Grassi & Co. is a premier professional services organization that provides accounting, audit and attestation, tax, technology, business advisory and consulting services to clients within the Financial Services Industry. In January 2012, Grassi & Co. merged with Pustorino, Puglisi & Co., LLC, an accounting and business consulting firm with more than 30 years of experience servicing the investment community, including Broker/Dealers, Hedge Funds, Investment Advisors, Investment Companies, Investment Partnerships, Leveraged Buyout Funds, Private Equity Firms and Venture Capital Funds. As a firm, our success lies in our focus on entrepreneurialism, both in how we run the firm and how we approach clients’ challenges. With changing market conditions and increasing regulatory concerns, Grassi & Co. offers a suite of comprehensive services combined with personal attention to help financial services companies meet and exceed their business objectives. Our professionals are not only accountants, but also “Success Consultants” offering advice and analysis to help you achieve your desired level of success – however you define it. We call this “The Grassi Difference”. Based in Manhattan, the firm is ranked among the Top 25 largest firms in the New York Metropolitan area by Crain’s New York Business. The firm also has an office in Long Island, NY, and a staff of nearly 200 professionals that service clients in a number of additional industries including Healthcare, Not-for-Profit, Manufacturing & Distribution, Construction and Architecture & Engineering. For more information, please call (212) 661-6166, visit us online at www.grassicpas.com.
Hedge Fund Insurance is a leading provider of insurance and risk management services for hedge funds and investment advisers. We specialize in advising hedge funds on identifying exposures to loss, avoiding risk, transferring risk, and purchasing broad, cost effective insurance programs. As a division of Frenkel & Co., Inc., one of the largest regional brokers in the U.S., we are able to offer our clients a full array of insurance products, including Property & Casualty, Life & Benefits, and Personal Insurance. Why you should trust Hedge Fund Insurance and Frenkel for your insurance needs: • We are brokers, not agents – we work for you and not the insurance company • Access to all major markets in the U.S., London and Bermuda • Expert knowledge of complex policy forms – and we can explain them in a way that makes sense to non-insurance professionals • Aggressive marketing to ensure our clients get the best possible pricing • Responsive, high quality account servicing • Experienced claims professionals including our own in-house attorneys help our clients achieve prompt, fair claim settlements • Full transparency of all transactions. We will disclose all income earned on your account and there is never a conflict of interest What we sell: • Errors & Omissions/Directors & Officers Liability (E&O/D&O) • Office Package Policy (Property and General Liability) • Workers’ Compensation • Financial Institution Bond / Employee Dishonesty / ERISA Bond • Key Man Life • Group Benefits • Personal Insurance (Homeowners / Auto)
Mitchell Cohen, Financial Representative
140 Broadway 22nd Floor
New York, 10005
Offering Life Insurance, Disability Insurance, Long Term Care Insurance, Health insurance, Key Person, Group Plans. Guardian does not offer individual health insurance products or services. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
Kyle Kalinich, Aon Risk Services
Christopher Hamilton, Arthur J. Gallagher Risk Management Services, Inc
Phone: 212 994 7017
Phone: 212 994 7017
Peter Page, Associated Community Brokers
Neil Levy, CBS Coverage Group
Bruce Graham, Chartwell Insurance Brokers, Inc.
Brad Sharon, Fairmont Insurance
Louis D'Agostino, Frank Crystal & Co., Inc.
Phone: (212) 504-1869
Phone: (212) 504-1869