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Hedge Fund Seminars & Events

If you are interested in attending any of the upcoming events, please e-mail rgeffner@sglawyers.com.

Current

  • Tuesday, July 13, 2010
    Helmsley Hotel, New York City
    NYSSCPA Estate Planning Conference
    Steven Etkind, Partner and Head of the Tax and Estates Groups, will be speaking at the NYSSCPA Estate Planning Conference. If you would like more information on the event or the group, please go to: http://www.nysscpa.org/FAEOnline/course.cfm?ccid=25697111
    Speaker: Steven Etkind
  • Thursday, June 24, 2010 - Friday, June 25, 2010
    Ventue To Be Confirmed
    National Forum on Hedge Fund Enforcement and Regulation
    Ron S. Geffner, Partner and Head of the Financial Services Group will be part of panel for the National Forum on Hedge Fund Enforcement and Regulation. For more information, please go to: http://www.americanconference.com
    Speaker: Ron S. Geffner
  • Tuesday, May 18, 2010 - Friday, May 21, 2010
    Bellagio, Las Vegas, Nevada
    SALT Conference 2010
    Ron S. Geffner, Partner and Head of the Financial Services Practice will participate on a panel entitled, "Washington & Wall Street: the New Regulatory Regime" on Wednesday May 19, 2010 at 9:50 a.m. For more information, please visit: www.saltconference.com
    Speaker: Ron S. Geffner
  • Sunday, May 02, 2010 - Tuesday, May 04, 2010
    Fairmont Southampton Hotel, Bermuda
    16th Annual Global Hedge Fund Summit
    Ron S. Geffner, Partner and Head of the Financial Services Practice will participate on a panel entitled, "The Future of the Hedge Fund Industry" on Tuesday, May 4, 2010 at 9:45 a.m. For more information, please visit the Institutional Investor website at: www.marhedge.com
    Speaker: Ron S. Geffner
  • Wednesday, April 21, 2010
    Bayards, One Hanover Square, New York City
    3rd Annual Hedge Fund Operations & Technology Conference
    Lance Friedler, Partner and member of the Financial Services Practice will moderate a panel entitled "Regualtory Debate: Wait for it of Self Regulate Now" on Wednesday, April 21st. For more information and to register, please go to: www.ftfnews.com
    Speaker: Lance Friedler
  • Wednesday, March 24, 2010 - Thursday, March 25, 2010
    Sentry Conference Center, New York City
    3rd Life Settlements & Longevity Summit
    Steven Huttler, Partner and member of the Financial Services Group and Roger Lorence, Partner and member of the Tax Group will be part of panel entitled "Realigning Your Fund Structure with the New Taxation Regime: Cost-Effective Solutions For Responding To The IRS Guidance" on Wednesday, March 24th at 10:30 am. For more information, please go to: www.lifesettlementsummit.com
    Speaker: Roger Lorence and Steven Huttler
  • Thursday, March 18, 2010
    New York City
    Hedge Funds Leaders Forum
    Lance Friedler, Partner and member of the Financial Services Practice will participate in a panel discussion at the Hedge Funds Leaders Forum on Thursday, March 18th. For more information and to register, please go to: www.GoldenNetworking.com
    Speaker: Lance Friedler
  • Tuesday, March 16, 2010
    Conference Call Series
    HedgeAnswers Tele-Conference Call Series for Understanding Hedge Funds
    Lance Friedler, Partner and Member of the Financial Services Practice will participate in the HedgeAnswers Conference Call Series on Tuesday, March 16th at 10 a.m. For more information and to register, please go to: http://hedgeanswers.com/sponsorregister.html
    Speaker: Lance Friedler

Past

  • Thursday, March 04, 2010
    The Harvard Club, Boston, MA
    Financial Technologies Forum "How to Launch a Hedge Fund"
    Ron S. Geffner, Partner and Head of the Financial Services Group will be part of panel entitled "Marketing/Sales Issues" on Wednesday, February 24th at 10:50 a.m.. For more information, please go to: http://www.ftfnews.com
    Speaker: Ron S. Geffner
  • Thursday, February 25, 2010
    Sofietel Luxembourg Europe
    2010 Life Settlement Trade Mission
    Steven Huttler, Partner and Member of the Financial Services Group will be participating in a panel discussion entitled "The Unique Characteristics of Luxembourg Tax Treatment and Structures" on Thursday, February 25th. For more information, please visit the website: www.thevoiceoftheindustry.com.
    Speaker: Steven Huttler
  • Thursday, February 25, 2010
    Cipriani, 42nd Street, New York City
    Hedge Funds Cares
    Annual Hedge Funds Care - Open Your Heart to the Children Benefit. Sadis & Goldberg LLP is proud to be a sponsor of the Open Your Heart Benefit. Hedge Funds Care's mission is saving the 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
  • Wednesday, February 24, 2010 - Thursday, February 25, 2010
    Beverly Hills Hotel, Beverly Hills, CA
    LIDO Consulting 5th Annual Investment Symposium "Current Investment Ideas & Asset Allocation for High Net Worth Investors"
    Ron S. Geffner, Partner and Head of the Financial Services Group will be part of panel entitled "Alternative Investments - Managing Asset Allocation" on Wednesday, February 24th. For more information, please go to: http://www.lidoconsulting.com
    Speaker: Ron S. Geffner
  • Tuesday, February 16, 2010
    Conference Call Series
    HedgeAnswers Conference Call Series
    HedgeAnswers Tele-Conference Call Series for Understanding Hedge Funds Lance Friedler, Partner of the Financial Services Practice will participate in a panel discussion at the HedgeAnswers Conference Call Series on Tuesday, February 16th at 10 a.m. For more information and to register, please go to: http://hedgeanswers.com/sponsorregister.html
    Speaker: Lance Friedler
  • Tuesday, February 02, 2010
    Webinar
    Investment Advisers of Alternative Investment Vehicles Webinar
    Sadis & Goldberg attorneys Ron S. Geffner and Lance Friedler, along with Rothstein Kass professionals, Christopher Mears and Jeff Kolin will be panelists for a live webinar that will outline and discuss the recently issued amended custody rules for Investment Advisers and their impact on the alternative investment industry. To register for this event, please click on the link: http://www.eventsvc.com/rothsteinkass/
    Speaker: Ron S. Geffner and Lance Friedler
  • Thursday, January 28, 2010
    JW Marriott, Miami, FL
    Infovest 21 Conference
    Dan Viola, Partner of the Compliance and Regulatory Group will be participating on a panel entitled "Enhancing the back office and infrastructure of your fund" on Thursday, January 28, 2010. For more information, please go to: http://www.infovest21.com.
    Speaker: Dan Viola
  • Thursday, January 28, 2010 - Friday, January 29, 2010
    The Roosevelt Hotel, New York City
    7th Insurance Linked Securities Summit
    Steven Huttler, Partner and member of the Financial Services Group and Roger Lorence, Partner and member of the Tax Group will be part of panel entitled "New Taxation Regime Cost-Effective Solutions For Responding To the IRS Guidance" on Thursday, January 28th at 4:00 p.m. For more information, please go to: www.ilsnewyork.com
    Speaker: Roger Lorence and Steven Huttler
  • Tuesday, January 19, 2010
    Conference Call Series
    HedgeAnswers Tele-Conference Call Series for Understanding Hedge Funds
    HedgeAnswers Tele-Conference Call Series for Understanding Hedge Funds Lance Friedler, Partner of the Financial Services Practice will participate in a panel discussion at the HedgeAnswers Conference Call Series on Tuesday, January 19th at 10 a.m. For more information and to register, please go to: http://hedgeanswers.com/sponsorregister.html
    Speaker: Lance Friedler
  • Tuesday, January 12, 2010
    New York State Society Offices at 3 Park Avenue
    NYSSCPA's Breakfast Meeting - "Regulatory Landscape"
    Ron S. Geffner, Partner and head of the Financial Services Practice will speak at the upcoming NYSSCPA Breakfast Meeting on the Regulatory Landscape Tuesday, January 12, 2010 at 9:00 a.m. For more information, please visit the NYSSCPA website at: http://www.nysscpa.org/
    Speaker: Ron S. Geffner
  • Tuesday, December 15, 2009
    Conference Call Series
    HedgeAnswers Tele-Conference Call Series for Understanding Hedge Funds
    Lance Friedler, Partner and member of the Financial Services Practice will participate in a panel discussion at the HedgeAnswers Conference Call Series on Tuesday, December 15th at 10 a.m. For more information and to register, please go to: http://hedgeanswers.com/sponsorregister.html
    Speaker: Lance Friedler
  • Sunday, December 06, 2009 - Tuesday, December 08, 2009
    Ritz Carlton, Laguna Niguel, California
    Opal Financial Group's Alternative Investing Summit
    Ron S. Geffner, Partner and Head of the Financial Services Practice will participate on a panel entitled, "Hedge Funds" on Sunday, December 6, 2009 at 4:30 p.m. For more information, please visit the Opal website at: www.opalgroup.net
    Speaker: Ron S. Geffner
  • Tuesday, November 24, 2009
    The Wharf Restaurant, Cayman Islands
    AIMA - Cayman Chapter Meeting
    Ron S. Geffner, Partner and Head of the Financial Services Practice will speak at the AIMA Cayman Chapter Meeting on US Regulatory Developments and the outlook for the US and Cayman investment funds industry on November 24th at 12:00 noon.
    Speaker: Ron S. Geffner
  • Tuesday, November 17, 2009
    Call in Series
    HedgeAnswers Tele-Conference Call Series for Understanding Hedge Funds
    Lance Friedler, Partner and member of the Financial Services Practice will participate in a panel discussion at the HedgeAnswers Conference Call Series on Tuesday, November 17th at 10 a.m. For more information and to register, please go to: http://hedgeanswers.com/sponsorregister.html
    Speaker: Lance Friedler
  • Thursday, November 12, 2009 - Friday, November 13, 2009
    Caesar's Palace, Las Vegas, NV
    The ESOP Association's 2009 Las Vegas Conference and Trade Show
    Steven Etkind, Partner and Head of the Tax and Estates Practice, will moderate a panel entitled "Designing Executive Benefits in ESOP Companies" on Friday, November 13, 2009 at 10:30 a.m. If you would like more information on the event or the group, please go to: http://www.esopassociation.org/meetings/meetings_twoday.asp
    Speaker: Steven Etkind
  • Thursday, November 12, 2009
    Credit Suisse Building, 1 Madison Avenue, New York City
    TAAAPs - "Regulatory Changes in the Alternative Asset Space"
    Ron S. Geffner, Partner and Head of the Financial Services Practice will participate on a panel entitled, "Regulatory Changes in the Alternative Asset Space" on Thursday, November 12, 2009 at 6:00 p.m. For more information, please visit the TAAAPs website at: www.taaaps.org/events
    Speaker: Ron S. Geffner
  • Sunday, November 08, 2009 - Tuesday, November 10, 2009
    New York Marriott Marquis
    15th Annual Fall Life Settlement Conference
    Roger D. Lorence, Partner and member of the Tax Practice, will participate in the panel entitled "Tax-Efficient Structuring Solutions" on Monday, November 9, 2009 at 9:20 a.m. For more information, please go to: http://www.thevoiceoftheindustry.com
    Speaker: Roger D. Lorence
  • Wednesday, October 28, 2009 - Friday, October 30, 2009
    Bellagio, Las Vegas, Nevada
    Alternative Asset Summit
    Sadis & Goldberg LLP will be a sponsor of the Alternative Asset Summit. Ron S. Geffner, Partner and Head of the Financial Services Practice, Lance Friedler, Partner and member of the Financial Services Practice and Doug Hirsch, Partner and Head of the Litigation Practice will speak on panels. The conference will be held at the Bellagiio Las Vegas Resort from October 28th to October 30th, 2009. For more information and to register for this event, please visit www.AlternativeAssetSummit.com.
    Speaker: Ron S. Geffner, Lance Friedler and Douglas Hirsch
  • Sunday, October 18, 2009 - Tuesday, October 20, 2009
    Four Seasons Hotel, Las Vegas, NV
    The McGehee Group Annual Advisors Conference
    Steven Etkind, Partner and Head of the Tax and Estates Practice, will participate in two panels, the first entitled "Strategies for ESOPs Part 1" and "More Strategies for ESOPs Part 2" on Monday, October 19, 2009 at 9:00 a.m. and 4:00 p.m. If you would like more information on the event or the group, please go to: https://secure.e-ventcentral.com/event.registry/2009McGeheeGroupAdvisorConf/
    Speaker: Steven Etkind
  • Tuesday, October 13, 2009
    New York City
    Hedgeco Presents "Starting a Hedge Fund"
    Ron S. Geffner, Partner and Head of the Financial Services Practice will participate on a panel entitled, "Starting a Hedge Fund Event" on Tuesday, October 13, 2009 at 2:00 p.m. For more information, please visit the Hedgeco website at: http://www.hedgeco.net/
    Speaker: Ron S. Geffner
  • Monday, October 05, 2009
    Washington, DC
    Capitol Hill Symposium on U.S. Hedge Fund Industry Regulation
    Ron S. Geffner, Partner and Head of the Financial Services Practice will participate on a panel entitled, "Hedge Fund Regulation" on Monday, October 5, 2009 at 5:00 p.m. For more information, please visit the Hedge Fund Association website at: http://www.thehfa.org
    Speaker: Ron S. Geffner
  • Thursday, October 01, 2009 - Friday, October 02, 2009
    The Peabody Hotel, Orlando, Florida
    LISA's 2009 Compliance Conference
    Roger Lorence, Partner and member of the Tax Practice, will participate in the panel entitled "Tax Issues" on Friday, October 2, 2009 at 10:00 a.m. For more information, please go to: http://www.thevoiceoftheindustry.com
    Speaker: Roger Lorence
  • Wednesday, September 30, 2009 - Thursday, October 01, 2009
    Millennium Broadway Hotel, New York City, NY
    2nd Life Settlement & Longevity Risk Summit
    Steven Huttler, Of Counsel and member of the Financial Services Practice and Roger Lorence, Partner and member of the Tax Practice will be part of panel entitled "Life Settlements & Taxation: Understanding What the New Rulings Mean for your Investments" on Thursday, October 1st at 9:30 a.m. For more information, please go to: www.lifesettlementsummit.com
    Speaker: Steven Huttler and Roger Lorence
  • Wednesday, September 30, 2009
    The Harvard Club of New York City
    Bermuda Financial Services Conference in New York
    Ron S. Geffner, Partner and Head of the Financial Services Practice will participate on a panel entitled, "Choosing Bermuda: Incorporations, Registrations, Domiciling" on Wednesday, September 30, 2009 at 10:00 a.m. For more information, please visit the BIBA website at: http://www.biba.org/events/intlevents.aspx
    Speaker: Ron S. Geffner
  • Thursday, September 24, 2009
    Bloomberg, 731 Lexington Avenue, New York City
    Bloomberg Fall Investor Forum
    Sadis & Goldberg will be co-sponsoring the Bloomberg Fall Investor Forum. The Forum will update you on the Madoff Case. How did one man lose $50 billion? The Fallout - How to ensure faud like this never happens again? Ron S. Geffner, Partner and Head of the Financial Services Practice will be part of the panel discussion on Thursday, September 24th. Additional speakers include: Harry Markopolos, CFA, Certified Fraud Examinar; Howard Altman of Rothstein Kass and Joseph Holman, Founding Member of Columbus Avenue Consulting. The Forum will be held at the Bloomberg Office in New York at 731 Lexington Avenue. The program begins at 4:30 p.m. and ends at 7:00 p.m. Please RSVP to naseminar@bloomberg.net.
    Speaker: Ron S. Geffner
  • Monday, September 21, 2009
    Princeton Club, New York City
    Infovest21's Seminar on "Obama Administration/Hedge Fund Regulation"
    Lance Friedler, Partner and member of the Financial Services Practice will participate in a panel discussion at the upcoming Infovest21 Seminar on Monday, September 21st at 4 p.m. For more information, please go to: http://www.infovest21.com/nc/nc_detail.php3?id=283
    Speaker: Lance Friedler
  • Wednesday, September 16, 2009 - Thursday, September 17, 2009
    Hilton Scranton & Conference Center, Scranton, PA
    14th Annual Multi-State ESOP Conference
    Sadis and Goldberg LLP is proud to be a sponsor of the 14th Annual Multi-State ESOP Conference. Steven Etkind, Partner of the Tax and Estates Practice, will represent the Firm. 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 or contact karrie@esopchapters.com
    Speaker: Steven Etkind
  • Monday, September 14, 2009 - Wednesday, September 16, 2009
    Mandalay Bay Resort & Casino, Las Vegas, Nevada
    The LIFE Settlements Conference 2009
    Steven Huttler, Of Counsel and member of the Financial Services Practice will be part of a panel entitled "Internal Revenue Service Tax Rulings: Impacts on Consumers & Investors" on Wednesday, September 15th from 11:55 a.m. to 12:45 p.m.. The Life Settlements business continues to evolve, with continuing state-by-state legislative battles, pending litigation, and new guidance from the IRS on the tax treatment of these transactions. For more information, please go to: http://www.dealflowmedia.com/conferences
    Speaker: Steven Huttler
  • Wednesday, September 09, 2009
    Webinar
    Webinar - IRS Revenue Rulings
    Roger Lorence, Partner and member of the Tax Group, and Steven Huttler, Of Counsel and member of the Financial Services Group, will participate in the webinar entitled "IRS Revenue Rulings" on September 9th from 1:00 p.m. to 2:30 p.m. ET. For more information, please go to: http://www.thevoiceoftheindustry.com
    Speaker: Roger Lorence and Steven Huttler
  • Wednesday, September 09, 2009
    The Harvard Club, 35 West 44th Street, New York City
    US Lawyers Offshore Domiciles Roundtable
    Lance Friedler, Partner and member of the Financial Services Practice will participate in the roundtable discussion at the upcoming International Fund Investment Program on Wednesday, September 9th at 4 p.m. For more information, please go to: http://www.funddomiciles.com
    Speaker: Lance Friedler
  • Wednesday, August 05, 2009
    Cornell Club, New York City
    Finding a Strategic Partner in Today's Environment/What's Your Hedge Fund Worth Today?
    Ron S. Geffner, Partner and head of the Financial Services Group will speak on "Current environment/trends" on Wednesday, August 5, 2009 at 9:00 a.m. For more information, please visit the infovest website at: http://www.infovest21.com
    Speaker: Ron S. Geffner
  • Tuesday, July 14, 2009
    Penn Club, New York City
    Weiser LLP "Financial Services Practice Development Conference"
    Ron S. Geffner, Partner and head of the Financial Services Group will speak on "Hedge Funds" on Tesday, July 14, 2009 at 10:30 a.m. For more information, please visit the Weiser LLP website at: http://www.weiserllp.com
    Speaker: Ron S. Geffner
  • Thursday, June 25, 2009
    Securities and Exchange Commission Headquarters, 100 F Street, NE, Washington, D.C.
    International Institute for the Regulation and Inspection of Investment Advisers Conference
    Ron S. Geffner, Partner and head of the Financial Services Group will participate on a panel entitled, "Surveillance Process for Potential Market Manipulation and Regulatory Reporting" on Thursday, June 25, 2009 at 10:00 a.m. For more information, please contact Heather Palmer at palmerh@sec.gov.
    Speaker: Ron S. Geffner
  • Tuesday, June 16, 2009
    New York City Bar
    Vault and the New York City Bar Event
    Ron Geffner, Partner and head of the Financial Services Group, will participate in a panel entitled "Getting Back in the Game: How to Restart Your Legal Career in a Down Economy" on Tuesday, June 16th at 11:00 a.m. For more information, please go to: http://www.vault.com
    Speaker: Ron S. Geffner
  • Wednesday, June 10, 2009
    Bloomberg, 731 Lexington Avenue, New York, NY
    The HFA Symposium on U.S. Hedge Fund Regulation
    Ron S. Geffner, Partner and head of the Financial Services Group, will participate in a panel on Wednesday, June 10th at 4:00 p.m. Earlier this year, several bills were introduced on Capital Hill to regulate hedge funds. The HFA is actively working to educate lawmakers and engender a reasoned approach on behalf of all industry participants. This HFA event includes a keynote speech by former SEC Chairman Harvey Pitt. For more information, please go to: http://www.thehfa.org
    Speaker: Ron S. Geffner
  • Tuesday, June 09, 2009
    Dealflowmedia Webinar
    Life Settlements Outlook: Critical Updates on Legislation, Litigation & Taxation
    Steven Huttler, Of Counsel and member of the Financial Services Group and Roger Lorence, Partner and member of the Tax Group will be part of a webinar entitled "Life Settlements Outlook; Critical Updates on Legislation, Litigation & Taxation" on Thursday, June 9th from 2:00 - 3:30 p.m. ET. The Life Settlements business continues to evolve, with continuing state-by-state legislative battles, pending litigation, and new guidance from the IRS on the tax treatment of these transactions. This panel will provide guidance on these matters to help position yourself to benefit from these changes. For more information, please go to: http://www.dealflowmedia.com/webinars/
    Speaker: Steven Huttler and Roger Lorence
  • Wednesday, June 03, 2009
    University Club, New York City
    The HFN Hedge Fund Investor/Management Summit
    Ron S. Geffner, Partner and head of the Financial Services Group will speak at the upcoming event on June 3, 2009. The agenda highlights include emerging markets, financial instruments, stock exchange update and investor relations for the portfolio manager. For more information, please go to: http://www.hedgefund.net
    Speaker: Ron S. Geffner
  • Wednesday, May 13, 2009 - Friday, May 15, 2009
    Encore Wynn, Las Vegas, Nevada
    Skybridge Alternatives Conference
    Sadis & Goldberg LLP will be a sponsor of the SkyBridge Alternatives Conference. Ron S. Geffner, Partner and head of the Financial Services Group will speak on a panel entitled "Auditors, Attorneys and Administrators: Managing Critical Business Risk" on Thursday, May 14, 2009. Doug Hirsch, Partner and head of the Litigation Group will speak on a panel entitled "A New Era in Hedge Fund Regulation and Litigation" on Friday, May 15, 2009. The conference will be held at the Encore Wynn Las Vegas Resort and is hosted by SkyBridge Capital . For more information and to register for this event, please visit www.SkyBridgeAlternatives.com, login code is salt09 and registration code is aanvlv3. If you have any questions please contact Victor Oviedo, Partner at SkyBridge Capital via email at voviedo@skybridgecapital.com or call 212.485.3118.
    Speaker: Ron S. Geffner, Doug Hirsch
  • Wednesday, May 06, 2009 - Friday, May 08, 2009
    Sheraton New York Hotel & Towers, New York City
    15th Annual Life Settlement Spring Conference
    Steven Huttler, Of Counsel and member of the Financial Services Group and Roger Lorence, Partner and member of the Tax Group will be part of panel entitled "Structuring Life Settlement Investments: Overcome the Obstacles" on Thursday, May 7th at 9:30 a.m. For more information, please go to: http://www.thevoiceoftheindustry.com/conference/2009/15spring/index.htm
    Speaker: Steven Huttler and Roger Lorence
  • Monday, May 04, 2009 - Thursday, May 07, 2009
    Hotel Unique, Sao Paulo, Brazil
    Terrapinn's Alternative Investment Summit Brasil 2009
    Ron S. Geffner, Partner and head of the Financial Services Group will teach a course entitled, "Launching an offshore fund and attracting international investors" on Monday, May 4. This course is designed for hedge funds interested in establishing an offshore presence and accessing international investors. For more information, please go to: http://www.terrapin.com/2009/aisbrasil
    Speaker: Ron S. Geffner
  • Tuesday, April 28, 2009
    Neal, Gerber & Eisenberg, Chicago, IL
    The HFA Symposium on U.S. Hedge Fund Regulation
    Ron S. Geffner, Partner and head of the Financial Services Group, will participate in a panel on Tuesday, April 28th at 4:00 p.m. For more information, please go to: http://www.thehfa.org
    Speaker: Ron S. Geffner
  • Thursday, April 23, 2009 - Friday, April 24, 2009
    Hotel interContinental London - Park Lane
    IIEF Institutional Investor Europe Conference 9eu
    Roger Lorence, Partner and member of the Tax Group, will participate in the panel entitled "Finding Fraud: Lessons of the Madoff Scandal" on Thursday, April 23, 2009 at 11:30 a.m. Institutional INvestor Education Foundation (IIEF) presents the leading forum on Corporate Governance and Shareholder Activism. For more information, please go to: http://www.iir-conferences.com.
    Speaker: Roger Lorence
  • Wednesday, March 25, 2009
    Benjamin N. Cardozo School of Law, 55 Fifth Avenue, New York, NY
    Cardozo's "Dean's Speaker Series"
    Ron S. Geffner will be a part of the upcoming "Dean's Speaker Series" at the Benjamin N. Cardozo School of Law on March 25, 2009 at noon. For more information, please contact Patricia Weiss at pweiss@yu.edu.
    Speaker: Ron S. Geffner
  • Thursday, March 12, 2009
    Conference Call
    Citi's Thought Leadership Conference Call Series "A Review of the Secondary Market for Hedge Funds"
    Ron S. Geffner, Partner and head of the Financial Services Group will participate in Citi's Thought Leadership Conference Call Series on Thursday, March 12, 2009. The conference is entitled, "A Review of the Secondary Market for Hedge Funds" and will begin at 10:00 a.m. EST. Topics will include: similarities and differences with other secondary markets; pros and cons of participation for buyers/sellers and funds; salient features of the auction process; factors determining success of hedge fund auctions; and regulatory overview and outlook. For additional information, please contact Jill Meleski at jill.meleski@citi.com or 212.723.9187.
    Speaker: Ron S. Geffner
  • Wednesday, March 11, 2009
    San Francisco, CA
    Hedge Funds Care
    Annual Hedge Funds Care - Open Your Heart to the Children Benefit. Sadis & Goldberg LLP is proud to be a sponsor of the Open Your Heart Benefit. Hedge Funds Care's mission is saving the 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: Douglas Hirsch
  • Wednesday, February 25, 2009
    Webinar
    The National Center for Employee Ownership's Live Webinar - Dealing With Down Times in an ESOP Company
    Steven Etkind, Partner and Head of the Tax and Estates Group, will present at the upcoming NCEO Webinar entitled "Distribution Policy, Restructuring, Full/Partial Termination, Freezing the Plan, and More" on February 25, 2009 at 9:30 a.m. PST. This seminar will look at how plans can (and cannot) be restructured including changing distribution schedules and terminating or freezing the plan. If you would like more information on the event or the group, please go to: http://www.nceo.org/meetings/webinar-downtimes09.html
    Speaker: Steven Etkind
  • Tuesday, February 24, 2009 - Wednesday, February 25, 2009
    3 West Club, New York City
    FRA's Marketing & Client Servicing for Hedge Funds
    Lance Friedler, Partner and member of the Financial Services Group, and Dan Viola, Partner and member of the Compliance and Regulatory Group will participate in panel discussions at the upcoming FRA's Marketing and Client Servicing for Hedge Funds Conference on Tuesday, February 24th. For more information, please go to: http://www.frallc.com/conference.aspx?ccode=B694
    Speaker: Lance Friedler and Dan Viola
  • Wednesday, February 18, 2009
    Webinar
    Horizon Cash Roundtable
    Ron Geffner, Partner and Head of the Financial Services Group will participate in a Roundtable Discussion on Cash Management on Wednesday, February 18th. For more information, please go to http://www.horizoncash.com/
    Speaker: Ron S. Geffner
  • Monday, February 16, 2009
    Conference Call Series
    HedgeAnswers Tele-Conference Call Series for Understanding Hedge Funds
    Ron S. Geffner, Partner and Head of the Financial Services Practice will participate in a panel discussion at the HedgeAnswers Conference Call Series on Tuesday, February 16th at 10 a.m. For more information and to register, please go to: http://hedgeanswers.com/sponsorregister.html
    Speaker: Ron S. Geffner
  • Wednesday, February 11, 2009
    Cipriani 42nd Street, New York City
    11th Annual Hedge Funds Care New York
    11th Annual Hedge Fund Cares - Open Your Heart to the Children Benefit Sadis and Goldberg LLP is proud to be a sponsor of 11th 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: Douglas Hirsch
  • Monday, January 26, 2009 - Tuesday, January 27, 2009
    The Helmsley, New York
    FRA's 5th Investors Summit on the Secondary LIfe Market
    Steven Huttler, Of Counsel and member of the Financial Services Group and Roger Lorence will be part of panel entitled "Essential Taxation and Related Structural Issues Relating to Life Settlement Investments and Funds" on Tuesday, January 27th at 2:00 p.m. Join industry leaders for practical advice on the latest trends and emerging investment opportunities. For more information, please go to: http://www.frallc.com/conference.aspx?ccode=B676
    Speaker: Steven Huttler and Roger Lorence
  • Sunday, December 07, 2008 - Tuesday, December 09, 2008
    Ritz Carlton, Laguna Niguel, California
    Alternative Investing Summit - Opal Financial Group
    Ron Geffner, Partner and head of the Financial Services Group, will participate in a panel entitled "Hedge Funds" on Monday, December 8th at 11:15 a.m. For more information, please go to: http://www.opalgroup.net/conferencehtml/2008/alternative08/alternative
    Speaker: Ron S. Geffner
  • Thursday, November 20, 2008
    Bloomberg, 731 Lexington Avenue, New York, NY
    Bloomberg Year-End Hedge Fund Compliance Forum - New York
    The forum is designed to help CCO's gear up for year-end compliance obligations including some practical guidance on the requisite Annual Review. Dan Viola, Doug Hirsch and Paul Fasciano will guide you through some of the key compliance items that must be addressed as the calendar turns to 2009. The Sadis & Goldberg attorneys will be joined by Harvey Pitt, Chief Executive Officer of Kalorama Partners and Nancy Fox, Senior vice President and Chief Compliance Officer of Halcyon Asset Management. The Forum will be held at the Bloomberg Office in New York at 731 Lexington Avenue. The program begins at 2:00 p.m. and ends at 5:00 p.m. Please RSVP to Lisa Chose at lcohose@bloomberg.net or call her at 212.617.4017.
    Speaker: Dan Viola, Doug Hirsch and Paul Fasciano
  • Thursday, November 13, 2008 - Friday, November 14, 2008
    The Flatotel, New York City
    Hedge Fund Risk Management Conference
    Ron S. Geffner, Partner and head of the Financial Services Group, will participate in a panel entitled "Tackling Legal. Regulatory and Compliance Risk" on Thursday, November 13th at 3:45 p.m. For more information, please go to: http://www.frallc.com/calendar
    Speaker: Ron S. Geffner
  • Thursday, November 13, 2008 - Friday, November 14, 2008
    Caesar's Palace, Las Vegas, Nevada
    The ESOP Association's Las Vegas Conference & Trade Show
    Steven Etkind, Partner of the Tax and Estates Group, will present at the upcoming ESOP Association's Conference in Las Vegas, Nevada. This is the largest technical conference geared toward ESOPs attracting over 1,200 attendees. If you would like more information on the event or the group, please go to: http://www.esopassociation.org/meetings/meetings_twoday.asp
    Speaker: Steven Etkind
  • Wednesday, November 12, 2008
    AMA Conference Center, New York City
    Ron S. Geffner and Roger Lorence to speak at 2008 Hedge Funds Forum
    Ron S. Geffner, Partner and head of the Financial Services Group, will be discussing Seed Money Transfers on Wednesday, November 12th from 4:15 to 5:00 p.m. Roger Lorence, Partner and member of the Tax Group, will be presenting "Tax Issues" at 1:00 p.m. For more information, please go to: http://www.cpeonline.com/conf/hedge/
    Speaker: Ron S. Geffner and Roger Lorence
  • Wednesday, November 12, 2008
    Webinar
    FRA Webinar: How The Bailout Affects Hedge Funds
    Roger Lorence, Partner and member of the Tax Group, will participate in the FRA Webinar entitled "How The Bailout Affects Hedge Funds" on November 12th at 10:30 a.m. EST and end at 12:10 p.m. EST. For more information, please go to: http://www.frallc.com/calendar.aspx
    Speaker: Roger Lorence
  • Tuesday, November 11, 2008
    Webinar
    The Future of PIPE Funds
    Steven Huttler, Of Counsel and member of the Financial Services Group will participate in the upcoming DealFlow Media Webinar entitled "The Future of PIPE Funds" on Tuesday, November 11th from 2:00 - 3:30 p.m. (EST). This webinar wil provice a unique perspective on managing a hedge fund in today's marketplace. For more information, please go to: http://www.dealflowmedia.com/webinars/pipes_future.cfm
    Speaker: Steven Huttler
  • Thursday, November 06, 2008
    Webinar
    DealFlow Media Webinar - "Hedge Fund Redemptions"
    Lance Friedler, Partner and member of the Financial Services Group, will participate in the DealFlow Medai Webinar entitled "Hedge Fund Redemptions" on November 6th. For more information, please go to: http://www.dealflowmedia.com/
    Speaker: Lance Friedler
  • Thursday, November 06, 2008 - Friday, November 07, 2008
    Omni Shoreham Hotel, Washington, DC
    Life Insurance Settlement Association (LISA) 14th Annual Fall Conference
    Steven Huttler, Of Counsel and member of the Financial Services Group will present "How to Structure Life Settlement Funds: Steps and Best Methods" on Friday, November 7th at 9:00 a.m. LISA's Fall Conference will bring together Investors and Industry Professionals and deliver the single most comprehensive life settlement gathering to date. For more information, please go to: http://guest.cvent.com/EVENTS/Info/Summary.aspx?e=b5501404-d6a3-4d86-87fa-2c8f2c8bb9c9
    Speaker: Steven Huttler
  • Sunday, November 02, 2008 - Tuesday, November 04, 2008
    Wynn Resorts, Las Vegas, Nevada
    Alternative Asset Summit in Las Vegas
    Sadis & Goldberg LLP will be a sponsor of the Alternative Asset Summit. Doug Hirsch, Partner and head of the Litigation Group will speak at the upcoming conference. Ron S. Geffner, Partner and head of the Financial Services 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. For more information and to register for this event, please use the following link: www.AlternativeAssetEvents.com.
    Speaker: Doug Hirsch and Ron S. Geffner
  • Thursday, October 23, 2008
    New York Stock Exchange
    Ron S. Geffner to Speak at HedgeFund.net Portfolio Manager Summit 2008
    Ron S. Geffner, Partner and head of the Financial Services Group will speak at the upcoming Portfolio Manager Summit. Leading experts will discuss and debate issues that hedge funds encounter daily and future issues to be aware of in this industry. For more information, please contact Tony McLean at tonym@hedgefund.net or call 212.281.8076
    Speaker: Ron S. Geffner
  • Monday, October 20, 2008 - Tuesday, October 21, 2008
    The Harvard Club, New York City
    Fund of Funds Auditing, Accounting & Tax
    Dan Viola, Of Counsel and member of the Regulatory Defense and Compliance Group, will participate in a panel entitled "Regulatory Concerns for Fund of Funds" on Tuesday, October 21st at 1:40 p.m. For more information, please go to: http://www.frallc.com/calendar
    Speaker: Daniel G. Viola
  • Wednesday, October 15, 2008
    San Francisco, CA
    Hedge Fund and Regulatory Forum
    Attorneys from our Financial Services and Regulatory Group will discuss the latest trends and issues relevant for hedge funds to be successful in today's business environment. The forum will feature a panel of guest speakers from the investment community discussing "Opportunities for Capital Raising for the Smaller Hedge Fund". Additional details with be forthcoming.
    Speaker: Sadis & Goldberg Attorneys
  • Monday, October 06, 2008
    NASDAQ Marketsite, 4 Times Square, New York City
    National Traders Charity Foundation hosts "Raise-The-Bar"
    Dan Viola, Of Counsel and member of the Regulatory Defense and Compliance Group, will be a guest speaker at the upcoming event hosted by the National Traders Charity Foundation (NTCF). The NTCF will be hosting a capital introduction and capital raising event for traditional asset managers and hedge fund managers. The event, Raise-The-Bar, is a charitable wine tasting event that will take place on Monday, October 6th, 2008 from 6:00 p.m. to 9:00 p.m. To register for the event, please contact Danielle Denton at 212.542.8290 or online at www.tradingforcharity.org. Space is limited and an early registration is suggested.
    Speaker: Daniel G. Viola
  • Tuesday, September 30, 2008
    The Harvard Club, New York City
    Bermuda International Business Association Annual New York Roundtable
    Dan Viola, Of Counsel and member of the Regulatory Defense and Compliance Group, will present at the upcoming BIBA Annual New York Roundtable on Tuesday, September 30th. For more information, please go to: http://www.biba.org
    Speaker: Daniel G. Viola
  • Thursday, September 25, 2008
    The Ritz-Carlton, Denver, Colorado
    3rd Annual Hedge Fund Cares - Open Your Heart to the Children Benefit
    Sadis and Goldberg LLP is proud to be a sponsor of 3rd Annual Open Your Heart to the Children Benefit in Denver, Colorado. 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: David Riley
  • Tuesday, September 23, 2008 - Thursday, September 25, 2008
    The Venetian, Las Vegas
    The Life Settlement Conference 2008 - A DealFlow Media Event
    Steven Huttler, Of Counsel and member of the Financial Services Group will participate in the panel entitled "How to Structure a Workable Investment Vehicle to Invest in Life Settlements". This conference is the largest independent event for those involved in the secondary life market. For more information, please go to: http://www.dealflowmedia.com.
    Speaker: Steven Huttler
  • Tuesday, September 16, 2008
    Park Hyatt Philadelphia at The Bellevue, Philadelphia, Pennsylvania
    Ron S. Geffner to Speak at HedgeAnswers - Philadelphia
    Sadis and Goldberg LLP is a sponsor of HedgeAnswers 2008. Ron S. Geffner, Partner and head of the Financial Services Group will speak at the upcoming session. The session will include an afternoon of interactive discussion providing strategies for operating a hedge fund. For more information visit: www.hedgeanswers.com
    Speaker: Ron S. Geffner
  • 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. Lance will be moderating the session entitled "The Compliance-Related Marketing Mistakes You DON'T Know You're Making" on September 16th at 9:15 a.m. Dan will be participating in a panel entitled "Cross-Channel Marketing: Using Your Performance Correctly and Effectively in Multiple Product Lines to Market Your Funds" on September 16th at 11:00 a.m. 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
    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, September 08, 2008
    The Peninsula Hotel, Chicago, Illinois
    Ron S. Geffner to Speak at HedgeAnswers - Chicago
    Sadis and Goldberg LLP is a sponsor of HedgeAnswers 2008. Ron S. Geffner, Partner and head of the Financial Services Group will speak at the upcoming session. The session will include an afternoon of interactive discussion providing strategies for operating a hedge fund. For more information visit: www.hedgeanswers.com
    Speaker: Ron S. Geffner
  • Wednesday, July 30, 2008
    Webcast
    The Treasury's Federal Reserve Overhaul Proposal
    Ron S.Geffner, Partner and head of the Financial Services Group, will participate in a panel discussion entitled, "The Treasury's Federal Reserve Overhaul Program" on Wednesday, July 30 at 12:30 - 1:30 p.m. The panel will provide a look at the ramifications of the Treasury Department's Blueprint for a Modernized Regulatory Structure.
    Speaker: Ron S. Geffner
  • 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 at 11:15 a.m. 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
  • Tuesday, July 15, 2008
    Webinar
    Current Key Tax Concerns Affecting Hedge Funds
    Roger Lorence, Partner and member of the Tax Group, will participate in the webinar entitled "Current Tax Concerns Affecting Hedge Funds" on July 15th at 10:30 a.m. For more information, please go to: http://www.frawebinars.com/conference.aspx?ccode=W2232
    Speaker: Roger Lorence
  • Wednesday, June 18, 2008
    AMA Conference Center
    Taxation of Financial Products
    Roger Lorence, Partner and member of the Tax Group, will participate in the upcoming CPE, Inc. Conference - Taxation of Financial Products on June 18th The conference will be held at the AMA Conference Center in New York City. For more information, please go to: http://www.cpeincmail.com.
    Speaker: Roger Lorence
  • Wednesday, June 18, 2008 - Thursday, June 19, 2008
    The Millennium Biltmore Hotel, Los Angeles, California
    The Reverse Merger Conference
    Steven Huttler, Of Counsel and member of the 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: Steven Huttler
  • 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
  • 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
  • Monday, April 28, 2008
    Chicago, IL
    The HFA Symposium on U.S. Hedge Fund Regulation
    Ron Geffner, Partner and head of the Financial Services Group, will participate in a panel discussion regarding the potential impace of pending legislation on the hedge fund industry on Tuesday, April 28 at 4:00 p.m. The event will take place at the offices of Neal, Gerber & Eisenberg. For more information, please go to: http://www.thehfa.org.
    Speaker: Ron S. Geffner
  • 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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