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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.
Ian Dubugras
First Vice President, Equity Strategy
Ian serves as the Equity Strategist and Head of Alternative Investments. With 22 years of experience in the financial industry and 3 years with Amerant Investments, he…
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…
Andy Garganta
Senior Vice President, Head of Wealth Management
Andy has 20 years of experience in the financial industry. As the Head of Wealth Management at Amerant Investments, he leads the firm’s wealth…
Welcome Introduction with Carlos Iafigliola, Interim Chief Executive Officer
Kick-off Panel Discussion: “Highlighting Opportunities and Diversification Strategies Within the Alternatives Space – Spotlighting Real Estate” with Kunal Shah, iCapital, and Alex Horn, BridgeInvest. Moderated by Ian Dubugras, First Vice President, Equity Strategy of Amerant Investments.
Key Discussion Panel: “Key Themes for Investing in 2026: Geopolitics, AI’s Accelerating Impact Across Industries and its Investment Implications” with Thomas Kamei, Morgan Stanely Investment Management, and FIRST LAST, BlackRock. Moderated by Baylor Lancaster-Samuel, Senior Vice President, Chief Investment Officer of Amerant Investments.
Wrap Up Panel: “Emerging Markets Post-Maduro: Opportunities and Risks Ahead” with Michael Story, PIMCO, and Baylor Lancaster-Samuel, Amerant Investments. Moderated by Andy Garganta, Senior Vice President, Head of Wealth Management.
Kunal Shah
Kunal is Managing Director and Head of Private Asset Research & Model Portfolios, focused on the identification, selection and due diligence of private equity. Previously, Kunal was a Principal in the private markets group at Meketa Investment Group, a leading global investment consultant serving pensions funds, endowments and foundations, and family offices. Kunal has also served various limited partners advisory boards. Prior to Meketa, Kunal was an analyst at The Vanguard Group. He received a BS in Business Administration with a concentration in Finance from Drexel University.
Thomas Kamei
Thomas Kamei is an investor for Counterpoint Global. He joined Morgan Stanley in 2012 and has 13 years of investment experience. Thomas leads the Tailwinds Strategy and Sustainability Research for Counterpoint Global. He was a Fellow at The Aspen Institute in 2015 and was previously at Kleiner Perkins Caufield & Byers where he analyzed late stage private technology businesses for the Green Technology Growth Fund. Thomas received a B.S. in architectural studies from the University of Southern California.
BlackRock Person
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Alex Horn
Alex Horn is the Managing Partner and Founder of BridgeInvest, leading portfolio management, investment strategy, and the firm’s long-term growth initiatives. Under his leadership, BridgeInvest has grown to approximately $1.3 billion in assets under management. Prior to this, Alex worked at SecondMarket, helping to develop new business lines and support firmwide strategic initiatives. He is an active supporter of Miami Waterkeeper and environmental efforts focused on protecting Biscayne Bay. He holds a Bachelor of Arts in Economics from Columbia University.
Michael Story
Mr. Story is an Executive Vice President and emerging markets fixed income strategist in the New York office. He rejoined PIMCO in 2019 from Apollo Global Management, where he was a product specialist focusing on public and private lending in emerging markets. Earlier in his career, he worked at Western Asset Management Company and the Federal Reserve Bank of San Francisco. He has 22 years of investment experience and holds a master’s degree in economics from the London School of Economics and an undergraduate degree from the University of San Diego.
RSVP Deadline March 31st, 2026
Amerant Investments, Inc. is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Amerant Investments, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. Amerant Investments, Inc. may not provide investment advisory services to any resident of states in which the Adviser is not registered. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Amerant Investments, Inc.’s ADV Part 2 and firm brochure for additional information and risks.
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