01
Financial Services & Insurance
How money works, how families stay protected, how people build.
Financial literacy · Wealth building · Protection · Entrepreneurship · Leadership
Igor Rocha · Georgina Rocha
LEVEL5X — a business, leadership and human-development ecosystem
September 19 · Houston · 10:00 AM – 4:00 PM
To get more, you must first be more.
September 19 · Houston
Experience LEVEL5X in person.
One room.
Four industries.
Real operators.
One mission: move to the next level.
- Date
- September 19, 2026
- Time
- 10:00 AM – 4:00 PM
- Place
- Houston, Texas
- Exact location announced to attendees.
Ownership of self
I am the product.
Before I build the company, the career, the team or the legacy — I have to build myself.
Information alone does not change people. Real growth starts with an honest look in the mirror.
To get more, you must first be more.
- Who am I?
- What do I want?
- What am I avoiding?
- What excuses have I accepted?
- Do my actions match who I say I am?
Is your desire stronger than your excuses?
Who do I say I am?
The five levels
Every level is a step. Every step is a person you become.
Discover. Develop. Produce. Lead. Multiply.
I am ready.
- Know who you are.
- Know what you want.
- See what is holding you back.
- Find the path forward.
I know where I am. I know where I want to go.
I am skilled.
- Learn the skills you need.
- Build better habits.
- Learn from people who have done it.
- Become more capable.
I am building myself.
I am producing.
- Stop only learning. Start doing.
- Solve real problems.
- Create real value.
- Build results you can see.
I create value.
Level 4 · Lead
I am a leader.
- Take ownership.
- Build the right team.
- Help people grow.
- Lead by what you do.
I make the people around me better.
I am multiplying.
- Build leaders who build leaders.
- Share what took you years to learn.
- Create opportunities for others.
- Build something bigger than yourself.
My success creates more success.
September 19 · Houston
The day, hour by hour.
10:00 AM – 4:00 PM · Houston, Texas
10:00 – 10:20 AM
Welcome to LEVEL5X
Craig Traylor
- The LEVEL5X philosophy
- The five levels
- Ownership of self
- “Who do I say I am?”
- Why the room matters
10:20 – 11:05 AM
Financial Services & Insurance
Igor Rocha · Georgina Rocha
- Financial thinking
- Building from the ground up
- Protection
- Opportunity
- Entrepreneurship
- Leadership
11:05 – 11:15 AM
Connect / Break
11:15 AM – 12:00 PM
Sports Business & Leadership
Juan Fuenmayor · Victoria Kauam
- High performance
- Discipline
- Leadership
- Sports business
- Entrepreneurship
- Life beyond competition
12:00 – 12:40 PM
The Room
Lunch and intentional networking. Meet people outside your own industry.
12:40 – 1:20 PM
Oil, Gas & Energy
Pedro E. Lezama
- Global energy
- International business
- Business development
- Negotiation
- Relationships
- Executing in complex environments
1:20 – 1:35 PM
Connect / Reset
1:35 – 2:20 PM
Commercial Real Estate & Development
Dawn Brewer · Craig Traylor
- Commercial real estate
- Development
- Leadership
- Building teams
- Real-world projects
- Lessons learned through execution
2:20 – 3:05 PM
Capital, Lending & Deal Making
Charles Patawaran
- Commercial lending
- SBA
- Capital
- Commercial real estate
- Transactions
- Deal making
- Turning opportunity into execution
3:05 – 3:40 PM
The LEVEL5X Table
All operators
A conversation, not another presentation.
- What took you 20 years to learn that you wish you knew earlier?
- What separates people who know from people who produce?
- What does real leadership look like?
- What mistakes taught you the most?
- Who needs to be in your room?
3:40 – 4:00 PM
Multiply
Craig Traylor + LEVEL5X
- What level are you operating at?
- Who do you say you are?
- What are you going to do next?
Seats are limited. The room only works if the right people are in it.
Reserve my seat
02
CRE, Capital & Deal Making
Real estate, lending and the relationships that close deals.
Commercial real estate · Development · SBA lending · Capital · Negotiation · Deal making
Charles Patawaran · Dawn Brewer · Craig Traylor
03
Sports Business & Leadership
Elite habits turned into business, leadership and life after the game.
High performance · Discipline · Sports business · Mentorship · Life beyond competition
Juan Fuenmayor · Victoria Kauam
04
Oil, Gas & Energy
Doing business in hard places, with real money on the line.
Global energy · International business · Business development · Negotiation · Relationships
Pedro E. Lezama
The operators.
Real practitioners in their fields — not instructors. Each leader brings earned experience and a mandate to develop the next generation.
Financial Services & Leadership
Igor & Georgina Rocha
Commercial Real Estate, Capital & Entrepreneurship
CRE, Lending & Capital Markets
Sports Business & Leadership
Juan Fuenmayor & Victoria Kauam
Together, Juan Fuenmayor and Victoria Kauam bring a combination of elite athletics, entrepreneurship, mentorship, leadership, and community building to LEVEL5X. Their vertical focuses on how the principles behind elite performance — discipline, resilience, teamwork, preparation, consistency, accountability, and leadership — translate into business, financial decision-making, personal development, and life beyond competition.
Oil, Gas & Energy
Pedro E. Lezama
Collective growth
The room is the asset.
Life is a team sport.
LEVEL5X puts capable people in the same room and gives them a reason to build together.
- You can only get so far alone.
- The right person can save you years.
- The right conversation can change a business.
- The right team can solve problems one person cannot.
Personal ownership
I am the product.
Collective growth
The room is the asset.
Great idea.
Now let’s do it together.