eMerge Americas in the premier technology event connecting Latin America, North America & Europe. It is a unique convening of global enterprises, leading startups and government leaders focused on innovative digital
eMerge Americas in the premier technology event connecting Latin America, North America & Europe.
It is a unique convening of global enterprises, leading startups and government leaders focused on innovative digital solutions transforming industries.
Mark your calendars, Miami Finance Forum has partnered with eMerge Americas 2018 to offer our members a special rate.
Pre-registration has already started, click here to register. Contact Etain at Etain@miamifinanceforum.com for the code.
23 (Monday) 9:00 AM - 24 (Tuesday) 6:00 PM
Miami Beach Convention Center
1900 Washington Ave, Miami Beach, FL 33139
Join other Miami Finance Forum members at the second annual Climate Change Conference "Thinking Beyond Risk: The Economic Effects of Sea Level Rise on Business Decision Making". The April 11
Join other Miami Finance Forum members at the second annual Climate Change Conference “Thinking Beyond Risk: The Economic Effects of Sea Level Rise on Business Decision Making”. The April 11 Conference will focus on the effects which climate change, particularly sea level rise, and government regulation, will have on decision making in the insurance, lending and real estate industries. The Conference is hosted by the national law firm of Hinshaw & Culbertson (with offices in Miami and Fort Lauderdale) and sponsored by Florida International University, TotalBank and Adler Group.
The Conference emphasizes the Conference will be practical planning for the future and the opportunities which sea level rise may offer to the business community. There will be numerous panel discussions plus a cocktail reception. We expect 150 people to attend. Among the critical topics the conference will explore for the banking/lending community include:
*Absent major remediation efforts, at what point does insurance of new construction in South Florida become impossible?
*At what point will lenders/banks be unable to finance new construction on or near the water?
*Does the cost of constructing buildings which can withstand sea level rise make them too expensive to bring to market and will lenders finance them?
Join noted academics Tiffany G. Troxler, PhD, and Joseph Goffman, J.D., Mayor of Miami Hon. Francis Suarez, and Mayor of South Miami Hon. Phillip Stoddard, business and legal experts in the fields of climate change and resiliency to explore changes in government regulation, real estate development, and lender obligations.
For more information about registering or if you have any questions, contact Jeanne Becker – Jbecker@beckerpublicrelations.com
(Wednesday) 8:30 AM - 4:30 PM
Four Seasons, Brickell
Moderator: James W. Shindell, Partner, Bilzin Sumberg James W. Shindell serves as Chair of the firm's Real Estate Group. His practice involves the representation of developers, owners, private and institutional investors
James W. Shindell, Partner, Bilzin Sumberg
James W. Shindell serves as Chair of the firm’s Real Estate Group. His practice involves the representation of developers, owners, private and institutional investors and lenders in a broad range of real estate matters, including acquisitions, sales, financings, leasing, joint ventures, workouts and restructurings. These matters have involved office, retail, hotel, warehouse, industrial, residential, mixed-use, telecommunications and development properties.
Jim has been consistently recognized by legal publications including Chambers USA, The Best Lawyers in America, and Florida Super Lawyers.
Mr. Shindell received his law degree from University of North Carolina at Chapel Hill and earned his bachelor’s degree, graduating summa cum laude from University of South Florida.
Edward Easton, Chairman, The Easton Group
Mr. Easton is Chairman of The Easton Group, a real estate brokerage, management and development firm located in Miami, Florida since 1974. He oversees a company managing, leasing or owning over 4.5 million square feet of commercial real estate in South Florida. In 2016, The Easton Group acquired over 600 apartments in Texas and also owns properties in North Carolina, New Jersey, Ohio and Alabama.
Educated at the University of Miami, BBA 1966, MBA 1976, Mr. Easton majored in Finance with a minor in Accounting.
Mr. Easton was appointed to The Kennedy Center Board of Trustees by President George W. Bush and appointed to the Board of the U.S. National Parks Foundation by U.S. Secretary of the Interior Dirk Kempthorne. He is currently an Emeritus Trustee of University of Miami, a Trustee of Ave Maria University, as well as a Member of Florida Council of 100. Additionally, he has served as Chairman of the Master Planning Committee at the University of Miami, Chairman of The Salvation Army of Dade County, President of the SSJ Mercy Health System, Inc., and Trustee of Mercy Hospital.
Matthew Whitman Lazenby, President & CEO, Whitman Family Development, LCC
Matthew Whitman Lazenby, President and Chief Executive Officer of Whitman Family Development, LLC, is the fourth-generation leader in the family owned business that began developing commercial real estate in Miami in the early twentieth century.
Lazenby represents his company in development, leasing, operational and asset-management issues, including for the international, luxury shopping destination Bal Harbour Shops, located on Miami Beach, and for the more-than-500,000 square feet of retail space planned for Brickell CityCentre, a $1.05 billion, mixed-use development scheduled to open in downtown Miami’s Brickell area in 2015.
Before joining his uncle, Randall Whitman, and grandfather, Stanley Whitman, as a leasing agent at Bal Harbour Shops in 2003, Lazenby had been employed by Robert K. Futterman & Associates, where he was immersed in New York City’s retail industry and came to appreciate the tenant’s perspective in selecting sites and negotiating with landlords. Lazenby had also been a leasing agent for The Taubman Company, a publicly traded Real Estate Investment Trust (REIT), headquartered in Bloomfield Hills, Michigan.
At Bal Harbour Shops, Lazenby soon rose to director of leasing/general partner and then to operating partner. Meanwhile, the International Council of Shopping Centers in 2012 named Bal Harbour Shops the world’s top-producing shopping center, based on its annual sales per square foot. Since then, Bal Harbour Shops has surpassed its own record. In 2013, Lazenby was named President and CEO of Whitman Family Development.
Of the decision to partner with Whitman Family Development at Brickell CityCentre, Steve Owens, president of Swire Properties, told the Miami Herald, “What better way to complement our team than bringing in the number one shopping center developer?”
Lazenby holds a master’s degree in real estate development and urbanism from the University of Miami and an undergraduate degree in English literature from the University of North Carolina at Chapel Hill. He previously taught English at his alma mater, St. Thomas Episcopal School in Miami.
Andrew Dickey, Senior Vice President, JLL
Andrew Dickey works with the Hotels & Hospitality investment sales team of JLL in Miami. Mr. Dickey is primarily responsible for leading investment sales (asset/portfolio sales) and the general disposition, financing or UCC foreclosure of client’s asset(s). Mr. Dickey covers the Southeast US markets, Caribbean and Latin America.
Mr. Dickey is currently involved in investment sales projects in the Southeast US, Caribbean and Latin America and has been involved in over $5.1 billion of hospitality transactions over the last 15 years. Notably, $3.4 billion of transactions and financings in Florida, over $544 million in the Caribbean / LatAM and over $850 in UCC Foreclosures. Notable projects include the San Juan Marriott Resort & Stellaris Casino, financing and disposition of the SLS South Beach, Royal Palm Miami Beach twice (2010/2015), $600 million in hotel sales in Ft. Lauderdale in 2014-2015, Gansevoort Miami Beach UCC Foreclosure and Sale and numerous projects abroad including Aruba, Brazil, Mexico, Costa Rica and several Caribbean islands.
Mr. Dickey holds a B.S. in Finance from Villanova University’s School of Commerce & Finance, as well as a M.B.A. from ESADE Business School in Barcelona, Spain with a concentration at the UCLA Anderson School of Management.
Jay S. Jacobson, Founder, President & CEO, EDEN Multifamily
Jay S. Jacobson has, over his 30-year career in the multifamily industry developed over 25,000 multifamily units and invested in/acquired over 40,000 units located in over 30 sub-markets in 22 cities nationwide.
Prior to forming EDEN Multifamily with Jay Massirman, Mr. Jacobson served as the President of Stiles Residential Group in Fort Lauderdale and is a former national partner with Wood Partners. He was also a senior director of multi-family investments for Goldman Sachs Real Estate Services (fka Archon Group) and a managing director of Archstone Communities Trust. Jay received a Bachelor’s of Architecture from the University of Florida and Masters of Architecture and Urban Design from the University of Colorado.
Jay grew up in south Florida and learned the development/construction business from the ground up-literally—starting at the age of 12 digging foundation ditches for his fathers construction company. Jay lives in Delray Beach Florida where he serves on the City of Delray Beach Planning and Zoning Board, is a member of ULI MF product council and the NMHC Board of Directors. Jay uses his rare spare time flying around the world chasing any of the 12 types of billfish in the ocean—at last count he is up to 6.
Danet Linares, Vice Chairman, Blanca Commercial Real Estate
Danet Linares is Vice Chairman of Blanca Commercial Real Estate, Inc., the leading independently owned commercial real estate services firm in Florida. With more than two decades of experience in the commercial real estate industry, she has been involved in some of the largest commercial real estate transactions to take place in South Florida in recent years, including major office leases at 1450 Brickell Office Tower, 396 Alhambra and One Park Square at Doral as well as part of the team that negotiated The Miami Herald Media Company in its relocation to Doral.
On behalf of the firm, Ms. Linares has worked on behalf of owners such as Banyan Street Capital, Lincoln Property Company, Codina Partners, TA Realty and FECI. She also serves as the real estate advisor to notable clients such as The Miami Foundation, Kairos, Knight Foundation and Schwartz Media.
Prior to joining Blanca Commercial Real Estate in 2009, Ms. Linares led leasing efforts for the owners of 600 Brickell, Miami Tower and Southeast Financial Center. Throughout her career, Ms. Linares has successfully completed over 3 million square feet of office lease transactions.
(Friday) 7:30 AM - 10:00 AM
1395 Brickell Ave, Miami
Miami Finance Forum
Ticket includes 300-level ticket to evening game, $50 credit at VIP lounge as well as event parking. Thank you to our sponsors AVE Miami and KPMG.
(Thursday) 5:00 PM - 10:00 PM
7300 Crandon Blvd, Key Biscayne, FL 33149
Join PRO ECUADOR. the Ecuadorian Exports and Investment Promotion Institute and the Ministry of Foreign Trade and Investment from Ecuador for lunch to hear first-hand about the most promising sectors and learn about investment
Join PRO ECUADOR. the Ecuadorian Exports and Investment Promotion Institute and the Ministry of Foreign Trade and Investment from Ecuador for lunch to hear first-hand about the most promising sectors and learn about investment opportunities in Ecuador while networking with international business leaders and government officials.
(Thursday) 12:00 PM - 3:00 PM
Intercontinental Hotel, Traderoom
The Risk Management Association (RMA) Southeast Florida Chapter invites Miami Finance Forum to attend the: 5th Annual Bank President & CEO Roundtable Featuring: Rick Kuci, Chairman & CEO, Grove
The Risk Management Association (RMA) Southeast Florida Chapter
invites Miami Finance Forum to attend the:
5th Annual Bank President & CEO Roundtable
Rick Kuci, Chairman & CEO, Grove Bank & Trust
James Ray Jr., City President, Fifth Third Bank
Orlando Roche, Regional President, IberiaBank
(Wednesday) 6:00 PM - 9:00 PM
333 SE 2nd Avenue, 32nd Floor, Miami, FL 33131
Risk Management Association (RMA) Southeast Florida Chapter
The Florida Venture Forum and the Venture Education Foundation invites you to attend its 27th Annual Florida Venture Capital Conference, to be held January 30 - 31, 2018 at
The Florida Venture Forum and the Venture Education Foundation invites you to attend its 27th Annual Florida Venture Capital Conference, to be held January 30 – 31, 2018 at the Marriott Harbor Beach Resort in Fort Lauderdale, FL.
Please note for planning purposes VC/Investor Invitation-only events are scheduled for January 29, 2018.
The Florida Venture Capital Conference offers numerous networking opportunities, programming featuring top investors and deal makers active in the state, and showcases Florida’s most innovative and fast growing later stage, private companies before an audience of venture capitalists and other investors.
Special rates for MFF members, please contact Etain at email@example.com for more information.
30 (Tuesday) 8:00 AM - 31 (Wednesday) 12:00 PM
Marriott Harbor Beach Resort
3030 Holiday Dr, Fort Lauderdale, FL 33316
The event is sponsored by Bilzin Sumberg, Kaufman Rossin, ALPS Alternative Investment Services, US Trust and Miami DDA in partnership with the Hedge Fund Association. Join
The event is sponsored by Bilzin Sumberg, Kaufman Rossin, ALPS Alternative Investment Services, US Trust and Miami DDA in partnership with the Hedge Fund Association. Join Miami Finance Forum audience and regional and visiting Hedge Fund managers for a discussion on the industry and it’s impact on Miami.
Alyce Robertson, Executive Director, Miami DDA
Raul A. Garcia, Principal, Kaufman Rossin
Raul Garcia leads both audit and tax engagements for clients across the investment industry, including hedge funds, private equity funds, registered investment advisors, broker-dealers and venture capital funds. He takes a hands-on approach when counseling clients and involves himself in every step of the auditing process, walking clients through policies, procedures and examinations to deliver quality reporting.
He focuses on helping clients reach their financial goals, whether related to tax, audit, business consulting or other entrepreneurial services. As an engagement partner on these projects, Raul oversees compliance and advises clients on assurance, tax planning and business strategies.
Since joining Kaufman Rossin in 1998, Raul has become a trusted adviser not only to clients, but also to employees ― in and out of the office. In addition to mentoring his team and guiding staff throughout tax engagements and audits, he coaches the firm’s softball team and participates in the Kaufman Rossin Empowering Women (KREW) diversity committee.
Raul is also a leader in the community. He is president of the Miami Finance Forum, an organization composed of South Florida’s leaders in finance, investment management, banking and capital markets. With his expertise in the investments industry, Raul has been featured in publications such as Forbes.com, Hedge Fund Law Report, Hedgefund.net, Privateequity.net and Latin Business Chronicle.
Raul is chair of the Parks Foundation of Miami-Dade and supports the preservation of green spaces. In this role, he secures funding for projects such as the Underline, which is transforming spaces below Miami’s Metrorail into an urban trail. He is also an advisory council member of the Arts & Business Council of Miami, through which he supports the National Endowment for the Arts. In addition, Raul presents before the Board of County Commissioners for Miami-Dade County.
He is a Certified Public Accountant in Florida, a member of the American Institute of Certified Public Accountants and Florida Institute of Certified Public Accountants. He earned a bachelor’s degree in accounting from Florida State University. He is bilingual in English and Spanish.
Jorge R. de Cardenas, Senior Vice President, ALPS Alternative Investment Services
Jorge de Cardenas is responsible for corporate direction, operations, personnel recruiting and training, and business development for ALPS. His experience includes fund structuring, development of front, middle and back-office policies and procedures, preparation of operations manuals, management and investor financial reporting and compliance testing.
Jorge earned his Bachelor’s degree in Accounting from the University of North Florida. He is a Certified Public Accountant in the state of Georgia and a member of the American Institute of Certified Public Accountants.
Joshua M. Stone, Partner, Bilzin Sumberg
Josh spent nearly a decade of his career focusing on private investment funds and investment adviser regulation, including six years as General Counsel and Chief Compliance Officer for a fund with more than $3 billion in peak assets. During his tenure with leading law firms in New York and Miami, Josh worked with some of the largest and best-known private investment fund managers.
Josh has particular experience evaluating and pursuing investments in emerging (e.g., Brazil, India, China) and frontier (e.g., Rwanda, Iraq, Argentina) markets. He has worked with funds in distress, such as those that have suspended redemptions or have wound down. Josh is also a well-rounded corporate attorney, advising on M&A deals, private placements, venture capital investments, and corporate governance and securities matters.
Scott J. Paige, Portfolio Manager, AAG Capital Markets
Mr. Paige joined Apollo Aviation and helped form AAG Capital Markets in 2013. From 2003 to 2013, Mr. Paige served as a Portfolio Manager at Trilogy Capital LLC, where he managed a portfolio of aviation-related securities. Prior to Trilogy, Mr. Paige worked at Mitsubishi Trust & Banking Corporation (“Mitsubishi”), where his ultimate title was Executive Vice President, Head of Special Finance.
During his 19 year tenure with Mitsubishi, he helped structure more than $17 billion of loan assets and managed a portfolio of at times up to $2.8 billion. In 1997 and in 2002, certain investments Mr. Paige worked on received the “Deal of the Year” awards by Air Finance Journal and IFR Transport Finance, respectively. In 2006 and 2007, Mr. Paige received the “Hedge Fund Innovator of the Year” and “Airline Restructuring Deal of the Year” for his work and leadership during the Delta Air Lines bankruptcy. Most recently, Airline Economics recognized Mr. Paige for the Aviation 100 Award for “Restructuring Deal of the Year: American Airlines.” Mr. Paige graduated from the University of Bridgeport with a bachelor’s degree in Management and Finance.
, Senior Vice President Structured Credit Executive, Bank of America
Chris Chevannes is a Senior Vice President and Structured Credit Executive for Bank of America’s Global Banking & Markets-Wholesale Credit division. He and his team assist Credit Specialists with the Hedge Fund product, conducting due diligence, structuring, and approving hedge funds for Bank of America’s Global Wealth & Investment Management high net worth clients.
Chris and his team work closely with U.S. Trust and Merrill Lynch Credit Executives to identify and capture opportunities to work with your clients whether they are a Hedge Fund Investor or Hedge Fund Manager. The Team will analyze and review a client’s Hedge Fund / Hedge Fund Portfolio and assist in structuring a tailored solution that may consist exclusively of Hedge Funds or as part of a diverse pool.
Chris was born and raised in Forest Hills, New York and began his banking career in Detroit in 1989 when he joined NBD Bank as a Credit Analyst out of Graduate School. He stayed with NBD through successive mergers with First Chicago Bank and Bank One, with stints as a Commercial Banker and Municipal Bond Underwriter. After a few years in Phoenix with Bank One he moved back to New York in 2002 and joined Bank of New York as a Senior Underwriter in their Private Bank. He moved on to HSBC Bank, USA in a similar role in 2005, then joined Bank of America in 2007 as part of the newly formed Hedge Fund Team.
Chris received his B.S.B.A. in Finance from Boston University and earned his M.B.A. from Indiana University.
Emmanuel Hermann, CEO, Leste Group
Mr. Hermann has more than 22 years of experience in the financial market and initiated his career in 1992 at Banco Pactual as a fixed income analyst. In 1998, he became head of asset management and partner. From 1998 to 2006 he was responsible and co-head of the Equities Division. After the acquisition of Banco Pactual by UBS, Mr. Hermann became responsible for the Global Emerging Markets Equity Desk and was Head of the Latam Equities Derivatives and Structured Products Desk.
He was a founding partner of BTG Asset Management in 2009 and served as the Global Head of Equities. From 2010 to January 2014 he was a Statutory Director and member of the Board of Executive Directors of Banco BTG Pactual, and from 2011 to 2014 he was a Senior Vice President. In 2014 he founded Leste Group.
(Friday) 7:30 AM - 10:00 AM
1395 Brickell Ave, Miami
Miami Finance Forum
The event is sponsored by Bilzin Sumberg & Banco Sabadell. Moderator: Albert E. Dotson, Jr. Esq., Partner, Bilzin Sumberg Albert E. Dotson, Jr., Bilzin Sumberg's Land Development & Government Relations Practice Group Leader, handles federal and local government procurement contracts and compliance. He also represents real estate developers in securing land use, zoning, and other government approvals and permits for large-scale real estate developments. Al routinely negotiates economic development incentive programs on behalf of major U.S. corporate clients. Al's work includes representing developers in Public-Private Partnerships (P3) that have
The event is sponsored by Bilzin Sumberg & Banco Sabadell.
Albert E. Dotson, Jr. Esq., Partner, Bilzin Sumberg
Albert E. Dotson, Jr., Bilzin Sumberg’s Land Development & Government Relations Practice Group Leader, handles federal and local government procurement contracts and compliance. He also represents real estate developers in securing land use, zoning, and other government approvals and permits for large-scale real estate developments. Al routinely negotiates economic development incentive programs on behalf of major U.S. corporate clients.
Al’s work includes representing developers in Public-Private Partnerships (P3) that have included the redevelopment of municipal property by a private developer with the infrastructure, other public improvements and tax abatement provided by the local governing body. Al’s work also includes representing developers and contractors in complying with the government procurement procedures of various agencies of the Federal government, State of Florida, Miami-Dade County and the cities of Miami, Coral Gables, and Miami Beach. This representation includes responding to procurement solicitations through defending against or prosecuting quasi-judicial bid protests. He represents commercial, industrial, residential and mixed-use developers throughout the land development process, including development permit challenges, zoning, concurrency, platting and permitting.
Since 2009, Al has been a member of the Florida Federal Judicial Nominating Commission for the Southern District, a panel charged with selecting finalists for presidential appointments to district judgeships, U.S. attorneys and U.S. marshals. He was reappointed in 2015 to a fourth, two-year term. In
2014, Al was appointed by President Barack Obama to the President’s Advisory Commission on Educational Excellence for African Americans, to advise the President and the Secretary of Education on ways to advance federal programs that improve educational opportunities for African Americans, increase participation of the African American community in federal agency programs and engage stakeholders in a national dialogue on the mission.
Al received his law degree from Vanderbilt University and earned his undergraduate degree from Dartmouth College. While at Vanderbilt, he was awarded the Bennett Douglas Bell Memorial Prize, an honor awarded to “the student of the senior law class who is not only well-versed in the law, but who shows the highest conception of the ethics of the profession.”
He has been consistently recognized by Chambers USA and The Best Lawyers in America for his work in land use and zoning law, and in 2017 was named “Attorney of the Year” by the Daily Business Review.
Eric Zichella, Principal, P3 Management
Eric Zichella is a skilled and experienced government and business strategist whose expertise resides at the intersection of infrastructure development, finance, government and politics. As a principal of P3 Management Mr. Zichella advises clients from a broad cross section of markets including finance, engineering and construction, technology providers, real estate development and property owners, and municipal services. While Mr. Zichella primarily services the private sector, he is a respected advisor to government officials on an array of issues, such as public private partnerships (P3) for infrastructure.
Prior to founding P3 Management, Mr. Zichella served as a Vice President for one of the world’s largest infrastructure development concessionaires and contractors, where he routinely initiated and managed public projects involving private financing in excess of one billion dollars. Mr. Zichella had key responsibilities in the growth of the firm, both organically and through mergers and acquisitions. He continues to nurture his widespread relationships throughout the engineering, construction, and investment banking industries.
Mr. Zichella also previously served as an executive of a public affairs consultancy that advised members of the U.S. Congress, the Florida Legislature, and various businesses on regulatory, political and fundraising matters. He represented multiple real estate development firms on major zoning and permitting issues before a variety of regulatory bodies.
Mr. Zichella is distinguished in the political world. He has organized fundraising events benefitting elected officials that featured the former President and Vice-President of the United States. He is active in supporting candidates for office in the municipalities he services.
Prior to his endeavors in the private sector, Mr. Zichella worked as a top staff person for a key legislator in the Florida House of Representatives, and a Speaker of the Florida House of Representatives where he directed fundraising and political initiatives in every corner of the state of Florida. Mr. Zichella got his start in government when he served as a staff assistant in the Office of General Counsel for Governor Jeb Bush.
Neal Sklar, Partner, Peckar & Abramson
Neal Sklar’s primary area of practice is focused on the representation of general contractors, construction managers and infrastructure contractors in a variety of construction related matters. These matters include providing counsel on state and federal government projects as well as Public Private Partnerships (P3s) involving transportation, commercial, heavy and social infrastructure, energy and multifamily residential projects. Mr. Sklar’s services include the preparation and negotiation of construction contracts as well as the negotiation, mediation, arbitration and litigation of construction contract disputes, construction lien claims, construction-defect claims, design-defect claims, bond claims, insurance claims and related matters.
A substantial portion of Mr. Sklar’s practice involves providing on-site counsel and day-to-day guidance to clients on small, midsize and some of the nation’s largest construction projects. Mr. Sklar’s practice is unique in that he employs alternative dispute resolution procedures whenever possible to solve problems and resolve disputes before crises occur. Through regularly scheduled meetings with project management staff, Mr. Sklar identifies potential pitfalls, helps maintain contractual compliance, assists in statutory/regulatory compliance issues, and recommends methods to solve problems and avoid risk. He advises clients in litigation and transaction matters providing sound business advice and legal strategies calculated to advance their goals in a tactical manner.
When litigation is required, Mr. Sklar vigorously represents his clients in assorted litigation proceedings. He has successfully handled a wide range of matters before state courts, federal courts, arbitration tribunals, mediation panels and administrative boards as well as in out-of-court negotiations and appellate arenas.
John Tercek, VP New Business Development, Royal Caribbean Cruises Ltd.
Since 1999 John Tercek has created shoreside infrastructure projects and ventures to support Royal Caribbean Cruises Ltd.’s strategic growth objectives, including the development of port and commercial facilities
John Tercek was a partner in a Wall Street real estate investment firm in the 1980s before becoming a principal in several property development firms in the 1990s. His professional career includes financing and developing over US$1.5 billion of retail, residential and commercial properties, co-generation power projects and port infrastructure projects in America, Europe and the Caribbean.
Tercek holds a degree in economics from the University of Pennsylvania, and a J.D. degree from Fordham University Law School. He is a licensed attorney in New York State.
Alicia Cuervo, EI, GA-C, Vice President, OHL USA
Prior to entering the public construction arena, Alicia’s administrative career was forged through her education as a Civil Engineer and experience of more than 20 years with Government as a Senior Administrator. She now holds the role as Vice President for OHL Arellano and OHL Building. Upon finishing her education, she was selected for the state training program with the Florida Department of Transportation (FDOT D6) where she was trained to balance multi-modal transportation systems that included major capital project oversight. She later became City of Homestead Assistant City Manager where she oversaw the City’s capital program after hurricane Andrew and the Building and Public Works Departments. There, she aided with private and public partnerships in planning for future development, and to provide economic development. She also represented the City as the Executive Director of the Community Redevelopment Agency (CRA).
She later moved on to Miami-Dade County as the Assistant County Manager where she was responsible for the oversight and administration of the County’s Capital Improvement Program and the County’s Building and Building Code Compliance Departments. She finished her career in government as the Chief of Operations and Assistant City Manager at the City of Miami, where she again was responsible for managing the City’s Capital Improvement Plan, Building and Zoning, and Public Works Departments. In her role as Vice President, she has brought in over $400M worth of construction contracts, and been instrumental in the coordination of important project aspects relating to permitting and government approvals. She has worked on multiple successful P3 ventures throughout the state of Florida and has taken a unique approach towards the success of public-private partnership.
Rafael Villergas,Director, Structured Finance Americas, Banco Sabadell
Rafael began his career at Caja Madrid Bank 12 years ago in the Acquisition Finance Team covering the European Market. 2 years later he joined the Project Finance group structuring energy and infra transactions in the Spanish and European Markets. In 2010 he was relocated into the US to lead the Energy Project Finance activities for Caja Madrid in the US. Later, in 2013 he joined Banco Sabadell in Miami responsible for the LATAM Project Finance Team structuring energy and infrastructure deals in Chile, Peru, Colombia and other countries in Central America. He currently leads the Structured Finance Team for Banco Sabadell in Americas.
Rafael holds two Degrees, in Economics and Law, by Universidad Complutense de Madrid and an Executive Program by Instituto de Empresa (IE Business School)
(Wednesday) 7:30 AM - 10:00 AM
1395 Brickell Ave, Miami
Miami Finance Forum
The 4th annual Family Office Super Summit will feature 60 family office speakers, 1,000+ attendees and ample networking opportunities and engaging activities over a 2-day span. The Super Summit is a great opportunity
The 4th annual Family Office Super Summit will feature 60 family office speakers, 1,000+ attendees and ample networking opportunities and engaging activities over a 2-day span. The Super Summit is a great opportunity to join hundreds of family office executives, private wealth managers, dealmakers, and investors for an unparalleled conference experience.
The agenda can be found here.
As part of Miami Finance Forum, you receive special pricing to the event. Register here.
5 (Tuesday) 7:00 AM - 6 (Wednesday) 1:00 PM
JW Marriott Marquis Miami
Wilson Conferences & Miami Finance Forum
"Being good in business is the most fascinating kind of art. Making money is art and working is art and good business is the best art." - Andy Warhol The arts are
“Being good in business is the most fascinating kind of art. Making money is art and working is art and good business is the best art.” – Andy Warhol
The arts are a $1.4B industry in Miami-Dade County, are you or your clients involved? Join us to discuss the value of investing in the arts and its value for your clients.
Jose Sirven, Partner, Holland & Knight
Sebastien Laboureau, Art Advisor & Curator, Sagamore Hotel
John Copeland, Senior Director, Corporate Giving, Adrienne Arsht Center for the Performing Arts
Laura Raiffe, Founder & CEO, Art Market Liaison
The event and programming are in partnership with the Arts & Business Council of Miami.
The event is sponsored by Holland & Knight and Kaufman Rossin.
(Wednesday) 5:30 PM - 8:00 PM
2699 S Bayshore Dr #300, Miami, FL 33133
Miami Finance Forum
The books are coming. And the readers and writers will follow, as they do by the hundreds of thousands every year for the Miami Book Fair International, an eight-day literary party
The books are coming.
And the readers and writers will follow, as they do by the hundreds of thousands every year for the Miami Book Fair International, an eight-day literary party in November.
The Fair, will open Sunday November 13 with the popular Evenings With… series, featuring six nights of readings and discussions with noted authors from the United States and around the world.
On Saturday, November 18 at 10:30 am, in room 8203, Miami Finance Forum is hosting author David Callahan and his book The Givers: Wealth, Power, and Philanthropy in a New Gilded Age provides a fascinating investigation of a power shift in American society that has implications for us all.
Click here for tickets or more information on the Book Fair.
12 (Sunday) 12:00 PM - 20 (Monday) 9:00 PM
Miami Dade College Wolfson Campus
wed18oct7:30 AM- 10:00 AMCEO Power Breakfast: Private Equity Limited Partners: Global Perspectives from Florida Investors7:30 AM - 10:00 AM Type of Event:CEO Power BreakfastIndustry / Topic:Private Equity
The program will provide a unique perspective on what is driving investment in the private equity and venture capital space from local allocators of capital. Moderator: David A. Barkus, Partner, Holland &
The program will provide a unique perspective on what is driving investment in the private equity and venture capital space from local allocators of capital.
David A. Barkus, Partner, Holland & Knight.
Jennifer Dowden, Vice President, Third Lake Capital
Jim Ulseth, Head of Investment Research, WE Family Offices
Nayef Perry, Principal, Hamilton Lane
Peter Sheptak, Vice President & Deputy General Counsel, JM Family Enterprises
Brian DeFee, Managing Director, Capstone Partners
The program is sponsored by Holland & Knight, JP. Morgan, Health Edge Investments Partners, Hidden Harbor Capital Partners, Palm Beach Capital, Quilvest, Sun Capital Partners, Las Olas Venture Capital, Trivest Private Equity, Capstone Partners
(Wednesday) 7:30 AM - 10:00 AM
1395 Brickell Ave, Miami
Miami Finance Forum
The Private Wealth Latin America & the Caribbean Forum is a pan-regional wealth management, wealth planning and international investment management meeting for private banks, HNWIs, wealth managers and family offices.
The Private Wealth Latin America & the Caribbean Forum is a pan-regional wealth management, wealth planning and international investment management meeting for private banks, HNWIs, wealth managers and family offices. The Forum brings together 400+ industry leaders from the Latin America and Caribbean private wealth management field for a two-day conference discussing strategies to protect, preserve and grow wealth.
Click here to request the agenda or to register. Miami Finance Forum members will receive a discount on admission.
october 17 (Tuesday) - 18 (Wednesday)
JW Marriot Miami
1109 Brickell Avenue Miami FL 33131
wed19jul6:00 PM- 8:00 PMNetwork After Work with Miami Finance Forum at Toro ToroEnjoy cocktails and summer vibes with Miami Finance Forum at Toro Toro6:00 PM - 8:00 PM Type of Event:Network After Work
thu29jun5:30 PM- 10:00 PMNetwork After Work: The Clevelander at Marlins ParkThe New York Mets take on the Miami Marlins at our summer Network After Work5:30 PM - 10:00 PM Type of Event:Network After Work
Speakers: Etay Moer Executive Security Advisor, IBM Securities Etay is an executive security advisor at IBM Security, where he leads security and fraud fighting awareness and research. A security evangelist, Etay regularly presents
Executive Security Advisor, IBM Securities
Etay is an executive security advisor at IBM Security, where he leads security and fraud fighting awareness and research. A security evangelist, Etay regularly presents at industry events and academic master classes as well as volunteer for educational security awareness programs.
Previously, Etay was the Head of RSA’s Cyber Threats Research Labs where he managed malware research and intelligence teams and was part of cutting edge security research.
Etay holds a BA in Computer Science and a MA in Counter Terrorism and Cyber Terrorism, he was a teaching assistant at an Introduction to Cyber Security course and contributed to the ICT (International Institute for Counterterrorism) in cybersecurity and cyberterrorism topics.
Counter Fraud Executive Consultant | IBM
With experience working for the Federal Government, as well as consulting for IBM, Erin has the knowledge and expertise to help solve virtually any security issue.
For the last five years I have worked inside the financial crimes industry as both a fraud intelligence analyst and then as an anti-money laundering investigator within the terrorist financing group of Bank of America. While at Bank of America I closed over 2,000 suspected money laundering cases. I worked closely with law enforcement to service grand jury subpoenas and special law enforcement requests. I recently obtained my Certified Anti Money Laundering Specialist (CAMS) title.
For ten years I worked for the Federal Government, in both overseas and domestic positions, specializing in Counter Terrorism, conflict resolution, mediation, and due diligence. I worked in both independent and group scenarios, in any environment. I served in multiple active war zones and developed a robust understanding of terrorist tactics as well as an understanding of the Diplomatic landscape in any given region.
(Friday) 12:00 PM - 2:00 PM
Morton's The Steak House
1200 Brickell Ave, Miami, FL 33131
Miami Finance Forum
Moderator: Erik Bethel, Managing Director, Interval Ventures Speakers: Dr. Susan Kaufman Purcell, Former Director of the Center for Hemispheric Policy, University of Miami (2005-2015) André Robledo, CPA, Managing Director- Transaction Advisory Services,
Erik Bethel, Managing Director, Interval Ventures
- Dr. Susan Kaufman Purcell, Former Director of the Center for Hemispheric Policy, University of Miami (2005-2015)
- André Robledo, CPA, Managing Director- Transaction Advisory Services, BDO
- John Price, Latin American Market Intelligence & Strategic Consulting Specialist
(Wednesday) 12:00 PM - 2:00 PM
Morton's The Steak House
1200 Brickell Ave, Miami, FL 33131
Miami Finance Forum