We recently hosted our exclusive annual Imagine Tomorrow: Wealth + Investing Series, bringing together industry experts, thought leaders, and special guests for an evening dedicated to the future of investments. The event took place in the iconic Mr. C hotel in Coconut Grove, and featured insightful panel discussions, networking opportunities, and a unique intersection of sports and finance perspectives.
Event Highlights
The evening began with a warm welcome from Carlos Iafigliola, Senior Executive Vice President and COO, followed by a Spanish-language panel discussion on market conversations featuring experts from MFS and BlackRock. After a brief intermission, Amerant Bank CEO Jerry Plush welcomed attendees to the English portion of the program.
Our Chief Investment Officer, Baylor Lancaster-Samuel, moderated two compelling panel discussions:
1. Macro and Fixed Income: Industry leaders Rick Brink (AllianceBernstein) and Pilar Gomez-Bravo (MFS) tackled pressing questions about U.S. fiscal health and interest rate trends.
2. Deep Dive into Alternatives: Lauren Hochfelder (Morgan Stanley), David Lopez (BlackRock), and Chris Riccardi (Franklin Templeton) explored how alternative investments have become mainstream options in modern portfolios.
Sports and Investing: A Unique Perspective
One of the evening’s highlights was our special guest panel featuring renowned athletes discussing the intersection of sports and investing:
- Averee Dovsek, Long Drive Pro Golfer
- Raheem Mostert, former Miami Dolphins Running Back
- Jaime Jaquez Jr., Small Forward for the Miami Heat
- These accomplished athletes shared their unique insights on leveraging sports experiences for successful investment strategies, moderated by Orly “OG” Garcia, our Senior Vice President of Sports & Entertainment Banking.
Meet Our Distinguished Panelists
Our event featured an impressive lineup of financial experts:
- Lauren Hochfelder – Co-CEO of MSREI with 24 years of investing experience and a Yale University graduate
- Richard Brink, CFA – Senior VP at AllianceBernstein with extensive experience in Fixed Income and Multi-Asset Groups
- David Lopez – Business development leader overseeing sales strategy and execution for BlackRock’s Wealth AST for Latin America
- Pilar Gomez-Bravo, CFA – Co-CIO at MFS with global fixed income oversight and an MBA from MIT’s Sloan School of Management
- Christian Ricciardi – Leading fund-raise responsibilities across multiple investment segments at Franklin Templeton
Looking Forward
The Imagine Tomorrow: Wealth + Investing Series continues to be a cornerstone event for Amerant Investments, providing valuable perspectives on financial strategies and investment opportunities. We thank all our presenters and attendees for making this year’s gathering a tremendous success, and we look forward to continuing these important conversations about the future of wealth and investing.
If you missed this year’s event, we invite you to connect with our Amerant Investments team to learn more about the insights shared and to ensure you’re part of our future discussions.
Important Disclosures
Investment Products are offered through Amerant Investments Inc, a dually registered broker-dealer and investment adviser registered with the Securities and Exchange Commission (SEC) and member of FINRA/SIPC. Amerant Investments is an affiliate of Amerant Bank N.A.
The information provided here is for general informational purposes only and should not be considered a customized recommendation, personalized investment advice offer, or solicitation for the purchase or sale of any security or investment strategy. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own situation before making any investment decision.
Presentation does not apply in jurisdictions where its use has not been approved. Some products or strategies may be complex or unusual. Make sure you have a clear understanding of the products before investing. Investments may have different tax consequences in different jurisdictions and will depend on the circumstances. AMTI does not offer legal or tax advice, please consult your legal, CPA, or other tax professional regarding your situation.
Before investing you must consider carefully the investment objectives, risks, charges and expenses of the underlying funds of your selected portfolio. Please contact AMTI to request the prospectus, private placement memorandum or other offering materials containing this and other important information. Please read these materials carefully before investing. Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured By Governmental Agencies
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