Join us for an insightful panel discussion about the state of the economy and how it relates to the South Florida community bankers. The event will examine post-election & economic prospects for the coming year. Our expert panel will engage in a discussion highlighting our economic future. Don’t miss this opportunity to gain valuable insights and network with industry peers.
Note: New venue at AC Hotel Miami Dadeland.
This session is eligible for 1 hour CPE credit in “Technical Business”
Jay Pelham
President
Kaufman Rossin Wealth | Kaufman Rossin Insurance Services
As president of both Kaufman Rossin Wealth and Kaufman Rossin Insurance Services, Jay Pelham leads the wealth management and insurance affiliates of CPA and advisory firm Kaufman Rossin, where he serves as client services principal. For more than 30 years, Jay has worked with high-net-worth individuals and families in the South Florida market to address their financial needs.
His dedication to fostering client relationships, extensive experience in the financial services industry, and continued philanthropic efforts in our community make him ideally suited for the advisor role. During his career, he has led wealth management and private banking teams for both Fortune 500 companies as well as privately owned boutique providers. Through his years at SunTrust, BankUnited, and Gibraltar Private, Jay led private banking services, where relationships are paramount. As president of Total Bank, he led the bank through organizational change, financial improvement and its ultimate sale.
Jay is a current member and past president of the Financial Planning Association of Miami Dade, and a board member for the Miami Dade College Foundation, the United Way of Miami Dade and the Greater Miami Chamber of Commerce. Previously, he served as chairman of the board of History Miami Museum and as a board member for Zoo Miami Foundation.
Eli Beracha
Co-Founder
The Beracha Team
Juan Del Busto
Chairman & CEO
Del Busto Capital Partners, Inc.
Manuel Lasaga
StratInfo
Manuel Lasaga is President of StratInfo, a finance and economics firm in Miami, Florida. As a business economist he has more than 30 years of experience advising entrepreneurs, multinational corporations, financial institutions, government agencies and professional services firms.
Lasaga is an advisor to banks in the areas of strategic planning, management evaluations, asset / liability management, and in loan portfolio risk analysis. He has assisted De-Novo banks through the organizational and approval process and during their initial operating period. Lasaga has held high-level positions with Wharton Econometrics in Philadelphia; Citicorp in New York, including member of the international Bank Advisory Group which managed the rescheduling of emerging markets’ external debts during 1982 - 1985. He was also with Southeast Bank in Miami.
He has consulted for 25 years with the World Bank in Washington D.C., specializing in the evaluation of capital markets and development projects in emerging markets. Lasaga was a member of the Florida Governor’s Council of Economic Advisors. He has served for 25-plus years on the Board of Directors of Baptist Hospital of Miami, and on the Board of the Miami Cardiac & Vascular Institute Management Company. He is also on the Board of the Cuban Banking Study Group.
Lasaga has a Ph.D. in Economics from the University of Pennsylvania. He is also a Clinical Professor in the Department of Finance at Florida International University’s College of Business.
5:30 pm to 6:30 pm - Networking Hour 6:30 pm to 8:00 pm - Dinner and Panel Discussion
Online Registration Event Fee
SFBI Members: $95.00
Non-Members: $145.00
At Door Registration Event Fee
SFBI Member: $125.00
Non-Member: $175.00
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