November 12th, 2026 @ The Rusty Pelican, Key Biscayne
The 21st Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2026.
Up to 6 hours of continuing education credits - CFP, IAR, Florida Bar, Florida Insurance, CIMA - pending TBC
Tickets
$295.00 FPA of Miami Member - Early-Bird Pricing
$325.00 FPA of Miami - Non-Member - Early-Bird Pricing
$100.00 Students
$50.00 FIU/UM Students
$50.00 Member Ticket Symposium Happy Hour Only
$75.00 Non-Member Ticket Symposium Happy Hour Only
Artificial intelligence is driving one of the largest capital investment cycles in decades, with implications reaching far beyond technology stocks. This interactive panel will explore the global race to build AI capabilities and infrastructure, how the U.S., China and international markets are approaching the opportunity differently, and what the extraordinary level of investment could mean for economies, industries and portfolio allocations.
Nicholas Borst, CFA - Vice President and Director of China Research (Seafarer Funds)
Nicholas joined Seafarer Capital Partners in 2018. He is Vice President and Director of China Research. Prior to joining Seafarer, Nicholas was a senior analyst at the Federal Reserve Bank of San Francisco covering financial and economic developments in Greater China. Previously, he was the China Program Manager and a research associate at the Peterson Institute for International Economics. Nicholas has also worked as an analyst at the World Bank.
Nicholas’ research and commentary has been featured in the Financial Times, The Wall Street Journal, The Economist, Bloomberg, and South China Morning Post. Nicholas was a 2021-2023 Public Intellectuals Program Fellow at the National Committee on U.S.-China Relations and has testified before the U.S.-China Economic and Security Review Commission on multiple occasions. He is the author of The Bird and the Cage: China's Economic Contradictions (Palgrave Macmillan, 2025).
Nicholas holds a B.A. in Political Science and International Studies from the University of Arizona and a Master’s degree in International Relations and Economics from the Johns Hopkins University School of Advanced International Studies (SAIS). He is a CFA charterholder and a member of the CFA Institute.
Daniel Santiago is Vice President and Sector Specialist at State Street Investment Management. Daniel is the subject matter expert and ETF strategist for sector ETFs, focused on growth, strategy, and education for direct retail and digital wealth platforms.
With deep expertise in capital markets and distribution, Daniel is a recognized “ETF influencer” and thought leader on sector investing. Prior to joining State Street in 2025, Daniel held executive roles at asset managers, ETF platforms and registered investment advisors – including Toews Corp., Tidal Financial Group and Astor Investment Management.
Daniel is an active board member of the Financial Planning Association (FPA®) of Miami and Co-Head of Membership for Women in ETFs (WE®) South. Daniel is a graduate of Florida State University and holds FINRA Series 7/66 as well as the Certified ETF Advisor (CETF®) designation.
What should advisors and investors be preparing for as the economy, financial markets and monetary-policy environment continue to evolve? Ameriprise Financial Chief Market Strategist Anthony Saglimbene brings a national market strategist's perspective to the forces shaping the investment landscape and the opportunities and risks advisors should be watching as we head toward 2027.
Saglimbene is a member of the Ameriprise Global Asset Allocation Committee. He is responsible for directing the asset allocation strategy for the firm. The Committee provides asset allocation advice across a range of risk tolerances, time horizons and tax sensitivities.
Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.
Great advisors are increasingly being asked to lead not only as financial professionals, but as CEOs of increasingly complex businesses. This interactive practice-management session explores the disciplines behind high-performing advisory firms, from establishing a clear vision and measuring what matters to developing strong teams, creating a differentiated client experience and building a business capable of scaling sustainably. The session will touch all four Capital Group practice-management pillars, with greater emphasis on Think Like a CEO and Optimize the Client Experience.
Wassan Kasey is senior vice president and advisor practice management consultant at Capital Group. She has 22 years of investment industry experience and has been with Capital Group for eight years.Prior to joining Capital, Wassan led the institutional and retail sales in the Western U.S. for Milliman's downside hedge strategies. Before that, she was a portfolio manager and analyst, then later became an advisor coach at Wells Fargo Private Bank.She started her career as a financial advisor at Morgan Stanley. She holds a bachelor's degree in business administration from the University of Southern California. Wassan is based in Los Angeles.
Help your business-owner clients uncover tax savings they may not realize are available. Through practical plan-design examples and case studies, this session will show advisors how customized retirement plans can help owners increase deductible contributions, reward key employees and better align retirement benefits with business goals. Just as importantly, advisors will leave with additional planning ideas and conversation starters they can use to deepen relationships with existing business-owner clients and attract more of them.
Mr. Robert Penafiel is an academic scholarship recipient and holds an A.A. in Computer Science from Miami-Dade College. He also holds a B.A. in Accounting from Florida International University, with a minor in Computer Science. Mr. Penafiel is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and frequently provides continuing professional education to CPAs and financial advisors. He has been admitted to practice before the United States Tax Court and is recognized as an expert in the retirement plan industry.
Mr. Penafiel began his career in the retirement plan industry in 1984, when he joined Pension Systems, Inc. He became the owner of the company in 1993 and subsequently merged it with Snider Pension Services, Inc. to form Pension Services, Inc. (“PSI”), headquartered in Miami, Florida.
Mr. Penafiel is the owner and President of PSI, a Third-Party Administration (“TPA”) firm specializing in the design and administration of customized qualified retirement plans. PSI focuses on developing strategies designed to maximize tax deductions and contributions for business owners, key employees, and their families. The firm currently administers more than 2,500 retirement plans across more than 27 states, including Puerto Rico.
The Internal Revenue Service (“IRS”) has selected PSI’s reports as training materials for its revenue agents and selected Mr. Penafiel to educate and train more than 20 revenue agents from the southeastern United States.
Mr. Penafiel has also been called upon by major corporations, including Whirlpool, to provide representation in retirement plan-related litigation. In one such matter, Mr. Penafiel represented Whirlpool in a lawsuit and successfully resolved the case. He is frequently consulted by attorneys handling disqualified retirement plans and assists with efforts to seek their requalification.
Mr. Penafiel also assists employers facing fiduciary breach violations and penalties involving the IRS and the U.S. Department of Labor (“DOL”). Through his expertise and representation, he has successfully assisted in the abatement of more than $5 million in penalties assessed by the DOL and IRS.
Mr. Penafiel is also the owner and President of Plan Documents, Inc. (“PDI”), a firm specializing in the preparation of qualified retirement plan and trust legal documents and representing clients before the IRS and the U.S. Department of Labor.
In addition to his professional activities, Mr. Penafiel is actively involved in the community through his participation in numerous charitable organizations. He also regularly educates CPAs and financial advisors by providing continuing professional education credits and sharing his extensive knowledge and experience in the retirement plan industry.
South Florida real estate continues to present a unique mix of opportunity, affordability challenges and changing economics for homeowners and investors. This timely session will connect the current residential, investment and development markets with Florida's evolving property-tax landscape, including potential impacts on primary residences, second homes and investment properties, possible homeowner savings, and the broader implications for municipalities and local communities.
Ana Bozovic is the founder of Analytics Miami, a leading source of data-driven insight on the South Florida real estate market. For the past decade, her in-depth reports have been an industry standard, relied upon by developers, investors, and institutions to navigate one of the world’s most dynamic markets.
That same research powers the firm’s brokerage and consulting practice. Analytics Miami provides objective, institutional-level guidance for the acquisition and disposition of trophy residential properties, bringing the same analytical rigor used by developers and institutional investors to private client representation.
She served four terms as a Governor of the Miami Association of Realtors and is frequently quoted in national and international media on real estate and global economic trends.
With a background in mathematics and physics from Columbia University, Ana brings a rare analytical lens to real estate. Her work is known for cutting through noise to identify the underlying patterns that shape markets, placing local activity in the context of broader macroeconomic forces.
Outside of her professional work, Ana is a dedicated Jiu-Jitsu athlete. She competes regularly and trains with some of the best fighters in the world in South Florida.
This isn't another panel. You're part of the planning team. Step inside two complex client relationships and work alongside an interdisciplinary team of experienced professionals. Attendees will take the role of lead advisor, make real-time planning decisions as the cases unfold, and then hear elite partner professionals examine the tax, estate, investment and planning implications from their respective disciplines. The experience progresses from a relatable $5M-$10M HNW executive family to a complex $30M-$50M+ UHNW family, showing how the advisor's role evolves from coordinating complexity to orchestrating an entire professional team.
Arthur “Arty” Palermo Jr., CPA, is the founder and managing partner of the firm, bringing over 39 years of experience to his clients. Throughout his career, Arty has worked with a diverse range of individuals and business owners, building lasting relationships by deeply understanding their unique needs and proactively planning for their future. His commitment to client care goes beyond numbers—he’s dedicated to helping clients navigate the complexities of personal and business tax laws, from accelerated depreciation and tax credits to IC-DISC formations and setting up the most tax efficient entity structures.
As a seasoned construction CPA, Arty is particularly skilled in the percentage-of-completion method, which helps his construction clients secure bonding and manage project finances effectively. His expertise extends across various industries, and he remains at the forefront of tax law changes by continually pursuing industry-specific education.
