The FENG Family Businesses S.I.G.

Next Meeting

When:

03/21/2019 – 5:30 PM to 8:00 PM (Reserve a spot at this event)

Where:

JP Morgan securities
Park Avenue
New York, NY

Agenda:

JOINT MEETING of S.I.G.s
*** Private Equity
*** Family Business & Office
*** Risk Management

1.1 - INTRODUCTION OF LEADERSHIP TEAM

2.1 - Thanking our Host: Matthew Reinhart (JP Morgan Securities)

3.1 - 60 SECOND ELEVATOR PITCH

4.1 - JOB CLUB STATUS

5.1 - External Presentation

6.1 - OPEN NETWORKING

Directions

Near Grand Central Terminal


About the Family Businesses S.I.G.

The FAMILY BUSINESS & FAMILY OFFICE SIG has 5,000 members and is comprised of Senior Level Executives, CFOs, Controllers, Family Office Managers, CPAs, various other professionals and outside advisers.

We endeavor to have monthly Networking Meetings with guest speakers in the Manhattan, NY. The meetings cover themes of interest to privately held companies, family offices, family businesses, entrepreneurs, private equity firms, venture capitalists and other private businesses types. Themes cover the role of:

- CLOUD Technology for Alternative Asset Management
- Risk management and insurance solutions
- Compliance & corporate governance
- Treasury/asset-liability management
- Taxation and legislative issues
- Qualified retirement plans; pensions, 401-K, IRA
- Human resource management
- Investment management
- Role of boards in privately held companies
- Buy/sell agreements and key man insurance
- New trends/issues impacting privately held companies

Tom Hall - Chair
Board of Directors & Chief Executive Officer, Iron Crest Partners LLC
48 Wall Street, Fifth Floor, New York, NY, 10005, United States
Office: (212) 933-4944
Mobile: (212) 933-4944
TomHall-FENG@Outlook.com or TomHall@IronCrestPartnetrs.com

S.I.G. Leadership

Tom Hall
TomHall-FENG@outlook.com
(212) 933-4944
TOM HALL ... Iron Crest Partners LLC (COOs ... CFOs WITHOUT BORDERS) is a business, finance, accounting, treasury, internal audit and financial reporting consortium of seasoned Subject Matter Expert (SME) executives. We served as a consultants and certified instructors in IFRS (International Financial Reporting Standards) for large and medium size Financial Services and Media Entities in New York since 2004.

Tom is a Board Director and Managing Director for "IRON CREST PARTNERS" in New York City (with offices in London, Tokyo, Cincinnati and Charleston also); Our SMEs focus on Risk Management, Cyber-security, Internal Audit Outsourcing, Compliance and Modernization consulting.

Tom is the CFO for PEPPER LLC, a CLOUD based technology for Alternative Asset Management, based at 48 Wall Street in New York City. He serves as a Board Advisor for "The Daily Shot BRIEF; a daily e-newsletter on Global Macro Events that has 30 thousand subscribers in 90 countries.

He has 30+ years industry experience as a finance executive working with companies including World Gold Council, American Stock Transfer & Trust LLC, Marathon Petroleum Company, Marathon Oil Company, AIG, Atlantic Savings Bank, GSO Capital Partners (Member of The Blackstone Group), U.S. Steel Corporation and American Lawyer Media, Inc.; and seven years in public accounting, including KPMG.

Positions held include COO, CFO, Chief Accounting Officer, Controller, Treasurer and Chief Audit Executive. He is a Former Adjunct Assistant Professor at NEW YORK UNIVERSITY (NYU) specializing in IFRS and financial statement analysis instruction. He is a Member of The New York Audit Directors Roundtable of The Institute of Internal Auditors.

Currently Chair of the FENG's New York and Tokyo Chapters and Chair of the Private Equity, Risk Management SIG, Media SIG and Family Business SIG. Tom is a CGMA, CPA, MBA and IFRS Certified; and an alumnus of the University of Illinois, University of Toledo and Columbia University in New York.


Tom Hall – CPA, CGMA, MBA, IFRS
TomHall-FENG@Outlook.com
TomHall@IronCrestPartners.com
www.IronCrestPartners.com

p. 212.933.4944
Aldo Rabih
aldorabihcpa@gmail.com
(718) 627-6788
Tim Glackin
tglackin@embarqmail.com
(908) 531-0685

Future Meetings

04/18/2019
05:30 PM to 08:00 PM
TBA

05/16/2019
05:00 PM to 07:00 PM

06/20/2019
05:00 PM to 07:00 PM

07/18/2019
05:30 PM to 08:00 PM
TBA

08/15/2019
05:00 PM to 07:00 PM


For Meeting Information, Please Contact:
Tom Hall
TomHall-FENG@outlook.com
(212) 933-4944

OUR SPONSORS:

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