AGENDA

jANUARY 26th - mONDAY

8:00 AM - REGISTRATION OPENS

Pick up your name badge, grab a light bite and network early with other attendees.

9:00 AM - OPENING & WELCOME REMARKS

Enjoy a brief introduction from your conference co-hosts.

9:15 AM - status of private wealth & commercial real estate

With private wealth increasingly stepping into roles once dominated by institutions, RIAs and wealth managers have become key architects of capital flows into commercial real estate. This panel brings together leading advisors to unpack how their clients are viewing today’s market, what types of real estate exposures they’re seeking, and how portfolio construction is shifting amid higher rates, tighter credit, and evolving tax considerations. We’ll explore the products gaining traction—from private credit and DSTs to co-GP and direct deals—the risk frameworks advisors are using, and how they evaluate sponsors in a more selective environment. Attendees will gain a front-line perspective on how high-net-worth and ultra-high-net-worth investors are allocating, what they’re avoiding, and where advisors see opportunity in the next cycle.

• Speakers: Paul Padovani, Chief Investment Officer, Innovative Capital Solutions

10:05 AM - raising capital in the age of ai

Artificial intelligence is reshaping every stage of the capital-raising process—from sourcing LPs and managing pipelines to diligence, investor communication, and fund operations. This session brings together managers, technologists, and capital advisors using AI to accelerate their raise, sharpen targeting, and reduce friction with investors. We’ll explore how AI is changing outbound strategies, data-driven LP mapping, personalization at scale, attribution tracking, content generation, and compliance workflows—along with the competitive edge early adopters are gaining. The discussion will also cover emerging norms around transparency, authenticity, and trust as LPs grow more sophisticated in evaluating digital-first fundraising tactics. Attendees will walk away with a candid view of what’s working, what’s noise, and how to integrate AI into a high-leverage capital-raising stack for 2026 and beyond.

• Speaker: William Hollis, Founder & CEO, Raise AI

10:55 AM - NETWORKING BREAK

11:10 AM - caribbean and latam- a opportunity for diversification

The Caribbean and Latin America continue to attract private wealth looking for diversification, resilient yield, and exposure to rapidly growing real-asset markets. This session brings together regional developers, cross-border advisors, and private-wealth experts to provide a 360° view of where the real opportunities are—and how to access them intelligently. Speakers will discuss the on-the-ground realities driving demand across hospitality, residential, industrial, energy, and infrastructure, alongside the tax, regulatory, and geopolitical considerations investors must navigate. We’ll highlight the jurisdictions drawing family offices, the projects gaining momentum, and the structures that can enhance after-tax returns. Attendees will leave with a clear understanding of how to evaluate, diligence, and participate in Caribbean and LATAM deals that can strengthen a diversified portfolio.

• Moderator: Adam Greenfader, Chairman, AG&T

12:00 pm - equity is back for commercial real estate

12:50 PM - Lunch keynote

2:00 PM - state of cre development across the us

As capital begins to loosen after years of constraint, developers across the country are restarting pipelines—yet still facing elevated construction costs, shifting demand patterns, and wide variation in market fundamentals. This conversation featuring leading developers will break down which property types and geographies are actually moving dirt today, where capital is flowing first, how innovative structures are bridging remaining gaps, and what the early signs of a new development cycle reveal about opportunities in 2026.

• Moderator: Bob Sonnenblick, Chairman, Sonnenblick RB Muni LLC

• Speaker: E.J. Kavounas, Partner, East Beach Capital

2:50 PM - miami development projects

Miami continues to attract global capital, talent, and migration—and its development pipeline reflects a city in the middle of a transformational growth cycle. This session spotlights some of the most notable projects currently shaping Miami’s skyline and neighborhoods, with developers walking through their vision, capital stacks, timelines, and the market forces driving demand. We’ll explore trends across multifamily, mixed-use, office, hospitality, and waterfront redevelopment, along with how developers are navigating construction costs, permitting, financing conditions, and pre-leasing realities. Attendees will get an inside look at what’s being built, why these projects pencil, and how Miami’s next generation of development is redefining the city’s trajectory.

3:40 PM - NETWORKING BREAK

3:55 PM - investing in luxury hospitality

Luxury hospitality continues to outperform broader real estate sectors, driven by global wealth expansion, experiential travel, and the blurring lines between hospitality, branded residential, and lifestyle assets. This panel brings together leading developers, operators, and private-wealth advisors to break down what’s driving returns in the high-end segment—and where the next wave of opportunity sits. We’ll explore deal structures, underwriting assumptions, the role of brand partnerships, how operating models are evolving, and why HNW and family-office capital is increasingly targeting this space. Expect a candid look at development economics, financing trends, demand drivers, and the market dynamics shaping luxury hotels and resort communities across the U.S., Caribbean, and LATAM.

• Speaker: Pranav R. Bhakta, Sr. Vice President of Corporate Business Development, Driftwood Capital

4:45 PM - family office perspective on CRE in 2026

Overlapping with the Family Office Day, this session zeroes in specifically on how family offices are approaching commercial real estate going into 2026. Bringing together active principals, CIOs, and advisors, the discussion will highlight how long-term capital is interpreting today’s pricing, debt availability, and risk environment—and where they see compelling entry points across property types. We’ll cover shifts in portfolio construction, direct vs. fund allocations, co-GP participation, private credit strategies, tax-efficient structuring, and the themes shaping their real estate playbooks for the next cycle.

6:00 PM - CRE Day Closing RECEPTION / UNCORRELATED MIAMI 2026 OPENING PARTY

A joint reception that concludes both the Private Wealth Commercial Real Estate Forum and Family Office Day, while officially opening Uncorrelated Miami 2026. Attendees from all three programs come together for cocktails, light bites, and relaxed, high-quality networking in an elegant setting. This combined event creates a seamless transition from two focused daytime programs into the full week of alternative investment programming, connections, and dealmaking.