AUGUST 2018 | SFBWMAG.COM | $7.95

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2©2018 AUGUST Celebrity 2018 Cruises. • www.sfbwmag.com Ships' registry: Malta and Ecuador.

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2818 Center Port Circle Pompano Beach, FL 33064 • P 954.735.8223 18288 Collins Ave Sunny Isles Beach, FL 33160 • P 305.974.0161 FL State | Licensed Designer # IB 13000407 www.sfbwmag.com • AUGUST 2018 5 TABLE OF CONTENTS

12 One Liners SFBW & PARTNERS COVER Catch up on the news you’ve 72 Photos: Up & Comers Awards missed from around the region STORY 74 South Executive CEO Paul Leone 20 Great Places and Spaces is on top 30 26 The Good Life Roundtable 38 Profi le 76 CEO Connect CEO Mark Zoradi and Hervé Damas, Wynwood’s the movie theater business cannabis doctor 46 Innovations in Health Care Robots, art therapy and more COLUMNS 54 Health Care 58 Commercial Real Estate South Florida’s booming Brain health is a state of mind foreign trade zone 56 Wealth Art collections, an asset to 80 Ask the Experts

consider for your portfolio

60 The List Deep dive: The region’s litigation support accountants 64 The List A roundtable discussion with prominent CPAs 68 The List Top 100 law fi rms: No. 51-75

The Breakers 6 AUGUST 2018 • www.sfbwmag.com STAY & PLAY WITH DAN MARINO AUGUST 17-19, 2018

DAN MARINO ALL STAR EXPERIENCE VIP PACKAGES FROM $1260* INCLUDES • 3-day / 2-night stay in a luxurious 6 bedroom Encore Resort Home (accomodates up to 12 people) or inquire about our 7 to 13-bedroom homes • Lunch for 2 adults & 2 children† on August 18th at 12:30 PM. Includes Q&A with Dan Marino and sports broadcaster Christian Bruey, sports anchor/reporter for WFTV-Channel 9 in Orlando • Luau BBQ Buffet with Dan Marino on Saturday, August 18th at 6:30 PM for 2 adults & 2 children.† Includes Pig Roast, Huli Huli Chicken, Coconut Glazed Shrimp Stir Fry, Fried Rice, Mixed Veggies in Garlic Ginger Sauce, Asian Slaw, Tropical Fruit Display, Tropical Bread Pudding a la Mode, Music, Show with Polynesian Dancers and a Fire/Knife Performance • Each family receives a Dan Marino autographed football • All day fun at our AquaPark • Free transportation to theme parks • 5 minutes to Disney • Space is limited

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7635 Fairfax Drive • Reunion, Florida 34747 EncoreReunion.com *Excludes tax, cleaning fee, care package and amenity fee. Offer subject to change without notice. †www.sfbwmag.comAdditional cost per person. • AUGUST 2018 7 LETTER FROM THE EDITOR

Editor-in-Chief Kevin Gale Lessons on Innovation

The Breakers in Palm Beach is about as historic as you can get in South Florida, with roots that go back to Henry Flagler bringing the Florida East Coast Railway to the region in the late 1800s. Going up its long driveway, past the Florentine Fountain, and seeing the hotel with its twin towers seems like a step back to 1926, when the hotel was built after two previous incarnations burned down. But peel back the layers and you find all sorts of efforts to keep it current. Take, the fountain, for example. It was painstakingly rebuilt in 2015 because the original version had corroded and had been patched over the decades. The new version is an exact replica, but an improvement. The Palm Beach News reports that the conservator found the mouths of the alligators and herons adorning the fountain originally spouted water, but their mouths were closed at some point when the concrete was repaired. Now, they spout as they originally were intended. The fountain’s original color, painted over many times, was restored. As a fan of architecture, I think credit should be given to Breakers CEO Paul Leone and the hotel’s owners, heirs of Henry Flagler, for enlarging and improving it over the decades without destroying the feel or concept. That approach encompasses the interior design, which still has its Hurricane classic features but modern flourishes of Italian design. The hotel feels historic, but not stuffy. My biggest takeaway on innovation, though, is how The Breakers has a comprehensive approach to giving back to its employees and community. That’s outlined in the social impact season has report discussed in our cover story. The report is a worthy model for any business that wants to be progressive. Our “CEO Connect” feature this issue with Mark Zoradi of Cinemark also gives great blown in! examples of innovation. I have to confess that I usually plop in front of my big-screen TV rather than go to a movie theater, so it was an eye-opening experience that might make me reconsider. The evening at the Cinemark Palace 20 in Boca Raton started with a reception that included Prepare your business. gourmet food and cocktails, which moviegoers can enjoy in the theater’s restaurant and bar. We then adjourned to one of the theaters for the interview. Zoradi said Cinemark has spent Protect your bottom line. more renovating 20 than any other theater in the country. As I sat in my comfortable reclining leather chair, I believed him. Call OK Generators The company’s website sends a signal about its innovations to consumers who can narrow their theater choices to those with stadium seating, luxury loungers, Imax, XD (extreme digital for all of your emergency projection, with its wall-to-wall and ceiling-to-floor screen), alcoholic beverages or expanded energy needs today. menus. Cinemark also has a movie club for $8.99 a month, which includes a 20-percent discount on concessions, waived online fees and one 2D (traditional-style) movie a month. Unused tickets roll over, and you can buy another ticket for $8.99. I enjoyed the screening of “Jurassic World: Fallen Kingdom” a lot more than I would have at home, so there’s one couch potato who will turn back into a theatergoer.

8 AUGUST 2018 • www.sfbwmag.com MIAMI’S NEWEST WATERFRONT DINING AND EVENT SPACE

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A LA CARTE, CHEF TABLE, LOUNGE AND BAR Game Day dining is open to all HEAT fans before, during and after games. Come early, stay late, and enjoy fan favorites or dine in style in the Private Dining Room. Sample from the craft beer wall in the Decanter Bar or enjoy mixology specialties in the Tumbler Bar.

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CONTACT ADAM RAMOS, SENIOR MANAGER KEY ACCOUNTS & SPECIAL EVENTS [email protected] • 601 BISCAYNE BLVD • MIAMI, FL 33132 • 786-777-4289 www.sfbwmag.com • AUGUST 2018 9 CHAIRMAN AND PUBLISHER Gary Press [email protected] EDITOR-IN-CHIEF AND SENIOR VICE PRESIDENT OF STRATEGY Kevin Gale [email protected] ASSOCIATE EDITOR Andrea Richard [email protected] RESEARCH DIRECTOR Gilberto Medina [email protected] COPY EDITOR Jason Davis

Creative CREATIVE DIRECTOR Melanie Smit ART DIRECTORS Alexander Hernandez, Frank Papandrea, Evelyn Suarez Writers CONTRIBUTING WRITERS Stephen Garber, Martin Lenkowsky Darcie Lunsford, Greta Schulz Photographers Patrick Clinton, Downtown Photo/Fort Lauderdale Associate Publisher CLAYTON IDLE [email protected]

Market Directors LORI CASTLE [email protected] GEORGETTE EVANS gevans@lmgfl .com RICH LOPEZ [email protected] MICHAEL RIDGWAY [email protected]

CONTROLLER Josh Wachsman jwachsman@lmgfl .com OPERATIONS DIRECTOR Monica St. Omer monica@lmgfl .com MARKETING & EVENTS DIRECTOR Mariann Marinberg mmarinberg@lmgfl .com MARKETING COORDINATOR Stephanie Muniz smuniz@lmgfl .com Editorial Advisory Board Bob Birdsong, OK Generators, Calixto Garcia-Velez, Michelle Homoky, Alan Levan, BBX Capital, Pablo Pino, TD Bank, President Regional Executive & Celebrity Cruises, Chairman and CEO South Florida Market President, EVP of First Bank Director of Eastern Sales Commercial Lending Mark Brown, Miami Heat, Rick Mancinelli, C3, CEO VP of Sales Michael Gorham, Rufus James, Steven Sadaka, Steven Douglas, CEO Brown & Brown of Florida, Fort Lauderdale Neil Merin, Merin Hunter Codman, Andy Cagnetta, Transworld Executive Vice President Executive Airport, Chairman Rachel Sapoznik, Sapoznik Business Brokers, CEO Airport Manager Insurance, CEO Gerald Greenspoon, Teddy Morse, Matt Dernis, Greenspoon Marder, Patrick Lee, Shorecrest Ed Morse Automotive Group, Erik Sussman, Fortune 360, CFP® Co-managing Director Construction, CEO Chairman & CEO Mass Mutual, CEO

William O. Fuller, Steven Gurowitz, Sam Robbins, National Jets, Barlington Group, Interiors by Steven G., President President & CEO Managing Partner SFBW Magazine 3511 W. COMMERCIAL BLVD., SUITE 200, FORT LAUDERDALE, FLORIDA 33309 | 954.377.9470 | FAX 954.617.9418 | WWW.SFBWMAG.COM Manage Your SFBW Subscription Is SFBW arriving in your offi ce with an outdated subscription label? Contact Monica St. Omer at [email protected] or (954) 377-9473 to give us updated information, such as a new executive or someone no longer with your organization. Visit sfbwmag.com to see our digital content and sign up for our weekly newsletter ©2016 SFBW magazine is published by Lifestyle Media Group, all rights reserved. SFBW is a monthly advertising magazine. All contents are protected by copyright and may not be reproduced without written consent from the publisher. The advertiser is solely responsible for ad content and holds publisher harmless from any error.

10 AUGUST 2018 • www.sfbwmag.com THE NSU MBA

A business network straight out of the classroom

Most MBA programs will help your career, but only the NSU MBA can connect you with valuable industry contacts before you even graduate. NSU’s MBA program gives you access to alums and corporate partners – business leaders that can help you advance your career, grow your paycheck, or build a startup. And NSU faculty average more than 15 years of industry experience, so they’re well connected, too. At NSU you won’t just get classroom knowledge and a piece of paper, you’ll get the business network you need to succeed.

GET STRAIGHT TALK FROM NSU

www.sfbwmag.com • AUGUST 2018 11 START NOW. GO TO NOVA.EDU/MBA ► Encore Capital Management, the developer of Plantation Walk, a $350 million mixed-use offi ce, retail, residential and hotel, signed its fi rst tenant, Aetna, which will move into a 160,000-square-foot Class-A offi ce building.

►BBX Capital Real ► BBX Capital and Leadership Florida hosted a reception to honor incoming Broward College Estate and New Urban president Gregory Haile. Shown are Gary Press, Alan Levan, Gregory Haile and Linda Carter. Communities sold out The Village at Victoria ►Fort Lauderdale-based and Park in Fort Lauderdale. woman-led marketing agency ►Fortune magazine mixed-use development, president of the South Starmark celebrated its 40th ranked Ultimate Oakland Park Square, Florida chapter of ►Cushman & year in business. Software atop its “100 with apartments spanning the Entrepreneurs’ Wakefi eld secured Best Workplaces for two acres at 38th Street Organization. $20 million in fi nancing Millennials” list. and Dixie Highway. for the acquisition of ►A new LGBT visitor Fountains of Miramar, ►Oakland Park might ►Jerry Katz, founder center opened at 2300 a 140,000-square-foot redevelop its downtown of Premier Protection NE Seventh Ave. in shopping center. with a new city hall and a Insurance, is the new Wilton Manors. ►Commercial real estate developer Elit broke ground on The Grove at Miramar, a ONE LINERS BROWARD 30,345-square-foot retail plaza.

►CenterState Bank fi nanced a $2.5 million line of credit for improvements of an Orchard Supply Hardware store in Fort Lauderdale.

► Hospitality company Driftwood ►Northern Trust senior Acquisitions & Development broke executive Thomas ground on its $50 million, dual-branded Oliveri was named Tru and Home2 Suites Hilton-fl agged chair of the Memorial ► United Way of Broward County hired prominent ► City Furniture is bringing redesigned waterbeds with a temperature control hotels in Fort Lauderdale’s Flagler Village, and Joe DiMaggio banking executive Lynne Wines to lead its “United system back to its stores. 315 NW First Ave. Children’s Hospital We End Homelessness” initiative. foundations. 12 AUGUST 2018 • www.sfbwmag.com ► Encore Capital Management, the developer of Plantation Walk, a $350 million mixed-use offi ce, retail, residential and hotel, signed its fi rst tenant, Aetna, which will move into a 160,000-square-foot Class-A offi ce building.

►BBX Capital Real ► BBX Capital and Leadership Florida hosted a reception to honor incoming Broward College Estate and New Urban president Gregory Haile. Shown are Gary Press, Alan Levan, Gregory Haile and Linda Carter. Communities sold out The Village at Victoria ►Fort Lauderdale-based and Park in Fort Lauderdale. woman-led marketing agency ►Fortune magazine mixed-use development, president of the South Starmark celebrated its 40th ranked Ultimate Oakland Park Square, Florida chapter of ►Cushman & year in business. Software atop its “100 with apartments spanning the Entrepreneurs’ Wakefi eld secured Best Workplaces for two acres at 38th Street Organization. $20 million in fi nancing Millennials” list. and Dixie Highway. for the acquisition of ►A new LGBT visitor Fountains of Miramar, ►Oakland Park might ►Jerry Katz, founder center opened at 2300 a 140,000-square-foot redevelop its downtown of Premier Protection NE Seventh Ave. in shopping center. with a new city hall and a Insurance, is the new Wilton Manors. ►Commercial real estate developer Elit broke ground on The Grove at Miramar, a ONE LINERS BROWARD 30,345-square-foot retail plaza.

►CenterState Bank fi nanced a $2.5 million line of credit for improvements of an Orchard Supply Hardware store in Fort Lauderdale.

► Hospitality company Driftwood ►Northern Trust senior Acquisitions & Development broke executive Thomas ground on its $50 million, dual-branded Oliveri was named Tru and Home2 Suites Hilton-fl agged chair of the Memorial ► United Way of Broward County hired prominent ► City Furniture is bringing redesigned waterbeds with a temperature control hotels in Fort Lauderdale’s Flagler Village, and Joe DiMaggio banking executive Lynne Wines to lead its “United system back to its stores. 315 NW First Ave. Children’s Hospital We End Homelessness” initiative. foundations. www.sfbwmag.com • AUGUST 2018 13 ► Miami- based fashion designers and spouses Shail and Valentina Shah launched their new line, 2-DG, which features shirts made from 100-percent recycled fi shing nets.

►Miami-based father-daughter duo Henry and Gabriella Pino invented and patented Ecopod, a smart-tech refi ll kiosk that dispenses home cleaning and personal care products into refi llable containers.

►Law fi rms Nelson ►Ocean Bank provided Mullins and Broad a $85-million construction and Cassel combined loan to Melo Group for operations, with more Art Plaza Apartments in than 725 attorneys downtown Miami. ►Brightline partnered fi nancing of Kendall tower, Elysee across 11 states and with Talent4Change to Summit Offi ce Park, Condominium in Washington, D.C., and 10 ►Habitat Group’s Smart sponsor Buzz it Forward, a six-building offi ce , underwent offi ces in Florida. has more than an initiative to inform the campus, to COFE a massive concrete ►RCC Associates was selected as general contractor for Time Out 90 percent of its fi rst public about rail safety. Properties. foundation pour. Market Miami, a new entertainment-driven development by the British ►Miami was announced tower reserved under media company Time Out Group. as host of the inaugural contract, with buyers ►Cushman & ►Two Roads ►National realty SportBusiness Group from Argentina, Brazil, Wakefi eld negotiated the Development’s company Compass summit, which takes Colombia, Ecuador, Spain $34.75-million sale and 57-story waterfront acquired ICS Realty, a place Sept. 18-19. and the United States. boutique brokerage in Aventura.

►HGreg.com, a fast- growing automotive group in the used-vehicle

ONE LINERS MIAMI-DADE market, plans to open a North Miami location.

►Veteran commercial real estate broker Todd Cohen launched TCC Advisors.

►Miami International Airport was ranked as the best Florida airport and the ►The tallest residential building south of Manhattan, , ►Chile-based G&L Real Estate Development eighth in the United States for business travelers, according to an inaugural developed by Florida East Coast Realty, celebrated its opening with a completed its One Bay Residences in the Design study by TravelBank. ribbon-cutting ceremony. District.

14 AUGUST 2018 • www.sfbwmag.com ► Miami- based fashion designers and spouses Shail and Valentina Shah launched their new line, 2-DG, which features shirts made from 100-percent recycled fi shing nets.

►Miami-based father-daughter duo Henry and Gabriella Pino invented and patented Ecopod, a smart-tech refi ll kiosk that dispenses home cleaning and personal care products into refi llable containers.

►Law fi rms Nelson ►Ocean Bank provided Mullins and Broad a $85-million construction and Cassel combined loan to Melo Group for operations, with more Art Plaza Apartments in than 725 attorneys downtown Miami. ►Brightline partnered fi nancing of Kendall tower, Elysee across 11 states and with Talent4Change to Summit Offi ce Park, Condominium in Washington, D.C., and 10 ►Habitat Group’s Smart sponsor Buzz it Forward, a six-building offi ce Edgewater, underwent offi ces in Florida. Brickell has more than an initiative to inform the campus, to COFE a massive concrete ►RCC Associates was selected as general contractor for Time Out 90 percent of its fi rst public about rail safety. Properties. foundation pour. Market Miami, a new entertainment-driven development by the British ►Miami was announced tower reserved under media company Time Out Group. as host of the inaugural contract, with buyers ►Cushman & ►Two Roads ►National realty SportBusiness Group from Argentina, Brazil, Wakefi eld negotiated the Development’s company Compass summit, which takes Colombia, Ecuador, Spain $34.75-million sale and 57-story waterfront acquired ICS Realty, a place Sept. 18-19. and the United States. boutique brokerage in Aventura.

►HGreg.com, a fast- growing automotive group in the used-vehicle

ONE LINERS MIAMI-DADE market, plans to open a North Miami location.

►Veteran commercial real estate broker Todd Cohen launched TCC Advisors.

►Miami International Airport was ranked as the best Florida airport and the ►The tallest residential building south of Manhattan, Panorama Tower, ►Chile-based G&L Real Estate Development eighth in the United States for business travelers, according to an inaugural developed by Florida East Coast Realty, celebrated its opening with a completed its One Bay Residences in the Design study by TravelBank. ribbon-cutting ceremony. District.

www.sfbwmag.com • AUGUST 2018 15 ►Collier International South Florida closed its Palm Beach Gardens offi ce, with plans to relocate to either northern Palm Beach or Martin counties.

►Joanne O. Miller is Jupiter Medical Center’s new vice president and chief nursing offi cer.

►Bahamas Paradise Cruise Line eliminated supplementary fees for all ►Uptown Boca Raton, a 38-acre, $200 million mixed-use development at Glades Road solo travelers berthing in and 95th Avenue South, broke ground. ocean-view staterooms, as solo travel is growing.

►In a joint venture partnership, Pebb Enterprises and Tortoise Properties acquired a 10-acre Class-A with plans to build 150 offi ce campus in Boca Raton, where ADT has its headquarters. single-family homes and a mixed-use development.

►13th Floor Homes neighborhood featuring ►Storage Rentals of ►Palm Beach Gardens- acquired a 110-acre site bike trails, a garden, America has grown to based media technology and former golf course single-family homes and 81 self-storage properties company Airtab acquired in west Delray Beach for ample green spaces, in in six states, opening its Barhero, a San Diego $5.4 million with plans to Wellington. newest facility at 1620 N. startup app that informs develop Avalon Trails, Congress Ave. in West consumers on which a 55-plus residential ►FPL Connect is Palm Beach. hospitality spots are community. developing a 1,300-acre trendy. solar farm in western ►Canada’s Mattamy ►Lennar is developing Palm Beach County. Homes acquired a 37- ►Cohen Brothers Arden, an agriculture West Palm Beach-based acre site in Lake Worth, Realty Corp. is planning a hotel and ►Miller Construction renovated downtown West Palm Beach’s offi ce development with Esperanté Corporate Center’s lobby and atrium for $3.8 million, architect Cesar Pelli. which was designed by Gensler architects. ONE LINERS PALM BEACH

►Banyan Cay Development and Noble House Hotels & Resorts secured a $61 million construction loan from Calmwater ► Grover Corlew’s Boca Raton Class-A offi ce building, Palmetto Place, will have Hair Club for Capital for Banyan Cay Resort & Golf in West Palm Beach, a hotel and conference center that includes a spa, residences with Men as its anchor tenant. single-family homes and a condominium tower, and a Jack Nicklaus signature golf course.

16 AUGUST 2018 • www.sfbwmag.com ►Collier International South Florida closed its Palm Beach Gardens offi ce, with plans to relocate to either northern Palm Beach or Martin counties.

►Joanne O. Miller is Jupiter Medical Center’s new vice president and chief nursing offi cer.

►Bahamas Paradise Cruise Line eliminated supplementary fees for all ►Uptown Boca Raton, a 38-acre, $200 million mixed-use development at Glades Road solo travelers berthing in and 95th Avenue South, broke ground. ocean-view staterooms, as solo travel is growing.

►In a joint venture partnership, Pebb Enterprises and Tortoise Properties acquired a 10-acre Class-A with plans to build 150 offi ce campus in Boca Raton, where ADT has its headquarters. single-family homes and a mixed-use development.

►13th Floor Homes neighborhood featuring ►Storage Rentals of ►Palm Beach Gardens- acquired a 110-acre site bike trails, a garden, America has grown to based media technology and former golf course single-family homes and 81 self-storage properties company Airtab acquired in west Delray Beach for ample green spaces, in in six states, opening its Barhero, a San Diego $5.4 million with plans to Wellington. newest facility at 1620 N. startup app that informs develop Avalon Trails, Congress Ave. in West consumers on which a 55-plus residential ►FPL Connect is Palm Beach. hospitality spots are community. developing a 1,300-acre trendy. solar farm in western ►Canada’s Mattamy ►Lennar is developing Palm Beach County. Homes acquired a 37- ►Cohen Brothers Arden, an agriculture West Palm Beach-based acre site in Lake Worth, Realty Corp. is planning a hotel and ►Miller Construction renovated downtown West Palm Beach’s offi ce development with Esperanté Corporate Center’s lobby and atrium for $3.8 million, architect Cesar Pelli. which was designed by Gensler architects. ONE LINERS PALM BEACH

►Banyan Cay Development and Noble House Hotels & Resorts secured a $61 million construction loan from Calmwater ► Grover Corlew’s Boca Raton Class-A offi ce building, Palmetto Place, will have Hair Club for Capital for Banyan Cay Resort & Golf in West Palm Beach, a hotel and conference center that includes a spa, residences with Men as its anchor tenant. single-family homes and a condominium tower, and a Jack Nicklaus signature golf course.

www.sfbwmag.com • AUGUST 2018 17 In today’s global business environment, service is essential, convenience is mandatory, security is vital, and time is more valuable than ever. That’s why general aviation professionals and business travelers depend on Fort Lauderdale Executive Airport (FXE). Conveniently located in Uptown Fort Lauderdale, FXE is positioned to enhance your business travel experience. Notable amenities include a 24-hour air traffic control tower, an aircraft rescue and fire fighting station, U.S. Customs facility with clearing hours until midnight, 24-hour security and your choice of four exceptional fixed-based operators.

www.flyfxe.com

Every day, Transworld Business Advisors Time to trade the corner office for connects quality, top-paying acquirers with your own little corner of the world? business owners ready to sell and move on to the next stage in their “careers.” As the A Transworld business advisor can get you there. world leader in business sales, franchising, and mergers and acquisitions, Transworld has access to a huge database of individ- ual domestic and immigrating buyers and strategic corporations looking for the right business opportunity. And Transworld has the expertise to ensure any business sale goes smoothly. So whether you’re ready to sell your business or buy an existing business

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18 AUGUST 2018 • www.sfbwmag.com CRA is not your typical insurance agency.

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How does your current agent measure up?

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www.sfbwmag.com • AUGUST 2018 19 GREAT PLACES AND SPACES

1-800-LUCKY Wynwood has its fi rst Asian fusion-themed food hall, bar and marketplace with 1-800-LUCKY. The interior of the 10,000-square-foot market, 143 NW 23rd St., was inspired by the pop-industrial look of the 1980s with iron, concrete, neon lights and vinyl. The hipster vibe also is fueled by DJs and other musical programming. The design is the brainchild of Alejandro de Leon and Sandra Duran, the principals and founders of Mexico City’s Arquetipo Estudio.

20 AUGUST 2018 • www.sfbwmag.com BEYOND CRAFTMANSHIP COMMERCIAL | RESIDENTIAL | NEW BUILD | RENOVATION

48 NW 25th Street, Suite 105, Miami, FL 33127 Phone: 305.347.5409 • Fax: 305.377.1108 License# CGC 1506162 www.shorecrestgc.com www.sfbwmag.com • AUGUST 2018 21 GREAT PLACES AND SPACES

Aria on the Bay founder Bernardo Fort-Brescia took cues from the nearby Adrienne Arsht Center for the Performing Arts to come up with the striking exterior for Melo Group’s Aria on the Bay. The balconies resemble staggered cylinders that could be interpreted as a musical score or curves dancing to a tune, Fort-Brescia says. The recently completed, 53-story project at 1770 N. Bayshore Drive has been a hit with more than 90 percent of its 648 units sold. Among the buyers are musical performer Timbaland and New York Yankees slugger Giancarlo Stanton, a former Miami Marlin. Remaining units are priced from the $400,000s to $1.8 million.

22 AUGUST 2018 • www.sfbwmag.com Fort Lauderdale’s Premier Waterfront Venue Located along the scenic Intracoastal Waterway in Fort Lauderdale, Grateful Palate Catering & Events offers a truly unique setting to host your corporate event. Our 4,000 square foot venue offers impeccable service and exceptional food alongside breathtaking waterfront views.

Our celebrated culinary team and dedicated catering staff specialize in off premise events throughout South Florida.

3003 NE 32 Avenue | Fort Lauderdale, Florida 33308 | 954-566-3044 | thegratefulpalate.com| [email protected] www.sfbwmag.com • AUGUST 2018 23 GREAT PLACES AND SPACES

Hibiscus Island Mansion Hitting the market at $38 million, the priciest listing on Hibiscus Island, located at 370 S. Hibiscus Drive, is a contemporary home with unobstructed waterfront views of Miami’s skyline. The three-floor home by architect Reinaldo Borges of Borges & Associates has fi ve bedrooms, 7½ bathrooms, a home theater and, of course, a yacht dock and elevator. The interior design by Brazilian architect Denise Marinho includes distinct Miami fl avor—including pops of color throughout and an orange-lined outdoor spiral staircase. The 10,754-square- foot property is listed by Sonia Gherardi with ONE Sotheby’s International Realty.

Hibiscus Island mantion photos by Andy Frame

24 AUGUST 2018 • www.sfbwmag.com Josh Dotoli

954.290.4793 [email protected] www.joshdotoligroup.com Josh Dotoli Sells Dotoli Josh Fort Lauderdale

1503 NE 2nd Street 713 SE 6th Court 2520 Del Mar Place

Offered at $775,000 Offered at $769,000 Offered For Rent at $5,500/m 3 Bed | 3 Baths | 2,654 sf 3 Bed | 3 Baths | 1,720 sf 3 Beds | 3 Baths | 75 Feet Waterfront

Compass Florida, LLC d/b/a Compass is a licensed real estate broker and abides by Equal Housing Opportunity laws. All material presented herein is intended for informational purposes only. Information is compiled from sources deemed reliable but is subject to errors, omissions, changes in price, condition, sale, or withdrawal without notice. No statement is made as to the accuracy of any description. All measurements and square footages are approximate. This is not intended to solicit property already listed. Nothing herein shall be construed as legal, accounting or other professional advice outside the realm of real estate brokerage. www.sfbwmag.com • AUGUST 2018 25 Two Unique Sea Suite Options, One Ideal Location. Ask us about our customized meeting solutions.

PLANTA SOUT BEAC Nightlife and restaurant impresario David Grutman has brought an outpost of Toronto’s Planta to Miami Beach. Grutman, who is responsible for mega- nightclubs Liv and Stor in South Beach and restaurants Komodo in Brickell and OTL in the Design District, says he and his wife liked how Planta’s plant-based cuisine did not mean sacrificing flavor or fun. The 200-seat Planta, 850 Commerce St., has a rooftop garden, an expansive dining room and outdoor areas.

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BRR-11903-G SunSentinelCity&ShorePrime_FPad.indd 1 4/18/18 9:09 AM COVER STORY

How Paul Leone, Flagler’s heirs and a team of 2,200 keep The Breakers on top By Kevin Gale

s a high school student in Paris, Kentucky, Paul Leone helped out at his family’s 17-room Starlight Motor Court, sharing a room with his two brothers. These days, he’s still in the hotel business—as CEO of The Breakers in Palm Beach, one of the nation’s grandest hotels since it opened in 1926. The Breakers and the family behind it are not only a multigenerational business success story, but a key part of South Florida history. Railroad pioneer Henry Morrison Flagler opened his fi rst hotel in Palm Beach, the Royal Poinciana along the Lake Worth Lagoon, in 1894, but then visitors wanted a place over “by the breakers” of the Atlantic Ocean. The fi rst incarnation of The Breakers, a wooden hotel, opened in 1901, but burned down in 1903. A second version burned in 1925, which led to the current concrete structure, which is an Italian Renaissance masterpiece. These days, Leone and Flagler’s heirs, the Kenan family, strive to make it cutting-edge for guests and associates while nurturing the charm of its historic roots. Leone gave SFBW a tour of the historic hotel and sat down for an interview in HMF, a club-style restaurant and lounge that combines the history of the hotel’s Florentine Room off the main lobby with a small plate-oriented global cuisine—and arguably the best opportunity for people-watching in the town of Palm Beach. One example of The Breakers’ philosophy came as Leone walked down a hallway and said it was set for refurbishment. Most visitors and hotel owners would look at it and say it looks fi ne, but Leone pointed out some light stains in the carpeting and furniture that had become stylistically dated. While he wasn’t about to touch one of the original antique pieces in the hallway, it was another opportunity to add the touches of the modern Italian style that melds seamlessly with the hotel’s Italian Renaissance roots. “We learned a hard-but-extremely valuable lesson in the ’80s when this property had fallen behind. One of the lessons is, it’s really hard to play catch up. You don’t want to fall behind in any way shape or form,” he says. “People in the industry are baffl ed about the amount we invest in this property—at probably three or four times the level of typical independent Paul Leone started out in his family’s motel business, became an accountant and then rose through the ranks to become CEO of The Breakers

30 AUGUST 2018 • www.sfbwmag.com COVER STORY

How Paul Leone, Flagler’s heirs and a team of 2,200 keep The Breakers on top By Kevin Gale s a high school student in Paris, Kentucky, Paul Leone helped out at his family’s 17-room Starlight Motor Court, sharing a room with his two brothers. These days, he’s still in the hotel business—as CEO of The Breakers in Palm Beach, one of the nation’s grandest hotels since it opened in 1926. The Breakers and the family behind it are not only a multigenerational business success story, but a key part of South Florida history. Railroad pioneer Henry Morrison Flagler opened his fi rst hotel in Palm Beach, the Royal Poinciana along the Lake Worth Lagoon, in 1894, but then visitors wanted a place over “by the breakers” of the Atlantic Ocean. The fi rst incarnation of The Breakers, a wooden hotel, opened in 1901, but burned down in 1903. A second version burned in 1925, which led to the current concrete structure, which is an Italian Renaissance masterpiece. These days, Leone and Flagler’s heirs, the Kenan family, strive to make it cutting-edge for guests and associates while nurturing the charm of its historic roots. Leone gave SFBW a tour of the historic hotel and sat down for an interview in HMF, a club-style restaurant and lounge that combines the history of the hotel’s Florentine Room off the main lobby with a small plate-oriented global cuisine—and arguably the best opportunity for people-watching in the town of Palm Beach. One example of The Breakers’ philosophy came as Leone walked down a hallway and said it was set for refurbishment. Most visitors and hotel owners would look at it and say it looks fi ne, but Leone pointed out some light stains in the carpeting and furniture that had become stylistically dated. While he wasn’t about to touch one of the original antique pieces in the hallway, it was another opportunity to add the touches of the modern Italian style that melds seamlessly with the hotel’s Italian Renaissance roots. “We learned a hard-but-extremely valuable lesson in the ’80s when this property had fallen behind. One of the lessons is, it’s really hard to play catch up. You don’t want to fall behind in any way shape or form,” he says. “People in the industry are baffl ed about the amount we invest in this property—at probably three or four times the level of typical independent Paul Leone started out in his family’s motel business, became an accountant and then rose through the ranks to become CEO of The Breakers

www.sfbwmag.com • AUGUST 2018 31 COVER STORY COVER STORY properties. We keep rolling out new products to keep president of The Breakers. In 2016, he was named CEO. things fresh and relevant.” In June, workers were busy renovating the Ocean Course, A FAMILY LEGACY which is being redesigned by famed golf course architect The hotel is owned by descendants of Henry Flagler’s Rees Jones. His work on the Breakers West course won Golf third wife, whose maiden name was Mary Kenan. After Inc.’s Renovation of the Year award in 2005. Flagler’s death in 1913, she became one of the nation’s “We looked at it and said the game of golf has changed,” wealthiest women. Four years later, she died and she left Leone says. Current trends in golf work against courses that the bulk of her fortune to her brother, William, and her are too diffi cult and take too long to play. The redesigned two sisters. Ocean Course will offer fl exibility, such as nine- or 12-hole For the past 32 years, James G. Kenan III has been rounds when completed. chairman of Flagler System and Thomas S. Kenan III has There’s also thoughtful design in the hotel’s Seafood been vice chairman. For the past 12 years, Leone also Bar, which debuted in 2016. Patrons get a great view of has been working with the next generation of the family. the Atlantic Ocean as they sit at the bar, but if they want “The common denominator is they want to hold on to to get a closeup look at saltwater fi sh, they can just look this asset indefi nitely. Therein comes the other part of the under their fi ngertips. The bar top is made up of a long deal: We have to make it work for them fi nancially, and horizontal aquarium. we do. The Breakers is arguably the most successful large luxury resort in the country.” FROM HOTELS TO ACCOUNTING AND BACK Leone has to achieve a signifi cant return on investment Leone’s venture into the hotel business started in 1974 to justify the family’s continued ownership of the hotel, but when his mother remarried and they started a new life there’s the family’s larger vision to make a difference in in Kentucky. His stepfather had hotel experience and the the lives of team members, customers and the community. family operated the Starlight Motor Court, which had a Leone doesn’t disclose revenue and profi ts, but says 50-seat restaurant. the hotel is nearly debt-free. He succinctly describes the “I didn’t realize back then how relevant that would be business approach: “Family culture. Family care. Fortune to running the 538-room world class Breakers today,” 500 discipline.” he says. “What they had in common was treating every Family members have a considerable amount of customer like they were a guest in our house. The service fi nancial expertise, he says. Many family members have in the Starlight for $15 a night was just as good as the attended the University of North Carolina, home of the service here.” Kenan-Flagler Business School. Leone started his career in accounting, though, not The Fortune 500 approach at The Breakers means it hospitality. He followed in the footsteps of his uncle has a formal board structure that encompasses audits, Lou, who was the only person in the family who had risk, benefi ts, compensation and investment committees. graduated from college. After graduating from the However, Leone can also pick up the phone and have University of Kentucky, Leone joined the Coopers & a conversation with his chairman like this: “You know Lybrand accounting fi rm in Louisville. After 2½ years, the what? The lobby bar is killing me. I can’t take it anymore.” fi rm let him take a year off to help out his family, which The result of an initial fi ve-minute conversation was the had bought a 100-room roadside hotel off the interstate transformation of the Florentine Room into the HMF bar in northern Florida. The family had three properties, and and restaurant. The intricately painted ceiling is still there, Leone says he and his younger brother basically ran the but the chandeliers on the ceiling are now complemented hotel and a 250-seat restaurant at ages 26 and 25. by tall, mid-century modern tripod lamps on the fl oor. “I realized I liked the business but wanted to do There’s a long wooden bar with a traditional-looking something more signifi cant than mom and pop,” he clock behind it, but also groups of intimate seating areas says. Leone had familiarity with South Florida since the with modern, stylish Italian furniture. family had a small motel in Fort Lauderdale. He rejoined Just off HMF is the domed Circle Room, the scene of Coopers and transferred to West Palm Beach, seeking a many wedding events. Each Sunday, it’s transformed into bigger market. an elaborate buffet where the typical fare is topped by At the end of an audit report on The Breakers, Leone caviar, sushi, king crab legs, sushi and 30 desserts. made a comment that the expanding hospitality operation Leone said his sons asked him about the $115 base didn’t have enough resources in accounting and fi nance. charge and how much money he makes. He explained that “I fi gured they might call me and offer a job, and they those who eat modestly, like his wife, are pretty profi table did just that,” he said. “They liked the idea that I came to the hotel, but those who return for plate after plate of from a small mom and pop hotel.” lobster can tighten the margins quite a bit. His advice to a He joined as controller in 1985 and subsequently was visitor: Take three hours and really enjoy it. promoted to vice president and chief fi nancial offi cer. By 1992, he was promoted to president of Flagler System CORPORATE STRUCTURE Management and two years later, he added the title of The Breakers Palm Beach Inc. falls under a couple of

The lobby of The Breakers, which is on the National Register of Historic Places

32 AUGUST 2018 • www.sfbwmag.com COVER STORY COVER STORY properties. We keep rolling out new products to keep president of The Breakers. In 2016, he was named CEO. things fresh and relevant.” In June, workers were busy renovating the Ocean Course, A FAMILY LEGACY which is being redesigned by famed golf course architect The hotel is owned by descendants of Henry Flagler’s Rees Jones. His work on the Breakers West course won Golf third wife, whose maiden name was Mary Kenan. After Inc.’s Renovation of the Year award in 2005. Flagler’s death in 1913, she became one of the nation’s “We looked at it and said the game of golf has changed,” wealthiest women. Four years later, she died and she left Leone says. Current trends in golf work against courses that the bulk of her fortune to her brother, William, and her are too diffi cult and take too long to play. The redesigned two sisters. Ocean Course will offer fl exibility, such as nine- or 12-hole For the past 32 years, James G. Kenan III has been rounds when completed. chairman of Flagler System and Thomas S. Kenan III has There’s also thoughtful design in the hotel’s Seafood been vice chairman. For the past 12 years, Leone also Bar, which debuted in 2016. Patrons get a great view of has been working with the next generation of the family. the Atlantic Ocean as they sit at the bar, but if they want “The common denominator is they want to hold on to to get a closeup look at saltwater fi sh, they can just look this asset indefi nitely. Therein comes the other part of the under their fi ngertips. The bar top is made up of a long deal: We have to make it work for them fi nancially, and horizontal aquarium. we do. The Breakers is arguably the most successful large luxury resort in the country.” FROM HOTELS TO ACCOUNTING AND BACK Leone has to achieve a signifi cant return on investment Leone’s venture into the hotel business started in 1974 to justify the family’s continued ownership of the hotel, but when his mother remarried and they started a new life there’s the family’s larger vision to make a difference in in Kentucky. His stepfather had hotel experience and the the lives of team members, customers and the community. family operated the Starlight Motor Court, which had a Leone doesn’t disclose revenue and profi ts, but says 50-seat restaurant. the hotel is nearly debt-free. He succinctly describes the “I didn’t realize back then how relevant that would be business approach: “Family culture. Family care. Fortune to running the 538-room world class Breakers today,” 500 discipline.” he says. “What they had in common was treating every Family members have a considerable amount of customer like they were a guest in our house. The service fi nancial expertise, he says. Many family members have in the Starlight for $15 a night was just as good as the attended the University of North Carolina, home of the service here.” Kenan-Flagler Business School. Leone started his career in accounting, though, not The Fortune 500 approach at The Breakers means it hospitality. He followed in the footsteps of his uncle has a formal board structure that encompasses audits, Lou, who was the only person in the family who had risk, benefi ts, compensation and investment committees. graduated from college. After graduating from the However, Leone can also pick up the phone and have University of Kentucky, Leone joined the Coopers & a conversation with his chairman like this: “You know Lybrand accounting fi rm in Louisville. After 2½ years, the what? The lobby bar is killing me. I can’t take it anymore.” fi rm let him take a year off to help out his family, which The result of an initial fi ve-minute conversation was the had bought a 100-room roadside hotel off the interstate transformation of the Florentine Room into the HMF bar in northern Florida. The family had three properties, and and restaurant. The intricately painted ceiling is still there, Leone says he and his younger brother basically ran the but the chandeliers on the ceiling are now complemented hotel and a 250-seat restaurant at ages 26 and 25. by tall, mid-century modern tripod lamps on the fl oor. “I realized I liked the business but wanted to do There’s a long wooden bar with a traditional-looking something more signifi cant than mom and pop,” he clock behind it, but also groups of intimate seating areas says. Leone had familiarity with South Florida since the with modern, stylish Italian furniture. family had a small motel in Fort Lauderdale. He rejoined Just off HMF is the domed Circle Room, the scene of Coopers and transferred to West Palm Beach, seeking a many wedding events. Each Sunday, it’s transformed into bigger market. an elaborate buffet where the typical fare is topped by At the end of an audit report on The Breakers, Leone caviar, sushi, king crab legs, sushi and 30 desserts. made a comment that the expanding hospitality operation Leone said his sons asked him about the $115 base didn’t have enough resources in accounting and fi nance. charge and how much money he makes. He explained that “I fi gured they might call me and offer a job, and they those who eat modestly, like his wife, are pretty profi table did just that,” he said. “They liked the idea that I came to the hotel, but those who return for plate after plate of from a small mom and pop hotel.” lobster can tighten the margins quite a bit. His advice to a He joined as controller in 1985 and subsequently was visitor: Take three hours and really enjoy it. promoted to vice president and chief fi nancial offi cer. By 1992, he was promoted to president of Flagler System CORPORATE STRUCTURE Management and two years later, he added the title of The Breakers Palm Beach Inc. falls under a couple of

The lobby of The Breakers, which is on the National Register of Historic Places

www.sfbwmag.com • AUGUST 2018 33 34 AUGUST 2018 • www.sfbwmag.com www.sfbwmag.com • AUGUST 2018 35 COVER STORY

parent companies that have had broad impact on the island. positive feedback from the community, Leone says. At the top is Flagler System, which once included The Breakers also emphasizes work-life balance. One Flagler’s railroad, hotels, two steamship companies way that’s possible is a high staffi ng ratio, which provides and land holdings. Flagler System Management is the better service to guests and more fl exibility in schedules, subsidiary that owns The Breakers and Breakers West Leone says. Double shifts are common in the hotel industry, Country Club and operates Breakers Row, the 88 luxury but the staffi ng level means employees can volunteer for apartments next to the hotel. shifts rather than being forced to do so. Flagler System Management manages 2 N. Breakers He credits the Kenans with helping work out his own Row, as well as a small shopping center in Chapel Hill, North work-life balance, which includes time with his wife and four Carolina, some land in Virginia, an auto dealership site near sons. He tries to attend Mass every day and do some sort of Palm Beach International Airport and two offi ce buildings in exercise to counter his former tendency to be a workaholic. Palm Beach, which are used by the hotel for HR, accounting “I think for everyone that you can’t have your best energy and marketing functions. or work at home if you don’t have your priorities in order Recently, Flagler System partnered with the Frisbie family and take care of all of those things,” he says. “I have more on Royal Poinciana Palm Beach, a shopping, dining and energy than ever. Not just because of physical part. I’m condominium development being built on the former site of in balance. I know I’ve taken care of my faith, my family Testa’s Restaurant on Royal Poinciana Way. The Breakers and myself.” acquired the rights to 18,000 square feet of commercial space, Kirk also was a driving force in The Breakers where it will operate a restaurant and seven or eight retail environmental stewardship, Leone says. shops. The site, which is across the street from the hotel’s “He wants to save the planet. He wants to save the golf course, has been cleared and Leone said completion will rivers, trees. He wants to solve the income inequality issue probably be near December 2019. and everything in between,” Leone says. Leone says some businesses along the street were Around the year 2000, The Breakers spent several struggling, and he and the Kenans wanted to be involved in million dollars to sink a well more than 1,000 feet into revitalizing the neighborhood. the Floridan Aquifer, which has undrinkable water, and installed a reverse osmosis system to treat the water for SOCIAL IMPACT irrigation. That saves over 100 million a year in potable Looking out for its neighbors is an example of The water and has had strong ROI, Leone says. Breakers’ broad vision, which includes an annual social The hotel has installed LED light bulbs and window fi lm impact report (available at issuu.com) that encompasses to help reduce energy costs. A control room can monitor employee well-being, the environment and giving back to energy use and turn off systems that don’t need to be on. the community. About 10 years ago, a chef at The Breakers wondered Leone says the initiative began in 2004, when board why the hotel couldn’t serve fresh mangoes like he had in member Garrett Kirk challenged leadership to take employee his backyard. That led Geoff Sagrans, assistant director of wellness to the next level. The effort launched a Corporate materials management, to found Localecopia, a nonprofi t Athlete program and now includes a full-day health and organization that brings together businesses, agricultural fi tness expo and a program to help employees with backup producers, educators and government organizations to care for elders and children. Team members logged 591,899 support local product consumption and lower the carbon minutes of activity in a year and 62 members have climbed footprint. enough stairs in the hotel to be equivalent to scaling Mount The hotel has a green market on Fridays, at which team Everest, the social impact report says. Fresh fruit is offered members can buy fresh produce. for snacks. Localecopia volunteers also go to 13 schools, often Leone likes to walk the talk and was part of the Corporate in low income areas, to help teach students about Athlete program’s fi rst graduating class. sustainability and healthy eating. “We really have been relentless in that wellness effort. A, The efforts have resulted in broad recognition for Leone because it’s the right thing to do, and, B, it’s really good for and The Breakers. investment,” Leone says. Health care costs for The Breakers He received the World Leaders Group Servant Award in over the past 10 years grew at a rate that was 30 percent less 2014 and was named Independent Hotelier of the Year in than national average. “You are talking millions of dollars 2013 by Hotels magazine. The Breakers is one of ten Five on thousands of lives.” Diamond hotels in Florida, as rated by AAA. It has a 4.5 The Breakers has best-in-class turnover and productivity, rating (out of 5) on TripAdvisor. and managers are expected to be mentors, Leone says. All these efforts have also paid off with an immense The Breakers gives associates 16 hours a year to volunteer amount of goodwill, which might be the hotel’s biggest for community service, which often is done on a team basis. asset if it ever were quantifi ed, Leone says. “People want The past year, Breakers associates put in almost 26,000 hours to do business with us,” he says. “People want to work of community service with 140 agencies at 6,000 events. with us. People sing our praises. They sell our business Employees develop a sense of pride and get a lot of for us.” ♦

The Florentine fountain in the driveway of The Breakers was rebuilt after the original deteriorated

36 AUGUST 2018 • www.sfbwmag.com COVER STORY parent companies that have had broad impact on the island. positive feedback from the community, Leone says. At the top is Flagler System, which once included The Breakers also emphasizes work-life balance. One Flagler’s railroad, hotels, two steamship companies way that’s possible is a high staffi ng ratio, which provides and land holdings. Flagler System Management is the better service to guests and more fl exibility in schedules, subsidiary that owns The Breakers and Breakers West Leone says. Double shifts are common in the hotel industry, Country Club and operates Breakers Row, the 88 luxury but the staffi ng level means employees can volunteer for apartments next to the hotel. shifts rather than being forced to do so. Flagler System Management manages 2 N. Breakers He credits the Kenans with helping work out his own Row, as well as a small shopping center in Chapel Hill, North work-life balance, which includes time with his wife and four Carolina, some land in Virginia, an auto dealership site near sons. He tries to attend Mass every day and do some sort of Palm Beach International Airport and two offi ce buildings in exercise to counter his former tendency to be a workaholic. Palm Beach, which are used by the hotel for HR, accounting “I think for everyone that you can’t have your best energy and marketing functions. or work at home if you don’t have your priorities in order Recently, Flagler System partnered with the Frisbie family and take care of all of those things,” he says. “I have more on Royal Poinciana Palm Beach, a shopping, dining and energy than ever. Not just because of physical part. I’m condominium development being built on the former site of in balance. I know I’ve taken care of my faith, my family Testa’s Restaurant on Royal Poinciana Way. The Breakers and myself.” acquired the rights to 18,000 square feet of commercial space, Kirk also was a driving force in The Breakers where it will operate a restaurant and seven or eight retail environmental stewardship, Leone says. shops. The site, which is across the street from the hotel’s “He wants to save the planet. He wants to save the golf course, has been cleared and Leone said completion will rivers, trees. He wants to solve the income inequality issue probably be near December 2019. and everything in between,” Leone says. Leone says some businesses along the street were Around the year 2000, The Breakers spent several struggling, and he and the Kenans wanted to be involved in million dollars to sink a well more than 1,000 feet into revitalizing the neighborhood. the Floridan Aquifer, which has undrinkable water, and installed a reverse osmosis system to treat the water for SOCIAL IMPACT irrigation. That saves over 100 million a year in potable Looking out for its neighbors is an example of The water and has had strong ROI, Leone says. Breakers’ broad vision, which includes an annual social The hotel has installed LED light bulbs and window fi lm impact report (available at issuu.com) that encompasses to help reduce energy costs. A control room can monitor employee well-being, the environment and giving back to energy use and turn off systems that don’t need to be on. the community. About 10 years ago, a chef at The Breakers wondered Leone says the initiative began in 2004, when board why the hotel couldn’t serve fresh mangoes like he had in member Garrett Kirk challenged leadership to take employee his backyard. That led Geoff Sagrans, assistant director of wellness to the next level. The effort launched a Corporate materials management, to found Localecopia, a nonprofi t Athlete program and now includes a full-day health and organization that brings together businesses, agricultural fi tness expo and a program to help employees with backup producers, educators and government organizations to care for elders and children. Team members logged 591,899 support local product consumption and lower the carbon minutes of activity in a year and 62 members have climbed footprint. enough stairs in the hotel to be equivalent to scaling Mount The hotel has a green market on Fridays, at which team Everest, the social impact report says. Fresh fruit is offered members can buy fresh produce. for snacks. Localecopia volunteers also go to 13 schools, often Leone likes to walk the talk and was part of the Corporate in low income areas, to help teach students about Athlete program’s fi rst graduating class. sustainability and healthy eating. “We really have been relentless in that wellness effort. A, The efforts have resulted in broad recognition for Leone because it’s the right thing to do, and, B, it’s really good for and The Breakers. investment,” Leone says. Health care costs for The Breakers He received the World Leaders Group Servant Award in over the past 10 years grew at a rate that was 30 percent less 2014 and was named Independent Hotelier of the Year in than national average. “You are talking millions of dollars 2013 by Hotels magazine. The Breakers is one of ten Five on thousands of lives.” Diamond hotels in Florida, as rated by AAA. It has a 4.5 The Breakers has best-in-class turnover and productivity, rating (out of 5) on TripAdvisor. and managers are expected to be mentors, Leone says. All these efforts have also paid off with an immense The Breakers gives associates 16 hours a year to volunteer amount of goodwill, which might be the hotel’s biggest for community service, which often is done on a team basis. asset if it ever were quantifi ed, Leone says. “People want The past year, Breakers associates put in almost 26,000 hours to do business with us,” he says. “People want to work of community service with 140 agencies at 6,000 events. with us. People sing our praises. They sell our business Employees develop a sense of pride and get a lot of for us.” ♦

The Florentine fountain in the driveway of The Breakers was rebuilt after the original deteriorated

www.sfbwmag.com • AUGUST 2018 37 PROFILE

Damas shared his story at a Cannabis LAB Miami event held at WeWork in Brickell City Centre, which was led by a professional networking group that hosts educational lecture series. (LAB stands for law, accounting and business.) Growing up in Queens, New York, he was a self-described science geek and attended Brooklyn Technical High School, which offered a science and engineering curriculum. His hopes were set on getting into a space program, but that changed when he tried out for the football team his sophomore year. “Astronaut pay doesn’t pay as much as football,” he jokes. “So I gave up the dream of becoming an astronaut. I fell in love with the sport. It really grabbed my heart.” He went from the seemingly impossible to the ridiculous, he says, and eventually landed a spot in the NFL, as a linebacker for the Buffalo Bills after playing ball for Hofstra University, where he was the team’s captain. “Around the game, there’s an old joke that when you show up as a rookie they tell you: ‘You think NFL stands for the National Football League?’” he says. “It stands for not for long.” That didn’t faze him. He thought he could From NFL to beat the odds. But his NFL career lasted a year. He suffered from a severe knee injury, in which his lower leg was attached to his upper leg by only the skin, he says. He still thought he’d Cannabis recover with surgery, but that experience led him down a different path—an interest in health care. “This was in the ’90s. I remember going Entrepreneur to the Erie County Library and looking articles up on microfi lm,” he says. “I pulled up all these articles about knee BY ANDREA RICHARD surgery and reconstruction, and I started pestering the doctors about what we were going to do, that I read an article about hen Hervé Damas was a kid, he wanted this ... and I read something about that.” One of his doctors told him to look to become an astronaut. That dream never came at a career in medicine. “I remember to fruition, but his career trajectory still has been looking at him over my shoulder and thinking, “Dude, I’m going to play football nontraditional anyway. Today, he’s a medical cannabis for a few more years. I’m going to make it to doctor and entrepreneur, having opened Grassroots the Hall of Fame. I’m a bad dude. Look, I’m really good at this stuff!” he says in refl ection. Medicine and Wellness in Wynwood earlier this year. He never fully recovered and decided to go back to school to study physical education. That’s where he was introduced to yoga as he mended. He delved into wellness and understanding the human body and became an adjunct professor in health and exercise at the College of New Jersey, eventually moving into the role as the college’s wellness director for the athletics department. His mother gave him a heart-to-heart talk about pursuing his dreams and fi nding happiness. “What are

38 AUGUST 2018 • www.sfbwmag.com PROFILE

Damas shared his story at a Cannabis LAB Miami event held at WeWork in Brickell City Centre, which was led by a professional networking group that hosts educational lecture series. (LAB stands for law, accounting and business.) Growing up in Queens, New York, he was a self-described science geek and attended Brooklyn Technical High School, which offered a science and engineering curriculum. His hopes were set on getting into a space program, but that changed when he tried out for the football team his sophomore year. “Astronaut pay doesn’t pay as much as football,” he jokes. “So I gave up the dream of becoming an astronaut. I fell in love with the sport. It really grabbed my heart.” He went from the seemingly impossible to the ridiculous, he says, and eventually landed a spot in the NFL, as a linebacker for the Buffalo Bills after playing ball for Hofstra University, where he was the team’s captain. “Around the game, there’s an old joke that when you show up as a rookie they tell you: ‘You think NFL stands for the National Football League?’” he says. “It stands for not for long.” That didn’t faze him. He thought he could From NFL to beat the odds. But his NFL career lasted a year. He suffered from a severe knee injury, in which his lower leg was attached to his upper leg by only the skin, he says. He still thought he’d Cannabis recover with surgery, but that experience led him down a different path—an interest in health care. “This was in the ’90s. I remember going Entrepreneur to the Erie County Library and looking articles up on microfi lm,” he says. “I pulled up all these articles about knee BY ANDREA RICHARD surgery and reconstruction, and I started pestering the doctors about what we were going to do, that I read an article about hen Hervé Damas was a kid, he wanted this ... and I read something about that.” One of his doctors told him to look to become an astronaut. That dream never came at a career in medicine. “I remember to fruition, but his career trajectory still has been looking at him over my shoulder and thinking, “Dude, I’m going to play football nontraditional anyway. Today, he’s a medical cannabis for a few more years. I’m going to make it to doctor and entrepreneur, having opened Grassroots the Hall of Fame. I’m a bad dude. Look, I’m really good at this stuff!” he says in refl ection. Medicine and Wellness in Wynwood earlier this year. He never fully recovered and decided to go back to school to study physical education. That’s where he was introduced to yoga as he mended. He delved into wellness and understanding the human body and became an adjunct professor in health and exercise at the College of New Jersey, eventually moving into the role as the college’s wellness director for the athletics department. His mother gave him a heart-to-heart talk about pursuing his dreams and fi nding happiness. “What are

www.sfbwmag.com • AUGUST 2018 39 PROFILE

Hervé Damas speaks at a Cannabis LAB event at WeWork Brickell City Centre

Tylenols and aspirin. And when I say ‘headaches,’ I mean debilitating headaches. The pain was just unbelievable. Then you go to college, you got scholarships and those aren’t guaranteed, every year you’re evaluated. We were getting shots at halftime, before games,” he says. Concussion protocols didn’t exist when he played. “We had guys who had you doing with your life? I know you’re a body experience. I felt like, ‘What the heck concussions in college. The training staff professor and you run this wellness center is this? I cannot do this.’ The Percocet was would say, ‘If he gets another one, they at the college, but I don’t see the fi re in terrible, then I took OxyContin, and I felt shouldn’t play anymore,’ ” he recalls. you that you had when you were playing like I was going to die.” “We would get another one and we football,” he recalls her saying. “Weren’t A close friend suggested smoking would hide it.” you interested in becoming an astronaut?” marijuana for relief. Damas said, “No, In December 2017, he began He told her he was too old. I’m going to be a doctor, and that’s bad recommending medical marijuana to “Well, aren’t you interested in the body? for you. You know how much trouble you patients after Florida legalized it. In the Why don’t you go be a doctor?” could get into?” spring, he opened Grassroots Medicine & He was 33 and making pretty good But he acquiesced because of the pain. Wellness in Wynwood, which is a center money, and wasn’t convinced. She pushed Was it going to be like a ‘Breaking Bad’ for plant-based alternative medicines and further, challenging his manhood, he episode? he wondered. wellness. Services include medicinal recalls. “You never struck me as someone “My heart was beating. Should I even be cannabis evaluations, yoga, meditation, who is afraid of hard work,” he says she smoking this? I’ve heard bad stories. And Pilates, mental health counseling, told him. then I smoked it, and it was an epiphany. massage, acupuncture and reiki. It also has That night, he made the decision to go It changed my life,” he says. a community space and an outdoor garden to medical school. He was in his last year at the Medical that can be rented for mingling and special His mother had a reoccurrence of University of the Americas, which has its events. breast cancer and died in August 2004. campus in the West Indies, and was on “My fi rst patient was a former football He packed his bags and moved to Miami, track for a career in radiology. player, and I do recommend it as part of a enrolling in undergraduate pre-medicine “I slept for the fi rst time. My pain was number of other things that I recommend,” courses at Florida International University gone. My anxiety was gone. Everything he says. “I don’t recommend it for at age 34. was great, and the following day, I said to everyone, because it’s not for everyone. “And then I started suffering from myself, if I ever get a chance to become There’s not one thing that’s going to take things I never had suffered with before,” a medical marijuana doctor, I will leave care of everything that ails you.” he says. “Headaches. Insomnia. Anxiety. radiology, and I will do this, because It is not only healing others that drives And the way I always dealt with things yesterday I was in shambles and today I’m Damas. He wants to remove the stigma being a football player was to try to do OK. I could imagine other football players associated with medical cannabis. physical things—train a lot.” getting help.” “It’s OK to break the stereotypes that Then he had surgery for exertion That’s how he got into cannabis. you aren’t a stoner—you’re responsible, compartment syndrome, which is a The opioid culture in professional sports, you’re a parent, you’re hardworking,” he consequence of overtraining the body, he he says, is relatively loose and medicine is says. “I want to be in shopping malls. I says. “I popped a Percocet [a pain reliever treated like candy. Prescription pills are want to go mainstream and I want to say that mixes the opioid oxycodone with readily accessible. that `This is OK. There is nothing wrong acetaminophen] and I had an out-of-the- “We would self-medicate with Advil, with this.’ I’m all in.” ¿

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www.sfbwmag.com • AUGUST 2018 41 SPECIAL MARKETING FEATURE SPECIAL MARKETING FEATURE

come as no surprise that there’s a great deal healthy food to eat,” says Vatske. The choice of food insecurity in South Florida. In Palm pantry is for clients applying for benefi ts Beach County alone, 13.6% (189,940) assistance and will ultimately work on a point of all residents are food insecure – they system. Points can be earned by attending Feeding South Florida & Quantum Foundation aren’t sure where their next meal will come classes and learning skills. The more a client from. 60,340 of those are children. Palm participates and grows, the more points they Beach, Broward, Miami-Dade and Monroe have for shopping. Fifty percent of the choice Plenty of Opportunity at the Table counties account for 25% of the state’s food pantry’s offerings consist of perishables like insecure population, yet there are resources fresh fruit and vegetables, leans proteins, available to meet that need. In 2017, Feed- and dairy—and these cost fewer points—but ing South Florida “rescued” 41 million shoppers can treat themselves, as we all do pounds of food, accepting and recovering it from time to time, to more indulgent treats from donors like growers, manufacturers, su- that are a little “costlier” with their points. permarkets, and restaurants. This year, they It’s an incentive-based system and Vatske believe that amount will be up 20% believes those values spread into the greater to approximately 50 million pounds. Paco Velez, president & CEO of Feeding community, economically and in terms of The nonprofi t’s executive vice president, Sari South Florida personal accountability. “A community’s Vatske, is proud of the agency’s growth and strength and sustainability begins at the the services they provide. “We assisted more individual household level. Each resident than 700,000 unduplicated clients last year,” and even indicating willingness to interview we assist with skills-building and support she says. “We think that’s an astonishing graduates from the kitchen’s proposed culinary becomes less dependent on the system achievement but it’s only part of the plan. program. “This collaboration provides us with and contributes more. A community that’s Providing food to those who need it gives us an extraordinary opportunity to contribute growing beyond looking for its next meal an opportunity to connect them with other both expertise and resources,” said Paul and towards job attainment and fi nancial services. Our goal is to nourish communities Leone, CEO of The Breakers Palm Beach independence is a community where the and end the line as opposed to just feeding it.” and Flagler System, Inc. His Director of economy is stimulated.” Feeding South Florida serves as a Depart- Restaurant Development, Bill Lalor, has Quantum Foundation saw the innovation ment of Children and Families (DCF) worked tirelessly to help Feeding South Florida of this approach and loved the program as ACCESS site. They have navigation services plan and design the kitchen facility and iden- well as Feeding South Florida’s own deter- available to help people access benefi ts they tify the necessary equipment to prepare up to mination to become more sustainable as an may qualify for and most of their clients come 20,000 meals daily. Over the last few months, organization. They have plans for social entre- to them from referral agencies that recognize Lalor has met regularly with the nonprofi t on preneurship programs that will diversify their they’re in need. Feeding South Florida part- this project. “His efforts truly refl ect our organi- revenue streams and were recently awarded ners with Humana’s Continucare Clinic in zation’s spirit of service,” says Leone. “To give to a $1 million grant from the state legislature Riviera Beach, for example, because there is empower, not simply to be charitable.” to serve as a disaster relief coordinating no doubt that food insecurity impacts health. Feeding South Florida plans to help a agency for the community - a vital role when And that’s where Quantum Foundation, Palm variety of people from high school grads hurricane season rolls around each June. Beach County’s largest private health funder, looking for the skills needed to land their “At Quantum Foundation we’re always found a role. fi rst jobs to those impacted by job loss and looking for this kind of smart program that Feeding South Florida approached in need of retraining. It will offer nutrition gets upstream of social issues,” says Eric Quantum with an innovative proposal. They classes, courses in life skills, computer literacy, Kelly, president of Quantum Foundation. requested a $100,000 grant to create their fi nancial planning and budgeting, and even “Traditional philanthropy, the concept of a Kitchen Table Life Skills Center aimed résumé building and interview techniques. handout, doesn’t work for anyone long-term. at moving families from dependency to So, food access is only the jumping off point. Feeding South Florida has found an exciting self-suffi ciency. The idea is big and bold. A Community upliftment is the end game. But way to address community health. They don’t Volunteers support Feeding Palm Beach County’s efforts to distribute fresh produce to families. fully-functioning production kitchen will be Feeding South Florida has always viewed their just meet basic needs like food, they build built at the organization’s 25,000+-square- mission a little differently. They’re the “fresh stronger communities by assisting people “When it comes to food, we believe there’s together. It’s at the heart of sharing and it’s tum Foundation, Feeding South Florida is foot facility in Boynton Beach. It’s slated to produce approach” which we all know is better where it’s most useful - with skills building room for everyone at the table,” says Paco around food that we often fi nd time to con- poised for a new phase of growth. open in May 2019 and the goal is to trans- than the old, canned, and processed solutions. and employment.” Vélez, president and CEO of Feeding South nect. “That’s what Feeding South Florida is all While the nonprofi t organization has form lives through a range of programs. Their food pantry is not a traditional one So, when the Kitchen Table Life Skills Florida. He means it literally: there are about,” Vélez says. “Connecting people with worked primarily as a food agency since it Legendary Palm Beach hotel, The where people stand in line; it’s a choice pan- Center opens its doors next year, you can enough nutritious resources to go around, healthy outcomes through food.” Now, thanks began operations in Palm Beach County Breakers, has been instrumental in assisting try. Individuals “shop” for their food as any- expect a banquet of experiences for Feeding but he’s also speaking fi guratively. Food has to a bold, new project plan and funding from in 1991, it’s also a connection point where with the kitchen’s design and layout, helping one would in a grocery store, with privacy and South Florida’s clients and a giant dollop of always brought families and communities West Palm Beach-based grantmaker, Quan- various donors and recipients meet. It should to bring a crucial gas supply to the location, dignity. “Respect is as much a human right as opportunity.

42 AUGUST 2018 • www.sfbwmag.com SPECIAL MARKETING FEATURE SPECIAL MARKETING FEATURE

come as no surprise that there’s a great deal healthy food to eat,” says Vatske. The choice of food insecurity in South Florida. In Palm pantry is for clients applying for benefi ts Beach County alone, 13.6% (189,940) assistance and will ultimately work on a point of all residents are food insecure – they system. Points can be earned by attending Feeding South Florida & Quantum Foundation aren’t sure where their next meal will come classes and learning skills. The more a client from. 60,340 of those are children. Palm participates and grows, the more points they Beach, Broward, Miami-Dade and Monroe have for shopping. Fifty percent of the choice Plenty of Opportunity at the Table counties account for 25% of the state’s food pantry’s offerings consist of perishables like insecure population, yet there are resources fresh fruit and vegetables, leans proteins, available to meet that need. In 2017, Feed- and dairy—and these cost fewer points—but ing South Florida “rescued” 41 million shoppers can treat themselves, as we all do pounds of food, accepting and recovering it from time to time, to more indulgent treats from donors like growers, manufacturers, su- that are a little “costlier” with their points. permarkets, and restaurants. This year, they It’s an incentive-based system and Vatske believe that amount will be up 20% believes those values spread into the greater to approximately 50 million pounds. Paco Velez, president & CEO of Feeding community, economically and in terms of The nonprofi t’s executive vice president, Sari South Florida personal accountability. “A community’s Vatske, is proud of the agency’s growth and strength and sustainability begins at the the services they provide. “We assisted more individual household level. Each resident than 700,000 unduplicated clients last year,” and even indicating willingness to interview we assist with skills-building and support she says. “We think that’s an astonishing graduates from the kitchen’s proposed culinary becomes less dependent on the system achievement but it’s only part of the plan. program. “This collaboration provides us with and contributes more. A community that’s Providing food to those who need it gives us an extraordinary opportunity to contribute growing beyond looking for its next meal an opportunity to connect them with other both expertise and resources,” said Paul and towards job attainment and fi nancial services. Our goal is to nourish communities Leone, CEO of The Breakers Palm Beach independence is a community where the and end the line as opposed to just feeding it.” and Flagler System, Inc. His Director of economy is stimulated.” Feeding South Florida serves as a Depart- Restaurant Development, Bill Lalor, has Quantum Foundation saw the innovation ment of Children and Families (DCF) worked tirelessly to help Feeding South Florida of this approach and loved the program as ACCESS site. They have navigation services plan and design the kitchen facility and iden- well as Feeding South Florida’s own deter- available to help people access benefi ts they tify the necessary equipment to prepare up to mination to become more sustainable as an may qualify for and most of their clients come 20,000 meals daily. Over the last few months, organization. They have plans for social entre- to them from referral agencies that recognize Lalor has met regularly with the nonprofi t on preneurship programs that will diversify their they’re in need. Feeding South Florida part- this project. “His efforts truly refl ect our organi- revenue streams and were recently awarded ners with Humana’s Continucare Clinic in zation’s spirit of service,” says Leone. “To give to a $1 million grant from the state legislature Riviera Beach, for example, because there is empower, not simply to be charitable.” to serve as a disaster relief coordinating no doubt that food insecurity impacts health. Feeding South Florida plans to help a agency for the community - a vital role when And that’s where Quantum Foundation, Palm variety of people from high school grads hurricane season rolls around each June. Beach County’s largest private health funder, looking for the skills needed to land their “At Quantum Foundation we’re always found a role. fi rst jobs to those impacted by job loss and looking for this kind of smart program that Feeding South Florida approached in need of retraining. It will offer nutrition gets upstream of social issues,” says Eric Quantum with an innovative proposal. They classes, courses in life skills, computer literacy, Kelly, president of Quantum Foundation. requested a $100,000 grant to create their fi nancial planning and budgeting, and even “Traditional philanthropy, the concept of a Kitchen Table Life Skills Center aimed résumé building and interview techniques. handout, doesn’t work for anyone long-term. at moving families from dependency to So, food access is only the jumping off point. Feeding South Florida has found an exciting self-suffi ciency. The idea is big and bold. A Community upliftment is the end game. But way to address community health. They don’t Volunteers support Feeding Palm Beach County’s efforts to distribute fresh produce to families. fully-functioning production kitchen will be Feeding South Florida has always viewed their just meet basic needs like food, they build built at the organization’s 25,000+-square- mission a little differently. They’re the “fresh stronger communities by assisting people “When it comes to food, we believe there’s together. It’s at the heart of sharing and it’s tum Foundation, Feeding South Florida is foot facility in Boynton Beach. It’s slated to produce approach” which we all know is better where it’s most useful - with skills building room for everyone at the table,” says Paco around food that we often fi nd time to con- poised for a new phase of growth. open in May 2019 and the goal is to trans- than the old, canned, and processed solutions. and employment.” Vélez, president and CEO of Feeding South nect. “That’s what Feeding South Florida is all While the nonprofi t organization has form lives through a range of programs. Their food pantry is not a traditional one So, when the Kitchen Table Life Skills Florida. He means it literally: there are about,” Vélez says. “Connecting people with worked primarily as a food agency since it Legendary Palm Beach hotel, The where people stand in line; it’s a choice pan- Center opens its doors next year, you can enough nutritious resources to go around, healthy outcomes through food.” Now, thanks began operations in Palm Beach County Breakers, has been instrumental in assisting try. Individuals “shop” for their food as any- expect a banquet of experiences for Feeding but he’s also speaking fi guratively. Food has to a bold, new project plan and funding from in 1991, it’s also a connection point where with the kitchen’s design and layout, helping one would in a grocery store, with privacy and South Florida’s clients and a giant dollop of always brought families and communities West Palm Beach-based grantmaker, Quan- various donors and recipients meet. It should to bring a crucial gas supply to the location, dignity. “Respect is as much a human right as opportunity.

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44 AUGUST 2018 • www.sfbwmag.com INNOVATIONS IN HEALTH CARE

POWERED BY

Neuro Kinetics I-PAS, a neural functional assessment tool, is used by the University of Miami to help diagnose and treat concussions

Using art to heal the sick and Improving outcomes wounded, donning goggles to diagnose brain concussions, and with new tools a Palm Beach County hospital that wants patients to say “no & procedures to cheeseburgers,” are a few of the featured stories in this latest

BY MARTIN LENKOWSKY; installment of SFBW’s series, WITH ADDITIONAL REPORTING BY SALLY-ANN O’DOWD “Innovations in Health Care.” ►

www.sfbwmag.com • AUGUST 2018 45 INNOVATIONS IN HEALTH CARE INNOVATIONSMANUFACTURING IN HEALTH CARE

There’s another advantage to having this instrument,” says orthopedic sur- NEW TOOL DIAGNOSING a mobility team. “A lot of nurses and geon Curtis Kephart, who regularly BRAIN TRAUMA physical therapists were getting hurt,” uses the Mako technology. “The surgeon It’s familiar, troubling scene at foot- Hansen says. Memorial has seen a 77 controls the resecting tool. It gives us re- ball games: A dazed player is escorted percent decrease in musculoskeletal in- al-time information in surgery. We can off the field and tested for a concussion juries to staff. adjust the implant. With implants, you on the sideline. Fortunately, a new tool want everything balanced and straight. has been developed to assist the medical HIGH-TECH EXERCISE EQUIPMENT In the past, we just used our eyes.” staff. GIVES PATIENTS A LIFT He’s been pleased with the results. Michael Hoffer, an otolaryngologist The new, state-of-the-art equipment “The outcomes have been excellent with at the University of Miami, helped re- recently acquired by Holy Cross Hos- the accuracy,” Kephart says. “There’s search concussion pital’s Rehabilitation Department, less pain and patients have been getting goggles, made by through a generous donation, could not their motion back faster.” Neuro Kinetics. have come at a better time. The technology sometimes is used to Hoffer and others “We need to have the appropriate treat hip fractures as well. worked with the tools for the population. Twenty-five company on how or 30 years ago, our patients were more FRACTURE INITIATIVE IS to use the gog- active. They were still in shape. Today, GOOD NEWS FOR THE ELDERLY gles for individu- they’re heavier and out of shape—less It wasn’t long ago that when an elderly als with dizziness active,” says rehab manager Calimar person fell and broke a hip, a fatal bout and other signs of Morales-Sanchez. of pneumonia often followed. head trauma. The Zero G machine allows input of Baptist Health’s Miami Orthope- The goggles a patient’s height and weight and has dics and Sports Medicine Institute’s are designed to a harness that holds them. The system fragility fracture care initiative fights Dr. Michael Hoffer do more than allows therapists to safely focus on im- that problem. diagnose. “The proving a patient’s ambulation, with “Fragility fractures are associated goal is to be diagnostic as well as prog- less risk of falling. with low bone density,” says orthopedic nostic,” Hoffer says. “When can some- Another gait-training device is the surgeon Charles Jordan. He says fra- one resume normal activities?” Litegait, which also uses a harness to gility fractures are most common in the The goggles, when paired with a lap- safely secure a patient. “It’s almost like hips, lumbar spine, proximal humerus top, can track an individual’s eye move- a walker,” Morales-Sanchez says. “You (shoulder joint), distal radius (forearm) ment. Hoffer says the sooner a concus- can work on ambulation. Without it, and pelvis. He describes the initiative sion is diagnosed, the more long-term you would usually need two physical as an expedited consequences are reduced. therapists holding up the patient.” level of care for Biodex works for patients with bal- patients—most MEMORIAL MOBILITY TEAM ance disorders. “It’s typically seen with often geriatric— SPEEDS UP PATIENT RECOVERY Parkinson’s patients,” Morales-Sanchez coming through Memorial Healthcare’s Mobility says. “It’s almost designed as a game their emergency Team not only gets patients moving for with a dot on the screen moving around department with faster recovery, but to prevent injury to so a patient can move their feet along evidence of a fra- staffers. with the dot. We have seen an improve- gility fracture. “Patients who walk outside their ment in gait and balance.” The initiative room, leave the hospital a day and a expedites admis- half earlier,” says Maggie Hansen, Me- ROBOTIC-ARM SURGERY sion and surgery. morial’s senior vice president and chief GIVES KNEE SURGERY A BOOST “Surgeries are nurse executive who oversees the Mo- Surgeons at West Boca Medical designed to get Dr. Charles Jordan bility program. Center are seeing positive outcomes them walking The team is composed of young by using Stryker’s Mako robotic-arm right away,” Jor- professionals pursuing careers such as assisted technology when performing dan says. “We need to get them out of physical therapy and nursing, says Les- knee replacement surgery. The tech- bed quickly. We want them up and mov- lie Pollart, director of nursing at Me- nique employs CT-based 3D modeling ing right away so they don’t pick up hos- morial Regional Hospital South. of bone anatomy to create a personal- pital-acquired infections or pneumonia.” They are trained to use proper body ized surgical plan and identify the im- Jordan says he is now compiling data, mechanics and to use special lift equip- plant size, orientation and alignment but indications are the average hospital ment designed to help get patients out based upon an individual’s anatomy. stay has been shortened by a day, and of bed. “We can improve our accuracy with complications have gone down.

46 AUGUST 2018 • www.sfbwmag.com Introducing Concierge Medicine by Cleveland Clinic Florida: World-class patient care tailored to your family’s needs, goals and schedule

Patients today have many options for care, but the Members of the Concierge Medicine program receive complications are many. People often wait months for an annual in-office comprehensive physical exam, an non-emergency appointments to see a physician who electrocardiogram, a customized wellness plan created has a limited amount of time to spend with each patient. to address personal health goals, and an on-site blood draw. Members also benefit from easier, direct The antidote for this modern medical dilemma is communication via email, text and phone. Cleveland Clinic Florida’s new Concierge Medicine program - a unique option for those who need easier Appointments are made available at a time that is access to a physician and prefer more guided assistance convenient for patients, and you have access to the with their healthcare goals. physician and the Concierge Medicine team when you need it, regardless of your location. The new program is personalized and always available 24 hours a day, seven days a week. The The shortage of primary care physicians in our Concierge Medicine practice is located in the Las Olas community is acute. Choosing Concierge Medicine, you neighborhood of Ft. Lauderdale at 1301 E. Broward and your family can get the care you deserve from the Blvd., Suite 305. The exclusive building is easily top healthcare organization in Broward. accessible, and the healthcare team is led by Dr. Nabil Tadross, whose lifelong commitment to patients has resulted in numerous awards. Dr. Tadross sees fewer patients and provides much more comprehensive care. Call 800.700.4275 or visit ClevelandClinicFlorida.org/ConciergeMed to find out how our Concierge Medicine team can care for you. Rita Case was one of the first patients to join the Concierge Medicine program because she found its benefits appealing. Over the last 40 years, she’s hand- picked her specialists but did not have a primary care physician.

Rita Case She is delighted to have a physician who can be proactive in helping her stay healthy and manage her care.

“I like the exclusivity of it, there is no waiting in line,” said Mrs. Case, who with her husband Rick, maintains a hectic schedule managing their auto dealerships throughout the United States. “There is an advantage in going to a small, private office that is easy Nabil Tadross, MD to get in and out of. I feel very comfortable with Dr. Tadross and I got all the attention I needed. It’s especially useful because we spend the summer in Idaho. I can log in to the computer and see all my results and send an email to my doctor.”

www.sfbwmag.com • AUGUST 2018 47 INNOVATIONS IN HEALTH CARE INNOVATIONSMANUFACTURING IN HEALTH CARE

STOPPING POSTOPERATIVE INFECTIONS We’ve all heard it: The operation was a success, but the patient died. Often, postop- erative infections are the culprit. Research is being done on ways to fight and prevent infections at Cleveland Clin- ic Florida’s Orthopedic and Rheuma- tology Center. “Postsurgical complications, such as in- fections, are common,” says center director ArtServe President and CEO Jaye Abbate with Marketing and Public Relations Director Christine Carlos Higuera-Rueda, a board-certified Walker of Holy Cross Hospital, the presenting sponsor of “Reflect: Healing Through Art” orthopedic surgeon “It is projected that we will treat approximately 70,000 infections Hospital, and together they came up “Lebo” Le Batard, in which “he helped of hip [or] knee arthroplasty cases per year with an alternative, plant-based menu. veterans share their stories and process in 2020 in the United States. Infections “It was time to say to patients, ‘If you their trauma by working with them to cre- in implants are very difficult to treat, and change your eating habits, you won’t get ate a collective art piece,” she says, add- currently we are a second heart attack.’ ” ing that by the end the participants were successful in treat- Dodson, a vegan for at least six years, crying and hugging. “One veteran even ing only 60 to 70 says other hospitals in the nation are also described it as a lifesaver.” percent of these beginning to offer patients plant-based Abbate says when Holy Cross Hospital cases.” menus. built its women’s center, it designated an Higuera-Rueda “Heart attacks, strokes and cancer area to be an art gallery where ArtServe says his organiza- would go down if Americans were eating coordinates rotating exhibitions. She tion is researching a plant-based menu,” he says. “Animal says the gallery calms people down when these infections meat sets off an inflammatory reaction and they’re either visiting patients or going for using various also increases the chance of getting can- treatment. Holy Cross Hospital CEO approaches, in- cer. The World Health Organization and President Patrick Taylor says, “We cluding under- has declared red meat a [probable] human are proud to partner with ArtServe and standing bacterial carcinogen, like tobacco and asbestos.” sponsor an art exhibition that mirrors the Dr. Carlos Higuera-Rueda resistance to an- mission of Holy Cross Hospital—sup- tibiotics, the bio- ART CAN BE THE BEST MEDICINE porting the overall emotional, mental and film environment, and patients’ genetic Art—in all its forms—is the perfect physical health of our community.” predisposition to developing infections. medicine to heal and soothe wounds and Various strategies are being developed to bring joy to those most in need. CANCER SURVIVAL combat and stop these infections. Jaye Abbate is president and CEO of RATES IMPROVING “We are working on a unique nano- ArtServe, a not-for-profit organization WITH STEM CELL THERAPY solution to disrupt biofilm, which is the that helps artists and cultural organizations Since the Moffitt Cancer Center at main reason for the lack of success in turn their art and passion into a viable pro- Memorial Hospital West in Pembroke treating infections,” Higuera-Rueda says. fession. She says there are endless ways Pines opened its doors in July 2017, 60 A biofilm is an aggregate of microorgan- art can be used to heal. She cites as one stem cell trans- isms in which cells are frequently embed- striking example an exhibit by child survi- plants have been ded within self-produced substances and vors of a tsunami. performed with a frequently adhere to each other and/or to “They were so traumatized by seeing high survival rate, a surface. their parents, siblings and houses washed says physician away that they literally could not speak,” Hugo Fernan- HOSPITAL DIET SAYS she says. “Art therapists worked with dez, chair and NO TO ALL MEATS these children to depict what they saw, medical director Palm Beach County internist David and how they felt through drawings. of the Moffitt Dodson was treating a patient who had Eventually, they were able to describe in Malignant He- just suffered a heart attack. He was mak- more detail what their drawings revealed, matology and ing his rounds when he saw what was on helping them to process and cope with the Cellular Thera- the patient’s plate: a cheeseburger. tragedy.” py Program. Dodson spoke with the nutritionist at ArtServe recently completed a work- “It’s a great sit- Dr. Hugo Fernandez West Palm Beach’s Good Samaritan shop with acclaimed local artist David uation to be in,”

48 AUGUST 2018 • www.sfbwmag.com www.sfbwmag.com • AUGUST 2018 49 INNOVATIONS IN HEALTH CARE INNOVATIONS IN HEALTH CARE

Cruz—began receiving it following an injury, it actually has been around for quite a while. “It’s been around for probably 25 years,” says physician Thomas Best, a professor of orthopedics at the University of Miami’s Sports Medicine Institute. “It probably started in the dental field. It’s been in the orthopedic sports world about 15 years or so.” Platelets are obtained from a patient’s own blood, which is spun in a centrifuge. “The Moffitt Healthcare Dr. Jose Sandoval-Sus had a fellowship with the Mofitt Cancer Center platelets are left,” Best says, adding that plate- lets have within them Fernandez says, adding that without these Chuong describes MR Linac as a hy- “growth factors” that transplants many of these same patients’ brid between an MRI and radiation ther- promote healing. “You chances of long-term survival would have apy. This technology provides a unique can ‘jumpstart’ tissue been slim. combination of continuous MRI and si- with growth factor,” he The program at Memorial West is a multaneous radiation therapy delivery in says. “It definitely works Dr. Thomas Best partnership between the highly regard- cancer treatment. in certain cases. We don’t ed Moffitt Cancer Center in Tampa and “One hundred percent of the time, we’re know who’s going to get Memorial Healthcare System, monitoring within better or who is not. It may be genetic.” allowing blood cancer patients the body,” Chuong He said PRP is being used now, but usu- to receive high-quality care in says. “This has nev- ally for soft-tissue injuries. “Some use it in South Florida. The clinic per- er been done before. the operating room,” he says. forms two types of stem cell We can actually ac- Best says no widely accepted standards transplants: autologous, when count for changes for PRP therapy have been established, an individual’s own stem cells in a patient’s posi- and “that’s where lab studies are starting are used, and allogenic, where tioning. For exam- to pay off.” stem cells are harvested from a ple, a patient’s lung “I think, in the future, we’ll really be donor. moves when they’re looking at the growth factors,” he says. And what determines the breathing. We can Best says more work needs to be done in type of treatment a patient re- turn on the radia- this field. “I think it’s beyond promising. ceives? “A lot is based on the tion only when the Data shows it works, but why? Also, what disease and the disease state,” Dr. Michael Chuong tumor is in the right are the best indications?” Fernandez says. A patient’s risk position.” of relapse is considered as well. MR Linac was NEW TREATMENT FOR Fernandez says in cases of leukemia other recently approved by the Food and Drug STROKE IN DEVELOPMENT donors are used. “There’s also an immu- Administration, Chuong says. It enhanc- Three is better than one. That’s the nological effect,” he says. With myeloma es the visibility of a cancerous tumor, and thinking behind an approach to treating a person’s own cells are used. is especially effective in tumors of the liv- strokes being studied by researchers at Before stem cell transplants are per- er, pancreas, lungs, head and neck. Florida Atlantic University’s Charles E. formed, a patient is treated with chemo- It allows doctors to avoid radiating Schmidt College of Medicine. therapy. healthy tissues and organs, and to direct One of the researchers, Jang-Yen Wu, higher doses of radiation on a tumor itself, says: “There is currently no treatment for MRIS AND RADIATION: Chuong says. strokes. The best treatment we now have A CANCER TREATMENT TREND for ischemia is TPA [tissue plasminogen Baptist Health South Florida’s Mi- PROTEIN-RICH PLASMA activator]. TPA is used to break down ami Cancer Institute is the second med- CAN PROMOTE HEALING blood clots. ical center in the nation to use magnetic Although platelet-rich protein therapy “Our approach is quite different,” Wu resonance image-guided therapy, also wasn’t widely known to average folks un- says. “We use a three-drug combo, each called MR Linac, says Michael Chuong, til notable sports stars—including former with different mechanisms.” a radiation oncologist at the institute. New York Giants wide receiver Victor Wu says reduced doses of each drug are

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www.sfbwmag.com • AUGUST 2018 51 INNOVATIONS IN HEALTH CARE INNOVATIONS IN HEALTH CARE

given when they’re combined, to lessen Patients can see where the doctor is parents thought much of it. She headed off any harmful side effects. One is used to located, plus the actual amount they’ll be to Forest Glen Middle School. overcome brain “overexcitation” that hap- paying. “It’s transparent for consumers,” Her condition worsened throughout pens with a stroke. Another protects the Swartz says. “It’s designed in a way to the day, and the school nurse called her brain’s neurons and can regenerate brain benefit cash-pay customers.” As for their mother, Edgire Joseph, to say Lynn- cells. That particular drug has also been providers, “We’re a risk-free patient ac- sah was complaining of dizziness and a useful for treating Parkinson’s disease. quisition provider,” he says. “It’s no cost headache. By afternoon, she was at home The third drug is an anti-inflammatory. to them.” vomiting again. She almost fell on the This new medical regimen has not yet Swartz says medical providers joining way to the bathroom. been tested on patients, but researchers say up with MediXall are screened. Before pa- After returning home from work, Jo- they will be safe to use. “When combined tients select a physician, they have an op- seph called 911. The emergency teams together, it will decrease side effects each portunity to review that doctor’s ratings, diagnosis? Lynn-sah had suffered a stroke. one separately might have,” says Howard reviews and medical training. By the time they reached Fort Lauder- Prentice, a professor of biomedical sci- Swartz says MediXall started with a con- dale’s Broward Health Medical Center ence in FAU’s medical college. “All three trolled launch in South Florida, but plans for specialized care, she was paralyzed have been used for different applications.” are underway to expand. Swartz says on her left side. Interventional neurologist The researchers have joined forces on MediXall recently partnered with Core- Celso Agner immediately came to the this project with CHS Pharma, a South Choice, a nationwide radiology network hospital. Florida-based biotechnology company. with 22,000 imaging facilities. Agner guided a stent retriever through a major artery toward a large clot in the LIKE PRICELINE, TEACHING THE BRAIN TO IMPROVE right-center of her brain. With the device’s BUT FOR HEALTH CARE There are better—and more accurate— mesh-like end, he trapped and pulled out The number of self-paying patients, ways of diagnosing concussions and other the clot in one pass. This procedure is not and those with sky-high insurance deduct- types of brain and neurological dysfunc- approved for children; in fact, there are ibles, is on the rise. That’s where a new tion than the traditional methods used no protocols for treating strokes in young Fort-Lauderdale-based company called by the medical community, says David people because there are not enough test MediXall enters the picture. Traster, a chiropractic neurologist and subjects for clinical trials. “If you only use The company’s co-founder of South Florida Integrative what the trials allow, she’d be in a com- president, Michael Health, which recently debuted in Miami. pletely different spot. But I’m straight- Swartz, recognized Traster’s practice uses neuroplasticity, to-the-point, and [I] get to the root of the this growing trend an approach that involves the ability of problem,” Agner says. of self-paying pa- the brain and spinal cord to change and Six days after her surgery, Lynn- tients, and those reorganize themselves. Research shows sah’s neurological tests indicated normal who are underin- that so-called “brain remodeling” can take results. After another six weeks of phys- sured, who seek place at any age or scale. ical and occupational therapy to correct good-quality medi- Traster says the two most common the residual weakness in her left arm, she cal care at an afford- impairments he sees are concussions was ready to go back to school. While 50 able cost. He cre- and children with attention or learning to 80 percent of child stroke survivors ated an convenient disorders. have some type of permanent disabili- way for them to “We look at all areas of the brain,” ties, according to the American Stroke Michael Swartz shop for affordable, Traster says. “We have a lot of advanced Association, she is getting better grades convenient medical technology that looks at function. We tailor on weekly reading tests. “It’s like the sur- care. “It works like Priceline, but for med- our rehab to that injured area.” Likewise, gery triggered a part of my brain that made ical care,” he says. he says, similar assessments of function me smarter,” she says. ♦ MediXall has designed a platform for are made in cases of learning disabilities both patients and medical providers to find and other neurological dysfunctions. each other. “We can localize where the injury is and “It’s free for the consumer,” Swartz do therapies for that area,” he says. says. “Their only cost is what they have to pay the medical provider.” A HARROWING ACCOUNT Customers sign in to the MediXall OF A CHILDHOOD STROKE website and indicate the services they’re When 11-year-old Lynn-sah Joseph, seeking to receive and when. Medical pro- of Coral Springs, woke up the Monday be- viders who have signed up with the ser- fore last Thanksgiving, she wasn’t feeling vice can view these potential patients and well and threw up. Having had a history Lynn-Sah Joseph child stroke victim the services they need. of stomach problems, neither she nor her

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Holistic Approach Behaviorial health center looks for medical issues

BY MARTIN LENKOWSKY

Undiagnosed medical problems can be an invisible barrier For example, a 25-year-old chronic drug user might develop when addressing addiction and other types of behavioral health, cardiac, gastrointestinal and breathing problems. Howeedy says which is why the Florida House Experience takes a broad look it’s not uncommon for this type of patient to have secondary at its clients. physical problems, including uncontrolled diabetes, “which will Chief medical officer and physician Ahmed Howeedy directly affect everything else. It will directly affect the mental describes FHE as being much more than a standard behavioral status. Our goal is we want to optimize long-term health.” health disorder treatment center. “We treat other medical Unfortunately, he says, addiction treatment centers often are conditions as well,” he says. “We have a full medical staff. We not successful. There’s a nationwide 80 percent relapse rate. can follow patients with other medical issues.” FHE serves not only as a behavioral health treatment center, FHE specializes in treating addictive disorders as well as other it’s heavily involved in treating future generations of health care behavioral health diagnoses, such as mood disorders, depression, workers. It is affiliated with multiple universities, including the anxiety and traumatic disorders. Howeedy says many mental University of Miami, Florida International University, Florida health disorders can have underlying—often, undiagnosed and Atlantic University and Barry University. Students are trained untreated—physical problems as well. FHE says addressing all in social work, nursing, as well as master-level family and of a patient’s problems, both mental and physical, is important in psychiatric nurse practitioners. the road to recovery. FHE’s philosophy is that one’s state of the mind is directly “We have a full-time medical staff,” he says. “We do PFTs related to one’s brain health. The brain is not sitting on an island of [pulmonary function tests] for breathing problems, chest X-rays, its own, but rather is part of an intricate system in communication and IVs for hydration. We look at if there are any medical with the entire body. The health of the brain affects the health of conditions that might be contributing, or are there medical the whole body, with the opposite being true as well. conditions that have resulted? We believe in optimizing the Howeedy says FHE has played a positive role in contributing health of the body. There’s a direct correlation with the health to the overall mental and physical well-being of the surrounding of the brain.” community. It’s opened an outpatient clinic for use by the FHE is an accredited, 202-bed health care institution, located entire community. He says full, continued care—mental and at 505 S. Federal Highway in Deerfield Beach. It has a sister physical—is available to former patients as well. “It’s a great facility, Sunlight Recovery Center, in Boca Raton. resource,” he says, adding it provides a patient who might have Howeedy says behavioral health issues often lead to other relapsed a place to go. medical conditions. “Most patients who come here haven’t seen “We do primary, integrated clinic treatment. We integrate a doctor in a while,” he says, “and it’s wearing down the body, treatment for behavioral and physical conditions,” he says. “Our and affecting the brain. We have to address all of it.” clinic can provide these. We can screen people for depression.” ♦

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buying stocks and bonds to minimize Miami city officials demonstrated a “big risk. “A lot of people got hurt by buying vision” when allocating funds for Art emerging artists, whose works are now Basel in Miami Beach, now in its 16th worthless,” she says. year. In 2017, the festival gathered 200 In her view, the best investments are of the world’s most-renown galleries, in older artists getting long-overdue representing more than 4,000 artists. recognition, including Cuban artist Sponsored by UBS, wealth advisers Carmen Herrera, who’s 103; American attend the fair to mingle with collectors. painter Sam Gilliam, 84; and multimedia Jodi Jeffreys-Tanner, who co- Japanese artist Yayoi Kusama, 89. Adriano Picinati di Torcello founded Las Olas Capital Advisors “Savvy art collectors know what they with her husband, Paul, says their three- want and have the wealth to acquire it,” year-old firm does not include art in says Robert Grundel, gallery director at Refused to Die” exhibit, named after their wealth management services. But National Geographic Fine Art Galleries one of his sculptures depicting slavery. like McCraw, the Tanners have their in Fort Lauderdale. Based on the success With business partner Lutz Hofbauer, own way of supporting local artists by of his Las Olas location, Grundel plans McCraw founded FATVillage, a four- holding rotating exhibits at their offices. to open a Miami location. block arts district. The two men fund When deals are made at their receptions, “Photography is hot right now,” the district’s programming, including artists get 100 percent of the sale. he says. “Major auction houses like the monthly art walk. Tanner, who also is chair of the Christie’s and Sotheby’s are hosting “The city of Fort Lauderdale has Broward Cultural Council, welcomed photography auctions.” traditionally provided very limited the ArtServe crowd before Picinati His clients don’t typically focus on support for FATVillage,” says McCraw, di Torcello’s presentation. She was art as an investment, but the work does elected the 2017 “Downtowner of the mostly interested in his ability to track revolve around exclusivity. “Every Year” by the Fort Lauderdale Chamber the global art market. According to the single piece in our collections increases of Commerce. “The city hasn’t realized report, the ultrawealthy owned $1.62 in price based on dwindling supply of its full potential, but there is a great trillion in art and collectibles in 2016. the respective edition size,” he says. “A opportunity to develop a robust public Assets are expected to total $2.7 trillion Art emerges as key component in good portion of all purchases goes toward arts program. This would include in 2026. the conservation and preservation of the artist live-work spaces, studios, art “How do we get counted in that?” she animals and the earth. When collecting internships and residencies.” asks. “I want our local artists to be part an NGFA work, it’s going towards an In stark contrast, McCraw says, of the art economy.”♦ wealth portfolios important initiative.” Doug McCraw, one of Fort BY SALLY-ANN O’DOWD Lauderdale’s foremost arts advocates and the founder of the downtown Elaborate art collections—long the culmination of “DBA … Doing art professionals and 66 percent of cultural hub FATVillage, does not overlooked by financial advisers Business As,” an exhibit showcasing collectors said art should be part collect art to sell it at a higher price or managing clients’ money—are the works of graduates from the of a wealth management offering. live off it later in life. “To build value becoming an integral facet of wealth Broward Cultural Division’s Artist as In addition, 69 percent of wealth is a poor way to collect,” he says. “If management, according to a global an Entrepreneur Institute. The four- managers foresee their clients wanting somebody were building art as part of study presented at Fort Lauderdale’s weekend course assists artists of all to document art assets to have a their portfolio, they’re going to need a ArtServe. disciplines by cultivating and advancing consolidated overview of their wealth. very expert adviser, certainly if they are “We are seeing an expanding class their business skills. “Wealth managers used to never ask new to it. This is probably the largest of ultra-high-net-worth buyers who Picinati di Torcello’s report explores the clients about art. It wasn’t factored into unregulated business in the world.” believe contemporary art is megacool,” increasing use of art as an investment and portfolios,” says Karen Boyer, principal He owns pieces by late American says Adriano Picinati di Torcello, estate-planning tool. The study reflects at Elements in Play Fine Art Advisory, sculptor Louise Nevelson, who paved director and global art and finance the view s of finance executives from which has offices in New York and the way for feminist artists; film maker coordinator at Deloitte’s Luxembourg 69 private banks, 27 family offices, 155 Miami. “[Collectors] could have $100 John Waters, whose works explore office and co-author of the firm’s 2017 art professionals, and 107 art collectors million of art on the wall and no one gender, race and religion; and Thornton Art & Finance Report. “We live in an surveyed from May through July 2017. would ever know.” Dial, the late, self-taught artist whose image world.” Of those surveyed, 88 percent She advises her clients to diversify works are on display as part of the His June 20 presentation was of wealth managers, 80 percent of when buying art, as investors do when Metropolitan Museum of Art’s “History Jodi Jeffreys-Tanner

56 AUGUST 2018 • www.sfbwmag.com WEALTH WEALTH

buying stocks and bonds to minimize Miami city officials demonstrated a “big risk. “A lot of people got hurt by buying vision” when allocating funds for Art emerging artists, whose works are now Basel in Miami Beach, now in its 16th worthless,” she says. year. In 2017, the festival gathered 200 In her view, the best investments are of the world’s most-renown galleries, in older artists getting long-overdue representing more than 4,000 artists. recognition, including Cuban artist Sponsored by UBS, wealth advisers Carmen Herrera, who’s 103; American attend the fair to mingle with collectors. painter Sam Gilliam, 84; and multimedia Jodi Jeffreys-Tanner, who co- Japanese artist Yayoi Kusama, 89. Adriano Picinati di Torcello founded Las Olas Capital Advisors “Savvy art collectors know what they with her husband, Paul, says their three- want and have the wealth to acquire it,” year-old firm does not include art in says Robert Grundel, gallery director at Refused to Die” exhibit, named after their wealth management services. But National Geographic Fine Art Galleries one of his sculptures depicting slavery. like McCraw, the Tanners have their in Fort Lauderdale. Based on the success With business partner Lutz Hofbauer, own way of supporting local artists by of his Las Olas location, Grundel plans McCraw founded FATVillage, a four- holding rotating exhibits at their offices. to open a Miami location. block arts district. The two men fund When deals are made at their receptions, “Photography is hot right now,” the district’s programming, including artists get 100 percent of the sale. he says. “Major auction houses like the monthly art walk. Tanner, who also is chair of the Christie’s and Sotheby’s are hosting “The city of Fort Lauderdale has Broward Cultural Council, welcomed photography auctions.” traditionally provided very limited the ArtServe crowd before Picinati His clients don’t typically focus on support for FATVillage,” says McCraw, di Torcello’s presentation. She was art as an investment, but the work does elected the 2017 “Downtowner of the mostly interested in his ability to track revolve around exclusivity. “Every Year” by the Fort Lauderdale Chamber the global art market. According to the single piece in our collections increases of Commerce. “The city hasn’t realized report, the ultrawealthy owned $1.62 in price based on dwindling supply of its full potential, but there is a great trillion in art and collectibles in 2016. the respective edition size,” he says. “A opportunity to develop a robust public Assets are expected to total $2.7 trillion Art emerges as key component in good portion of all purchases goes toward arts program. This would include in 2026. the conservation and preservation of the artist live-work spaces, studios, art “How do we get counted in that?” she animals and the earth. When collecting internships and residencies.” asks. “I want our local artists to be part an NGFA work, it’s going towards an In stark contrast, McCraw says, of the art economy.”♦ wealth portfolios important initiative.” Doug McCraw, one of Fort BY SALLY-ANN O’DOWD Lauderdale’s foremost arts advocates and the founder of the downtown Elaborate art collections—long the culmination of “DBA … Doing art professionals and 66 percent of cultural hub FATVillage, does not overlooked by financial advisers Business As,” an exhibit showcasing collectors said art should be part collect art to sell it at a higher price or managing clients’ money—are the works of graduates from the of a wealth management offering. live off it later in life. “To build value becoming an integral facet of wealth Broward Cultural Division’s Artist as In addition, 69 percent of wealth is a poor way to collect,” he says. “If management, according to a global an Entrepreneur Institute. The four- managers foresee their clients wanting somebody were building art as part of study presented at Fort Lauderdale’s weekend course assists artists of all to document art assets to have a their portfolio, they’re going to need a ArtServe. disciplines by cultivating and advancing consolidated overview of their wealth. very expert adviser, certainly if they are “We are seeing an expanding class their business skills. “Wealth managers used to never ask new to it. This is probably the largest of ultra-high-net-worth buyers who Picinati di Torcello’s report explores the clients about art. It wasn’t factored into unregulated business in the world.” believe contemporary art is megacool,” increasing use of art as an investment and portfolios,” says Karen Boyer, principal He owns pieces by late American says Adriano Picinati di Torcello, estate-planning tool. The study reflects at Elements in Play Fine Art Advisory, sculptor Louise Nevelson, who paved director and global art and finance the view s of finance executives from which has offices in New York and the way for feminist artists; film maker coordinator at Deloitte’s Luxembourg 69 private banks, 27 family offices, 155 Miami. “[Collectors] could have $100 John Waters, whose works explore office and co-author of the firm’s 2017 art professionals, and 107 art collectors million of art on the wall and no one gender, race and religion; and Thornton Art & Finance Report. “We live in an surveyed from May through July 2017. would ever know.” Dial, the late, self-taught artist whose image world.” Of those surveyed, 88 percent She advises her clients to diversify works are on display as part of the His June 20 presentation was of wealth managers, 80 percent of when buying art, as investors do when Metropolitan Museum of Art’s “History Jodi Jeffreys-Tanner

www.sfbwmag.com • AUGUST 2018 57 COMMERCIAL REAL ESTATE PRIVATE TRAINING STUDIO • CORPORATE CENTER 33301

South Florida’s Growing Foreign Trade Zone

BY DARCIE LUNSFORD

The phones at IMS Worldwide, a and Europe down to Latin and a free trade zone through an abbreviated Houston-based consulting firm that Central America,” Spencer says. “If people approval process. WHY TRAIN WITH BILL? helps companies, local governments get smart, they will add more FTZ space.” Broward County also has applied for and real estate developers establish and There are more than 195 active foreign the designation and is awaiting approval operate foreign trade zones nationally, trade zones nationally, processing $76 later this year to forge a countywide “I have been training have been lighting up in recent months. billion in exports, receiving $610 billion trade zone. Palm Beach County fi led with Bill since 1993, have As President Donald Trump in domestic and foreign merchandise. its application in February, according to referred dozens of friends & amps up his trade-sheriff stance, the Some 3,300 companies use them, federal documents. often-underused foreign trade zones fueling 420,000 jobs, according to the Robert Jacob, who oversees the associates, and have received program—established in the 1930s as a most recent data from the National foreign trade zone for Port Everglades positive feedback from each.” sentry against an earlier U.S dalliance Association of Foreign-Trade Zones. and Broward County, says interest with protectionist trade policy—is Foreign trade zones in Miami-Dade is rising among companies about the — Mike Maroone, increasingly in vogue again. and Broward counties are ranked third- benefi ts of operating within a trade zone. “A lot of people are going to jump and fourth-largest, respectively, among Right now, he says, a majority of President into foreign trade zones as a defensive warehousing and distribution export companies use the zone as a duty-free Maroone Enterprises mechanism and insurance,” says Curtis zones nationally. transfer station for items coming in and Spencer, president of IMS Worldwide. And the region is poised to ramp up its out of the county on their way to Latin Foreign trade zones generally allow foreign trade zone footprint even more America or onto a cruise ship, but the for duty-free flow of goods through to accommodate any qualifi ed importer, zones also offer untapped opportunities the United States to another country; exporter, manufacturer or distributor for assembling and manufacturing of CLUB 1 HEALTH & FITNESS CENTER components or materials to be imported seeking shelter against a trade war. products to be sold here or abroad. to the United States, then manufactured Miami-Dade used a relatively new “The rules of an FTZ get you to the PRIVATE, CORPORATE, & GROUP CLASSES and re-exported without duty; or goods to federal program to reorganize and lowest possible duty rate—all designed to be sold as a fully manufactured product in greatly expand its foreign trade zone make it more affordable to do it here in the the United States at a reduced duty. breadth and streamline the federal United States,” he says. “It really should be The zones have been effectively used approval process for new sites. Under the a magnet for manufacturing.” ¿ in South Florida, helping transform it into Alternative Site Framework program, a global hub in the supply chain serving the county created a large overlay zone Freelance writer Darcie Lunsford is a Latin America and the Caribbean. Being that stretches north from Southwest former real estate editor of the South a major shipment spot has been a huge Eighth Street to the Broward County Florida Business Journal. She is the boon to the regional and state economy, line and from Miami Beach west to the senior VP for leasing at Butters Group with one in four jobs now linked to the Urban Development Boundary. Any and is avoiding a confl ict of interest in BEFORE: 400lbs NOW: 220lbs fl ow of trade in, out and to Florida. warehouse, plant or facility within this her column by not covering her own Here, 45 minutes training is all you need! Busy? I can come to you! Makoto Speed & Reaction Arena Your Results Guaranteed “South Florida is a huge funnel from overlay area can now be designated as deals.

58 AUGUST 2018 • www.sfbwmag.com FOR MORE INFO GO TO BILLKYSER.COM OR CALL 954.290.2920

0716 Bill Kyser Personal Trainer_final.indd 1 6/15/16 2:57 PM COMMERCIAL REAL ESTATE PRIVATE TRAINING STUDIO • CORPORATE CENTER 33301

South Florida’s Growing Foreign Trade Zone

BY DARCIE LUNSFORD

The phones at IMS Worldwide, a Asia and Europe down to Latin and a free trade zone through an abbreviated Houston-based consulting firm that Central America,” Spencer says. “If people approval process. WHY TRAIN WITH BILL? helps companies, local governments get smart, they will add more FTZ space.” Broward County also has applied for and real estate developers establish and There are more than 195 active foreign the designation and is awaiting approval operate foreign trade zones nationally, trade zones nationally, processing $76 later this year to forge a countywide “I have been training have been lighting up in recent months. billion in exports, receiving $610 billion trade zone. Palm Beach County fi led with Bill since 1993, have As President Donald Trump in domestic and foreign merchandise. its application in February, according to referred dozens of friends & amps up his trade-sheriff stance, the Some 3,300 companies use them, federal documents. often-underused foreign trade zones fueling 420,000 jobs, according to the Robert Jacob, who oversees the associates, and have received program—established in the 1930s as a most recent data from the National foreign trade zone for Port Everglades positive feedback from each.” sentry against an earlier U.S dalliance Association of Foreign-Trade Zones. and Broward County, says interest with protectionist trade policy—is Foreign trade zones in Miami-Dade is rising among companies about the — Mike Maroone, increasingly in vogue again. and Broward counties are ranked third- benefi ts of operating within a trade zone. “A lot of people are going to jump and fourth-largest, respectively, among Right now, he says, a majority of President into foreign trade zones as a defensive warehousing and distribution export companies use the zone as a duty-free Maroone Enterprises mechanism and insurance,” says Curtis zones nationally. transfer station for items coming in and Spencer, president of IMS Worldwide. And the region is poised to ramp up its out of the county on their way to Latin Foreign trade zones generally allow foreign trade zone footprint even more America or onto a cruise ship, but the for duty-free flow of goods through to accommodate any qualifi ed importer, zones also offer untapped opportunities the United States to another country; exporter, manufacturer or distributor for assembling and manufacturing of CLUB 1 HEALTH & FITNESS CENTER components or materials to be imported seeking shelter against a trade war. products to be sold here or abroad. to the United States, then manufactured Miami-Dade used a relatively new “The rules of an FTZ get you to the PRIVATE, CORPORATE, & GROUP CLASSES and re-exported without duty; or goods to federal program to reorganize and lowest possible duty rate—all designed to be sold as a fully manufactured product in greatly expand its foreign trade zone make it more affordable to do it here in the the United States at a reduced duty. breadth and streamline the federal United States,” he says. “It really should be The zones have been effectively used approval process for new sites. Under the a magnet for manufacturing.” ¿ in South Florida, helping transform it into Alternative Site Framework program, a global hub in the supply chain serving the county created a large overlay zone Freelance writer Darcie Lunsford is a Latin America and the Caribbean. Being that stretches north from Southwest former real estate editor of the South a major shipment spot has been a huge Eighth Street to the Broward County Florida Business Journal. She is the boon to the regional and state economy, line and from Miami Beach west to the senior VP for leasing at Butters Group with one in four jobs now linked to the Urban Development Boundary. Any and is avoiding a confl ict of interest in BEFORE: 400lbs NOW: 220lbs fl ow of trade in, out and to Florida. warehouse, plant or facility within this her column by not covering her own Here, 45 minutes training is all you need! Busy? I can come to you! Makoto Speed & Reaction Arena Your Results Guaranteed “South Florida is a huge funnel from overlay area can now be designated as deals.

FOR MORE INFO GO TO BILLKYSER.COM OR CALL www.sfbwmag.com 954.290.2920 • AUGUST 2018 59

0716 Bill Kyser Personal Trainer_final.indd 1 6/15/16 2:57 PM THE LIST THE LIST

Powered By: Top 5 by litigation support CPAs Top 5 by number of S. Fla. litigation support staff MBAF 38 PAAST PL 45 Kaufman Rossin 28 Kaufman Rossin 37 Berkowitz Pollack Brant Advisors and Accountants 25 Cherry Bekaert LLP 31 Cherry Bekaert LLP 15 Berkowitz Pollack Brant Advisors and Accountants 25 litigation support PAAST PL 13 EY 23 Top 5 by number of S. Fla. litigation support partners Top 5 by S. Fla. offices MBAF 16 MBAF 5 accounting firms Kaufman Rossin 15 Berkowitz Pollack Brant Advisors and Accountants 4 Cherry Bekaert LLP 13 Fiske & Co. 4

Compiled by Gilberto Medina, Research Director Pinchasik Yelen Muskat Stein LLC 8 Daszkal Bolton LLP 3 PAAST PL 6 Kabat, Schertzer, De La Torre, Taraboulos & Co. 3 Kaufman Rossin 3 South Florida Business & Wealth surveyed accounting firms Marcum LLP 3 to seek those that had the largest litigation support Verdeja, De Armas & Trujillo LLP 3 Yip Associates 3 accounting practice groups.

MBAF lobby SFBW presents the Kaufman Rossin neutral experts. Pinchasik Yelen Yip Associates Established in 1947, Cherry fi ndings of the research in 2699 S. Bayshore Drive, Suite 300, 2 S. Biscayne Blvd., 2 Bekaert has provided 7 Muskat Stein LLC 11 Miami, FL 33133 Suite 2690, Miami, FL 33131 the list that follows, ranked accounting and advisory 3225 Aviation Ave., Suite 500, Website: kaufmanrossin.com Cherry Bekaert LLP Website: yipcpa.com services for more than 70 Miami, FL 33133 by number of South Number of S. Fla. litigation 2525 Ponce de Leon Blvd., Number of S. Fla. litigation 4 years. Website: psms-cpa.com Suite 1040, Coral Gables, FL 33134 Florida litigation support support CPAs: 28 Number of S. Fla. litigation support CPAs: 7 Website: cbh.com CPAs, then number of Number of S. Fla. litigation support CPAs: 11 Appelrouth, Number of S. Fla. litigation Number of S. Fla. litigation support partners: 15 PAAST PL Number of S. Fla. litigation support partners: 4 litigation support partners. Number of S. Fla. litigation support CPAs: 15 2121 Ponce de Leon Blvd., 9 Farah & Co. PA Number of S. Fla. litigation support partners: 8 Number of S. Fla. litigation 5 999 Ponce de Leon Blvd., Suite 625, For the purposes of this support staff: 37 Suite 650, Coral Gables, FL 33134 Number of S. Fla. litigation support staff: 6 support partners: 13 Coral Gables, FL 33134 Lead litigation support partner: Website: paast.com support staff: 2 Lead litigation support list and survey, South Number of S. Fla. litigation Website: appelrouth.com Michael P. Elkin Number of S. Fla. litigation Lead litigation support partner: partner: Maria M. Yip Florida is Palm Beach, support staff: 31 Number of S. Fla. litigation support CPAs: 13 Robert A. Stein Broward and Miami-Dade Lead litigation support partner: Number of S. Fla. litigation support CPAs: 10 Fiske & Company Berkowitz Pollack Philip Shechter support partners: 6 Number of S. Fla. litigation counties. 1000 S. Pine Island Road, A keen understanding Number of S. Fla. litigation Marcum LLP support partners: 5 12 Suite 440, Plantation, FL 33324 3 Brant Advisors and of fi nancial and business support staff: 45 450 E. Las Olas Blvd., 9th fl oor, Number of S. Fla. litigation 8 support staff: 20 Website: fi skeco.com valuation issues strengthen Lead litigation support partner: Fort Lauderdale, FL 33301 Accountants Number of S. Fla. litigation the merits of any disputed Juan Aguerrebere Jr. Website: marcumllp.com Lead litigation support partner: 200 S. Biscayne Blvd., support CPAs: 6 Miami, FL 33131 matter, as well as the Number of S. Fla. litigation Stewart Appelrouth possibility of a successful support CPAs: 11 Number of S. Fla. litigation MBAF Website: bpbcpa.com KapilaMukamal LLP EY support partners: 2 Number of S. Fla. litigation resolution. From preliminary Number of S. Fla. litigation Ave., 18th fl oor, 1000 S. Federal Highway, Suite 200, 201 S. Biscayne Blvd., Number of S. Fla. litigation support CPAs: 25 fact-fi nding to expert support partners: 2 10 6 Miami, FL 33131 1 Fort Lauderdale, FL 33316 support staff: 5 Miami, FL 33131 testimony, Cherry Bekaert Number of S. Fla. litigation Number of S. Fla. litigation Website: ey.com Website: mbafcpa.com provides assistance through Website: kapilamukamal.com support staff: 4 Lead litigation support support partners: 5 Number of S. Fla. litigation Number of S. Fla. litigation all phases of litigation and Number of S. Fla. litigation Lead litigation support partners: partner: Sheri Fiske Schultz Number of S. Fla. litigation support CPAs: 9 support CPAs: 38 settlement. support CPAs: 13 Cecelia Garber and Marc support staff: 25 Number of S. Fla. litigation Number of S. Fla. litigation As a trusted partner Number of S. Fla. litigation Breslow Lead litigation support partner: support partners: 3 support partners: 16 to attorneys, the team support partners: 5 Richard A. Pollack Number of S. Fla. litigation Number of S. Fla. litigation of Forensic & Litigation Number of S. Fla. litigation support staff: 23 support staff: 8 Advisory professionals at support staff: 8 Lead litigation support Lead litigation support partner: Cherry Bekaert provides Lead litigation support partners: partner: Sergio Negreira Antonio L. Argiz assistance to both plaintiff Soneet Kapila and Barry and defense parties and Mukamal serve as court-appointed 60 AUGUST 2018 • www.sfbwmag.com THE LIST THE LIST

Powered By: Top 5 by litigation support CPAs Top 5 by number of S. Fla. litigation support staff MBAF 38 PAAST PL 45 Kaufman Rossin 28 Kaufman Rossin 37 Berkowitz Pollack Brant Advisors and Accountants 25 Cherry Bekaert LLP 31 Cherry Bekaert LLP 15 Berkowitz Pollack Brant Advisors and Accountants 25 litigation support PAAST PL 13 EY 23 Top 5 by number of S. Fla. litigation support partners Top 5 by S. Fla. offices MBAF 16 MBAF 5 accounting firms Kaufman Rossin 15 Berkowitz Pollack Brant Advisors and Accountants 4 Cherry Bekaert LLP 13 Fiske & Co. 4

Compiled by Gilberto Medina, Research Director Pinchasik Yelen Muskat Stein LLC 8 Daszkal Bolton LLP 3 PAAST PL 6 Kabat, Schertzer, De La Torre, Taraboulos & Co. 3 Kaufman Rossin 3 South Florida Business & Wealth surveyed accounting firms Marcum LLP 3 to seek those that had the largest litigation support Verdeja, De Armas & Trujillo LLP 3 Yip Associates 3 accounting practice groups.

MBAF lobby SFBW presents the Kaufman Rossin neutral experts. Pinchasik Yelen Yip Associates Established in 1947, Cherry fi ndings of the research in 2699 S. Bayshore Drive, Suite 300, 2 S. Biscayne Blvd., 2 Bekaert has provided 7 Muskat Stein LLC 11 Miami, FL 33133 Suite 2690, Miami, FL 33131 the list that follows, ranked accounting and advisory 3225 Aviation Ave., Suite 500, Website: kaufmanrossin.com Cherry Bekaert LLP Website: yipcpa.com services for more than 70 Miami, FL 33133 by number of South Number of S. Fla. litigation 2525 Ponce de Leon Blvd., Number of S. Fla. litigation 4 years. Website: psms-cpa.com Suite 1040, Coral Gables, FL 33134 Florida litigation support support CPAs: 28 Number of S. Fla. litigation support CPAs: 7 Website: cbh.com CPAs, then number of Number of S. Fla. litigation support CPAs: 11 Appelrouth, Number of S. Fla. litigation Number of S. Fla. litigation support partners: 15 PAAST PL Number of S. Fla. litigation support partners: 4 litigation support partners. Number of S. Fla. litigation support CPAs: 15 2121 Ponce de Leon Blvd., 9 Farah & Co. PA Number of S. Fla. litigation support partners: 8 Number of S. Fla. litigation 5 999 Ponce de Leon Blvd., Suite 625, For the purposes of this support staff: 37 Suite 650, Coral Gables, FL 33134 Number of S. Fla. litigation support staff: 6 support partners: 13 Coral Gables, FL 33134 Lead litigation support partner: Website: paast.com support staff: 2 Lead litigation support list and survey, South Number of S. Fla. litigation Website: appelrouth.com Michael P. Elkin Number of S. Fla. litigation Lead litigation support partner: partner: Maria M. Yip Florida is Palm Beach, support staff: 31 Number of S. Fla. litigation support CPAs: 13 Robert A. Stein Broward and Miami-Dade Lead litigation support partner: Number of S. Fla. litigation support CPAs: 10 Fiske & Company Berkowitz Pollack Philip Shechter support partners: 6 Number of S. Fla. litigation counties. 1000 S. Pine Island Road, A keen understanding Number of S. Fla. litigation Marcum LLP support partners: 5 12 Suite 440, Plantation, FL 33324 3 Brant Advisors and of fi nancial and business support staff: 45 450 E. Las Olas Blvd., 9th fl oor, Number of S. Fla. litigation 8 support staff: 20 Website: fi skeco.com valuation issues strengthen Lead litigation support partner: Fort Lauderdale, FL 33301 Accountants Number of S. Fla. litigation the merits of any disputed Juan Aguerrebere Jr. Website: marcumllp.com Lead litigation support partner: 200 S. Biscayne Blvd., support CPAs: 6 Miami, FL 33131 matter, as well as the Number of S. Fla. litigation Stewart Appelrouth possibility of a successful support CPAs: 11 Number of S. Fla. litigation MBAF Website: bpbcpa.com KapilaMukamal LLP EY support partners: 2 Number of S. Fla. litigation resolution. From preliminary Number of S. Fla. litigation 1450 Brickell Ave., 18th fl oor, 1000 S. Federal Highway, Suite 200, 201 S. Biscayne Blvd., Number of S. Fla. litigation support CPAs: 25 fact-fi nding to expert support partners: 2 10 6 Miami, FL 33131 1 Fort Lauderdale, FL 33316 support staff: 5 Miami, FL 33131 testimony, Cherry Bekaert Number of S. Fla. litigation Number of S. Fla. litigation Website: ey.com Website: mbafcpa.com provides assistance through Website: kapilamukamal.com support staff: 4 Lead litigation support support partners: 5 Number of S. Fla. litigation Number of S. Fla. litigation all phases of litigation and Number of S. Fla. litigation Lead litigation support partners: partner: Sheri Fiske Schultz Number of S. Fla. litigation support CPAs: 9 support CPAs: 38 settlement. support CPAs: 13 Cecelia Garber and Marc support staff: 25 Number of S. Fla. litigation Number of S. Fla. litigation As a trusted partner Number of S. Fla. litigation Breslow Lead litigation support partner: support partners: 3 support partners: 16 to attorneys, the team support partners: 5 Richard A. Pollack Number of S. Fla. litigation Number of S. Fla. litigation of Forensic & Litigation Number of S. Fla. litigation support staff: 23 support staff: 8 Advisory professionals at support staff: 8 Lead litigation support Lead litigation support partner: Cherry Bekaert provides Lead litigation support partners: partner: Sergio Negreira Antonio L. Argiz assistance to both plaintiff Soneet Kapila and Barry and defense parties and Mukamal serve as court-appointed www.sfbwmag.com • AUGUST 2018 61 THE LIST THE LIST litigation support accounting firms CBIZ MHM LLC experience in State and Gerson Preston 1675 N. Military Trail, 5th fl oor, Federal courts both in and Klein Lips Eisenberg 13 outside of South Florida. Our 20 Boca Raton, FL 33486 Website: cbiz.com Business Valuation Group & Gelber PA Number of S. Fla. litigation is nationally recognized as 4770 Biscayne Blvd., Suite 400, support CPAs: 5 among the thought leaders in Miami, FL 33137 Number of S. Fla. litigation the profession. Website: gprcpas.com support partners: 3 Number of S. Fla. litigation Number of S. Fla. litigation Ellrich, Neal, Smith Kabat, Schertzer, support CPAs: 2 support staff: 10 De La Torre, Number of S. Fla. litigation Lead litigation support 16 & Stohlman PA 17 support partners: 3 Number of S. Fla. litigation partner: Brad McIver 11025 RCA Center Drive, Taraboulos & Co. support staff: 2 Suite 401, 9300 S. Dadeland Blvd., Lead litigation support GlassRatner Palm Beach Gardens, FL 33410 Suite 600, Miami, FL 33156 Website: ensscpa.com partner: Gary R. Gerson 1400 Centrepark Blvd., Website: ksdt-cpa.com 13 Number of S. Fla. litigation Number of S. Fla. litigation Suite 860, support CPAs: 3 support CPAs: 3 Daszkal Bolton LLP West Palm Beach, FL 33401 Number of S. Fla. litigation Website: glassratner.com Number of S. Fla. litigation 2401 N.W. Boca Raton Blvd., support partners: 4 support partners: 3 21 Boca Raton, FL 33431 Number of S. Fla. litigation Number of S. Fla. litigation Number of S. Fla. litigation Website: dbllp.com support CPAs: 5 support staff: 10 support staff: 3 Number of S. Fla. litigation Number of S. Fla. litigation Lead litigation support Lead litigation support support partners: 3 partner: W. David Ellrich Jr. support CPAs: 2 partner: Elgin F. Polo Number of S. Fla. litigation Number of S. Fla. litigation support staff: 5 Ellrich, Neal, Smith and support partners: 1 Lead litigation support Stohlman was established in Keefe McCollough Number of S. Fla. litigation support staff: 1 partner: Alan Barbee 1988. We are a full-service 6550 N. Federal Highway, CPA fi rm headquartered in 18 Lead litigation support 4th fl oor, Fort Lauderdale, FL partner: Brett Burgan Verdeja, De Armas Palm Beach Gardens with 33308 offi ces in downtown Miami. Website: kmccpa.com 15 & Trujillo LLP We offer tax planning and Number of S. Fla. litigation VMBG Accounting 225 Alhambra Circle, Suite 560, compliance services as support CPAs: 3 9100 S. Dadeland Blvd., Coral Gables, FL 33134 well as forensic accounting Number of S. Fla. litigation 22 Suite 1500, Miami, FL 33156 Website: vdtcpa.com and litigation support. Our support partners: 2 Website: vmbgaccounting.com Number of S. Fla. litigation litigation support practice is Number of S. Fla. litigation Number of S. Fla. litigation support CPAs: 4 among the largest in South support staff: 2 support CPAs: 1 Number of S. Fla. litigation Florida. We have extensive Lead litigation support Number of S. Fla. litigation support partners: 4 partner: William Benson support partners: 1 Number of S. Fla. litigation Number of S. Fla. litigation support staff: 5 support staff: 3 Lead litigation support Ellrich, Neal, Smith & Stohlman PA EisnerAmper LLP Lead litigation support partner: Eric offices and reception 1001 Brickell Bay Drive, 19 partner: Caridad Vasallo Suite 1400, Miami, FL 33131 Website: eisneramper.com Number of S. Fla. litigation Sources: Firm representatives support CPAs: 3 Number of S. Fla. litigation To be considered for any SFBW list, support partners: 1 contact Gilberto Medina at gmedina@ Number of S. Fla. litigation sfbwmag.com or 954-666-0531. support staff: 2 Lead litigation support partner: Andrew C. Bernstein

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Heller: It’s also about educating your client, generally the with limited litigation budgets. plaintiff or the defendant that you’re helping represent with counsel. What they tend to do is wait They can believe that they have a very strong claim, but when you until they have to get the expert. get down into the granularity of the actual facts, their claim may Why? Because they might still not be as strong. We step in and educate them and the attorney, so be trying to settle the case or that they can know whether they can go into mediation or what’s they are getting into discovery. going to happen at a trial, which is very important. I think ideally it is better to have you in upfront. Do you fi nd sometimes when you educate the client Heller: By limiting us from that the course they planned to take, say, going to a the discovery process, it limits trial ends up not being the course they take? our ability to reach conclusions Heller: Yes, more often than not. and make opinions. Wolf: The client will approach their counsel before you are Appelrouth: There’s a big involved. And they’ll say, “I’ve got a $10-million problem.” But difference between a federal what they forget to tell you about are the top-line gross sales. They and a state case because are not looking at what they actually lost in earnings. What we do under federal rules, there are is try to bring reality to the problem to, hopefully, allow the parties discovery cutoffs and they to resolve it. Because if two good experts have the same data, we are more formal than the state should get to a similar answer, but it doesn’t always start that way. cases. If somebody is coming Marta Alfonso Appelrouth: It’s interesting, because it’s not just the clients you to you with a week to go on a (Seated from left to right) Eric Santa Maria, Marta Alfonso, Matt James, Steven Wolf; (standing from left to right) John Heller, Byron Brown, Stewart Appelrouth and Alan Fiske have to bring down to reality, it’s the lawyers as well, because they federal case, you can’t do it. have a certain perception of their case. Really good lawyers are The panelists: realistic, and before they say anything, they usually want to have How has electronically • Marta Alfonso, principal of management advisory services some form of forensics look at it and give them some input. stored information How litigation and CPA at MBAF. and advancements in • Eric Santa Maria, partner at Verdeja, De Armas & Trujilo. In general, what the steps are in discovery that technology changed support is • Steven Wolf, partner and practice leader at Cherry Bekaert. includes forensics and litigation support? How does the way forensic and • Stewart Appelrouth, principal at Appelrouth, Farah & Co. this process unfold? litigation support • John Heller, director at Marcum. Appelrouth: If you have a family law matter or divorce case, it’s advisory professionals • Byron Brown, principal at Kaufman Rossin. one thing, and if you have economic damages, there are different provide services? crucial • Alan Fiske, managing director at Fiske & Co. types of processes. The fi rst step in the process, after you’ve Alfonso: ESI deals with • Matthew James, partner at Ellrich, Neal, Smith & Stohlman. discussed this with the lawyers, is you fi nd out the facts of the the body of data that is stored case. After you determine what kind of case it is, you put together within an electronic format. in case SFBW Editor-in-Chief Kevin Gale moderated the discussion, documents that you need, such as general ledgers or actuarial tables It can be financial data, it which took place at FirstBank’s executive offi ce in Miami’s Blue or specifi c types of actuarial tables in certain cases of wrongful can be documents, a body of Lagoon offi ce park. The following transcript has been edited for Stewart Appelrouth death. And you get with the client to make a determination as to emails when you are dealing brevity and clarity. the documentation. with transactional history and outcomes Brown: I think a lot of it depends on what stage we are engaged. that can very important for What is litigation support, and what do you do? One thing we’ve observed as of late, is that it seems that the courts certain cases where you need For a story accompanying the Appelrouth: Litigation support is providing information and are pushing the action a lot quicker. These days, a lot of judges the context of what the parties latest entry in SFBW’s series of analysis to attorneys, judges, arbitrators, clients and other triers of are not giving extensions on cases. I’ve found lately that, a lot of talked about, intended and did lists, some of the region’s top facts, such as jurors, to help in settling a case or going through a times, we’ve been getting calls three or four weeks before a report at that time. full trial and fi guring out what happened. is due. And when we get brought in at that point, our hands are tied, James: If you had 100 boxes CPAs convened to talk shop and Wolf: Ultimately for us, it’s really where the intersection of because we can only work with what we have. And we only have a of documents, you had to sort share insights about litigation law and accounting converge. We take complex information and few weeks to do it. We’ve found it makes everything more effi cient through them all and make a support accounting practices make it easy to understand. We typically provide analysis from an if you can bring the expert in early, like, at the time the complaint is huge mess in the room, looking independent perspective. fi led. Then we can really help pinpoint the discovery that we need for certain things. Now, we can during a roundtable discussion. Fiske: We are educators. When I started out many years ago and what we will be most helpful for our case. Also if you bring us instead have PDF, Word, Excel in litigation, I remember an attorney who didn’t understand the in early, it allows us to focus on the items that are the real important documents and search the fi les difference between a tax return and a fi nancial statement. So, we issues in the case. And it makes it cheaper for the client. for certain words. You can fi nd really taught him all the economic aspects of the case. Our job is Alfonso: What I think has been a fundamental shift in the things in a fraction of the time. to educate the judge and the trier of facts. industry over the past fi ve years is that you see offers being given Metadata can help. If you can Eric Santa Maria

64 AUGUST 2018 • www.sfbwmag.com THE LIST: LITIGATION SUPPORT ROUNDTABLE THE LIST: LITIGATION SUPPORT ROUNDTABLE

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Heller: It’s also about educating your client, generally the with limited litigation budgets. plaintiff or the defendant that you’re helping represent with counsel. What they tend to do is wait They can believe that they have a very strong claim, but when you until they have to get the expert. get down into the granularity of the actual facts, their claim may Why? Because they might still not be as strong. We step in and educate them and the attorney, so be trying to settle the case or that they can know whether they can go into mediation or what’s they are getting into discovery. going to happen at a trial, which is very important. I think ideally it is better to have you in upfront. Do you fi nd sometimes when you educate the client Heller: By limiting us from that the course they planned to take, say, going to a the discovery process, it limits trial ends up not being the course they take? our ability to reach conclusions Heller: Yes, more often than not. and make opinions. Wolf: The client will approach their counsel before you are Appelrouth: There’s a big involved. And they’ll say, “I’ve got a $10-million problem.” But difference between a federal what they forget to tell you about are the top-line gross sales. They and a state case because are not looking at what they actually lost in earnings. What we do under federal rules, there are is try to bring reality to the problem to, hopefully, allow the parties discovery cutoffs and they to resolve it. Because if two good experts have the same data, we are more formal than the state should get to a similar answer, but it doesn’t always start that way. cases. If somebody is coming Marta Alfonso Appelrouth: It’s interesting, because it’s not just the clients you to you with a week to go on a (Seated from left to right) Eric Santa Maria, Marta Alfonso, Matt James, Steven Wolf; (standing from left to right) John Heller, Byron Brown, Stewart Appelrouth and Alan Fiske have to bring down to reality, it’s the lawyers as well, because they federal case, you can’t do it. have a certain perception of their case. Really good lawyers are The panelists: realistic, and before they say anything, they usually want to have How has electronically • Marta Alfonso, principal of management advisory services some form of forensics look at it and give them some input. stored information How litigation and CPA at MBAF. and advancements in • Eric Santa Maria, partner at Verdeja, De Armas & Trujilo. In general, what the steps are in discovery that technology changed support is • Steven Wolf, partner and practice leader at Cherry Bekaert. includes forensics and litigation support? How does the way forensic and • Stewart Appelrouth, principal at Appelrouth, Farah & Co. this process unfold? litigation support • John Heller, director at Marcum. Appelrouth: If you have a family law matter or divorce case, it’s advisory professionals • Byron Brown, principal at Kaufman Rossin. one thing, and if you have economic damages, there are different provide services? crucial • Alan Fiske, managing director at Fiske & Co. types of processes. The fi rst step in the process, after you’ve Alfonso: ESI deals with • Matthew James, partner at Ellrich, Neal, Smith & Stohlman. discussed this with the lawyers, is you fi nd out the facts of the the body of data that is stored case. After you determine what kind of case it is, you put together within an electronic format. in case SFBW Editor-in-Chief Kevin Gale moderated the discussion, documents that you need, such as general ledgers or actuarial tables It can be financial data, it which took place at FirstBank’s executive offi ce in Miami’s Blue or specifi c types of actuarial tables in certain cases of wrongful can be documents, a body of Lagoon offi ce park. The following transcript has been edited for Stewart Appelrouth death. And you get with the client to make a determination as to emails when you are dealing brevity and clarity. the documentation. with transactional history and outcomes Brown: I think a lot of it depends on what stage we are engaged. that can very important for What is litigation support, and what do you do? One thing we’ve observed as of late, is that it seems that the courts certain cases where you need For a story accompanying the Appelrouth: Litigation support is providing information and are pushing the action a lot quicker. These days, a lot of judges the context of what the parties latest entry in SFBW’s series of analysis to attorneys, judges, arbitrators, clients and other triers of are not giving extensions on cases. I’ve found lately that, a lot of talked about, intended and did lists, some of the region’s top facts, such as jurors, to help in settling a case or going through a times, we’ve been getting calls three or four weeks before a report at that time. full trial and fi guring out what happened. is due. And when we get brought in at that point, our hands are tied, James: If you had 100 boxes CPAs convened to talk shop and Wolf: Ultimately for us, it’s really where the intersection of because we can only work with what we have. And we only have a of documents, you had to sort share insights about litigation law and accounting converge. We take complex information and few weeks to do it. We’ve found it makes everything more effi cient through them all and make a support accounting practices make it easy to understand. We typically provide analysis from an if you can bring the expert in early, like, at the time the complaint is huge mess in the room, looking independent perspective. fi led. Then we can really help pinpoint the discovery that we need for certain things. Now, we can during a roundtable discussion. Fiske: We are educators. When I started out many years ago and what we will be most helpful for our case. Also if you bring us instead have PDF, Word, Excel in litigation, I remember an attorney who didn’t understand the in early, it allows us to focus on the items that are the real important documents and search the fi les difference between a tax return and a fi nancial statement. So, we issues in the case. And it makes it cheaper for the client. for certain words. You can fi nd really taught him all the economic aspects of the case. Our job is Alfonso: What I think has been a fundamental shift in the things in a fraction of the time. to educate the judge and the trier of facts. industry over the past fi ve years is that you see offers being given Metadata can help. If you can Eric Santa Maria

www.sfbwmag.com • AUGUST 2018 65 THE LIST: LITIGATION SUPPORT ROUNDTABLE

get a copy of somebody’s hard more than fi ve years ago, if you went in front of a judge and drive and you have a copy you said something like, “I would like to have the data from of the business’ hard drive, QuickBooks in an electronic format,” you would have all kinds you can go in there and see of objections. The judges would think that we could just get when things were created, the paper trail. With the advent of artifi cial intelligence, we who created them, when can fi nd information that we couldn’t fi nd before. And it saves they changed them and what clients money. happened. Heller: Twenty years ago, the expectation was, even if you Fiske: We had one case had a computer system, people would keep fi les. Today, most where they delivered about 12 businesses, even small businesses, are paperless. So paper is banker boxes of data. And we only a small subset. You need the ESI to analyze the whole data. kept insisting that we wanted electronic data. Otherwise, we Say I’m a business and someone sues me. How would have spent four or fi ve quickly do they instruct you on document retention? times more on the case. How does that unfold? Mahesh Pattabhiraman of sponsor FirstBank Wolf: Say you’re on a Alfonso: Typically, a lawyer who is representing you will criminal case —you might give you a litigation instruction folder. They will tell you to look at all sorts of devices. In retain all documents, and they will tell you what you want to scope out and what it is you need to retain. In a fi nancial matter, they are going to talk to you about all your fi nancial records . When you hire a lawyer, they will help the client through that process. Same if you were dealing with a personal litigation, when you go to a lawyer. Brown: We had a case in which internal counsel was handling a litigation at a very large company. One of the fi nancial persons had to testify that they had put documents on a CD-ROM and passed it onto the general counsel’s offi ce and then somebody had deleted their hard drive. Our lawyer looked into it and determined that the CD-ROM disappeared. The judge determined that they did spoil evidence. In trial, the Alan Fiske and John Heller jury were read something, saying: “The defendant damaged this evidence. It’s not available. We don’t know what it says, a labor case, we looked at the but you can only assume that it was harmful to them.” The GPS in the employees’ vehi- impact that has on a jury, even if there was nothing negative cles because it gave multiple there, is probably very substantial. stamps, identifying where they were and when. The What role do judges play in the scope of litigation technology that’s available to discovery and fi elds such as electronic records us today, you probably don’t such as an employee’s cell phone? Are there any know the half of what we can privacy concerns that are at play? do to fi nd information. All the Appelrouth: The key issue is what you just said: It’s swipes that we use, whether privacy. A lot of employers today don’t have personnel it’s a customer card at Cost- manuals, and, without those, you don’t have policies. Even co or an ATM, can be tracked. those that do have policies, it’s not just privacy, but it’s the You can fi nd the who, what, expectation of privacy. And if employees, for example, are where. The “where” is real- not put on notice, then it makes a difference. As case law is ly important when you are evolving on things like cell phones, it matters who is paying trying to identify someone for the cell phone. Maybe it’s your phone, but is the employer telling the truth or not. We paying for that monthly charge? Are you on call all the time, help lawyers fi gure this out, using that cell phone? Are you receiving data from the cell using digital forensics and phone? The judges are becoming more and more aware that other tools. today we are in a digital world. Appelrouth: What’s just Fiske: We are fi nding that judges now are much more as important is that judges inclined to say, “Turn over all of the electronic data. Turn have become more familiar over the native format.” So, we are getting better cooperation with electronic data. Not with the judges. ♦ Matt James and Steven Wolf

66 AUGUST 2018 • www.sfbwmag.com introducing the list! SFBW is introducing a Basic list content is free, but additional information and logos can be purchased to help make your listing stand out and provide key new monthly feature— details to SFBW’s C-suite readers. To request a survey or learn more The List, which ranks about additional information and logos, contact Medina at gmedina@ SFBWmag.com. leading companies in Our list presentation includes an informative industry roundtable their industry. discussion featuring participants in that month’s list. The lists are compiled Opportunities are available for list, roundtable sponsorships and display advertising. Sponsors will be able to introduce themselves by SFBW’s new and network with key business leaders before panel research director, discussions. Contact Associate Publisher Clayton Idle, [email protected] Gilberto Medina. for more information.

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RACHEL SAPOZNIK Spreading the Gift of Wellness

THE TEAM BEHIND www.sfbwmag.com • AUGUST 2018 67 THE TEAM THE MIAMI HEAT’S BUSINESS INNOVATORS THERE ARE NUS IN EVERY DAY. US AND WE’LL CHANGE HOW YOUR COMPANY APPROACHES WELLNESS We understand that happy, healthy people are the single greatest profit center for any company. Every employee has the power to impact your company’s bottom THEline. The betterLIST they live, the better they THE LIST feel, the better they perform at work. That’s why investing in LiveWell 1440 is smart business.

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Better living is better business. Andy Seiden Customized Programs and Services Founder and CEO · Corporate Culture LiveWell 1440 Corporate Wellness · Disease Management and Education [email protected] · Onsite Activities and Classes 954-465-4567 law · Online Wellness platform firms Top 100 South Florida Law Firms No. 51-75 Podhurst Orseck Compiled by Gilberto Medina, Research Director offICEs South Florida Business & Wealth Ver Ploeg & Lumpkin McDonald Hopkins LLC Lewis, Longman & Sandler, Travis & 51 100 S.E. Second St., 30th fl oor, 54 200 S. Biscayne Blvd., 57Walker PA 61Rosenberg PA Miami, FL 33131 Suite 2600, Miami, FL 33131 515 N. Flagler Drive, Suite 1500, 1000 N.W. 57th Court, Suite 600, ranked the Top 100 South Florida Website: vpl-law.com Website: mcdonaldhopkins.com Podhurst Orseck West Palm Beach, FL 33401 Miami, FL 33126 Number of S. Fla. lawyers: 18 Number of S. Fla. lawyers: 17 1 S.E. Third Ave., Suite 2300, Website: llw-law.com Website: strtrade.com law firms and is presenting them Number of S. Fla. partners: 8 Number of S. Fla. partners 10 60 Miami, FL 33131 Number of S. Fla. lawyers: 16 Number of S. Fla. lawyers: 15 Number of S. Fla. staff: 39 Number of S. Fla. staff 30 Website: podhurst.com Number of S. Fla. partners 9 Number of S. Fla. partners 8 in segments of 25. This month we Number of S. Fla. offi ces: 1 Number of S. Fla. offi ces 2 Number of S. Fla. lawyers: 15 Number of S. Fla. staff 35 Number of S. Fla. staff 30 Firm managing partner: Firm managing partner: Number of S. Fla. partners 12 Number of S. Fla. offi ces 1 Number of S. Fla. offi ces 1 feature the law firms that Stephen A. Marino Jr. Shawn M. Riley Number of S. Fla. staff 58 Firm managing partner: Firm managing partner: Number of S. Fla. offi ces 1 Michelle Diffenderfer Thomas G. Travis rank 51-75. Krupnick Campbell Berk, Merchant Firm managing partner: Steven C. Marks Ver Ploerg & Lumpkin leads the way as 52Malone Buser Slama 55& Sims PLC Richman Greer PA Colodny Fass PLLC we present the next group of 25. Hancock Liberman 2 Alhambra Plaza, Suite 700, 58 396 Alhambra Circle, Miami-based Podhurst 62 1401 N.W. 136th Ave., Suite 200, Coral Gables, FL 33134 North Tower, 14th fl oor, Orseck continues a legal Sunrise, FL 33323 12 S.E. Seventh St., Suite 801, Ranked by number of South Florida Number of S. Fla. lawyers: 17 Coral Gables, FL 33134 practice established over Website: colodnyfass.com Fort Lauderdale, FL 33301 Number of S. Fla. partners 6 Website: richmangreer.com fi fty years ago. The fi rm has Number of S. Fla. lawyers: 15 lawyers – ties broken by number of South Website: krupnicklaw.com Number of S. Fla. staff 35 Number of S. Fla. lawyers: 16 built a national reputation Number of S. Fla. partners 6 Number of S. Fla. lawyers: 17 Florida partners, then South Florida staff. Number of S. Fla. offi ces 1 Number of S. Fla. partners 8 for its highly specialized Number of S. Fla. staff 34 Number of S. Fla. partners 13 Firm managing partner: Number of S. Fla. staff 31 practice in complex litigation, Number of S. Fla. offi ces 1 Number of S. Fla. staff 45 William Berk Number of S. Fla. offi ces 2 class action, and aviation Firm managing partner: Mike Number of S. Fla. offi ces 1 Firm managing partner: matters. Additionally, the Colodny Firm managing partner: Manuel A. Garcia-Linares fi rm has a strong appellate Walter G. Campbell Jr. Bowman and practice, handling appeals Locke Lord LLP 56Brooke LLP from its own attorneys and Kaye Bender Rembaum 801 Brickell Ave., Suite 900, Black Srebnick 2 Alhambra Plaza, Suite 800, attorneys throughout the 63 1200 Park Central Blvd. South, Miami, FL 33131 Coral Gables, FL 33134 59 nation, in various state and Pompano Beach, FL 33064 Website: lockelord.com 53Kornspan & Stumpf federal appellate courts, Website: bowmanandbrooke.com 201 S. Biscayne Blvd., Website: kbrlegal.com Number of S. Fla. lawyers: 15 Number of S. Fla. lawyers: 16 including the United States Suite 1300, Miami, FL 33131 Number of S. Fla. lawyers: 16 Number of S. Fla. partners 2 Number of S. Fla. partners 12 Supreme Court. The fi rm Website: royblack.com Number of S. Fla. partners 3 Number of S. Fla. staff 23 Number of S. Fla. staff 34 remains dedicated to offering Number of S. Fla. lawyers: 17 Number of S. Fla. staff 38 Number of S. Fla. offi ces 2 Number of S. Fla. offi ces 1 the highest caliber legal Number of S. Fla. partners 11 Number of S. Fla. offi ces 2 Firm managing partner: Firm managing partner: John representation in both federal Number of S. Fla. staff 35 Firm managing partner: Thomas J. Cunningham C. Seipp Jr. and state trial and appellate Robert L. Kaye Number of S. Fla. offi ces 1 courts. Bowman and Firm managing partner: Scott Brooke LLP Kornspan 68 AUGUST 2018 • www.sfbwmag.com THERE ARE NUS IN EVERY DAY. US AND WE’LL CHANGE HOW YOUR COMPANY APPROACHES WELLNESS We understand that happy, healthy people are the single greatest profit center for any company. Every employee has the power to impact your company’s bottom THEline. The betterLIST they live, the better they THE LIST feel, the better they perform at work. That’s why investing in LiveWell 1440 is smart business.

Powered By:

Better living is better business. Andy Seiden Customized Programs and Services Founder and CEO · Corporate Culture LiveWell 1440 Corporate Wellness · Disease Management and Education [email protected] · Onsite Activities and Classes 954-465-4567 law · Online Wellness platform firms Top 100 South Florida Law Firms No. 51-75 Podhurst Orseck Compiled by Gilberto Medina, Research Director offICEs South Florida Business & Wealth Ver Ploeg & Lumpkin McDonald Hopkins LLC Lewis, Longman & Sandler, Travis & 51 100 S.E. Second St., 30th fl oor, 54 200 S. Biscayne Blvd., 57Walker PA 61Rosenberg PA Miami, FL 33131 Suite 2600, Miami, FL 33131 515 N. Flagler Drive, Suite 1500, 1000 N.W. 57th Court, Suite 600, ranked the Top 100 South Florida Website: vpl-law.com Website: mcdonaldhopkins.com Podhurst Orseck West Palm Beach, FL 33401 Miami, FL 33126 Number of S. Fla. lawyers: 18 Number of S. Fla. lawyers: 17 1 S.E. Third Ave., Suite 2300, Website: llw-law.com Website: strtrade.com law firms and is presenting them Number of S. Fla. partners: 8 Number of S. Fla. partners 10 60 Miami, FL 33131 Number of S. Fla. lawyers: 16 Number of S. Fla. lawyers: 15 Number of S. Fla. staff: 39 Number of S. Fla. staff 30 Website: podhurst.com Number of S. Fla. partners 9 Number of S. Fla. partners 8 in segments of 25. This month we Number of S. Fla. offi ces: 1 Number of S. Fla. offi ces 2 Number of S. Fla. lawyers: 15 Number of S. Fla. staff 35 Number of S. Fla. staff 30 Firm managing partner: Firm managing partner: Number of S. Fla. partners 12 Number of S. Fla. offi ces 1 Number of S. Fla. offi ces 1 feature the law firms that Stephen A. Marino Jr. Shawn M. Riley Number of S. Fla. staff 58 Firm managing partner: Firm managing partner: Number of S. Fla. offi ces 1 Michelle Diffenderfer Thomas G. Travis rank 51-75. Krupnick Campbell Berk, Merchant Firm managing partner: Steven C. Marks Ver Ploerg & Lumpkin leads the way as 52Malone Buser Slama 55& Sims PLC Richman Greer PA Colodny Fass PLLC we present the next group of 25. Hancock Liberman 2 Alhambra Plaza, Suite 700, 58 396 Alhambra Circle, Miami-based Podhurst 62 1401 N.W. 136th Ave., Suite 200, Coral Gables, FL 33134 North Tower, 14th fl oor, Orseck continues a legal Sunrise, FL 33323 12 S.E. Seventh St., Suite 801, Ranked by number of South Florida Number of S. Fla. lawyers: 17 Coral Gables, FL 33134 practice established over Website: colodnyfass.com Fort Lauderdale, FL 33301 Number of S. Fla. partners 6 Website: richmangreer.com fi fty years ago. The fi rm has Number of S. Fla. lawyers: 15 lawyers – ties broken by number of South Website: krupnicklaw.com Number of S. Fla. staff 35 Number of S. Fla. lawyers: 16 built a national reputation Number of S. Fla. partners 6 Number of S. Fla. lawyers: 17 Florida partners, then South Florida staff. Number of S. Fla. offi ces 1 Number of S. Fla. partners 8 for its highly specialized Number of S. Fla. staff 34 Number of S. Fla. partners 13 Firm managing partner: Number of S. Fla. staff 31 practice in complex litigation, Number of S. Fla. offi ces 1 Number of S. Fla. staff 45 William Berk Number of S. Fla. offi ces 2 class action, and aviation Firm managing partner: Mike Number of S. Fla. offi ces 1 Firm managing partner: matters. Additionally, the Colodny Firm managing partner: Manuel A. Garcia-Linares fi rm has a strong appellate Walter G. Campbell Jr. Bowman and practice, handling appeals Locke Lord LLP 56Brooke LLP from its own attorneys and Kaye Bender Rembaum 801 Brickell Ave., Suite 900, Black Srebnick 2 Alhambra Plaza, Suite 800, attorneys throughout the 63 1200 Park Central Blvd. South, Miami, FL 33131 Coral Gables, FL 33134 59 nation, in various state and Pompano Beach, FL 33064 Website: lockelord.com 53Kornspan & Stumpf federal appellate courts, Website: bowmanandbrooke.com 201 S. Biscayne Blvd., Website: kbrlegal.com Number of S. Fla. lawyers: 15 Number of S. Fla. lawyers: 16 including the United States Suite 1300, Miami, FL 33131 Number of S. Fla. lawyers: 16 Number of S. Fla. partners 2 Number of S. Fla. partners 12 Supreme Court. The fi rm Website: royblack.com Number of S. Fla. partners 3 Number of S. Fla. staff 23 Number of S. Fla. staff 34 remains dedicated to offering Number of S. Fla. lawyers: 17 Number of S. Fla. staff 38 Number of S. Fla. offi ces 2 Number of S. Fla. offi ces 1 the highest caliber legal Number of S. Fla. partners 11 Number of S. Fla. offi ces 2 Firm managing partner: Firm managing partner: John representation in both federal Number of S. Fla. staff 35 Firm managing partner: Thomas J. Cunningham C. Seipp Jr. and state trial and appellate Robert L. Kaye Number of S. Fla. offi ces 1 courts. Bowman and Firm managing partner: Scott Brooke LLP Kornspan www.sfbwmag.com • AUGUST 2018 69 THE LIST THE LIST

law firms Fisher Phillips Zumpano Castro LLC Gutter Chaves Buckner Shifrin Etter 64 450 E. Las Olas Blvd., Suite 800, 68 500 S. Dixie Highway, Suite 302, 72Josepher Rubin 75Dugan Bradfute PA Fort Lauderdale, FL 33301 Coral Gables, FL 33146 46 S.W. First St., 2nd fl oor, Website: fi sherphillips.com Website: zumpanocastro.com Forman Fleisher Miami, FL 33130 Number of S. Fla. lawyers: 14 Number of S. Fla. lawyers: 13 Website: buckner-shifrin.com Number of S. Fla. partners 10 Number of S. Fla. partners 5 Miller PA 2101 N.W. Corporate Blvd., Number of S. Fla. lawyers: 11 Number of S. Fla. staff 27 Number of S. Fla. staff 19 Number of S. Fla. partners 5 Number of S. Fla. offi ces 1 Number of S. Fla. offi ces 1 Suite 107, Boca Raton, FL 33431 Website: fl oridatax.com Number of S. Fla. staff 21 Firm managing partner: Firm managing partner: Number of S. Fla. offi ces 1 Roger Quillen Carlos Zumpano Number of S. Fla. lawyers: 11 Number of S. Fla. partners 8 Firm managing partner: Deanna Number of S. Fla. staff 22 Shifrin Peckar & Abramson PC AXS Law group Number of S. Fla. offi ces 1 1 S.E. Third Ave., Suite 3100, 2121 N.W. Second Ave., Firm managing partner: Sources: Law fi rm 65 69 representatives Miami, FL 33131 Miami, FL 33127 Charles Rubin Website: pecklaw.com Website: axslawgroup.com Number of S. Fla. lawyers: 14 Number of S. Fla. lawyers: 13 To be considered for any SFBW Number of S. Fla. partners 8 Number of S. Fla. partners 4 Sonneborn Rutter list, contact Gilberto Medina at Number of S. Fla. staff 27 Number of S. Fla. staff 15 73Cooney Biergever [email protected] or 954- Number of S. Fla. offi ces 1 Number of S. Fla. offi ces 1 666-0531. Firm managing partner: Firm managing partner: Burt & Lury PA Adam P. Handfi nger, Gary M. Jeremy Ben-David 1400 Centrepark Blvd., Suite 400, Stein West Palm Beach, FL 33401 Rosenthal, Levy, Website: sonnebornrutter.com jackson Lewis PC Number of S. Fla. lawyers: 11 70Simon & Ryles Number of S. Fla. partners 6 2 S. Biscayne Blvd., 66 1401 Forum Way, 6th fl oor, Number of S. Fla. staff 35 Suite 3500, Miami, FL 33131 West Palm Beach, FL 33401 Number of S. Fla. offi ces 1 Website: jacksonlewis.com Website: rosenthallevy.com Firm managing partner: Number of S. Fla. lawyers: 14 Number of S. Fla. lawyers: 13 Barbara W. Sonneborn Number of S. Fla. partners 8 Number of S. Fla. partners 2 Number of S. Fla. staff 26 Number of S. Fla. staff 25 Number of S. Fla. offi ces 1 Rice Pugatch Robinson Number of S. Fla. offi ces 1 Firm managing partner: Firm managing partner: 74Storfer & Cohen PLLC Vincent A. Cino Jonathan T. Levy 101 N.E. Third Ave., Suite 1800, Fort Lauderdale, FL 33301 Mase Tinelli Assouline & Website: rprslaw.com Mebane & Briggs PA Number of S. Fla. lawyers: 11 67 71Berlowe PA Number of S. Fla. partners 6 2601 S. Bayshore Drive, 213 E. Sheridan St., Suite 3, Number of S. Fla. staff 20 Suite 800, Miami, FL 33133 Dania Beach, FL 33004 Number of S. Fla. offi ces 1 Website: masetinelli.com Website: assoulineberlowe.com Firm managing partner: Craig Number of S. Fla. lawyers: 14 Number of S. Fla. lawyers: 11 Pugatch Number of S. Fla. partners 6 Number of S. Fla. partners 10 Number of S. Fla. staff 29 Number of S. Fla. staff 18 Number of S. Fla. offi ces 1 Number of S. Fla. offi ces 3 Firm managing partner: Firm managing partner: Eric Curtis J. Mase N. Assouline

70 AUGUST 2018 • www.sfbwmag.com

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Parkland Cares is collaborating with the Broward Education Foundation, a 501(c)(3) www.sfbwmag.com nonprofit direct support • AUGUST organization. 2018 71 2018 UP & COMER AWARDS

Xtreme Action Park Managing Director Nate Howard welcomes guests

The team from Brown and Brown Insurance SFBW Chairman and CEO Gary Press, honoree Dev Motwani of Merrimac Ventures, sponsor Bonnie Fun at Levengood of MSC Cruises and SFBW Associate Publisher Clayton Idle

Jason Alexander and Palak Singh Xtreme

SFBW celebrated its fifth Up & Comer Awards with a packed house at Xtreme Action Park in Fort Lauderdale. The awards were given to high achievers under the age of 40, which were judged on their individual achievements in the workplace and their charitable and civic contributions. The presenting Gold Sponsors were MSC Cruises and Alternative Revenue Solutions while WeWork was Alexander Star provided an energetic SFBW Chairman and CEO Gary Press, honoree Merdochey LaFrance of City Year Miami, sponsor Ken the Silver Sponsor. The special event musical performance Kandel of Alternative Revenue Solutions and SFBW Associate Publisher Clayton Idle sponsors were Xtreme Action Park, Xtreme Action Park provided a lively venue for the Up & Comer Awards Grateful Palate and JR Productions.

SFBW Chairman and CEO Gary Press, honoree Wolfgang Pinther of MBAF, SFBW Chairman and CEO Gary Press, honorees Raquel and Ryan Case of Rick sponsor Bonnie Levengood of MSC Cruises and SFBW Associate Case Automotive Group, Ben Ricketts of sponsor WeWork and SFBW Associate Publisher Clayton Idle Publisher Clayton Idle Jason Dynan, Robyn Raphael-Dynan and Beverly Raphael-Altman Meredith Peguero, Michael Mueller and Andrea DeField

72 AUGUST 2018 • www.sfbwmag.com 2018 UP & COMER AWARDS

Xtreme Action Park Managing Director Nate Howard welcomes guests

The team from Brown and Brown Insurance SFBW Chairman and CEO Gary Press, honoree Dev Motwani of Merrimac Ventures, sponsor Bonnie Fun at Levengood of MSC Cruises and SFBW Associate Publisher Clayton Idle

Jason Alexander and Palak Singh Xtreme

SFBW celebrated its fifth Up & Comer Awards with a packed house at Xtreme Action Park in Fort Lauderdale. The awards were given to high achievers under the age of 40, which were judged on their individual achievements in the workplace and their charitable and civic contributions. The presenting Gold Sponsors were MSC Cruises and Alternative Revenue Solutions while WeWork was Alexander Star provided an energetic SFBW Chairman and CEO Gary Press, honoree Merdochey LaFrance of City Year Miami, sponsor Ken the Silver Sponsor. The special event musical performance Kandel of Alternative Revenue Solutions and SFBW Associate Publisher Clayton Idle sponsors were Xtreme Action Park, Xtreme Action Park provided a lively venue for the Up & Comer Awards Grateful Palate and JR Productions.

SFBW Chairman and CEO Gary Press, honoree Wolfgang Pinther of MBAF, SFBW Chairman and CEO Gary Press, honorees Raquel and Ryan Case of Rick sponsor Bonnie Levengood of MSC Cruises and SFBW Associate Case Automotive Group, Ben Ricketts of sponsor WeWork and SFBW Associate Publisher Clayton Idle Publisher Clayton Idle Jason Dynan, Robyn Raphael-Dynan and Beverly Raphael-Altman Meredith Peguero, Michael Mueller and Andrea DeField

www.sfbwmag.com • AUGUST 2018 73 SOUTH FLORIDA EXECUTIVE ROUNDTABLE SOUTH FLORIDA EXECUTIVE ROUNDTABLE

of money and resources in testing and in quality assurance. When Juan, what does cobuilding mean, and how does it that product is put into operation, hopefully, it doesn’t fail. work? Montoya: Cobuilding, to us, means partnering with Suzanne, technology is not a fi eld known for an entrepreneurs or with existing businesses to transform their overabundance of female CEOs. What’s your ventures. We started by offering services that mitigate risk, and perspective on your CEO, Kristin Johnson Karp? then fi nding business models to share in the risk. Cobuilding Ferguson: I have tremendous amount of admiration for Kristin. ultimately means helping people with their ideas and bringing And you’re absolutely right, this is a space where women have them to reality through processes and methodology. been historically underrepresented. But Kristin is as good a CEO that I’ve ever worked for, and we had the opportunity to Richard, how did you develop or fi nd a niche as a see her speak at the Women of Tech panel at Emerge Americas provider of cellular technology for inside buildings? recently. She talked about the notable absence of women in the Paul-Hus: Initially, purchasing the technology, we were technology fi eld. She raised some really interesting things that I completely focused on the technology and moving it through wasn’t aware of. For example, I didn’t know that [actress] Hedy distributors and we licensed system integrators from around the Lamarr had played a role in the development of Wi-Fi, which I U.S. That didn’t really work out from a margin perspective found fascinating. the way we wanted, because the support for it was a little bit overwhelming for us. So, the niche that we evolved into now Joe, your company has been recognized 11 years in a is as a service provider leveraging that technology to get into row as among one of the most transparent companies in the spaces and the spaces that seemed to be the lowest-lying Alexander Freund of sponsor 4IT, Richard Paul-Hus, Suzanne Ferguson, Joseph Pallot, Juan Montoya and Andrea Richard the country for accounting and corporate governance. fruit for us—so it’s a niche within a niche. Apartments, hotels, How have you been able to foster that? condos and anything that can be broken down into small units Pallot: From our CEO and everybody in the C-suite and down are the best fi t for us. The model going forward is low cap and through the ranks, we are very committed to transparency and monthly payments. operating the business in a way that’s focused on what we think A Bird’s-Eye View from the C-Suite are the most important stakeholders, which are our customers and SFBW is the exclusive media partner for the executive-level our team members. luncheon. For tickets, visit sfexecroundtable.com.♦ The June installment of the South Florida Executive Roundtable so we try things from our market strategy. The statement to our featured a lively discussion that began with the quest for new talent sales team is: Fail, but move on. I want our staff to push through and rounded out with insights on the most talked-about generation, the envelope, get through it, and learn because we are trying to the millennials. defi ne something in what we are doing. I don’t want to spend a lot “I work with a lot of them and you have to teach them to pay of time going down the wrong path. their dues before they can get promoted,” said Juan Montoya, Montoya: Most of the time, we are building something new and co-founder and chief operating offi cer at Rokk3r Labs, a venture early stage, so we expect failure. We see it with some frequency, builder and accelerator. “But the one thing that strikes me is that but the way we attack it is two ways. So, fi rst, we are very much they are driven by a mission and they are really good at things into what we call experiments, so every company that we build, that other older generations weren’t able to do 10, 15 years ago.” every project, might start with a grandiose vision that could take Montoya was joined by panelists Joseph Pallot, general counsel us into AI [artifi cial intelligence] and exponential technologies. at aviation company Heico; Suzanne Ferguson, general counsel at We start with defi ning the most important things to test. Those Hotwire Communications, a fi ber-optics provider; and Richard experiments often end in failure, but they don’t end up in the Paul-Hus, CEO and president of Whoop Wireless, which makes failure of the project itself because they are well-defi ned. You cellular service work within buildings. know what you want to learn from it and you use it. That’s one SFBW Associate Editor Andrea Richard moderated the thing we do often and it’s expected, and as long as the learning roundtable discussion, which was held at the Rusty Pelican on is there, as long as the experiments are well-defi ned, the short- Key Biscayne. The following transcript has been edited for clarity terms are very focused. and brevity. And the other thing, obviously, at some point, and because we start so early, failure of the venture itself can happen. In our history, What’s the role of failure in your organization? I think it has happened a few times, and we’ve learned every single Ferguson: I tell my team every day that I think failure is a great time. And that is something you live with and something you opportunity to learn. We are fortunate enough to have a very smart embrace in your culture and in your partner’s culture, meaning team of attorneys. We don’t check each other’s work frequently, everything can go right for a while and you can still fail. but when you are at the stage of growth that Hotwire is, mistakes Pallot: I think for our business it is different. If we are building do happen. I think it is important not to beat people up about that; a subcomponent that’s going to go into a satellite, if it fails, you instead, take what you can learn from it and do better next time. can’t go and fi x it. And in commercial aircraft, obviously none Paul-Hus: We talk about it a lot because we are trying to of us would want to get on a plane where there are problems. innovate in defi ning building wireless in the enterprise space. We recognize that there is failure and there are things to learn. We are talking to customers around the country, constantly But I think, what’s different about our business model and our brainstorming on how to deploy into their portfolio of real estate, industry’s business model, is we try very hard and we spend a lot

74 AUGUST 2018 • www.sfbwmag.com SOUTH FLORIDA EXECUTIVE ROUNDTABLE SOUTH FLORIDA EXECUTIVE ROUNDTABLE

of money and resources in testing and in quality assurance. When Juan, what does cobuilding mean, and how does it that product is put into operation, hopefully, it doesn’t fail. work? Montoya: Cobuilding, to us, means partnering with Suzanne, technology is not a fi eld known for an entrepreneurs or with existing businesses to transform their overabundance of female CEOs. What’s your ventures. We started by offering services that mitigate risk, and perspective on your CEO, Kristin Johnson Karp? then fi nding business models to share in the risk. Cobuilding Ferguson: I have tremendous amount of admiration for Kristin. ultimately means helping people with their ideas and bringing And you’re absolutely right, this is a space where women have them to reality through processes and methodology. been historically underrepresented. But Kristin is as good a CEO that I’ve ever worked for, and we had the opportunity to Richard, how did you develop or fi nd a niche as a see her speak at the Women of Tech panel at Emerge Americas provider of cellular technology for inside buildings? recently. She talked about the notable absence of women in the Paul-Hus: Initially, purchasing the technology, we were technology fi eld. She raised some really interesting things that I completely focused on the technology and moving it through wasn’t aware of. For example, I didn’t know that [actress] Hedy distributors and we licensed system integrators from around the Lamarr had played a role in the development of Wi-Fi, which I U.S. That didn’t really work out from a margin perspective found fascinating. the way we wanted, because the support for it was a little bit overwhelming for us. So, the niche that we evolved into now Joe, your company has been recognized 11 years in a is as a service provider leveraging that technology to get into row as among one of the most transparent companies in the spaces and the spaces that seemed to be the lowest-lying Alexander Freund of sponsor 4IT, Richard Paul-Hus, Suzanne Ferguson, Joseph Pallot, Juan Montoya and Andrea Richard the country for accounting and corporate governance. fruit for us—so it’s a niche within a niche. Apartments, hotels, How have you been able to foster that? condos and anything that can be broken down into small units Pallot: From our CEO and everybody in the C-suite and down are the best fi t for us. The model going forward is low cap and through the ranks, we are very committed to transparency and monthly payments. operating the business in a way that’s focused on what we think A Bird’s-Eye View from the C-Suite are the most important stakeholders, which are our customers and SFBW is the exclusive media partner for the executive-level our team members. luncheon. For tickets, visit sfexecroundtable.com.♦ The June installment of the South Florida Executive Roundtable so we try things from our market strategy. The statement to our featured a lively discussion that began with the quest for new talent sales team is: Fail, but move on. I want our staff to push through and rounded out with insights on the most talked-about generation, the envelope, get through it, and learn because we are trying to the millennials. defi ne something in what we are doing. I don’t want to spend a lot “I work with a lot of them and you have to teach them to pay of time going down the wrong path. their dues before they can get promoted,” said Juan Montoya, Montoya: Most of the time, we are building something new and co-founder and chief operating offi cer at Rokk3r Labs, a venture early stage, so we expect failure. We see it with some frequency, Helping growth-minded companies execute on Business Development, Brand Amplification,

builder and accelerator. “But the one thing that strikes me is that but the way we attack it is two ways. So, fi rst, we are very much Market Expansion, Exposure for Executives , Talent Strategies & Training they are driven by a mission and they are really good at things into what we call experiments, so every company that we build, that other older generations weren’t able to do 10, 15 years ago.” every project, might start with a grandiose vision that could take Montoya was joined by panelists Joseph Pallot, general counsel us into AI [artifi cial intelligence] and exponential technologies. at aviation company Heico; Suzanne Ferguson, general counsel at We start with defi ning the most important things to test. Those Hotwire Communications, a fi ber-optics provider; and Richard experiments often end in failure, but they don’t end up in the Paul-Hus, CEO and president of Whoop Wireless, which makes failure of the project itself because they are well-defi ned. You cellular service work within buildings. know what you want to learn from it and you use it. That’s one SFBW Associate Editor Andrea Richard moderated the thing we do often and it’s expected, and as long as the learning roundtable discussion, which was held at the Rusty Pelican on is there, as long as the experiments are well-defi ned, the short- Key Biscayne. The following transcript has been edited for clarity terms are very focused. and brevity. And the other thing, obviously, at some point, and because we start so early, failure of the venture itself can happen. In our history, What’s the role of failure in your organization? I think it has happened a few times, and we’ve learned every single Ferguson: I tell my team every day that I think failure is a great time. And that is something you live with and something you opportunity to learn. We are fortunate enough to have a very smart embrace in your culture and in your partner’s culture, meaning team of attorneys. We don’t check each other’s work frequently, everything can go right for a while and you can still fail. but when you are at the stage of growth that Hotwire is, mistakes Pallot: I think for our business it is different. If we are building do happen. I think it is important not to beat people up about that; a subcomponent that’s going to go into a satellite, if it fails, you instead, take what you can learn from it and do better next time. can’t go and fi x it. And in commercial aircraft, obviously none Paul-Hus: We talk about it a lot because we are trying to of us would want to get on a plane where there are problems. innovate in defi ning building wireless in the enterprise space. We recognize that there is failure and there are things to learn. We are talking to customers around the country, constantly But I think, what’s different about our business model and our COI access …connecting Centers Of Influence™ [email protected] brainstorming on how to deploy into their portfolio of real estate, industry’s business model, is we try very hard and we spend a lot

www.sfbwmag.com • AUGUST 2018 75 CEO CONNECT CEO CONNECT

they were a small company at the time. I know that it doesn’t seem like that today. In fact, it was May 1, 1980, and we were just starting up the home video business, if you remember that. For those of you who are old enough, you can remember those VHS tapes and those Beta tapes. Well, I was fortunate enough to have done my master’s field study project in this area of this new business. When I got a job there, I was the first employee hired at Walt Disney Home Video. So, we took 20 movies—“Mary Poppins” was probably the highest one and then a lot of catalog things, like “Hot Lead and Cold Feet”—and Mickey Mouse cartoons, and we put 20 of these out on video. It was very exciting. I was really fortunate to be there when Disney was small and growing. About three years later, a team of us got the opportunity to start the Disney Cinemark’s CEO Marc Zoradi and Boca Raton Mayor Scott Singer Channel. And we knew little about cable television. We made a lot of mistakes, but we did a few things right. And then, I got to grow with the company. I was in the right place, at the right time and I also loved movies. It was a good cultural fit for me, and I happened to live in Burbank, California. And that’s where Disney’s headquarters is, so I was one of the few Los Angeles people that had no commute. It was a great 30 years there.

Give us an overview of the company’s growth since you become CEO and what your upcoming plans are. Cinemark CEO Mark Zoradi is interviewed by SFBW Chairman and CEO Gary Press When I started at Cinemark, I had left Disney and I thought maybe it was time to retire. My wife has said that I’m failing to retire two times, and Movie Magic if I fail a third time, I’m out. Anyway, I was on the board of a company that Cinemark bought. It was called Rave Motion Pictures and now is called Rave A fi reside chat with Cinemark’s Mark Zoradi Cinemas. They had about 500 screens. Then I got the opportunity to be on the board with Cinemark. And Milo Phelps and Dale Scott Mark Zoradi has served as Cinemark’s chief executive The following transcript has been edited for brevity and it wasn’t too much longer that the CEO retired, and officer since August 2015. Headquartered in Plano, Texas, clarity. I was given what I thought was an opportunity of a Cinemark Holdings is a leader in the motion picture industry lifetime. And I knew a lot about the company because I with 533 theaters and 5,964 screens in the United States What’s your favorite movie? was on the board and also they were a key client of ours and Latin America. It is the country’s third-largest theater I’ve got to say two. I absolutely loved “Gone With the at Disney. We would make the movies and Cinemark company, with 339 theaters and 4,566 screens in 41 states. .” My most favorite modern movie is a series of movies, was effectively the retailer. I was excited to join them It has South Florida locations in Davie, Boynton Beach and and it’s because they were so near and dear to our heart. I was because I knew it was a good company. And it was not Boca Raton. at The Walt Disney Co. when we bought Pixar, when it wasn’t a turnaround, it was a good and solid company. Zoradi spent 30 years at The Walt Disney Co., most called Pixar. They were making little commercials. The first I felt like if I continued the positive culture that recently as president of Walt Disney Studios Motion Picture time I saw “Toy Story” and the follow-up with “Toy Story 2” was there and made some improvements along the Group. Before that, he worked in a variety of positions and my favorite movie of all time, which was “Toy Story 3,” way, then I would be successful. And I want to give at Disney, including general manager of Buena Vista the end of that trilogy … there’s a fourth one coming out next credit to Lee Roy Mitchell, who started Cinemark. Television and president of Buena Vista International with year, too. Today, he’s the chairman of the board and he owns 8 responsibility for the international marketing and distribution percent of the stock. He instilled in the company a very of Disney, Touchstone and Pixar films for theaters and home Disney is seen as one of the greatest companies in family approach and a desire to do customer and guest entertainment. the world, providing entertainment. What was it like services. SFBW Chairman and CEO Gary Press interviewed Zoradi to work there? If there’s one thing we try to distinguish ourselves in front of a live audience at Cinema Palace 20 in Boca Raton. I started to work at Disney right out of business school, and with, it is guest service. … The two places that we try Richard Ducharme, Marcel Summermatter and Kellen Smith

76 AUGUST 2018 • www.sfbwmag.com CEO CONNECT CEO CONNECT

they were a small company at the time. I know that it doesn’t seem like that today. In fact, it was May 1, 1980, and we were just starting up the home video business, if you remember that. For those of you who are old enough, you can remember those VHS tapes and those Beta tapes. Well, I was fortunate enough to have done my master’s field study project in this area of this new business. When I got a job there, I was the first employee hired at Walt Disney Home Video. So, we took 20 movies—“Mary Poppins” was probably the highest one and then a lot of catalog things, like “Hot Lead and Cold Feet”—and Mickey Mouse cartoons, and we put 20 of these out on video. It was very exciting. I was really fortunate to be there when Disney was small and growing. About three years later, a team of us got the opportunity to start the Disney Cinemark’s CEO Marc Zoradi and Boca Raton Mayor Scott Singer Channel. And we knew little about cable television. We made a lot of mistakes, but we did a few things right. And then, I got to grow with the company. I was in the right place, at the right time and I also loved movies. It was a good cultural fit for me, and I happened to live in Burbank, California. And that’s where Disney’s headquarters is, so I was one of the few Los Angeles people that had no commute. It was a great 30 years there.

Give us an overview of the company’s growth since you become CEO and what your upcoming plans are. Cinemark CEO Mark Zoradi is interviewed by SFBW Chairman and CEO Gary Press When I started at Cinemark, I had left Disney and I thought maybe it was time to retire. My wife has said that I’m failing to retire two times, and Movie Magic if I fail a third time, I’m out. Anyway, I was on the board of a company that Cinemark bought. It was called Rave Motion Pictures and now is called Rave A fi reside chat with Cinemark’s Mark Zoradi Cinemas. They had about 500 screens. Then I got the opportunity to be on the board with Cinemark. And Milo Phelps and Dale Scott Mark Zoradi has served as Cinemark’s chief executive The following transcript has been edited for brevity and it wasn’t too much longer that the CEO retired, and officer since August 2015. Headquartered in Plano, Texas, clarity. I was given what I thought was an opportunity of a Cinemark Holdings is a leader in the motion picture industry lifetime. And I knew a lot about the company because I with 533 theaters and 5,964 screens in the United States What’s your favorite movie? was on the board and also they were a key client of ours and Latin America. It is the country’s third-largest theater I’ve got to say two. I absolutely loved “Gone With the at Disney. We would make the movies and Cinemark company, with 339 theaters and 4,566 screens in 41 states. Wind.” My most favorite modern movie is a series of movies, was effectively the retailer. I was excited to join them It has South Florida locations in Davie, Boynton Beach and and it’s because they were so near and dear to our heart. I was because I knew it was a good company. And it was not Boca Raton. at The Walt Disney Co. when we bought Pixar, when it wasn’t a turnaround, it was a good and solid company. Zoradi spent 30 years at The Walt Disney Co., most called Pixar. They were making little commercials. The first I felt like if I continued the positive culture that recently as president of Walt Disney Studios Motion Picture time I saw “Toy Story” and the follow-up with “Toy Story 2” was there and made some improvements along the Group. Before that, he worked in a variety of positions and my favorite movie of all time, which was “Toy Story 3,” way, then I would be successful. And I want to give at Disney, including general manager of Buena Vista the end of that trilogy … there’s a fourth one coming out next credit to Lee Roy Mitchell, who started Cinemark. Television and president of Buena Vista International with year, too. Today, he’s the chairman of the board and he owns 8 responsibility for the international marketing and distribution percent of the stock. He instilled in the company a very of Disney, Touchstone and Pixar films for theaters and home Disney is seen as one of the greatest companies in family approach and a desire to do customer and guest entertainment. the world, providing entertainment. What was it like services. SFBW Chairman and CEO Gary Press interviewed Zoradi to work there? If there’s one thing we try to distinguish ourselves in front of a live audience at Cinema Palace 20 in Boca Raton. I started to work at Disney right out of business school, and with, it is guest service. … The two places that we try Richard Ducharme, Marcel Summermatter and Kellen Smith

www.sfbwmag.com • AUGUST 2018 77 CEO CONNECT CEO CONNECT

Stephen Fike and Craig Bristow Joni Jones and Carolina Rush

to emulate is, one, what it feels like when you go to Disney—the way you are greeted and dealt with. And the second one, on the retail level, is something like Chick-fil-A. A ribbon-cutting was held to celebrate the theater They have thousands of stores across the country, and when you go to them, you are and maybe eight to 12 new theaters in Latin You also have a movie subscription treated like a valuable customer. America, each year. plan. How does that work, and how has that helped the company’s How important is South Florida to Do you have different types of success? About CEO your organization? concessions from one theater We considered a number of different Connect South Florida is very important to us. to another, depending on the programs, such as an all-you-can-eat plan. We’ve got three great theaters here, in economics of the area? We considered, what I think is more SFBW’s CEO Connect series is an exclusive, Davie, Boca Raton and Boynton Beach. Yes. For example, we don’t serve user-friendly, that if you don’t use the invitation-only monthly event that brings Last year, we spent $380 million in alcohol at our theaters in Utah. At our subscription for one month, you don’t lose together South Florida’s top business leaders to improving our theaters and building new theaters in south Texas, what you see at the it. Think of your old cellular data plan. If meet and mingle. ones, trying to make sure they offer a great snack bar is very different than what you’d you didn’t use your data, what happened experience for our guests. There is not see in the Northeast, simply because tastes to it? It rolled over. So we decided to come The sponsors are Celebrity Cruises, another theater in our entire worldwide are different. The Boca Raton theater is a up with Movie Club. We launched it last Greenspoon Marder, Sapoznik Insurance, Matthew Ginder of sponsor Greenspoon Kenneth Nahman of sponsor operation that we spent more money in to sort of flagship for us, and what we offer December. I told the board to expect Marder Sapoznik Insurance improve than at the Boca theater. It was the for food is about as good as it gets. This 200,000 members by the end of the first Shorecrest Construction and TD Bank. single, most important redo. place is like a palace. year. Well, we hit that in six months. The The evening begins with a cocktail reception for essence is you pay $8.99 a month. You about 100 guests followed by the highlight of When you look at a market, is it When you are looking at which get a credit on your phone because it is homogeneous? Or do you look movies to screen at which theaters, app-based. If you don’t use it during a the event, a live interview conducted by Gary at a market and really study the is that a big decision? month or two, you don’t lose your credit. Press, SFBW Chairman and CEO and a well- demographics? Like food, we will program theaters And when it comes time to when you known C-level executive who provides insight One of my favorite parts of the business, depending on the area of the country. There want to use it, you can use them all and I thought was going to be the film side. are certain areas that have more families, you can bring a companion if you want. into their personal lives, careers and views on But where I got the most upside, and the so we will play more movies for them, and You can reserve your seats online with issues affecting the business community. greatest learning curve, was the real estate there are some areas that play well with no fee. And one thing that people love is Partnering with SFBW on this exclusive event side of our business because we own land art-house movies—we have a brand called the rollover and the 20-percent discount at about 42 of our theaters. But, at most CinéArts, which plays independent films. on all concessions. provides an opportunity to network with the of our buildings, we have a landlord and And there’s a film team that sees every We tried to make it really simple. My area’s business elite, generate new business lease. We commit to 15-year leases, so we single movie, and they make a decision on son convinced me that it needed to be opportunities, and increase brand awareness. study the demographics very carefully. how many runs—and when I say “run,” app-based and easy to quit. So, you can We look at income levels, where we that means how many theaters it will play quit with one click, if you want to, and we For information about event sponsorship think we can get our clients from, and if in—and how many screens within that don’t make you call a 1-800 number to opportunities, email Clayton Idle at cidle@ there are enough people to get a return theater to play in. And then the local guys quit. It’s been amazing how many people sfbwmag.com. on investment we are putting in. We only and women will make a decision on how have stayed on because it’s so simple and build six to eight new theaters in the U.S., many shows during the day we will play. consumer-friendly.♦ Kevin Beattie of sponsor TD Bank Sponsor Lylli Lacayo of Celebrity Cruises

78 AUGUST 2018 • www.sfbwmag.com CEO CONNECT CEO CONNECT

Stephen Fike and Craig Bristow Joni Jones and Carolina Rush to emulate is, one, what it feels like when you go to Disney—the way you are greeted and dealt with. And the second one, on the retail level, is something like Chick-fil-A. A ribbon-cutting was held to celebrate the theater They have thousands of stores across the country, and when you go to them, you are and maybe eight to 12 new theaters in Latin You also have a movie subscription treated like a valuable customer. America, each year. plan. How does that work, and how has that helped the company’s How important is South Florida to Do you have different types of success? About CEO your organization? concessions from one theater We considered a number of different Connect South Florida is very important to us. to another, depending on the programs, such as an all-you-can-eat plan. We’ve got three great theaters here, in economics of the area? We considered, what I think is more SFBW’s CEO Connect series is an exclusive, Davie, Boca Raton and Boynton Beach. Yes. For example, we don’t serve user-friendly, that if you don’t use the invitation-only monthly event that brings Last year, we spent $380 million in alcohol at our theaters in Utah. At our subscription for one month, you don’t lose together South Florida’s top business leaders to improving our theaters and building new theaters in south Texas, what you see at the it. Think of your old cellular data plan. If meet and mingle. ones, trying to make sure they offer a great snack bar is very different than what you’d you didn’t use your data, what happened experience for our guests. There is not see in the Northeast, simply because tastes to it? It rolled over. So we decided to come The sponsors are Celebrity Cruises, another theater in our entire worldwide are different. The Boca Raton theater is a up with Movie Club. We launched it last Greenspoon Marder, Sapoznik Insurance, Matthew Ginder of sponsor Greenspoon Kenneth Nahman of sponsor operation that we spent more money in to sort of flagship for us, and what we offer December. I told the board to expect Marder Sapoznik Insurance improve than at the Boca theater. It was the for food is about as good as it gets. This 200,000 members by the end of the first Shorecrest Construction and TD Bank. single, most important redo. place is like a palace. year. Well, we hit that in six months. The The evening begins with a cocktail reception for essence is you pay $8.99 a month. You about 100 guests followed by the highlight of When you look at a market, is it When you are looking at which get a credit on your phone because it is homogeneous? Or do you look movies to screen at which theaters, app-based. If you don’t use it during a the event, a live interview conducted by Gary at a market and really study the is that a big decision? month or two, you don’t lose your credit. Press, SFBW Chairman and CEO and a well- demographics? Like food, we will program theaters And when it comes time to when you known C-level executive who provides insight One of my favorite parts of the business, depending on the area of the country. There want to use it, you can use them all and I thought was going to be the film side. are certain areas that have more families, you can bring a companion if you want. into their personal lives, careers and views on But where I got the most upside, and the so we will play more movies for them, and You can reserve your seats online with issues affecting the business community. greatest learning curve, was the real estate there are some areas that play well with no fee. And one thing that people love is Partnering with SFBW on this exclusive event side of our business because we own land art-house movies—we have a brand called the rollover and the 20-percent discount at about 42 of our theaters. But, at most CinéArts, which plays independent films. on all concessions. provides an opportunity to network with the of our buildings, we have a landlord and And there’s a film team that sees every We tried to make it really simple. My area’s business elite, generate new business lease. We commit to 15-year leases, so we single movie, and they make a decision on son convinced me that it needed to be opportunities, and increase brand awareness. study the demographics very carefully. how many runs—and when I say “run,” app-based and easy to quit. So, you can We look at income levels, where we that means how many theaters it will play quit with one click, if you want to, and we For information about event sponsorship think we can get our clients from, and if in—and how many screens within that don’t make you call a 1-800 number to opportunities, email Clayton Idle at cidle@ there are enough people to get a return theater to play in. And then the local guys quit. It’s been amazing how many people sfbwmag.com. on investment we are putting in. We only and women will make a decision on how have stayed on because it’s so simple and build six to eight new theaters in the U.S., many shows during the day we will play. consumer-friendly.♦ Kevin Beattie of sponsor TD Bank Sponsor Lylli Lacayo of Celebrity Cruises

www.sfbwmag.com • AUGUST 2018 79 ASK THE EXPERTS

SALES STRATEGIES PEOPLE, PASSION, PROFITS HEALTHCARE Is social media killing Get Real Peak performance in the workplace What defi nes you, really? At the Florida House Experience we strive to help you to become focused, centered and at the top of your game. This is known as Peak Performance. our sales skills? BY STEPHEN GARBER In the business world it is very important to remain focused, centered and on BY GRETA SCHULZ your game so to gain the competitive edge. If you look at the literature you will fi nd books that focus on meditation, diet and exercise so as to establish good Recently, I spoke to an organization that spent an ungodly How would the people in your life describe you and what drives health and overall peak performance. These methods work and have been amount of time, energy and money on social media to create you? How would your colleagues at work and clients describe shown to be very effective, but recently, in modern science another method lead generation. I asked, “Now what? How’s your closing working with you? known as neurostimulation and neuromodulation has been added to the list of ratio?” They looked at me like I had three heads. How consistent are the answers? Just because we believe that we’ve found a new way to generate Change is inevitable. Think about the technology and methods that can help the modern business executive to get into the “zone.” business, it doesn’t bring in business … alone. Does using Twitter, environment that frame our day-to-day life. Neuromodulation is also known as neurofeedback, a method of brain training LinkedIn, Facebook and blogging really bring in leads? Ideally, How many of us have a camera, a day planner or that can improve focus, concentration and attention for longer periods of time. such a campaign should bring us opt-in emails, contact information even a landline that is not VoIP-ready? We have One of the most popular methods is known as Alpha and phone calls. If that’s happening, great—you have reached a smartphones that have more computing power Theta Training which has been shown in the very important step, but it is only a fi rst step. than the lunar landing module. literature to be very effective in enhancing It’s important to make sure that, once prospects contact us, How then do we remain consistent, authentic, performance. Alpha Theta training can we use the right process to follow up with them. As salespeople, effective in this new world? One theory you’ve also be used to enhance meditation and we often make assumptions that they are interested because they likely heard of is “situational leadership”—a expansive states of consciousness. Many contacted us. That is certainly not true. We need to treat this lead brilliant concept by management authority Ken professionals use these methods to help like any other and follow the right process to handle it. Blanchard that has been (mis-)used as a concept by develop innovative business methods that Understand that when someone contacts you, they are often many. In short, we use different leadership methods in different they extend to their staff and employees to contacting several people within your industry. You don’t have situations with different people. a relationship built. Is it better than cold-calling? When we get With this mindset, are we then inconsistent and unpredictable? enhance their business practices. them on the phone, they will typically ask a simple question, such Most people seek consistent and reliable responses from their Another method, neurostimulation, is a newer and more as this: “Hey, I see you guys sell widgets. Can you tell leaders. They want to be able to present ideas, issues and solutions effective method of training that can help one to achieve peak performance. me if I were to buy a hundred widgets, what would knowing what their leaders generally seek as ways to communicate, Neurostimulation is also known as transcranial alternating current stimulation that cost?” You negotiate a price, and they say, decide and execute. So, sometimes as the parameters of a situation (tACS or tCES) and is better understood as a form of physical therapy for the “OK, sounds good … ah, we’ll call you back,” are not as clear as we’d like, and adaptive leadership styles might brain. tACS has been shown in the literature to “entrain” the brain and can be or “Sounds good. Can you send me a proposal/ lead to confusion and disappointment. used to help one to be in the “zone”. This type of training is extremely effective price sheet/some more information?” Our core values and beliefs are shaped over time—sometimes because the effects can be felt by the end of the fi rst session. By engaging in with great thought and effort. Sharing them is part of our way of multiple sessions, the peak professional can establish a new level of focus that We send that information in writing, and we working and being. Sometimes, they are defi ned by simply being is equivalent to the athlete who is at the top of their game. Combined with never hear from them again. and doing—never codifying them for ourselves, our colleagues exercise and good nutrition, this method is extremely effective. We try to contact them again, they don’t contact or our businesses. The “Cadillac” of Peak Performance is the combination of neuromodulation us. We try to call, they don’t take our call, and we leave Yet, things do change. Our roles change. The people we work messages. with change. How can we operate from the same core values and neurostimulation, which is a powerful combination of learning and Sound familiar? Of course, it does. The same situation has throughout our experiences, careers or lives? entrainment that can lead to overall improved functionality that is long lasting. happened before. Prospecting hasn’t changed. Sales and the sales Here’s how: This method involves the synchronization of tACS and Neuromodulation so as process haven’t changed just because they’re contacting you. In We get to defi ne daily who we are and what’s important to us. to facilitate “deeper” states of learning. This method is the most comprehensive fact, I would say it is more diffi cult now, because we’re not as on We can operate from fairness, merit, growth, stability, honesty, because it involves getting a QEEG “brain mapping” that is used to develop top of our game because they contacted us and made us think we transparency, preparedness, confi dentiality … or any other an individual training plan that is unique to you. have a “hot” lead. concepts that move your needle of values and what you bring to Want to learn the right process? Email me at greta@ relationships at business or home. Dr. Beau A. Nelson, DBH, LCSW schulzbusiness.com, and I’ll send it to you. ♦ You can change your behavior to adapt to a situation. You can Director of Clinical Services learn and grow from your experiences and education. At your The Florida House Experience Greta Schulz is president of Schulz Business, a sales consulting and core, be real. Bring your authentic self to every encounter that 505 South Federal Highway training fi rm. She is the best-selling author of “To Sell is NOT to matters to you. Your authentic self will shine, regardless of your Deerfi eld Beach, Florida 33441 Sell” and works with Fortune 1000 companies and entrepreneurs. situation. ♦ For more information or free sales tips, go to schulzbusiness.com (866) 580-4867 and sign up for “GretaNomics,” a weekly video tip series, or email Stephen Garber is director of Third Level Ltd. Contact him at fherehab.com sales questions to [email protected]. 561.752.5505 or [email protected].

80 AUGUST 2018 • www.sfbwmag.com HEALTHCARE Peak performance in the workplace

At the Florida House Experience we strive to help you to become focused, centered and at the top of your game. This is known as Peak Performance. In the business world it is very important to remain focused, centered and on your game so to gain the competitive edge. If you look at the literature you will fi nd books that focus on meditation, diet and exercise so as to establish good health and overall peak performance. These methods work and have been shown to be very effective, but recently, in modern science another method known as neurostimulation and neuromodulation has been added to the list of methods that can help the modern business executive to get into the “zone.” Neuromodulation is also known as neurofeedback, a method of brain training that can improve focus, concentration and attention for longer periods of time. One of the most popular methods is known as Alpha Theta Training which has been shown in the literature to be very effective in enhancing performance. Alpha Theta training can also be used to enhance meditation and expansive states of consciousness. Many professionals use these methods to help develop innovative business methods that they extend to their staff and employees to enhance their business practices. Another method, neurostimulation, is a newer and more effective method of training that can help one to achieve peak performance. Neurostimulation is also known as transcranial alternating current stimulation (tACS or tCES) and is better understood as a form of physical therapy for the brain. tACS has been shown in the literature to “entrain” the brain and can be used to help one to be in the “zone”. This type of training is extremely effective because the effects can be felt by the end of the fi rst session. By engaging in multiple sessions, the peak professional can establish a new level of focus that is equivalent to the athlete who is at the top of their game. Combined with exercise and good nutrition, this method is extremely effective. The “Cadillac” of Peak Performance is the combination of neuromodulation and neurostimulation, which is a powerful combination of learning and entrainment that can lead to overall improved functionality that is long lasting. This method involves the synchronization of tACS and Neuromodulation so as to facilitate “deeper” states of learning. This method is the most comprehensive because it involves getting a QEEG “brain mapping” that is used to develop an individual training plan that is unique to you.

Dr. Beau A. Nelson, DBH, LCSW Director of Clinical Services The Florida House Experience 505 South Federal Highway Deerfi eld Beach, Florida 33441 (866) 580-4867 fherehab.com

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