October 9-10, 2025
Loews Coral GablesCoral Gables, FLkeyboard_arrow_right
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Day 2 - 10/10 - EST
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Day 2 - 10/10 - EST
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Registration - Alhambra Ballroom Pre-function
8:00am - 8:30am
Registration & Breakfast
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Closed Door Meeting - Alhambra Ballroom C
8:30am - 9:30am
Family Office Closed Door Meeting
- Jay Rogers - President & CIO, Alpha Strategies Investment Consulting
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General Session - Alhambra Ballroom DE
9:30am - 10:15am
Understanding & Creating a Succession Plan: Planning & Execution between Generations
- Kip Kolson - President, Family Wealth Leadership
- Veronica Parellada - CEO & Wealth Management Advisor, My Investment Path Wealth Management
- Andres Ballestas - Managing Partner, Ballestas Group
- Cory Bultinck - Partner, Wipfli
- Becky Lightman - Founder, Lightman Capital
- Kenneth Wingerter - Vice President, Financial Advisor, Morgan Stanley Wealth Management
- Russell Deakin - Managing Partner , Aceana Group
10:15am - 10:45am
HNW & Family Office Tax Structures & Efficiencies
- Joshua Zimmerman - Senior Manager, RSM US LLP
- Kip Kolson - President, Family Wealth Leadership
- Jose Fernandez - Principal, BDO
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General Session - Alhambra Ballroom DE
11:00am - 11:30am
Distressed Commercial Markets & Your Investment Approach
- Steven Fischler - Chief Investment Officer, RMWC
- David Oman - Managing Director, Onward Investors
- Mukang Cho - Founder and CEO, Morning Calm Management
11:30am - 12:00pm
Industrial Sector Investing: Properties, Acquisitions, & Development
- Boris Kuritnik - Managing Partner, Kumo Capital
- Irwin Boris - SVP, Acquisitions, Heritage Capital Group
- Brad O'Halloran - Executive Vice President, Managing Principal, Brennan Investment Group
12:00pm - 12:10pm
Conference Concludes
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