Marcum Alternative Investment Manager Forum

  • Convene Conference Center, NY
  • November 2, 2016

The Marcum Alternative Investment Manager Forum is designed to educate fund managers on the verge of SEC registration about how to institutionalize their businesses and how to attract investors.

Presented by Marcum's Alternative Investment Group, the forum will feature panel discussions moderated by industry leaders and will also give managers the opportunity to network with others in their industry.

The event will help prepare funds approaching the threshold for SEC registration for the more rigorous environment they will soon be operating in, with a focus on educating managers about how to formalize their processes and properly structure their operations. Panels will address four specific areas, including operational and compliance requirements, technology systems and cybersecurity protocols, marketing to investors, and effectively utilizing service providers.

The Marcum Alternative Investment Manager Forum is an essential event for fund managers looking to foster growth and continuity of business.

Lawrence Kudlow - Host of CNBC's primetime "The Kudlow Report"

Heather B. Bearfield - Principal, Marcum LLP
Romulad Beneche - Vice President of Business Development, The Gemini Companies
Jason Brandt - Regional Head of Fund Services for the Americas, Maples Fund Services
Arthur Brown - Partner, Marcum LLP
Maury Cartine - Partner, Marcum LLP
Paul Freeland - Founding Partner and Managing Member, Archway Technology Partners, LLC
Philip Graham - Partner, Harney
Tim Harrington - Co-Foundar and CEO, BattleFin Group, Inc.
Paul Marino - Founder, Marino Partners LLP
Mark McGoldrick - Director in Business Development, Cowen Prime Services
Matthew Okolita - Chief Executive Officer, Greyline Solutions LLC
Marni Pankin - Partner, Marcum LLP
AnnMarie Santamarina - Co-Founder and Managing Director of TAHAS Technologies (TAHAS)
Dennis J. Schall - Partner, Marcum LLP
Michael Silvia - Partner, Marcum LLP
Daniel Strachman - Managing Director, A&C Advisors LLC
Amy Tarlowe - COO, Alpine Global Management, LLC
Peter Tsirigotis - Counsel and Co-Chair, Private Investment Funds Practice Group of Stradley Ronon
Beth Wiener - Partner, Marcum LLP

Time and Location


    November 2, 2016


    8:00 AM - 6:30 PM


    Convene Conference Center
    730 Third Avenue
    New York, NY 10017