Thomas D. Giachetti, Shareholder, is Chair of the Securities Group. A former investment banker and NASD registered representative, Mr. Giachetti's legal practice is devoted to investment-related matters, including the representation of investment advisers, financial planners, broker-dealers, public and private investment companies (e.g., mutual funds, hedge funds, etc.), CPA firms and registered representatives throughout the United States. He also advises claimants and respondents in securities regulatory, arbitration and litigation matters.Mr. Giachetti is a recognized author and commentator on investment-related legal matters and a frequent lecturer at securities industry compliance seminars, annual meetings, and educational programs throughout the country. He also serves as an expert witness in securities litigation/arbitration throughout the United States.The Securities Practice Group of Stark & Stark represents investment advisers, financial planners, broker-dealers, CPA firms, registered representatives, public and private investment companies (e.g., mutual funds, hedge funds, etc.), and investors throughout the United States. The firm, with over 100 attorneys, and offices in Princeton, Cherry Hill, Philadelphia, and New York City serves clients located across the United States and Canada.
I was pleased when I read that Stark & Stark client CMG Capital was named by Bloomberg Markets Magazine as one of the best-performing hedge funds in their January 2006 cover story, Hedge Fund Hotshots.
CMG Capital was ranked as the 4th best performing fixed income hedge fund based on it 14.4% 3-year return. Congratulations Steve and the rest of the CMG team.
Technorati Tags: New Jersey : Hedge Fund : Securities
Since its debut 18 months ago, Schwab Institutional's Advisor Transition Support has exceeded $10 billion in total assets under management of independent investment advisors who have indicated an interest in selling their businesses. Schwab Advisor Transition Support offers a suite of services to help independent advisors plan their mergers, acquisitions and internal succession.
Earlier this month, Schwab Institutional concluded its sold-out workshop series on transition planning that began in January. Schwab Institutional hosted these workshops, where third-party experts including consultant/investment bank Moss Adams LLP, the law firm of Stark & Stark, and Quist Valuation guided 142 participants through six two-day sessions designed to help them with mergers and acquisitions and internal succession. Participants were not only exposed to the fundamentals of mergers and acquisitions -- including planning, valuation, organization structure, legal and taxes -- but also learned advanced deal structure strategies to optimize these inter-related components.
You can read the entire Schwab press release on their Advisor Transition Support Services here.
Enter keywords:
