Principal, Crown Capital Group Inc
Mr. Calise was a principal at LSC Investors, LLC, which advised The Second City, Inc., Narciso Rodriguez and restructured Phillips de Pury & Luxembourg, the world's third largest auction house. Prior to LSC, he was an associate with Crown Capital Group, Inc.; a private equity investment firm focused on assisting middle-market companies build value over the long term and was one of the founding members of Fresh Direct, LLC. Mr. Calise was also a consultant with the Industrial Products Group at PriceWaterhouse in its Chicago office.Mr. Calise is the founder of the Associates, an organization within the New York Foundling Hospital that mentors and raises money for orphans and children at risk. He is also a member of the board of the Children's Brain Tumor Foundation. Mr. Calise received a Bachelor of Arts in Economics from the University of Chicago, as well as certifications in insurance and finance.
Market Leader, BlackRock Asset Management
Lauren works with Independent Financial Professionals in the South Florida area. Lauren joined BlackRock in 2011 and most recently was an iShares Investment Management Consultant working with Financial Advisors in the SouthEastern United States. Prior to joining BlackRock, Lauren worked as a financial accounting consultant in the Greater Philadelphia area. Lauren received her B.S. in Finance and International Business from Villanova University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association. Lauren also works with the Boys and Girls Club of Broward County teaching a “Money Matters” class.
Mother, Special Needs Community Liaison
Ms. Tandon has a Bachelor’s degree in Business Administration. She is a professional from the field of International Sales and Human Resource Development. She has extensive experience and knowledge in conducting Training for Employees, Sales Presentations and Seminars, Budgeting, Trade Shows Management & Team Building. Her vast skills are in negotiating, strategic planning, Finance and Administration. Ms. Tandon is a board member with Casa Familia Inc., a non-profit. She also works closely with the Special Needs Advisory Board for the City of Doral to spearhead the efforts of creating more opportunities of learning and growth for all disabilities. She engages in community development programs with various organizations.
Vice President, Vega & Oprandi Wealth
Eddy works as a Miami based private wealth management firm and has his Bachelor of Business Administration from Florida International University, a Global Masters in Finance from IE Business School, and holds both the Certified Investment Management Analyst (CIMA) and the Chartered Alternative Investment Analyst (CAIA) designations. He spent his career working for large institutional asset managers before going into private practice. In 2003 Eddy co-founded and developed UltimatEMR, an open-source EMR used across emerging markets to manage patient data and patient/ provider interaction. Eddy is a founding member of the Chartered Alternative Investment Analyst (CAIA) Miami Chapter and sits on the IMCA Investment and Wealth Monitor Editorial Advisory Board. He lives in Pinecrest with his wife and four children.
Owner, SG Law Group
Mr. Garcia has a Bachelors’ Degree in Business Administration, his Graduate and Juris Doctorate degree. Mr Garcia operates a thriving law practice assisting clients with their corporate, real estate, property associations, and property insurance claims. Additionally, Mr. Garcia has served as the Chair for SCORE in Miami-Dade County and is a certified SCORE counselor advising small businesses on various topics to help propel their businesses to the next level. Mr. Garcia has spoken on a variety of topics such as: How to start a business, Seeking financing for a business, and Stock Purchase Agreements vs. Asset Purchase Agreements.
Owner, Berkower LLC
Maurice Berkower has over 35 years of experience providing accounting, auditing, tax and consulting services. Maurice began his professional career with a New Jersey based regional mid-sized accounting firm and rose to partnership level. From 1994 to 1998, Maurice served as principal at Rothstein Kass. His clients include onshore and offshore investment funds, investment advisors and broker-dealers in securities. Maurice is the lead financial service Partner of Berkower LLC, and Co-Founder and Managing Director of Rankin Berkower (Cayman) Ltd and leads those respective firms’ national and international financial services practice groups.
Maurice has an MBA in Taxation from Bernard Baruch College and a BS in Accounting from Brooklyn College, and is a Certified Public Accountant in the States of New York, New Jersey and California and is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, New Jersey Society of Certified Public Accountants and California Society of CPAs, serves on the New York State Society of Certified Public Accountants Investment Companies, Investment Management, Private Equity, and Stock Brokerage Committees.
Assistant VP, Marquis Bank,
Mr. Welsh attended Georgia State University majoring in Finance and Sociology. He has over 14 years of banking experience working for financial institutions such as Wachovia and BankUnited. Currently, Mr. Welsh is the Assistant Vice President, Bank Manager at Bank of the Marquis Bank located in Miami, Florida. Mr. Welsh has been a Retail/Commercial Lender for the
last 8 years and is a member of the Wynnwood Business Improvement District’s Finance Committee for the last 2 years.
Mr. Welsh is an advocate for Financial Literacy.
MD, Spurs Capital
Bill Bymel is locally and nationally recognized as a leader in the distressed real estate and mortgage space. His real estate career began as a broker representative to banks selling foreclosed properties in 2002 and matured into his partnership in a thirty five year old boutique commercial real estate brokerage based in Fort Lauderdale, Florida with a focus on site selection, development, and repositioning of nationally known restaurants and retailers as well as identifying strong long term cash flow opportunities for passive investors. In 2008, Mr. Bymel founded RSI Asset Management LLC geared toward investment, mitigation, and disposition of distressed residential mortgages primarily as a third party service to note investors and their servicers. In Mr. Bymel's role as Vice President of Spurs Capital, he currently manages a portfolio of approximately $60 million in mortgage loans and real property and has been involved in the acquisition and liquidation of over $250 Million in real estate since 2011. Mr Bymal is a published author with his book "Win Win Revolution- Guide to investing in secondary mortgage market"
CEO, Robert Shemin Worldwide LLC
Robert graduated from the joint law and MBA degree program at Emory University. After law school worked at the Inter-American Court of Human Rights in Costa Rica, and in the investment industry, he worked for Goldman Sachs & Co. in securities sales. Robert is a New York Times best selling author writing “How Come That Idiot’s Rich and I’m Not” and “Secrets of a Millionaire Real Estate Investor” . He has written 15 books in total including “Secrets Of A Millionaire Landlord” and “40 Days to Success in Real Estate Investing”. He has spoken in support of his books to live audiences, and has been interviewed about real estate for three hundred different articles.
CEO/Founder Student Finance League Inc
Diana created the Student Finance League after seeing a strong need for financial and business education focusing on the language and vocabulary. Born in Canada, Diana obtained a degree from University of Guelph Humber in Marketing and Advertising at the age of 20 and has lived and worked in 35 countries over the past ten years including Australia, Indonesia, United Kingdom, Sweden, Spain, United States and Canada. Diana’s work experience include Global head of Marketing for Information a tech company, International Public Relations, Marketing and Sales and an active volunteer with the Boys and Girls Club along with launching an elite pirate members club in London, successful partnership with Formula One and a finalist in Miss World Canada and World Fitness Show and Miss Grand Prix.