Speakers

David Abers

VP of Residential

NADG

Alex Admire

Principal & Tax Practice Leader

BDO

Robert Ambrosi

Chairman & CEO

ARCTRUST

Najla Arekat

Vice President – Investment Officer

Wells Fargo Advisors

Andres Ballestas

Managing Partner

Ballestas Group

Christopher Battifarano

Chief Investment Officer

FineMark National Bank & Trust

Candice Beaumont

Chief Investment Officer & Chairman

L investments & Salsano Group

Jordan Bem

Principal

Arizona Investissements

Irwin Boris

SVP, Acquisitions

Heritage Capital Group

Waldo Bradley

Co-CEO

Recreational Storage Partners

Cory Bultinck

Partner

Wipfli

Britt Canady

Co-Founder

Robora Financial

Grant Cardone

CEO

Cardone Capital

Mukang Cho

Founder and CEO

Morning Calm Management

Mitch Collins

President

Denton Floyd

Edward Cooper

Director-in-Charge of Tax Consulting

Berkowitz Pollack and Brant

Kristin Dacey

CIO Real Estate, Alternatives

Bulltick

Zachary Darrow

Chairman

Darrow Everett LLP

Russell Deakin

Managing Partner

Aceana Group

Nicoletti DePaul

Chief Operating Officer

Surmount

Laura DePersis

Family Office Credit Executive

Bank of America Private Bank

Daniel Diaz Leyva

Partner/Chair of Florida Real Estate Practice and Co-Chair of LATAM Practice

Day Pitney LLP

Ian Djuric

Principal

Djuric Family Office

John Ebenger

Director of Real Estate Tax Services

Berkowitz Pollack and Brant

Jose Fernandez

Principal

BDO

Megan Ferris

Senior Associate

Day Pitney LLP

Steven Fischler

Chief Investment Officer

RMWC

Gene Garcia

Principal-Real Estate

RSM US LLP

Benjamin Jones

CIO & Managing Director

Respark Residential

Justin Kain

Managing Partner

HPP Equity LLC

Kip Kolson

President

Family Wealth Leadership

Dana Kunitzer

Tax Managing Director

BDO

Boris Kuritnik

Managing Partner

Kumo Capital

Becky Lightman

Founder

Lightman Capital

Jim Lockhart

Real Estate Tax Partner

Aprio

Reid Marks

Co-Founder, CEO

Havenly Ventures

Paulo Melo

Principal

Integra Investments

Cliff Mendelson

Principal

Metropolis/AMA

Jason Michaels

Family Office Tax Services Leader, Tax Partner

Aprio

Eli Mills

CEO

Equity Catalyst

Anna Mochkarova

Managing Partner

MSQ Invest

Gina Montgomery

Director of AI, Automation & Analytics

Armanino

Greg Moro

Senior Alternative Credit Sales Associate

Polen Capital

Julie Neitzel

Partner

WE Family Office

Shane Neman

Principal

Neman Ventures Family Office

Brad O'Halloran

Executive Vice President, Managing Principal

Brennan Investment Group

David Oman

Managing Director

Onward Investors

Veronica Parellada

CEO & Wealth Management Advisor

My Investment Path Wealth Management

Dhaval Parikh

CFA, CAIA, Managing Director

Parkview Financial

Mike Procopio

CEO

Procopio Companies

Nate Reichard

Founder & CEO

Reichard Capital

Jay Rogers

President & CIO

Alpha Strategies Investment Consulting

Frank Rohde

CEO

Ownify

Kevin Sanz

President

Orion Real Estate Group

Sameer Sawaqed

Director of Client Engagement

Freedom Family Office

Adam Shapiro

Managing Director

The 22Hundred Group

Jake Sharp

CEO

Jake Sharp Group

Bob Simpson

President

Multifamily Impact Council

Adam Smith

Founder

RAS Capital Partners

Gordon Smith

CEO

Biproxi Capital Network

Elliot Starr

Vice President

NADG

David Storch

Senior Vice President

W5 Group

Adam Tannenbaum

Partner

Tannenbaum Capital Group

Christopher Teas

Managing Partner

Park South Capital

Valerie Trapunsky

Founder

Yutori

Carly Williams

Founder

Grove Capital Ventures

Kenneth Wingerter

Vice President, Financial Advisor

Morgan Stanley Wealth Management

Adam Wolfson

CEO, CIO & Founder

Wolfson BTR

Andrew Zimmerman

Managing Director- Investments

IMPACT Capital

Joshua Zimmerman

Senior Manager

RSM US LLP