October 2026
Loews Coral GablesCoral Gables, FLkeyboard_arrow_right
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Day 1 - 10/9 - EST
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Day 1 - 10/9 - EST
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Registration - Alhambra Ballroom Pre-function
7:30am - 8:15am
Registration & Breakfast
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General Session - Alhambra Ballroom DE
8:15am - 8:45am
Fireside Chat with Grant Cardone
- Jay Rogers - President & CIO, Alpha Strategies Investment Consulting
- Grant Cardone - CEO, Cardone Capital
8:45am - 9:30am
The Evolution of Wealth: Family Office Trends in Real Estate
- Gene Garcia - Principal-Real Estate, RSM US LLP
- Kristin Dacey - CIO Real Estate, Alternatives, Bulltick
- Laura DePersis - Family Office Credit Executive, Bank of America Private Bank
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General Session - Alhambra Ballroom DE
10:15am - 11:00am
Continued Direct Real Estate Investing: Accurate Allocations
- Najla Arekat - Vice President – Investment Officer, Wells Fargo Advisors
- Gordon Smith - CEO, Biproxi Capital Network
- Cliff Mendelson - Principal, Metropolis/AMA
- Dhaval Parikh - CFA, CAIA, Managing Director, Parkview Financial
11:00am - 11:45am
Alternative Asset Classes & Niche Opportunities for Growth in Real Estate Investing
- Robert Ambrosi - Chairman & CEO, ARCTRUST
- David Storch - Senior Vice President, W5 Group
- Frank Rohde - CEO, Ownify
- Reid Marks - Co-Founder, CEO, Havenly Ventures
- Waldo Bradley - Co-CEO, Recreational Storage Partners
11:45am - 12:15pm
Single Family Rental, Build-for-Rent investment, & Land Development Opportunities for your Family Office
- Elliot Starr - Vice President, NADG
- Adam Wolfson - CEO, CIO & Founder, Wolfson BTR
- Mike Procopio - CEO, Procopio Companies
- David Abers - VP of Residential, NADG
12:15pm - 12:50pm
Growing role family office is playing in shaping real estate investment and multi-generational wealth strategies
- Jim Lockhart - Real Estate Tax Partner, Aprio
- Jason Michaels - Family Office Tax Services Leader, Tax Partner, Aprio
- Nate Reichard - Founder & CEO, Reichard Capital
- Megan Ferris - Senior Associate, Day Pitney LLP
- Russell Deakin - Managing Partner , Aceana Group
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General Session - Alhambra Ballroom DE
1:50pm - 2:35pm
Leveraging the Growth of Private Debt & Private Loans
- Greg Moro - Senior Alternative Credit Sales Associate, Polen Capital
- Steven Fischler - Chief Investment Officer, RMWC
- Ian Djuric - Principal, Djuric Family Office
- Justin Kain - Managing Partner, HPP Equity LLC
- Jake Sharp - CEO, Jake Sharp Group
- Zachary Darrow - Chairman, Darrow Everett LLP
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General Session - Alhambra Ballroom DE
3:20pm - 3:50pm
Workforce, Affordable Housing, & Opportunity Zone Opportunities
- Dana Kunitzer - Tax Managing Director, BDO
- Andrew Zimmerman - Managing Director- Investments, IMPACT Capital
- Mike Procopio - CEO, Procopio Companies
3:50pm - 4:05pm
Orion Real Estate Group Presentation
- Kevin Sanz - President, Orion Real Estate Group
- Edward Cooper - Director-in-Charge of Tax Consulting, Berkowitz Pollack and Brant
- John Ebenger - Director of Real Estate Tax Services, Berkowitz Pollack and Brant
- Nicoletti DePaul - Chief Operating Officer, Surmount
4:05pm - 4:50pm
Family Office Investing
- Daniel Diaz Leyva - Partner/Chair of Florida Real Estate Practice and Co-Chair of LATAM Practice, Day Pitney LLP
- Adam Shapiro - Managing Director, The 22Hundred Group
- Paulo Melo - Principal, Integra Investments
- Adam Tannenbaum - Partner, Tannenbaum Capital Group
- Eli Mills - CEO, Equity Catalyst
4:50pm - 5:35pm
Technology, Proptech & Artificial Intelligence Investing Opportunities
- Sameer Sawaqed - Director of Client Engagement, Freedom Family Office
- Shane Neman - Principal, Neman Ventures Family Office
- Christopher Teas - Managing Partner, Park South Capital
- Gina Montgomery - Director of AI, Automation & Analytics, Armanino
- Britt Canady - Co-Founder, Robora Financial
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Networking - Alhambra Ballroom Pre-function
5:35pm - 6:35pm
Cocktail Reception
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