Founder, The Strategic Group PR
Robb Rill is the founder of The Strategic Group PR, headquartered in Puerto Rico, which is a private equity firm that specializes in investing in private companies, with an emphasis in subprime and technology. He has also run a proprietary fund, Strategic Capital, with an emphasis on short selling securities and identifying microcap fraud in the market. Mr. Rill has used his experience and expertise to uncover mispricing and fraud and expose them through the media to the SEC. His fund achieved unparalleled returns in excess of 60% per annum on a non-compounded basis from 1998 to 2005 before short selling restrictions hampered his main strategy.
EDGAR RIOS MENDEZ,
Edgar Rios' practice focuses on international tax matters, inbound and outbound corporate reorganizations, registered investment companies, structured investment vehicles and other complex federal, international and Puerto Rico tax law matters. Mr. Ríos Méndez is one of the leading attorneys on Puerto Rico matters dealing with clients migrating to Puerto Rico under Acts 20, 22 and 273 of 2012 and advising such clients on issues ranging from bona fide residency, community property, inbound and outbound transactions, inversions and Subpart F considerations. Mr. Ríos Méndez has been active in some of the major Puerto Rico tourism related projects with respect to the negotiation of tax incentive grants and the sale of tourism investment tax credits.
Founder, Far International
Inspired by Medellin's lifestyle, culture, and undervalued real estate market, he founded FAR International in 2007, which has since become a thriving real estate and lifestyle company comprised of Colombian real estate specialists, regional experts, and passionate, international individuals. FAR's overarching company goal is to be the trusted, on-the-ground resource for foreign real estate buyers, renters, and investors. FAR seeks to support folks who are retiring early, seeking a more vibrant social life, purchasing a second home, or investing in Colombian real estate. Rich has a background in real estate and mortgage, publishing, internet, and investment banking sectors. An avid traveler, Rich has lived in Atlanta, Los Angeles, and in parts of Florida and Texas. He holds an MBA from Ohio State University and a B.S. from the University of Texas, where he studied chemical engineering.
AG & T, Managing Partner, and Real Estate Developer
Adam Greenfader is a managing partner at AG&T, a real estate development and advisory company based in Miami, Florida. Adam has worked on over 52 developments projects in The United States, Puerto Rico, Panama, the Caribbean, and Europe. He specializes in residential, resort, island, and distressed assets, and has personally managed the design, entitlements, building, and sales, of over one thousand new residential units.
Partner Explorer Equity Group, LLC
Cody Shirk is the founder of the Explorer Partnership, a private social and investing group that travels and invests around the world.
Cody is also the co-founder and partner of Explorer Equity Group. EEG is a global alternative asset manager that seeks to generate risk-adjusted returns by exploiting inefficiencies in selected markets and capitalizing on situations that are not in the mainstream of investment opportunities.
Managing Partner, Online Taxman
Vincenzo is the founder and CEO of Online Taxman. He has extensive experience in both tax preparation and advising clients in accounting and financial transactions.
At Online Taxman, Vincenzo oversees corporate and individual filings. He specializes in in offshore structuring for US entrepreneurs abroad, US real estate transactions, and the taxation of Crypto Currency
Vincenzo also has “Big 4” audit and corporate accounting experience during his time with PricewaterhouseCoopers, involved in Fortune 100 audit engagements and M&A transactions, giving him the knowledge to pe rform analysis in valuation, corporate finance, and technical accounting issues.
He has both a Masters of Accounting and Bachelors of Business Administration with distinction from the University of Michigan’s Stephen M Ross School of Business.
Shellie H. Hart, Jr.
Shellie H. Hart, Jr. is tax attorney specializing in self-directed retirement plans. He is the founder of IRAVillage, an online platform to enable clients to achieve “checkbook control” for their self-directed IRAs. Mr. Hart, prior to forming IRA Village, was most recently tax counsel to Intel Corporation responsible for ensuring legal and tax compliance for all of Intel’s retirement plans including profit-sharing and pension plans. In that position Mr. Hart developed the expertise to advise his own clients on any aspect of their Self-directed IRA and 401k retirement plans.
Founder, CPG Strategies & Splash Marketing
David Towner is a business strategist, author, and the founder of both CPG Strategies and Splash Marketing. Both firms specialize in creating and executing growth strategies for early stage companies. In 2013, Towner moved his parent company to Puerto Rico to take advantage of the Act 20/22 tax laws. During the past five years, his team has built a business portfolio around the Act 20 benefits including acquiring White Orchid Tours in response to a lucrative proposal from premier Israeli, Chinese, and European tourism entities. The company has experienced explosive growth and is in the process of setting up 29 offices throughout Asia and Europe strictly for the purpose of promoting Puerto Rico as a destination for tourism and business conferences.
CPA, CGMA, JD, LL.M.
Jeanelle Alemar-Escabi is the managing member of Doing Business in Puerto Rico (DBPR). Before starting DBPR, she founded JAE Legal Services LLC and served as tax advisor for the Secretary of the Puerto Rico Treasury Department from 2001 to 2004. She has experience negotiating tax exemption grants and tax credits under the Export Service Act (Act 20), the Resident Investors Act (Act 22), Economic Incentives for the Development of Puerto Rico Act (Act 73), the Puerto Rico Green Energy Incentives Act (Act 83) and the Puerto Rico Tourism Development Act (Act 74), among others.
LifeAFar Partner & Vlogger
"What is a PREP? And how we're spearheading our investment strategy in Puerto Rico."
In 2009, Sam embarked on a motorcycle journey from Canada to Argentina. It was Colombia, however, that caught his eye. Sam settled in Bogota, where he co-founded Colombia International Real Estate. In 2015, CIRE merged with FAR International. He runs a popular vlog about living and investing in Colombia while simultaneously directing the Bogota branch of Apartment International.
Tax Partner, Grant Thorton
Francisco has over twenty-three years’ experience in public accounting, including the “Big Four” and private consulting practice. Francisco engages in the design and development of tax planning and consulting strategies. This includes tax services in the area of mergers and acquisitions, business reorganizations, partnership transactions, tax incentives and exemptions, individual and corporate tax issues, personal financial matters, and others. Francisco has experience in assisting clients before state and federal agencies and various municipalities. He also possesses extensive tax compliance experience.
Chairman Ferrer Faass & Co, LLC
Miguel Ferrer is the chairman of Ferrer Faass & Co. LLC, a firm dedicated to corporate advisory work and private equity fund management, chairman/partner at Iconic Caribbean EB-5 Center, and chairman of Select Global Advisors Group, LLC. With over 50 years of experience in the financial and investment industry, Mr. Ferrer served as a chairman of UBS-Puerto Rico until 2014. Among other endeavors, Mr. Ferrer has been Director of the Board of Advisors of the University of Puerto Rico, member of the Governing Board for the Strategy Project for Puerto Rico, member of the board in the Aqueduct and Sewers Authority of Puerto Rico, Director of the Museo de Arte de Puerto Rico, Director of Casa del Libro as well as Founder, Director and President of Securities Industry Association of Puerto Rico and Financial Analyst Association of Puerto Rico. Miguel A. Ferrer is a Cornell University alumnus where he earned a Bachelor in Arts degree in 1959 and a Master in Business Administration in 1961.
CEO of CREPR
After 30 years of successful real estate investing, Cherif continues to grow his portfolio of mix-use commercial properties, real estate syndications, and various educational and investment programs.
Between his personal portfolio and his real estate funds (registered with the Securities and Exchange Commission), Cherif has over $100 Million Dollars of assets under management. He continues to grow through strategic partnerships and he focuses on acquiring great cash flowing properties throughout the United States.
Cherif offers his partners and investors not only the opportunity to invest safely for reliable returns, but also the advantage of reducing the tax impact through a special government tax incentive that was extended to his company through Congress.
Founder Get Paid For Your Pad (Airbnb Blogger)
Jasper is a former arbitrage trader who quit his corporate job in 2010 to pursue a life-long dream: to travel the world full-time. To finance his travels he rents out properties around the world on Airbnb. He's the author of Get Paid For Your Pad, a guide on how to maximize income from Airbnb listings, the host of a podcast under the same name and the founder of the blog getpaidforyourpad.com.
Tax Attorney and Real Estate Investor
John Hyre is a tax attorney and real estate investor out of Columbus, Ohio (soon to be Puerto Rico). Over 95% of his clients are real estate investors and he saves them millions annually. Prior to venturing out on his own, John worked for two of the Big Five accounting firms and for several Fortune 500 companies for 7 years. For the last 16 years John has run a tax law practice. He has worked extensively with small businesses, real estate investors of all sizes, note investors and self-directed retirement accounts. He has prepared thousands of tax returns, helped thousands of clients with tax planning & tax reduction, fought the IRS in audits and in court and assisted clients in fighting IRS collection of taxes owed. John also invested in mobile home parks, low-income rentals and a few flips. He has written three home study courses and numerous articles and is a frequent speaker on the taxation of real estate and IRA’s. John has successfully defended clients, including those with Self-Directed IRA issues, in audits and in Tax Court.
Economist and CEO of Inteligencia Economica Inc.
Gustavo Vélez is graduated from the University of Puerto Rico, Rio Piedras BA a MA in economics. President and founder of Inteligencia Economica Inc. a consulting firm based on San Juan, Puerto Rico, that advise local and multinational companies. Advisor to Governor Anibal Acevedo Vila, from La Fortaleza, 2005 – 2006.
Since 2006, CEO and Founder of Inteligencia Economica, a leading consulting firm, that advise local and multinational firms in PR. Author of several books including “Puerto Rico’s economy including, “Puerto Rico’s debt crisis: Challenges and Opportunities for Puerto Rico, published in 2015. Columnist for el Nuevo Dia, Puerto Rico’s leading Newspaper.
Member of the Advisory Committee of Banesco USA, a multinational Bank based in Florida (2011 to the present). Frequent collaborator to CNN, about economic topics related to Puerto Rico.
Entrepreneur, Investor, and Real Estate Analyst
Andrew Wick was among the first (and youngest) Act 22 recipients relocating to Puerto Rico in 2013 with his hedge fund. Andrew was an analyst and head of Puerto Rican operations, with a focus on Puerto Rican real estate. Today, Andrew manages his own personal portfolio of investments, still focusing on Puerto Rican real estate and is also the founder of a think tank of young, successful, and creative entrepreneurs and businessmen from a wide array of industries.
Harry S. Dent, Jr.,
Author, Zero Hour
Senior Editor of Economy & Markets
Harry S. Dent Jr. studied economics in college in the ’70s but became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many other trends empowered him to forecast economic changes.
Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”
Harry has written numerous books over the years including The Great Boom Ahead, published in 1992, where he stood
virtually alone in accurately forecasting the unanticipated boom of the 1990s. He published in 1992, The Demographic Cliff – How to Survive and Prosper During the Great Deflation, in 2016 Harry published The Sale of a Lifetime: How the Great Bubble Burst of 2017-2019 Can Make You Rich. In his latest book, Zero Hour: Turn the Greatest Political and Financial Upheaval in Modern History to Your Advantage, Harry Dent reveals why the greatest social, economic, and political upheaval since the American Revolution is on our doorstep. Discover how its combined effects could cause stocks to crash as much as 80% …crippling your wealth now and for the rest of your life.
Harry uses the research he developed from years of hands-on business experience to offer readers a positive, easy-to-understand view of the economic future by heading up Dent Research. Harry received his MBA from Harvard Business School, where he was a Baker Scholar and was elected to the Century Club for leadership excellence.
María de los Angeles Rivera ,
Administrative Tax Partner, IBC Director Kevane Grant Thornton
María de los Angeles Rivera - is the Tax Partner in charge and IBC Director of Kevane Grant Thornton and has over thirty-two years of experience in public accounting. In her role as tax partner, she serves clients in various industries, with a focus on those in hospitality and manufacturing. She assists clients with decisions related to tax applications and audits and helps business clients and their owners to lessen corporate, individual, estate and gift taxes. She is responsible for the administrative aspects of the Tax Department and coordinates the technical tax training of the tax department professionals.
Mrs. Rivera is a summa cum laude graduate and holds a bachelor’s degree in business administration from Catholic University of Puerto Rico, and holds a master’s degree in public accountancy from the University of Texas at Austin.
Growth Hacker, Investor and Cryptocurrency Advocate
Cameron is an entrepreneur, investor, and cryptocurrency advocate. Since an early age Cameron had a passion for entrepreneurship. He started his first online business at 15 that helped fund a year long backpacking adventure around the globe by age 20. By 2013 he was 24 with multiple investment properties and began reinvesting into blockchain/smart contract technology, due to their limitless future applications. Within two years he was able to make a 4000% return day trading cryptocurrencies. He’s recently moved to Puerto Rico under Act 22 and is diversifying back into real estate and venture capital while sharing his experiences on his YouTube channel.
Michael Scott Williams,
Managing Director, Kinetic Investment Group
Michael Scott Williams brings 25 years’ experience in the financial including as an institutional broker on the trading floor of the NYSE options exchange, he represented Goldman Sachs, Swiss Bank, and Morgan Stanley. He later became an options market maker and member of the exchange. He has lectured at the Securities Exchange Commission (SEC), at Universities and as a guest speaker at financial conferences on the use of derivatives and risk management. In 2008 Michael and his partner founded Silexx Financial Systems a FinTech company focusing on risk management and OMS for the listed financial markets Silexx was acquired by CBOE Global in 2017.
He also founded Kinetic Investment Group, LLC that focuses on risk mitigating strategies and investments. Michael co-founded Lendacy a private equity and security lending firm, with offices in U.S. and Puerto Rico. He also co-founded Kinetic Advisers, a registered financial advisory company (RIA) in the U.S. and Puerto Rico.
In 2015, he moved to Puerto Rico and founded El Morro Financial, a financial reporting company. In 2018, he expanded his operation to include an international bank, Kinetic International. Michael Scott Williams currently resides in beautiful Old San Juan, Puerto Rico. He is an honored Navy Veteran and is currently restoring a historical landmark in Old San Juan.
Keith St. Clair,
Founder ESJ Azul
Mr. Keith St. Clair has been a leader in the travel industry and a recognized international speaker at forums and events for the last 30 years. He has managed and or founded some of the most successful travel companies in the world, including Sol Holidays and Traveleaders, the largest independent travel distribution company in Florida and top 10 national enterprise. Under his leadership, his companies have traveled hundreds of thousands of people and generated billions of dollars in revenues on a global level.
Most recently Mr. St. Clair has brought his expertise to Puerto Rico where he has been instrumental in a $100+ million dollar redevelopment of Isla Verde Beach through his purchasing and renovation of the Iconic ESJ Towers Resort, in addition to building two new resorts in the area. He is also leading the way to build a world-class digital movie and production studio in San Juan, plus much more.
As a recent citizen of Puerto Rico, Mr. St. Clair has become one of the most significant movers and shakers on the island, actively involved in economic and humanitarian ventures, generating thousands of jobs and a greater future for Puerto Rico.
CPA, Partner, Tax Kevane Grant Thornton LLP
Isabel has experience in the areas of individual and corporate taxation, as well as partnerships, corporations of individuals and limited liability companies. She has served clients in the manufacturing, wholesale, retail, service, real estate/low income housing and hospitality industries. In addition, Mrs. Hernández has specialized in Transfer Pricing.
She is a magna cum laude graduate with a bachelor's degree in business administration, major in accounting from the University of the Sacred Heart.
Mrs. Hernández serves as instructor for the Puerto Rico State Society of CPAs and has dictated several professional development trainings for the Grant Thornton Global Leadership Institute, where she is a certified instructor.
Olga J. Muñoz,
CAAPPR, AIA Partner
Olga has 30+ years of experience in retail, residential, and institutional architecture design, planning, entitlements, and management. She has been a pivotal consultant to various US investors, developers, and corporations in their construction and investment programs in PR for partners including The Taubman Group, Home Depot, Costco, Best Buy, Walmart, Simon, CPG, and the PRISA Group. Among her recent projects, she was a key stakeholder in the development and construction of The Mall of San Juan, a $440 MM and first luxury mall built in Puerto Rico anchored by Saks and Nordstrom that opened in 2015.
Ms. Muñoz is currently a member of the American Institute of Architects, the College of Architects and Landscape Architects of Puerto Rico, and the International Council of Shopping Centers. She holds a BA in Architecture from the University of Louisiana where she received the AIA Award from the Henry Adams Fund’s School of Architecture Thesis Award.
Juan Carlos Stolberg,
Attorney, Partner at Stolberg Law, LLC
Juan Carlos Stolberg is a corporate and transactional attorney and partner at Stolberg Law, LLC with experience in mergers and acquisitions, private equity, venture capital, startup law, real estate and hospitality law, tax incentives, art law, and general corporate matters.
In addition to his legal practice, Mr. Stolberg owns and operates a residential and commercial real estate conglomerate in San Juan, Puerto Rico, where he has coordinated and carried out conversions and other turnaround strategies to maximize asset appreciation.
In October of 2013, Juan Carlos co-founded Piloto 151, San Juan’s first co-working space, dedicated to the strengthening of the entrepreneurial and startup ecosystem in Puerto Rico via educational workshops, industry seminars, networking events, exchange programs and other collaborative initiatives.
CEO and Chief Global Strategist, Euro Pacific Asset Management
Peter Schiff is the CEO and Chief Global Strategist of Euro Pacific Asset Management. He is one of the few widely known economists and investment professionals to have warned about the 2008 financial crisis before it began. Mr. Schiff has been profiled in leading news outlets around the world, including The Wall Street Journal, Barron's, The Financial Times, The New York Times, The Los Angeles Times, and The Washington Post. His best-selling book, "Crash Proof: How to Profit from the Coming Economic Collapse" was published by Wiley & Sons in February of 2007. His fourth book, “The Real Crash – America’s Coming Bankruptcy” was published by St. Martin’s Press in May of 2012.
Mr. Schiff began his investment career as a financial consultant with Shearson Lehman Brothers, after having earned a degree in finance and accounting from U.C. Berkeley in 1987. An expert on money, economic theory, and international investing, he is a highly sought after speaker at conferences and symposia around the world. He served as an economic advisor to the 2008 Ron Paul presidential campaign and ran unsuccessfully for the U.S. Senate in Connecticut in 2010. He resides in Connecticut and Puerto Rico.
Ian Carlo Serna,
Sub-secretary of the Department of Economic Development and Commerce
Mr. Ian Carlo is an engineer and attorney with fifteen years of experience in the construction industry. He accounts with a Bachelor of Science in Civil Engineering and a Master in Civil Engineering (Geotechnical) both from the University of Puerto Rico, Mayagüez Campus and a Juris Doctor Magna Cum Laude from the Pontifical Catholic University of Puerto Rico School of Law.
Mr. Carlo has worked in Public Housing modernization and rehabilitation works, landslide and slope stability corrections, filter plants and water distribution systems, schools, and dams among others. He also worked as a self-practitioner lawyer concentrating its practice in construction law, administrative law, torts and family law. He possessed a strong knowledge in the planning and land use regulation and different aspect related to the permit process.
On January 2013, he was Executive Director of the Socieconomic Housing Development Secretary municipality of Ponce. On November 2014 he was designated as Executive Director of Port of Ponce and later as Executive Director in the Permits and Management Office and Ponce Authority Port.
President and CEO, Foundation for Puerto Rico
Jon Borschow is an entrepreneur, philanthropist and founder of the Foundation for Puerto Rico (FPR) that has a stellar record of four decades of innovation based on technology and business success in the health area. In 1972 Jon Borschow graduated from the Massachusetts Institute of Technology (MIT) with a degree in Electrical Engineering and Computer Science to begin his career in the family business, Borschow Hospital and Medical Supplies, Inc. From 1979, the year in which Jon became President of the company, and for the next 30 years as a result of innovation in technological processes, experienced an impressive continuous growth of 25 percent per year .
From 1998 to 2008, Jon served on the Board of Directors of the Healthcare Distribution Management Association (HDMA), In 2008, Borschow Hospital and Medical Supplies was acquired by Cardinal Health and Jon remained President and Chief Executive Officer of the business in Puerto Rico until his retirement in 2011.
Jon Borschow received the Nexus Award for Lifetime Achievement awarded by HDA Research Foundation, in 2016, SME recognized Jon Borschow with the Hall of Fame Top Management Award. Jon has been serving on the boards of directors of hospitals, schools, non-profit organizations, religious organizations, foundations focused on research, resident associations and insurance companies.
Immediately after his retirement in 2011, Jon founded the Foundation for Puerto Rico (FPR) a non-profit organization whose mission is to transform Puerto Rico into a destination for the world, promoting sustainable strategies for economic development. Currently, he dedicates all his efforts to FPR and the development of the visitor economy, being one of the organizations that promotes the establishment of a Destination Marketing Organization in Puerto Rico. In 2017, FPR received the Tourism Award granted by the Products Association of Puerto Rico Inc.
Jaime Morgan Stubbe,
Managing Director, Real Estate Sales & Marketing, Dorado Beach Resort
Jaime Morgan-Stubbe has over 32 years in top executive positions in high level positions in the private sector and in the executive branch of government. He has dedicated most of his career to the resort real estate development sector. He is currently Managing Director of Real Estate at DBR Development, the development company of Puerto Rico’s ultra lux residential resort Dorado Beach and Ritz-Carlton Reserve Hotel.
Prior to joining the Dorado Beach Resort Development Team, he oversaw the development and sale of land and resort residences for 15 years during his tenure at one of Puerto Rico’s largest resort developments -Palmas del Mar- with sales averaging $131.0 million a year; closing over 1000 units from 2000-2009.
He has participated in complex transactions such as $150 million bond issue; $230 million construction loan negotiation; oversaw and coordinated multi-discipline team in obtaining permits to build a 650,000 square feet regional retail center; was responsible for overseeing $100 million of capital expenses and real estate improvements from 2001-2008;
Jaime has been a member of the board of the PR Home Builders Association and was selected as one of Puerto Rico’s Top Ten Businessmen of 2006 by the prestigious Caribbean Business.
Gary Woods: Adventurist,
Startup Culture Advocate, Blockchain Enthusiast
Gary is a serial entrepreneur who prides himself on being a jack of all trades. His early years were spent on cattle ranches in Texas while learning the family business and being steeped in a self-reliant culture represented by the peoples of the SouthWest. At 17 years old, he graduated at an accelerated pace and joined the special forces. He was a medic with 1st Reconnaissance Battalion based in Camp Pendleton, California. He has received an array of commendations for bravery and valor during service within the Persian Gulf war as well serving as medical support in attachment to DEA operations deployed in South America.
Gary is a graduate of the Naval School of Health Sciences with specialties in multiple Cardiac Diagnostics. His civilian career in cardiology has allowed him to live in more than 20 cities and various countries over the years as a contractor. His last diagnostics assignment brought him to the heart of Silicon Valley where he then became intrigued by venture capital processes and startup culture. Over the recent years he has founded several companies that offer a range of services that include provision of co-working and co-housing spaces as well as specialized guidance or angel funding for newly discovered technology projects.
Gary is now semi-retired in Puerto Rico. He spends his productive time advocating entrepreneurism while enabling the development of real estate and cryptocurrency based projects that are available here on the island.”