October 9-10, 2025
Loews Coral GablesCoral Gables, FLHere's who spoke in 2024:
- Michael Cohen, CIO/Managing Director, Lenox West Capital
- Rafael Aregger, Head of Investments US, Empira Group
- Carlos Beckmann, Managing Director, Agave Holdings LLC
- Irwin Boris, Senior Managing Director, Heritage Capital Group
- William Bullock, Divison President- Latitude Margaritaville, Minto Communities
- Austin Carlson, Managing Director, Private Capital, JPI
- Nick Carr, SVP, Wealth Manager Adivosr, Merrill Lynch Wealth Management
- Leonard Chinchay, Director of Capital Markets, MG Developer
- Russell Deakin, CIO & Managing Partner, Aceana Group (SFO)
- Ron Diamond, Chairman & CEO, Diamond Wealth
- Chris Dickson, National Senior Manager, Family Office Enterprise Advisory, RSM US LLP
- Ian Djuric, Founder & CEO, Djuric Family Office
- Tyler Epps, SVP Originations, American South Real Estate Fund
- Steven Fischler, CIO, RMWC
- James Fogarty, Managing Director, Real Estate, Macquarie Asset Management
- Dan Freed, Principal, Business Unit Director US East, Arcadis
- Gene Garcia, Principal- Real Estate, RSM US LLP
- Peter Habib, CEO, MPI Family Office
- Wiiliam Haddad, Managing Partner, Partners Path
- Doug Hayden, President, CSO & Founder, Arthroto Industries
- Bem Jordan, Principal, Arizona-investissements
- Kip Kolson, President, Family Wealth Leadership
- James Korman, Chairman, Korman Family Office
- Mark Lecocq, Managing Director, Cypress Equity Investments
- Kevin McClusky, CEO, Castle Island Family Office
- Kevin McGovern, CEO, McGovern Capital
- Ronald Mis, Managing Director, Cahoon Capital Management
- Anna Mochkarova, Managing Partner, MSQ Invest
- Sahil Nandwani, Managing Partner, Calafia Group
- Shane Neman, Principal, Neman Ventures
- Veronica Parellada, CEO & Wealth Advisors, Investment Path Wealth Management
- Ira Perlmuter, CIO, IJP Family Partners
- Chris Ragland, Founder & CEO, Ragland Capital
- Noah Rosenfarb, Financial Advisor, Freedom Family Office
- Austin Ross, VP, Investments, American South Capital Partners
- Robert Scribner, RVP Extended Stay Development, Choice Hotels
- Raphael Sidelsky, CIO, W5 Group
- Steven Stuart, Managing Director, Fortress Investment Group
- Christopher Teas, Managing Partner & Co-Founder, Park South Capital
- Santiago Ulloa, Founder & Managing Partner, WE Family Offices
- Michael Valdez, Financial Advisor, LPL Financial
- DJ Van Keuren, Co-Managing Member, Evergreen
- Zihao Wang, Founder & CEO, Motiva Holdings