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Real Estate Family Office & Private Wealth East
October 2026
Loews Coral GablesCoral Gables, FL
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Day 2 - 10/10 - EST

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Day 2 - 10/10 - EST
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Showing 1 of 1 Streams
8:00am - 8:30am
Registration & Breakfast
Showing 1 of 1 Streams
8:30am - 9:30am
Family Office Closed Door Meeting
  • Jay Rogers - President & CIO, Alpha Strategies Investment Consulting
Showing 1 of 1 Streams
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
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
Showing 1 of 1 Streams
10:45am - 11:00am
Networking Break
Showing 1 of 1 Streams
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
Day 1 - 10/9
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