Filtering by: Paul Marino

Auburn University's Alabama Opportunity Zone Forum
May
1
8:00 AM08:00

Auburn University's Alabama Opportunity Zone Forum

pportunity Zones have the potential to reshape and improve many distressed areas of Alabama. Established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage private investment in rural and low-income areas, Opportunity Zones provide investors with federal tax incentives and communities with private-sector financing to improve communities through targeted economic development.

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Going Independent Webinar Series: Introduction to Going Independent
Mar
19
12:00 PM12:00

Going Independent Webinar Series: Introduction to Going Independent

Join Paul Marino (Partner) and Robert Cromwell (Counsel) of Sadis and Chris Gunderson of BNY Mellon | Pershing for a three-part webinar series as we discuss the benefits of and challenges to starting your own RIA and going independent, as well as best practices for a successful start to your practice.

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ALTS Capital LP Sourcing - San Francisco
Jan
28
12:00 PM12:00

ALTS Capital LP Sourcing - San Francisco

Paul Marino, Partner will be speaking at the ALTS Capital LP Sourcing Summit in San Francisco.

The ALTS Capital Summit is an invitation-only event and attendance is free of charge for our invited guests. Our programming has two distinct tracks. One is a Master Class for Fund Managers and the other is a Closed Door investor-only roundtable session.

 
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Webinar: Independence Day- Going Out on Your Own
Nov
13
2:00 PM14:00

Webinar: Independence Day- Going Out on Your Own

Paul Marino, Financial Services Partner, Eliott Frank, Regulatory Compliance Partner and Robert Cromwell, Financial Services Counsel, will be leading the Independence Day: Going Out on Your Own Webinar on November 13, 2018 from 12 noon to 1 pm EST. 

This informative webinar, free for clients of Interactive Brokers and Sadis, will touch upon recent trends in RIA rollups including:

  • the ins and outs of establishing your RIA

  • buying and/or selling your RIA

  • platforms for RIA rollups,

  • and more!

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Sadis & Goldberg’s 11th Annual Alternative Investment Management Seminar
Nov
7
4:30 PM16:30