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IMAGINE TOMORROW, TODAY.
Investing & Wealth
Join the Amerant Investments team at our exclusive, annual gathering of industry experts and thought leaders shaping the future of investments. Secure your spot for an evening of insightful discussions, financial panels, networking, and hors d’oeuvres.
What to Know
SPECIAL GUESTS
Jaime Jaquez Jr., Raheem Mostert & Averee Dovsek
Renowned athletes Jaime Jaquez Jr., Raheem Mostert and Averee Dovsek are set to make a special appearance, where they will share their unique insights on the intersection of the sports industry and current trends in investing. With their diverse backgrounds—Jaquez Jr. as a Small Forward for the Miami Heat, Mostert as a professional NFL Running Back, and Dovsek as an accomplished professional golfer and entrepreneur—these panelists will engage attendees in an enlightening discussion about leveraging their sports experiences for successful investment strategies.
Our Moderators
Baylor Lancaster-Samuel
Senior Vice President, Chief Investment Officer
With 25 years of experience in the financial industry and three years with Amerant Investments, Baylor oversees top-of-the-house communication…
Orlando Garcia
Senior Vice President, Sports and Entertainment
An industry veteran in lending with a focus on banking. Orlando is passionate about educating his clients, as well as working hard to…
Gilberto Paez
Senior Vice President, Wealth Management Advisor III
Gilberto is a Senior Financial Advisor at Amerant Investments…
Event Timeline
Introduction and Discussion Panels/
Introducción y panel de discusión (en español)
4:30 PM
Welcome Introduction/Bienvenidos (en español) with Carlos Iafigliola, Senior Executive Vice President, COO
4:45 PM
Panel Discussion: “Conversations Around Markets/Hablando de los mercados (en español)” with Pilar Gomez-Bravo, MFS, and David Lopez, BlackRock. Moderated by Gilberto Paez, Senior Vice President, Wealth Management Advisor.
5:30 PM
BREAK
Introduction and Discussion Panels
5:40 PM
Welcome Introduction with Jerry Plush, CEO of Amerant Bank
5:50 PM
Panel Discussion: “Macro and Fixed Income: Can the U.S. Grow its Way to Fiscal Health? Will Rates Stay High?” with Rick Brink, AllianceBernstein, and Pilar Gomez-Bravo, MFS. Moderated by Baylor Lancaster-Samuel, Senior Vice President, CIO.
6:25 PM
Panel Discussion: “Deep Dive into Alternatives: Not Really Alternative Anymore” with Lauren Hochfelder, Morgan Stanley, David Lopez, BlackRock, and Chris Riccardi, Franklin Templeton. Moderated by Baylor Lancaster-Samuel, Senior Vice President, CIO.
Special Guests
7:00 PM
Featured Discussion: “The Intersection of Sports and Investing” with Averee Dovsek, Long Drive Pro Golfer, and Raheem Mostert, former Miami Dolphins Running Back. Moderated by Orly “OG” Garcia, Senior Vice President, Sports & Entertainment Banking.
Socialize
7:20 PM
Cocktails & AppetizersMeet the Panelists
Lauren Hochfelder
Lauren, who is also the Co-CEO of MSREI, joined MSREI in 2000 and has been focused on investing on behalf of MSREI’s global value-add / opportunistic and regional core funds since then. She has 24 years of investing experience. Lauren graduated magna cum laude and with distinction from Yale University.
Richard Brink, CFA
A Senior Vice President, Brink has previously held roles as managing director in the Alternatives and Multi-Asset Group and senior portfolio manager in Fixed Income. Brink holds a BS in applied mathematics and economics from Stony Brook University and is a CFA charterholder based in NY.
David Lopez
Mr. Lopez oversees business development, sales strategy, and execution leading the Wealth AST for LatAm, previously overseeing the Andean and Central American region. David is a graduate of Universidad EIA, holding a Bachelor of Engineering focused on Management and a Graduate degree in Corporate Finance.
Pilar Gomez-Bravo, CFA
As co‐CIO, she has joint oversight of MFS’ global fixed income team and works collaboratively with MFS’ investment leadership team to ensure its fixed income investors have the tools and skill sets necessary to serve the firm’s clients globally. Pilar earned a Master of Business Administration degree from the Massachusetts Institute of Technology’s Sloan School of Management.
Christian Ricciardi
Chris leads the fund-raise responsibilities across Benefit Street Partners (private credit), Clarion Partners (real estate), Lexington Partners (secondary private equity), and K2 Advisors (hedged strategies). Chris earned a Bachelor of Science with an emphasis in Finance from San Diego State University.
Our Sponsors
You’re Invited!
RSVP Deadline March 10th, 2025
To Imagine Tomorrow Wealth + Investing Series.
Join us for a night of networking, education and socializing.
Date:Thursday, March 13th, 2025
Time: 4:30pm – 8:00pm
Where: Mr. C Hotel in Coconut Grove
2988 McFarlane Rd, Miami, FL 33133
Please fill out the information below to RSVP.
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Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value