Beyond the Cap Table: Personal Wealth Decisions for Fintech Founders

Hosted by Miami Fintech Club & 3 others

Blackstone & Bernstein Investments

Miami, FL

Past Event

Please click on the button below to join the waitlist. You will be notified if additional spots become available.

About Event

Join us for an intimate, off-the-record working lunch exclusively for Miami Fintech Club members.

This session is designed for fintech founders and senior operators who want to think more clearly about their personal financial strategy not just their company's.

We'll cover:

- How to think about liquidity before a major event happens

- Balancing personal exposure when most of your wealth is tied to your company

- Common mistakes around compensation, secondaries, and concentration

- Financial planning decisions that become harder to fix later

Format: Highly interactive priority cards exercise + moderated roundtable discussion. No slides, no pitching. Just a candid, practical conversation with peers.

Hosted by Miami Fintech Club in partnership with Bernstein.

Bernstein Office, Brickell | June 16, 2026 | 12:00 – 2:00 PM

Seats are limited to 10-12 attendees.

Location

Blackstone & Bernstein Investments

701 Brickell Ave Suite 1550, Miami, FL 33131, USA

Hosted By