Adam Buchwalter, Wilson Elser

Wilson Elser

Adam Buchwalter

Adam Buchwalter is Of Counsel at Wilson Elser and focuses his practice on estate and tax planning, including developing strategies for mitigating estate and income taxes, and all areas of estate administration and charitable donation planning.  Adam is a member of the firm’s Taxation and Art Law practice teams and lectures on the subjects of protecting artistic and collectors’ legacies and wealth preservation.

 


Paul Caiazzo, Trushield Security Solutions

Paul Caiazzo

Trushield Security Solutions

As co-founder and chief security architect for TruShield Security Solutions, Paul is responsible for developing corporate strategy and leading the technical product and service development efforts of the company. He holds CISSP, CISA, and CEH certifications, and has many years of experience solving complex cyber security challenges within the federal government.

He is responsible for architecting security operations centers around the globe, as well as helping domestic and international clients develop practical threat detection and mitigation strategies. In addition to his position at TruShield, he currently serves as cyber security advisor to the Science and Technology Policy Center for Development.


Madelyn Calabrese, Haynes & Boone

Haynes & Boone

Madelyn Calabrese is a partner in the Private Equity and Investment Management Practice Groups in the New York office of Haynes and Boone. Madelyn provides advice to broker-dealers and registered and unregistered investment advisers on a broad range of formation, registration, regulatory, compliance and inspection/enforcement matters. She also regularly counsels clients on the formation and ongoing representation of domestic and offshore hedge and private equity funds.

Investment Managers. Madelyn counsels on the registration of advisers at federal and state levels and prepares all related documents, including, but not limited to, Form ADV, investment advisory contracts, policies and procedures, handles compliance issues, and conducts compliance control reviews, mock regulatory examinations, training sessions and compliance seminars. Madelyn represents investment managers in regulatory examinations and enforcement proceedings; counsels on various trading issues; advises on solicitation, advertising, marketing material and soft dollar issues; and reviews and drafts disclosures for marketing materials, websites and investor correspondence.

Broker-Dealers. Madelyn forms and licenses broker-dealers with the SEC, self-regulatory organizations and states. She represents broker-dealers in all aspects of SEC and self-regulatory organization compliance and regulatory inquiries, investigations, examinations and disciplinary/enforcement proceedings. Madelyn drafts and audits compliance manuals and policies and procedures, and conducts mock regulatory examinations, training sessions and compliance seminars. Madelyn also provides counsel on various trading, blue-sky and exchange-related issues. She advises on solicitation, advertising, marketing material and soft dollar issues, and reviews and drafts disclosures for marketing material, websites and customer correspondence. Further, Madelyn prepares and reviews solicitation, placement agent, soft-dollar, prime brokerage, consulting, employment and foreign broker agreements.

Professional Recognition

  • Recognized in New York Super Lawyers Rising Stars, Thomson Reuters, for Securities and Corporate Finance, 2013-2017
  • Recognized by BTI, BTI Consulting Group, as a Client Service All-Star, 2015 and 2019

J.D., New York Law School, 2002, cum laude

B.A., Economics and Philosophy, Politics and Law, Binghamton University, State University of New York, 1999

New York, 2003

 


Andrew Calamari, Finn Dixon & Herling

Finn Dixon & Herling

Andrew Calamari, former head of the SEC’s New York office for the past five years, will be joining Finn Dixon & Herling as a partner on January 15. He will be a member of the firm’s practice groups in government and internal investigations, litigation, and investment advisors/broker-dealers. He will represent clients in securities litigation, enforcement and internal investigations and accounting-related matters. He will also be available to advise regulated entities and persons on compliance and examination issues.

He began his tenure at the SEC in 2000 as an enforcement attorney and rose through the ranks to ultimately lead the SEC’s New York Office. As the Regional director, he led a staff of about 400 enforcement attorneys, accountants, investigators and compliance examiners involved in the investigation and prosecution of enforcement actions and the performance of compliance inspections in the New York region.

Before joining the SEC, Calamari served as a law clerk to the Honorable John Cannella, US District Judge for the Southern District of New York, and then spent nearly 15 years in private law practicing including as a litigation partner at Donovan Leisure Newton & Irvine.

He graduated Fordham Law School (JD 1985, cum laude) and the Fordham University College of Business Administration (BS 1982). He is admitted to practice law in New York and the US District Courts for the Southern and Eastern Districts of New York.

 

 


James Carolan, Withers Bergman

Withers Bergman

James Carolan

James Carolan

Jim Carolan heads the US real estate practice for Withers Bergman LLP (www.withersworldwide.com), a firm with offices throughout Europe, Asia, the Caribbean and the US.  His practice focuses on property investment, as well as financing, leasing, disposition, and development for clients including private clients, family offices, equity investors, business owners, universities, charities, art galleries, fashion brands and museums.  Examples of the work he does for families include acquisition of equity stakes in retail, office and hospitality investments; direct acquisition of properties; sorting out complicated co-ownership problems; advising on the creation of real estate investment companies; construction and design issues; structuring the deployment of money to charitable organizations for construction of facilities; his team also advises on luxury residential, in and outside the US.

Before joining Withers, Jim spent 14 years in Yale University’s Office of General Counsel, advising the university’s endowment and central offices on real estate investment and development and on a wide range of business issues.

He is active with various bar and charitable activities, and is a frequent speaker and writer on topics related to his practice.  Among other boards he serves, Jim is President of the Friends of FAI-The Foundation for the Italian Environment, Inc., which supports the restoration and public enjoyment of Italy’s abundant cultural and natural assets.  Educated at Cornell (AB), Stanford (ABD) and UCONN (JD), Jim has taught on real estate topics in the graduate and/or law programs at Yale, Cornell and Columbia Universities, and actively participates in bar and other associations including the American College of Real Estate Lawyers, New York City Bar Association, the National Association of College and University Attorneys and the Higher Education Real Estate Lawyers group.