Offshore
Wealth Summit

Richard Casmirri

CBIZ

Advanced Tax Strategy for NJ and PA Investors

Managing Director at CBIZ. Specializes in real estate tax strategy, syndication lifecycle planning, and wealth preservation for investors and sponsors.

Melissa Hasenmayer

CBIZ

Advanced Tax Strategy for NJ and PA Investors

Managing Director at CBIZ. Specializes in real estate tax strategy, syndication lifecycle planning, and wealth preservation for investors and sponsors.

Dave Van Horn

PPR Capital Management

What I Learned from a Million Dollars of Coaching

Co-Founder and Executive Chairman of PPR Capital Management, a firm with over $1 Billion in AUM. Dave will share the most impactful lessons from investing over a million dollars in personal and professional coaching — and what that journey taught him about business and real estate.

M.C. Laubscher

Producers Wealth

The Million Dollar Family Office

Founder of Producers Wealth and host of the top-rated Cashflow Ninja podcast — featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs. M.C. helps business owners in all 50 states implement advanced alternative wealth strategies and is a member of the Forbes Finance Council and The Million Dollar Round Table.

Joe Fulvio

CamaPlan

What You Need to Know About Self-Directed Investments

CamaPlan liaison to private equity, private lending, and venture capital organizations. With 40+ years working with entrepreneurs and investors across the U.S., Europe, and Asia, Joe is an enthusiastic advocate of self-directed IRAs and 401(k)s — bringing an everyday investor's perspective to building a portfolio and accumulating wealth.

Chad Ackerman

CARE

From Overwhelmed to Confident: A Beginner's Guide to Passive Real Estate Investing

Founder of CARE and former HR professional who discovered passive real estate investing while searching for a better path to financial freedom. After co-founding Left Field Investors, which was later acquired by BiggerPockets, Chad developed a passion for helping others shorten the learning curve and take action. Today he helps busy professionals understand passive real estate investing so they can pursue more income, more freedom, and more life.

David Hansel

Lucern Capital Partners

Industrial Warehouse: Opportunities in Hard Assets

Managing member at Lucern Capital Partners with 20+ years in real estate investment, capital raising, and lending. David co-founded Lucern in 2016 and previously built Alpha Funding into one of the East Coast's largest private lending firms, deploying over $600 million to developers and investors.

Bret Morgan

The Surf Village, Convene, Bret Morgan Group

What Questions Should You Be Asking Operators About AI's Impact on Your Investments for 2026?

Builder and operator across real estate, hospitality, and technology since 2002. Managing Partner at The Surf Village, Cowerks, Marée, FRESH Markets, and Convene. Systems-first thinker focused on turning concepts into operational reality and creating repeatable, scalable experiences.