Palm Beach County’s rise as a global financial hub will take center stage at the Wall Street South® Luncheon, a special edition Business Development Board (BDB) Member Luncheon bringing together top executives, investors, and business leaders shaping the future of finance, technology, and innovation.
Held on February 4 at the Kravis Center, this exclusive event highlights why the Palm Beaches have earned recognition as Wall Street South®, an official brand of the Business Development Board of Palm Beach County used to promote economic development and position the region as a premier destination for business growth and innovation.
National Financial Leaders Take the Stage
The Wall Street South® Luncheon will feature an influential panel of executives collectively managing more than $300 billion in assets under management, offering insights into why Palm Beach County has become one of the fastest-growing wealth hubs in the world.
Event panelists include:
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David Tuthill, Head of Florida, Point72
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Jeff Maurer, Chairman, Evercore Wealth Management & Evercore Trust Company
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Jack Ablin, Founding Partner & Chief Investment Strategist, Cresset Capital
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Neil Shapiro, President, TAG Associates
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Meredith Meyer, Chief Operating Officer, DSM Capital Partners
The discussion will be moderated by Jay Cashmere, Director of Development & External Affairs at SelectFlorida, and will explore how and why leading financial firms are expanding their presence in Palm Beach County.
Why Wall Street South Matters
Anchored by more than 20,000 finance companies and 2,500 technology firms, Palm Beach County’s financial ecosystem represents more than a geographic shift — it is a movement driven by elite talent, innovation, and long-term growth strategy. The Wall Street South® Luncheon offers BDB members a firsthand look at the forces accelerating corporate relocation, investment, and expansion in the region.
This event reinforces Palm Beach County’s position as a destination for:
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Asset management and wealth management firms
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Investment advisory and capital markets leaders
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Financial technology and innovation-driven companies
Spotlight on the Next Generation of Talent
In addition to executive insights, attendees will also watch the next generation of talent enter the arena. The championship team from the inaugural Wall Street South Stock Pitch Competition, selected from 21 public and private high schools, will present their winning pitch live to BDB members — highlighting the county’s growing pipeline of future financial and business leaders.
Event Details
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Event: Wall Street South® Luncheon
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Date: February 4
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Location: Kravis Center
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Time: 11:30 a.m. – 1:15 p.m.
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Audience: BDB Members
The event is presented by The Herbert Wertheim UF Scripps Institute for Biomedical Innovation & Technology, with silver-level sponsorship from Bank of America and the South Florida Business Journal.
Strengthening Palm Beach County’s Financial Future
The Wall Street South Luncheon exemplifies the Business Development Board’s mission to connect business leaders, promote strategic industries, and support economic growth across Palm Beach County. By convening decision-makers and showcasing both established and emerging talent, BDB continues to strengthen the region’s reputation as a global center for finance, innovation, and opportunity.
To learn more about upcoming BDB membership events, visit the Membership Events page on bdb.org.
