Thank you to everyone who joined us at the WSS-FL Panthers Game event. It was great to meet you all and connect with South Florida's top financial professionals while the Panthers took on the Red Wings.

We had an incredible evening. Events like this remind us how valuable our community and partnerships truly are.

It was wonderful to catch up with familiar faces, meet new ones, and enjoy an exciting game together. Looking forward to the next event when we can all get together.

On March 10th, South Florida’s top financial professionals will take over a private section at Amerant Bank Arena as the Panthers face the Red Wings.

Tickets include:
- Terrace-Level Private Section (Outdoor & Club Access)
- Full Dinner Buffet
- Open Bar
- High-level networking

If you’re in the South Florida finance community, this will be one of the best networking events of the year.

Looking forward to connecting with you at the arena. Secure your seat here.

Integrated Solutions is proud to sponsor Uncorrelated Miami 2026, a curated alternative-investment conference taking place January 26–28, 2026 at the Ritz-Carlton, Miami Beach, during Miami Alts Week.

Uncorrelated Miami brings together institutional investors, family offices, and global allocators with fund managers and operators across private credit, real estate, venture, digital assets, and frontier infrastructure. The event is intentionally designed for substance over scale—prioritizing high-quality allocator participation, capacity-constrained strategies, and meaningful conversations that lead to real capital formation.

David S. Proskin, Managing Director, will be speaking on ...

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Introduction

For much of the twentieth and twenty-first centuries, American securities regulation has developed through conflict, compromise, and historical accident. Long before Congress enacted the federal securities laws of the New Deal era, states had already ventured into the field of securities regulation by adopting “blue sky” statutes intended to protect residents from fraudulent securities schemes. With the introduction of federal regulation in the 1930s, this dual system became entrenched, producing an interlocking but often discordant web of oversight.

While federal authority expanded over time—particularly through the adoption of, and ame...

By David Proskin, Managing Director, Integrated Solutions

So, you’ve made the decision to embark on one of the most exciting, challenging and fear-inducing adventures of your career, launching a fund. Whether you are a seasoned veteran or a newly minted CFA with an “edge”, this is not a decision to be made without careful consideration. It is critical that before putting pencil to paper you understand what your motivations are for spinning out of the mothership. Is it the desire for autonomy? A spark of entrepreneurial spirit? ego? A drive to build a lasting legacy? Or perhaps a noble objective to make the world a better place (unlikely as it may sound)? The answer to those ...

Authored by: David Proskin, Managing Director, Integrated Solutions

Contributions by: Rafael Beck, Senior Managing Director, Integrated Solutions

In the world of asset management, particularly within hedge funds and private equity—shadow accounting has evolved from a discretionary practice to a critical control mechanism. This article defines what shadow accounting is, why it matters, and who relies on it most.

To understand its growing importance, we must look at the evolution of fund structures, investor expectations, and regulatory scrutiny. As institutional investors demand greater transparency and operational due diligence becomes more rigorous, maintaining internal books and records...

By Peggy E. Chait

We have all learned the concept of assigning blame since we were children. Who among us did not chant at the top of our voices in unison, “Who stole the cookie from the cookie jar? Who me? Yes you. Couldn’t be. Then who?” Pointing our finger and the act of CYA (cover your a…) go hand in hand in our litigious society and Regulators encourage us to assign responsibility in order to make their jobs more lucrative and easier. Yes, I know about whistleblowers and the need to protect them for the betterment of society, and I am in agreement about the dangers of retaliation given their whistleblowing revelations. No contest there. What I would like to exami...

By Peggy E. Chait and Howard Spindel

For those of you that are old enough to remember the slogan, “when EF Hutton talks, people listen”, and the powerful effect the ad had on the general public, we can now attest that when the Wall Street community gathers in unity and speaks out, the regulators eventually listen.

We at Integrated Solutions are proud to be a member of the community that has been speaking up for a soon to be effective change in FINRA’s rule 1210. See FINRA Regulatory Notice 21-41. As a leading provider of financial accounting and compliance services to the financial services industry, we have written comment letters to FINRA on several occasions (June 30, 2020...

By Peggy E. Chait

Piaget’s theory of “object permanence” recognized that a developmental milestone in an infant’s life is when they cognitively understand that an object still exists, even if the infant cannot see or perceive it. So too, exists the ability of a Broker/Dealer to function efficiently and effectively without anyone conducting an onsite Branch Office Inspection. It has never before been so well evidenced that the need for an onsite examination is a fossil of previous generations, and that the Covid-19 pandemic worked like a team of well-trained archeologists to uncover this. For FINRA requested information and documentation from remote locations, including...