Miami Finance Forum

Miami Finance Forum The Miami Finance Forum is an organization comprised of South Florida's leaders in finance, investment management, banking and capital markets.

The organization's main objective is to establish South Florida as a global financial hub.

๐Ÿ“ข One week to go.The MFF Private Equity Breakfast is September 3rd โ€” coffee, conversation, and the people actually shapi...
08/27/2026

๐Ÿ“ข One week to go.

The MFF Private Equity Breakfast is September 3rd โ€” coffee, conversation, and the people actually shaping where capital moves next in South Florida.

Five dealmakers at the table: Tucker Coates, Casey Swercheck, Brian McGee, and Jeanne Proia. Mike Kaczka of Baker Tilly moderating.

Same small room. Same real conversation. Seats are limited โ€” register today.

Thank you to Baker Tilly US for sponsoring this conversation.

๐Ÿ“ 201 East Las Olas Blvd., Suite 1020, Fort Lauderdale, FL 33301
๐Ÿ•— 8:00 AM
๐Ÿ“… September 3, 2026

Registration is still open on our website: www.miamifinanceforum.com (Attend an Event section)

Twenty years! One room that kept growing!๐Œ๐ข๐š๐ฆ๐ข ๐…๐ข๐ง๐š๐ง๐œ๐ž ๐…๐จ๐ซ๐ฎ๐ฆ started with a handful of people who believed this city des...
08/25/2026

Twenty years! One room that kept growing!
๐Œ๐ข๐š๐ฆ๐ข ๐…๐ข๐ง๐š๐ง๐œ๐ž ๐…๐จ๐ซ๐ฎ๐ฆ started with a handful of people who believed this city deserved a real finance community. Now weโ€™re one of South Floridaโ€™s largest.

This October, weโ€™re celebrating two decades of Miami Finance Forum at Mottai Miami โ€” recently named one of the Worldโ€™s Most Beautiful Restaurants by Prix Versailles, the only restaurant in Florida to make that list.

We celebrate what got built โ€” and everyone who built it.

๐‘ด๐‘ญ๐‘ญ 20๐’•๐’‰ ๐‘จ๐’๐’๐’Š๐’—๐’†๐’“๐’”๐’‚๐’“๐’š
Monday, October 19 ยท 6โ€“9 PM
Mottai, Coral Gables Mottai Miami

Registration is open on our website www.miamifinanceforum.com (Attend an Event section)

Weโ€™re saving a handful of sponsor spots for firms who want their name on the room where the next twenty start. If thatโ€™s you, reach out to [email protected] โ€” weโ€™d love to have you at the table.

The best events look effortless from the outside. They almost never are.Behind our July 22nd nightโ€™s exit strategies con...
08/24/2026

The best events look effortless from the outside. They almost never are.

Behind our July 22nd nightโ€™s exit strategies conversation in Coconut Grove was a team that had been building toward that room for weeks โ€” long before anyone walked through the door.

Cynthia Rodriguez, our MFFโ€™s Chair, made sure this event reflected exactly where our organization is headed. Our executive director Ana Turcan, and our dear Samir handled the details most people never think about โ€” the ones that quietly make or break a night like this.

Our Board of Directors (special thanks to Bob Fitts ) backed this program from the first conversation to the last handshake, the way they do for every MFF event.

And a special word for Raul A. Garcia. He set the vision and moderated the panel โ€” but thatโ€™s the smallest part of what he does for this organization. Raul is one of our most active Executive Board members and a former Chair of MFF himself, someone whose fingerprints are on nearly everything weโ€™ve built.

Rooms like Exit Strategies donโ€™t happen by accident. They happen because a small group of people care enough to do the unglamorous work, over and over, so everyone else gets the polished version.

This year we celebrate our 20th years anniversary!
Weโ€™re saving a handful of sponsor spots for firms who want their name on the room where the next twenty start. If thatโ€™s you, reach out to [email protected] โ€” weโ€™d love to have you at the table. The registration for our 20th anniversary is open on our website: www.miamifinanceforum.com (Attend and Event Section)

Proud of this team. Proud of this organization. On to the next one!

08/21/2026

Last night was absolutely the latter.

On behalf of the Miami Finance Forum, we want to extend our heartfelt gratitude to Alejandro Piekarewicz, Elise Piekarewicz, and Taylor Aikins, along with the entire team at The Tips Golf The Tips Golf , for opening their doors to our community and collaborating with us on such a memorable evening.

From the moment we arrived, everything felt intentionalโ€”the beautiful space, incredible food, warm hospitality, energy and ambience. It created exactly the kind of environment where people could relax, connect, laugh and genuinely enjoy being together.

What we especially loved about The Tips is that it goes far beyond golf. It is about community, hospitality and connection. Whether youโ€™re an experienced golfer, have never picked up a club, or simply want a great place to spend time with friends, colleagues or clients, there is something incredibly welcoming about the experience.

To Alejandro, Elise and Taylor: thank you for your generosity, your hospitality and for sharing what you have created with our community. You should be incredibly proud.

To our Miami Finance Forum members who continue to show up, support our organization and invest in this communityโ€”THANK YOU. Your continued engagement is what allows us to keep building something meaningful.

To those who attended an MFF event for the very first timeโ€”WELCOME. We hope you left with a new connection, a great conversation and a sense of what this community is all about.

And to our Board of Directors and everyone who works behind the scenes to support the Forum, thank you. The strength of an organization is ultimately reflected in the people willing to give their time, relationships and energy to it, and we remain incredibly grateful for yours.

Yes, we bring together leaders from across Miamiโ€™s financial and business communityโ€”but ultimately, we are building relationships. The conversations, introductions and friendships that happen in rooms like this are what make the Miami Finance Forum special.

This is community at its best. And we couldnโ€™t be more excited about where weโ€™re going next.
Until the next one. โ›ณ

TODAY is the day. โ›ณ๏ธ And yes โ€” thereโ€™s still time to join us!Tonight, weโ€™re taking Miami Finance Forum networking out of...
08/20/2026

TODAY is the day. โ›ณ๏ธ And yes โ€” thereโ€™s still time to join us!

Tonight, weโ€™re taking Miami Finance Forum networking out of the usual setting and onto the golf simulators at The Tips Golf in Brickell.

No speeches. No need to be a golfer. Just a really good room of people, a little friendly competition, drinks, bites โ€” and the kind of conversations that are much easier to start when everyone is actually having fun.

Come compete in putt-putt, closest to the pin or longest drive, hit a few balls casually, or skip the golf altogether and simply come for the people.

We have a great crowd coming tonight, and weโ€™d love to see a few more familiar โ€” and new โ€” faces in the room.

Last-minute plans are encouraged. ๐Ÿ˜‰

๐Ÿ“ TONIGHT | August 20 | 6:00โ€“8:00 PM
The Tips Golf, Brickell The Tips Golf
115 SW 8th St, Unit 201

โ›ณ Golf simulator experience
๐Ÿฅ‚ One drink
๐Ÿด Appetizers
All included.

Registration is still open โ†’ Miami Finance Forum website, โ€œAttend an Event.โ€

See you tonight, Miami. ๐Ÿ’™๐Ÿ’š

SwingAndConnect

Register NOW for our next Network After Work โ€” August 20th at The Tips Golf, Brickell.This community doesnโ€™t grow on its...
08/17/2026

Register NOW for our next Network After Work โ€” August 20th at The Tips Golf, Brickell.

This community doesnโ€™t grow on its own. It grows through nights like this one! Save your seat!

Hereโ€™s where things stand for the 20th:
Three of the golf simulators front bays turn into a live competition floor: putt-putt, closest to the pin, and longest drive โ€” staff on hand to run each one and keep things moving.

The other two bays stay open for casual play. Prefer to just hit around and network? That works too!

Whatever your golf level โ€” pro, beginner, or first time holding a club โ€” thereโ€™s a spot for you in this room.
Great connections are awaiting for you!
Everything is set on our end. Just show up.

๐Ÿ“ August 20, 2026 | 6:00 โ€“ 8:00 PM
The Tips Golf The Tips Golf, Brickell โ€” 115 SW 8th St, Unit 201

Register now on our website (Attend an Event section)
The golf simulator experience, one drink and appetizers are on us!

Twenty years ago, Miami wasnโ€™t a finance capital yet. It was becoming one โ€” and we built the room where that happened.To...
08/14/2026

Twenty years ago, Miami wasnโ€™t a finance capital yet. It was becoming one โ€” and we built the room where that happened.

Today, Miami Finance Forum is one of South Floridaโ€™s most recognizable finance communities. Not by luck. By showing up, together, for two decades.

Now weโ€™re celebrating!

This October, weโ€™re skipping our regular Networker (usually every 3rd Thursday) โ€” because this month, weโ€™re going bigger, for a cause worth pausing the routine: our 20th Anniversary.

๐Œ๐…๐… ๐Ÿ๐ŸŽ๐ญ๐ก ๐€๐ง๐ง๐ข๐ฏ๐ž๐ซ๐ฌ๐š๐ซ๐ฒ
๐Œ๐จ๐ง๐๐š๐ฒ, ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐Ÿ๐Ÿ— ยท ๐Ÿ”โ€“๐Ÿ— ๐๐Œ
๐Œ๐จ๐ญ๐ญ๐š๐ข, ๐‚๐จ๐ซ๐š๐ฅ ๐†๐š๐›๐ฅ๐ž๐ฌ

We picked Mottai on purpose โ€” just named one of the Worldโ€™s Most Beautiful Restaurants by Prix Versailles, the only one in Florida on that list.

Twenty years of relationships, deals, and growth. And a clear goal ahead: empower this community to do better business, and position Miami as the leading finance hub โ€” in the US and globally.

Twenty years is a big number to hand to just anyone. Weโ€™re saving a handful of sponsor spots for firms who want their name on the room where the next twenty start. If thatโ€™s you, reach out to [email protected] โ€” weโ€™d love to have you at the table.

Registration is open on our website: www.miamifinanceforum.com (Attend and Event Section)

PANEL UPDATE ๐Ÿ“ขThe ๐๐ซ๐ข๐ฏ๐š๐ญ๐ž ๐„๐ช๐ฎ๐ข๐ญ๐ฒ ๐๐ซ๐ž๐š๐ค๐Ÿ๐š๐ฌ๐ญ just got one seat more interesting.Joining Tucker Coates, Casey Swercheck, an...
08/13/2026

PANEL UPDATE ๐Ÿ“ข
The ๐๐ซ๐ข๐ฏ๐š๐ญ๐ž ๐„๐ช๐ฎ๐ข๐ญ๐ฒ ๐๐ซ๐ž๐š๐ค๐Ÿ๐š๐ฌ๐ญ just got one seat more interesting.

Joining Tucker Coates, Casey Swercheck, and Brian McGee is Jeanne Proia โ€” President, Healthcare Services & Managing Director at Cross Keys Capital, LLC.
Healthcare is one of the most active โ€” and most misunderstood โ€” corners of private equity right now. Jeanne has been in that deal flow for years, and sheโ€™s bringing that lens straight to the Las Olas table.
Guiding the conversation as moderator is Mike Kaczka, CPA, Managing Director โ€“ MST, Managed Data Solutions at Baker Tilly.

Five dealmakers now. Same small room. Same real conversation about where capital is actually moving in South Florida.
Thank you to Baker Tilly for sponsoring this conversation.

๐Ÿ“ 201 East Las Olas Blvd., Suite 1020, Fort Lauderdale, FL 33301
๐Ÿ•— 8:00 AM
๐Ÿ“… September 3, 2026

Registration is open: www.miamifinanceforum.com (Attend an Event section)

Save the date.Miami handles nearly half of all U.S.โ€“Latin America trade โ€” $137 billion moving through this customs distr...
07/31/2026

Save the date.

Miami handles nearly half of all U.S.โ€“Latin America trade โ€” $137 billion moving through this customs district every year, with over 1,200 multinational companies running their LATAM operations from right here. PortMiami, the Cargo Gateway of the Americas, and a Brickell banking corridor now second only to New York are turning that trade volume into real financial infrastructure. The question isnโ€™t whether Miami is a global hub โ€” itโ€™s how we keep building on it.
Thatโ€™s the conversation weโ€™re bringing to the water.

Miami Finance Forum, in collaboration with the Miami-Dade Development Authority, presents the International Trade & Finance Panel Breakfast โ€” an executive breakfast at PortMiami, Terminal J, where the people moving global trade through this city sit down together.

๐Ÿ“ September 17, 2026 | 8:00 โ€“ 11:00 AM Port of Miami, Terminal J

Proudly sponsored by Baker Tilly.

๐Ÿ‘‰Register on our website www.miamifinanceforum.com (Attend an Event section)

Address

1509 N Cruise Blvd
Miami, FL
33132

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