Sagar M. Dalal, Jd Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

Saffron Bridge is a globally focused private capital advisory catering to leading investment managers and veteran institutional investors. We provide fundraising, fund placement, capital introductions, and strategic advisory to investment managers in both developed and emerging markets. We introduce institutional investors and family offices to unique private investments offerings from premier private investment fund managers. Our relationships span globally with a focus on the United States and India.

Private holding company.

New York, New York, Us

Rockefeller Global Family Office (formerly Spearhead Capital)

Philadelphia, Pennsylvania, Us

Private Equity and Family Office Investments

Jericho, New York, Us

With more than 50+ years of combined experience in the financial services industry, our team’s mission is to deliver practical ideas using investment and insurance strategies to help our clients navigate the ever-evolving financial landscape in a manner that reflects their goals, values, and wishes.My business partner, CEO, and father, Mayur Dalal, serves on the advisory boards of Pacific Life, John Hancock, Nationwide, and Partners Financial. He has earned a spot on MDRT’s Top of the Table more times than I can count. In 2015, I transitioned from Vice President of Business Development to President. I was honored with Pacific Life’s 40 Under 40 in 2017 and made MDRT’s Top of the Table as well.

New York, New York, Us

• Analyzes credit risk associated with Residential Mortgage Backed Securities• Performed quality assurance and quality control on re-underwriting of individual mortgages at the origination level• Performed analysis on the representations and warranties made in securitization documents and at the loan level with originator's guidelines and technical manuals• Provided litigation support for a $600,000,000+ RMBS litigation, including drafting of an expert report with both detailed aggregate and individual loan analyses• Aggregated and developed large scale data into information reports identifying the trends of various pools within an RMBS

Mumbai, Maharashtra, In

• Negotiated large-scale procurement contracts (mainly oil) including one deal worth over £500,000• Drafted various transaction documents included non-disclosure agreements and supply contracts• Provided support to oil trading operations concerning contractual disputes• Assisted company secretary in fulfilling legal and regulatory obligations• Assisted senior and general counsel with all pertinent legal needs and functions

London, Uk, Gb

• Conducted operational due diligence on a multi-billion dollar hedge fund• Coordinated with senior executives at the fund to acquire necessary information• Composed forty-page report outlining both legal and financial liabilities concerning the fund• Presented findings on a weekly basis to senior investment officers at EFG• Conducted research and composed memoranda on various aspects of Dodd-Frank

Washington, District Of Columbia, Us

• Drafted memoranda on findings of legal research pursuant to securities and broker-dealer regulations• Assisted attorneys in researching FINRA rules and SEC regulations• Assisted in developing settlements and other disciplinary actions• Investigated certain cases to discover facts of a case.• Witnessed depositions

• Composed memoranda pertaining to buy-sell agreements of clients• Recorded minutes of client meetings and drafted reports• Presented different strategies for a commercial agreement payout provision of which one was selected for use• Assisted in developing strategies for estate planning for various clients

Us

• Drafted memoranda resolving issues pertaining to compliance and investment advisory which contributed to the development of company-wide compliance policies• Authored letters to senior attorneys analyzing issues with new securities products and current legislation• Compiled research reports which directly contributed to decisions regarding AXA’s national operations• Composed memoranda regarding real estate holdings of AXA• Entrusted with privileged information on a regular basis on several pressing matters• Managed junior interns on a complex statutory research project and delegated various projects and activities

• Reviewed commercial leases, wills, and visa applications• Drafted portions of correspondence to opposing counsel• Attended real estate closings on commercial properties• Conducted legal research and drafted reports

New York, Ny, Us

• Assisted the established sales team via compiling information about clients• Identified potential investors and assigned them appropriate sales teams• Ran program independently for one week while program manger was away on business• Assisted in recruitment of associates for the Private Wealth Management division• Promoted to assist senior associates with high net worth accounts

Bachelor Of Arts - Ba

Juris Doctor, Law