Meeting of the Americas 2019 Conference

Countdown to – Meeting of the Americas 2019 Conference

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The Agenda

9:00AM-10:00AM – Registration & Breakfast Networking


10:00AM-10:15AM Jonathan Awner, Akerman LLP – Welcome Remarks


10:15AM-10:30AM Roberto Munoz, First Horizon National Corporation & FLAIA Board Member – Opening Remarks


10:35AM-11:25AM – Opportunities in Real Estate, Direct Lending & Private Debt

David Payne, AMS Corporate Services – Offshore Financial Services including Offshore Fund Formation

Chris Finlay, Lloyd Jones – Multi Family Real Estate Deal by Deal in the Southeast

Dr. Bharat Sangani, Encore Enterprises – Vertically Integrated Commercial Real Estate Investment Company 

Rob Jafek, Boomerang Capital  Finance Focused Real Estate Lending & Equity Investments

Mike Mangione, Group RMC – Real Estate Co-Investment Group Investing in Undervalued Office Buildings


11:30PM-12:20PM-Success in Structuring, Custody & Compliance in 2020

Paul Foley, Akerman LLP – Law Firm w/ Middle Market M&A & Complex Disputes Expertise – Moderator

Jeremy Christensen, Millennium Trust Company – Unique Custody Solutions to Advisors, Financial Institutions, Businesses & Individuals

Mark Fitzpatrick, Glide Capital – Platform of Alternative Investments & Well-Diversified Portfolio

Jose Lozano, FCS Group – Regulated & supervised Asset Management Company w/in the EU

Sara Borzan, North Capital – Comprehensive Solutions to Transact Private Offerings


12:20PM-2:15PM – Lunch


12:30PM-1:00PM – Keynote
Ernest Johnson, ApexOne Investment Partners – A Win Win Win Strategy for Investing in Workforce Housing


1:05M-1:20PM – Keynote

Isaac Gilinski, Brickell Analytics – Timing the next U.S. Recession using technical analysis – Summer 2020?


1:25PM-1:55PM – Keynote

John Morabito, Entrust Global – An Introduction to Investment in Commercial Aircraft


2:00PM-2:15PM – Keynote

Michael Corcelli, FLAIA – Introduction to FLAIA’s Digital 2020 Digitally Integrated Capital Attraction Platform


2:15PM-2:30PM – Networking Break


2:30PM-3:20PM – Opportunities in Private Equity & Hedge Funds

Nick Neri, Circle Partners – Fund Administration Services – Moderator

Angela Cole, Stonefly Investment – Private Equity Fund with Mezzanine Debt / Equity Investments in Oil Patch

Antonio Zuniga, Oak Shore Capital – Private Equity Fund Consumer Receivables

Kathryn Schwartz, Pawleys Capital – Dividend & Growth Fund (Woman Owned & Operated)


3:25PM-4:15PM – Macro Overview in the Western Hemisphere

Dan Hughes, Hughes & Co – Introducing Broker to Open Brokerage Accounts for Advisors, Family Offices & Institutions

Rick Stone, Stone Family Office – SFO Palm Beach

John Malloy, RWC Partners -Emerging & Frontier Market Equity

Shalin Madan, Bodhi Tree Asset Management – Multi Asset Class Tactical Allocation Fund

Steven Groslin, ASG Capital, – Discretionary Fixed Income instruments


4:15PM – 6:15PM – Networking & Cocktail Reception

*Agenda pending finalization and confirmation of invitation.