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Registration & Networking

10:00 -
10:45 AM

Kick off the NAI Florida Forum with this networking opportunity to meet new professionals and reinforce long standing relationships.

Welcome Address 

10:50 -
11:00 AM

Ron Shuffield

Berkshire Hathaway HomeServices EWM Realty (BHHS EWM Realty)

Ron Shuffield, President & CEO of Berkshire Hathaway HomeServices EWM Realty, is a distinguished figure in South Florida’s real estate landscape, having led the firm’s growth into one of the region’s top residential and commercial brokerages. Under his leadership, the company—originally founded in Coral Gables in 1964—now includes over 675 associates across seven South Florida offices. In addition to his professional success, Ron has been deeply involved in the civic and business communities, holding leadership roles with the Miami Association of Realtors, Greater Miami Chamber of Commerce, Coral Gables Chamber, and The Beacon Council. His contributions have earned him numerous accolades, including induction into the South Florida Business Hall of Fame and the George E. Merrick Award of Excellence.

Opening Remarks

11:05 -
11:35 AM

Alex Waddey

NAI Global

Alexander C. Waddey is the President and Chief Executive Officer of NAI Global since August 2024.

Daniella Levine Cava

Mayor of Miami-Dade County

Daniella Levine Cava was elected Miami-Dade County's first-ever woman Mayor in November 2020. She enters the mayor's office following a 40-year career as a relentless advocate for South Florida families in public service and elected leadership.
As Miami-Dade County's Mayor, she oversees a metropolitan government with nearly 30,000 employees serving nearly 3 million residents, managing an annual budget of approximately $10 billion.

Shari R. Bower

Federal Reserve Bank of Atlanta 

Shari Bower is the regional executive at the Miami Branch of the Federal Reserve Bank of Atlanta. She is responsible for the Atlanta Fed's Regional Economic Network (REIN) for south Florida and is a member of the core group of Atlanta Fed leaders advising on monetary policy. Her work with business executives and community leaders in the branch's 13-county area helps to bring business insights to national monetary policy deliberations. Shari also oversees the Miami Branch's board of directors and the District's Advisory council on Travel.

Jay Steinman

Duane Morris LLP

Jay Steinman, Managing Partner of the Miami office of Duane Morris LLP, is a seasoned attorney with over 30 years of experience representing clients in complex real estate, finance, and corporate transactions. Known for his strategic counsel and deep knowledge of the South Florida market, Jay has played a key role in some of the region’s most significant development and financing deals. His leadership at Duane Morris and commitment to client service have made him a trusted advisor across industries and a respected voice in the legal and business communities.

11:35 -
12:10 PM

Robert Montejo

Duane Morris LLP

Robert Montejo is a real estate attorney with a national practice representing clients in transactions and development across sectors such as data centers, renewable energy, mixed-use, and multifamily properties. He advises on acquisitions, dispositions, financing, leasing, and joint ventures, and represents both borrowers and lenders in complex financing deals.

12:30 -
1:00 PM

Melissa Sotolongo, AIAM

USI Insurance Services

 

Melissa Sotolongo has served as Commercial Lines Operational Manager at USI Insurance Services since July 2023, specializing in streamlining processes, managing complex projects, and driving operational efficiency.

Dave Roque, CPCU, CIC, AAI, ARM, AIS, ASLI, ARe, ExecPLP, RPLUP

USI Insurance Services 

Dave Roque, Senior Vice President of USI Insurance Services, leads the Real Estate division, specializing in customized insurance solutions for commercial real estate and condominium clients nationwide. With over 20 years of experience, he manages complex programs including property, casualty, reinsurance, and captive placements for high-profile developers, investors, and owners.

Manny Pozo 

BioResponse  

Manny Pozo is President of BioResponse Restoration and serves on the Board of Directors for both the Coalition of Disaster Responders and the Latin Builders Association.


Joseph T. Walsh

Duane Morris

Joseph Walsh is a partner and Co-Chair of the Environmental Division at Duane Morris LLP, with a distinguished background that includes serving as assistant general counsel at ExxonMobil. Throughout his career, he has held global leadership roles overseeing legal functions in environmental, regulatory, commercial, and operational matters, including serving as General Counsel for ExxonMobil’s Downstream Companies, supporting over $200B in annual revenues across 120 countries.

1:00 -
1:40 PM

Tim Rivers

NAI Burns Scalo (Moderator)

Tim Rivers oversees market strategy and growth for NAI Burns Scalo across Florida, focusing on talent development, team performance, and operational excellence. He is responsible for driving the firm’s market presence while upholding high service standards.

Patrick Mahoney

NAI Realvest

Patrick Mahoney is Chief Executive Officer and Partner at NAI Realvest, a full-service commercial real estate firm offering brokerage, asset management, and property management services to private and institutional investors across Florida.

Nik Schroth, CCIM

NAI Southcoast

Nik Schroth, CCIM, of NAI Southcoast is deeply embedded in the Treasure Coast’s commercial real estate market, specializing in all phases of commercial real estate including sales, leasing, and appraisal. His strategic insight helps clients uncover unexpected growth opportunities and gain a competitive edge.

Matthew Brown

NAI Merin Hunter Codman

Matthew Brown is Chief Operating Officer at NAI Merin Hunter Codman, bringing over 20 years of experience in commercial and multifamily real estate finance, including acquisitions, investment sales, loan sale advisory, asset management, and commercial lending.

1:40-
2:15 PM

Joseph Gallaher

NAI Miami | Fort Lauderdale (moderator)

 

Joseph Gallaher is a Partner at NAI Miami Commercial Real Estate Services Worldwide, overseeing the management of clients' commercial investment and development portfolios. With a background in sales, residential property management, and consulting, he brings expertise in retail assets, distressed property disposition, landlord representation, and financial analysis.

Brandon Weiss

NAI Miami | Fort Lauderdale

Brandon Weiss specializes in retail tenant and landlord representation, working with national, regional, and local retailers on site selection, market analysis, and lease negotiations. In addition to leasing, he represents clients in the purchase and sale of retail properties and land and has experience in retail development. He has been recognized as NAI Miami’s Top Producer and a CoStar Power Broker.

Timothy Merriman JR.
NAI Miami | Fort Lauderdale

Timothy Merriman Jr. is a Partner at NAI Miami | Fort Lauderdale and one of South Florida’s leading commercial real estate brokers, with over 17 years of experience in complex transactions and strategic advisory. He specializes in high-stakes deals across industrial, office, multifamily, land, retail, educational, and special-use properties, representing a broad range of clients from institutional investors to developers and family offices.

Gabriel Garcia-Menocal, SIOR

NAI Miami | Fort Lauderdale

Gabriel Garcia-Menocal is a seasoned real estate professional with over 38 years of experience spanning brokerage, construction, development, valuation, and consulting. He has worked across all facets of commercial real estate, including tenant and landlord representation, acquisitions and dispositions, site analysis, investment sales, and property development. He has been a member of SIOR since 2008.

2:20-
2:50 PM

Keith A. Carswell

City of Miami (moderator)

 

Keith A. Carswell leads strategic initiatives that drive innovation, entrepreneurship, and sustainable growth in Miami, including the Venture Miami programs. His work focuses on smart city development, integrating technologies like IoT and AI to modernize infrastructure and enhance city services, while fostering a collaborative, forward-thinking environment across public and private sectors.

Jacob Keirn

City of Miami

Shawn Wilt
City of Miami

Shawn Wilt is a Real Estate Sales Associate, investor, and property manager with a strong background in engineering, business management, and organizational improvement. With experience in the Navy Nuclear Power Program and over a decade in real estate, he brings a unique blend of technical expertise, strategic thinking, and people-focused leadership to every project and transaction.

David Snow

City of Miami

David Snow is Director of the City of Miami Planning Department, where he has served since 2007. He has led key initiatives including the Mana Wynwood and Miami Design District Special Area Plans, Wynwood’s NRD-1, and the Miami 21 Sign Code. With a degree in Planning and Urban Development from Arizona State University, David continues to guide Miami’s growth while addressing emerging urban trends and sea-level rise adaptation.

Keynote Address

2:50 -
3:30 PM

Patrick E. Murphy

CIO of Coastal Construction 

Our keynote speaker at this years NAI Florida Forum, Patrick Murphy is the Chief Investment Officer of Coastal Construction, where he leads innovation efforts involving AI-driven technologies like Togal.AI and CodeComply.AI, and supports the expansion of RENCO, a sustainable building system. A CPA and University of Miami graduate, he began his career as a construction laborer and later worked at Deloitte before serving in the U.S. House of Representatives from 2013 to 2017. Following his time in Congress, he co-authored A Divided Union and currently serves on the President’s Export Council, representing the construction industry.

Agenda & Panels

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