual MARHedge Global Hedge Fund Summit
Douglas Hirsch, Partner and head of the Litigation and Regulatory Compliance Group, will moderate a panel discussion at the 14th Annual MARHedge Global Hedge Fund Summit.
The panel discussion, "Governance, Risk and Compliance Track: Managing and Mitigating Compliance Risk," will begin at 3:45 p.m.
The conference will be held at the Fairmont Southampton in Bermuda from October 28 to 30, 2007.
For more information, please go to:
http://marhedge.com/conferences/2007/bermuda/default.asp
Speaker: Douglas Hirsch
- Wednesday, October 17, 2007
Wynn Las Vegas Resort, Las Vegas, Nevada
Alternative Asset Hedge Fund Conference 2007
Sadis & Goldberg LLP will be a sponsor of the Alternative Asset Hedge Fund Conference. Ron S. Geffner, Partner and head of the Financial Services Group will speak at the upcoming conference. Douglas Hirsch, Partner and head of the Litigation and Regulatory Compliance Group, will also represent the Firm at the conference. The conference will be held at the Wynn Las Vegas Resort and is hosted by Alternative Assets Investment Management Group. The conference will take a close look at hedge fund style and strategies, the use of fund of funds, the search for alpha, how to benchmark these strategies, using other asset classes such as private equity, fixed income or real estate as absolute return strategies and more. For more information and to register for this event, please use the following link:
www.AlternativeAssetEvents.com.
Speaker: Ron S. Geffner
- Monday, October 01, 2007
Stamford, CT
Hedge Fund Operations and Compliance Conference
Daniel G. Viola, Of-Counsel and member of the Regulatory Defense and Compliance Group, will speak at the Hedge Fund Operations and Compliance Conference. The workshop, "A Step-by-Step SEC Audit Preparation,” will run from 9:00 a.m. to 12 noon on October 1, 2007. The conference will be held at Sheraton Stamford Hotel, Stamford, CT. For more information, please go to: www.iqpc.com/us/HedgeFund
Speaker: Daniel G. Viola
- Wednesday, September 19, 2007
Grand Hyatt, Denver, Colorado
Hedge Funds Care's Second Annual Denver
Sadis & Goldberg will be a sponsor of the Hedge Funds Care's second annual benefit. The event, "Open Your Heart to the Children" will take place at the Grand Hyatt, 1750 Welton Street, Denver, Colorado. Dennis Hirsch, Partner and head of the Regulatory Defense and Compliance Group, will represent the Firm at the conference. For more information, please go to: http://www.hedgefundscare.org/2007/denver open your heart to the children benefit 2/.
Speaker: Dennis Hirsch
- Wednesday, September 19, 2007
The Explorers Club, 46 East 70th Street, New York City
Emerging Hedge Fund Manager Roundtable Series
Sadis & Goldberg LLP will sponsor the Third Quarter Emerging Hedge Fund Manager Roundtable.
Lance Friedler, Partner of the Corporate and Financial Services Group, will represent the Firm at the roundtable.
The roundtable will be held at The Explorers Club, located at 46 East 70th Street and is hosted by VanthedgePoint.
A panel of industry experts will discuss Do Emerging Managers Still Outperform?
For more information and to register for this event, please RSVP to: events@vanthedgepoint.com
Speaker: Sam Kirschner, Andreas Deutschmann, Rick Seefeldt
- Tuesday, September 18, 2007
The Oxford Hotel, Denver, CO
Dennis Hirsch to Speak at Colorado Hedge Funds Roundtable
Dennis Hirsch, Partner and head of the Regulatory Defense and Compliance Group, will speak at the Colorado Hedge Funds Roundtable. The presentation will begin at 3:00 p.m. and is entitled "SEC Performance Reporting and GIPS: Industry Best Practices on Presenting Your Performance!". The roundtable will be held at the Oxford Hotel, 1600 Seventeenth Street, Denver, CO. For more information, please contact Matthew Anderson at 303.222.5702 and to RSVP, please contact Carolyn Gerbig by September 11, 2007 at 303.675.0666 or cgerbig@rkco.com.
Speaker: Dennis Hirsch
- Monday, September 10, 2007
The Helmsley Hotel, New York
Tax Update: Developments Impacting Compliance, Disclosure and Reporting
The Annual Hedge Fund Business Operations Forum
Speaker: Steven Etkind
- Thursday, August 02, 2007
The Ritz Carlton, San Francisco
HedgeAnswers: An Afternoon for Understanding Hedge Funds
Interactive discussion providing strategies for operating a hedge fund.
For more info, visit: www.hedgeanswers.com
Speaker: Ron S. Geffner
- Tuesday, July 17, 2007
The Peninsula Hotel, Chicago
HedgeAnswers: An Afternoon for Understanding Hedge Funds
Interactive discussion providing strategies for operating a hedge fund.
For more info visit: www.hedgeanswers.com
Speaker: Ron S. Geffner
- Wednesday, June 13, 2007
The Ritz Carlton Hotel, Philadelphia
HedgeAnswers: An Afternoon for Understanding Hedge Funds
Interactive discussion providing strategies for operating a hedge fund.
For more info, visit: www.hedgeanswers.com
Speaker: Ron S. Geffner
- Thursday, May 11, 2006
The Harvard Club, New York
Structuring 202: Side Pocketing of Illiquid Securities
Speaker: Ron S. Geffner
- Thursday, May 11, 2006
The Harvard Club, New York
Determining Management Fees, Compensation & the Deferral Arrangements for Your Offshore Fund
Speaker: Steven Etkind
- Thursday, June 23, 2005
The Hyatt Regency, San Francisco
The Private Equity Fund Forum On: Legal Strategies, Deal Structuring Innovations & Fund Raising Success
Managing the Pitfalls of the Fundraising process
Speaker: Ron S. Geffner
- Tuesday, May 17, 2005
Flatotel, New York
Hedge Funds Regulation & Compliance 2005
Regulatory Impact on Offshore Funds: Understanding the Latest Changes in the Offshore Market
Speaker: Steven Etkind
- Friday, May 13, 2005
The New York Helmsley, New York
Hedgefund Regulation & Compliance Forum
Ensuring Proper Distribution & Marketing Practices
Speaker: Ron S. Geffner
- Thursday, April 07, 2005
The Association of the Bar of the City Of New York, New York
CityBar Center for CLE Benefits and Pitfalls of Sponsoring Retirement Plans Investing in Employer Securities
The Benefits Why Corporations Like ESOPs and 401K Plans
Speaker: Steven Etkind
- Monday, February 28, 2005
Union League Club, New York
Hedge Fund Best Practices 2005
Overcoming Compliance, Operational And Valuation Challenges
Speaker: Ron S. Geffner
- Tuesday, November 16, 2004
The New York Helmsley, New York
Hedge Fund Regulation and Compliance Forum
Hedge Fund Operations: Drafting/Understanding Hedge Fund Documents
Speaker: Ron S. Geffner
- Monday, November 15, 2004
The New York Helmsley, New York
Hedge Fund Regulation and Compliance Forum
What Does the SEC Have to Say About Advertising, Marketing and the Distribution of Hedge Funds?
Speaker: Ron S. Geffner
- Tuesday, November 09, 2004
The Harvard Club, New York
The Next Generation in HR Management Systems, Advanced Executive Compensation Strategies and Group Benefits
Speaker: Steven Etkind
- Tuesday, November 09, 2004
Park Central Hotel, New York
Tax and Financial Reporting Practices for Hedge Funds Conference
Meeting the latest Tax and Regulatory Requirements for Offshore Funds.
Speaker: Steven Etkind
- Tuesday, March 30, 2004
Union League Club, New York, NY
Hedge Fund Regulation & Compliance Symposium
Speaker: Ron S. Geffner
- Friday, November 07, 2003
The New York Athletic Club - New York, NY
NICSA - Alternative Investments: Hedge Funds and Private Equity Conference Regulatory Update
Speaker: Ron S. Geffner
- Wednesday, October 29, 2003
The American College - Bryn Mawr, PA
Employee Stock Ownership Plans (ESOP) A to Z
Speaker: Steven Etkind
- Monday, September 29, 2003
The Roosevelt Hotel - New York, NY
Hedge Fund Regulatory & Compliance Forum
An examination of private offering restrictions for advertising and web activities.
Speaker: Ron S. Geffner
- Sunday, July 13, 2003
The Plaza Hotel - New York, NY
Blue Ribbon Hedge Fund Symposium
Starting and marketing a hedge fund.
Speaker: Ron S. Geffner
- Monday, June 23, 2003
- Wednesday, June 25, 2003
The Roosevelt Hotel - New York, NY
10th Annual Hedge Fund Forum
Hedge fund solicitation and advertising: where are the boundaries.
Speaker: Ron S. Geffner
- Wednesday, April 30, 2003
- Thursday, May 01, 2003
W New York The Court - New York, NY
Institute for International Research
Recent legislation and regulatory developments on crucial tax law changes.
Speaker: Ron S. Geffner
- Tuesday, December 10, 2002
The Ritz Carlton - Liguena Niguel, CA
5th Annual Alternative Investing Summit
Money manager search, selection and evaluation
Speaker: Ron S. Geffner
- Monday, December 09, 2002
New York, NY
Insurance Based Hedge Funds
Regulatory and legal issues affecting hedge funds in insurance bosed products.
Speaker: Robert Schneider
- Wednesday, November 20, 2002
New York, NY
Society of Financial Services Professionals
Planning for the effective use of capital losses
Speaker: Steven Etkind
- Thursday, June 27, 2002
New York, NY
Legal and Accounting Issues in Hedge Funds
Structuring a hedge fund: onshore and offshore
Speaker: Ron S. Geffner & Steven Etkind
- Monday, June 17, 2002
- Tuesday, June 18, 2002
The Helmsley Hotel - New York, NY
Administering 401(K) Plans
Capitalizing on tax changes: creating ESOP
Speaker: Steven Etkind
- Monday, June 03, 2002
- Wednesday, June 05, 2002
Russian Tea Room - New York, NY
9th Annual Hedge Fund Forum
Institutionalizing hedge funds - benefits and consequences
Speaker: Ron S. Geffner
- Thursday, April 18, 2002
The Ritz Carlton - San Juan, Puerto Rico
Private Wealth Management Summit
The Investment Educational Forum for Family Offices and High-Net-WOrth Individuals.
Evaluating your manager
Speaker: Ron S. Geffner
- Wednesday, March 13, 2002
New York, NY
Hedge Fund Formation, Capitalization and Management
Speaker: Ron S. Geffner
- Wednesday, January 30, 2002
The Phoencian Resort - Scottsdale, AZ
8th Annual Hedge Fund Investors Summit
The life cycle of a hedge fund: best proctices for the formation, administration and dissolution of a hedge fund
Speaker: Ron S. Geffner
- Thursday, January 17, 2002
The Roosevelt Hotel - New York, NY
Winning Legal and Tax Strategies for Private Investment Partnerships
Speaker: Ron S. Geffner & Steven Etkind
- Tuesday, December 11, 2001
Boston, MA
Hedge Funds for Mutuals
Overcoming specific obstacles for mutual fund managers breaking into hedge funds.
Speaker: Ron S. Geffner
- Tuesday, December 04, 2001
Rancho Mirage, CA
Endowment & Foundation Forum
Due diligence and fiduciary responsibilites
Speaker: Ron S. Geffner
- Wednesday, November 21, 2001
Boston, MA
Web-Based Marketing & Client Servicing for Investmetn Advisors
Speaker: Ron S. Geffner
- Monday, November 05, 2001
New York, NY
Investment Partnerships Conference
Speaker: Steven Etkind
- Tuesday, October 30, 2001
New York, NY
Fundamentals of Web Marketing and Ecommerce
Exploring the legalities surrounding commercial web site building and design for investment advisors and fund managers.
Speaker: Ron S. Geffner
- Thursday, October 25, 2001
Live Web Telecast
AALU Educational Teleseminar & Webcast
Exploring qualified plan sales opportunities for year end planning.
Speaker: Steven M. Etkind
- Wednesday, October 17, 2001
New York, NY
Taxation of Financial Products Conference
Speaker: Steven M. Etkind
- Tuesday, October 02, 2001
Calabasas, CA
3rd Annual Family Wealth Conference
Protecting your money - do you really know your hedge fund manager?
Speaker: Ron S. Geffner
- Thursday, September 13, 2001
New York, NY
Outsourcing Technology for Hedge funds Statutory Guideposts
Speaker: Ron S. Geffner
- Monday, September 10, 2001
Boston, MA
The Hedge 2001 Summit: New & Innovative Hedge Fund Structures Advisor Perspective
What our clients want and what we are loofing to offer in alternative investments
Speaker: Ron S. Geffner
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