Detailed Agenda for Thursday March 15

These are approximate times and are subject to change.
15 minute breaks will be taken intermittently throughout the day.

7:00-8:00

Meet & Greet Catered Breakfast

Check-In / Meet & Greet Catered Breakfast

Arrive at 7am to get checked in, find your seat and have a leisurely breakfast.

8:00-9:45

Leonard Rosen, CEO Pitbull ConferenceLeonard Rosen

CEO Pitbull Conference
Host & Keynote Speaker: Real Estate Funds & Syndication

Mr. Rosen will guide you through all aspects of starting your own Real Estate Fund and Syndication Project—how these models function and what exciting opportunities they can provide you. He will also discuss in frank terms, who may or may not be a viable candidate for these models, as well as how to best position yourself to raise capital.

9:45-9:55

Jon Hornik, Navesink River CapitalJonathan Hornik

Attorney, LaRocca Hornik Rosen Greenberg & Blaha
One-On-One with Leonard Rosen: Fund Creation from a Legal Prospective

9:55am - 10:20am

Jeff Tesch, Managing Director, RCN CapitalJeff Tesch

Managing Director, RCN Capital
Featured Speaker: Achieving Success as a Fix & Flip Lender

Jeffrey Tesch will guide you through the process of becoming a successful private lender in the fix & flip space. He will cover every aspect of of how to get your lending business up and running including how to develop loan programs that suit your clients, what to look for when qualifying deals and how to establish closing procedures. With home flipping in the U.S. at a 10-year high this presentation couldn’t be more timely.

10:25-10:55

Break

11:10-11:25

Marc HeenanMarc Heenan

Head of Originations, PeerStreet
Featured Speaker: Secondary Market Alternatives

Marc Heenan, Head of Originations for PeerStreet will discuss what alternatives are available to private money lenders in today’s financial environment. Mr. Heenan will discuss how an originator can present themselves in the best possible light, what a prospective capital partner is looking for in a counter-party and how the on-boarding process works.

11:30-11:45

AJ Poulin, The Mortgage OfficeA.J. Poulin

Vice President of Sales, The Mortgage Office
Featured Speaker: Raising Capital via Loan Servicing

A.J. Poulin will enlighten you on one of the most fundamental yet overlooked aspects of private lending – how to raise capital by servicing loans. Find out what the most successful lenders do to grow their portfolios and raise capital. Plus you’ll see what high tech lenders offer their clients. This brief and entertaining session will leave you with many “ah ha!” moments and a few laughs as well.

11:50 - 12:00

Blair Portigal, ArtemisBlair Portigal

Artemis Realty Capital
One-On-One Speaker

12:05-12-12:20

TBA

One-On-One Speaker

12:25-1:00

Private Lending Forum with Q&A

Jon Hornik, Navesink River Capital

Jon Hornik

Larocca, Hornik, Rosen, Greenberg & Blaha
Moderator

Eric Abramovich

Eric Abramovich

Roc Capital
Panelist

Mike Boggiano, Silver Hill Funding

Michael Boggiano

Silver Hill Funding
Panelist

Jeff Tesch, Managing Director, RCN Capital

Jeff Tesch

Managing Director, RCN Capital
Panelist

Paul Rahimian, Parkview Loan

Paul Rahimian

Parkview Financial
Panelist

Nicole Andrews, National Property & Appraisal Services

Nicole Andrews

National Property & Appraisal Services
Panelist

1:00-2:00

LunchCatered Lunch

Join us for a delicious lunch catered by The Ritz Carlton. Enjoy a generous spread of fruits, salads, deli meats & cheeses, cold drinks and dessert.

2:20-2:30

Gene Guarino, Residential Assisted Living Academy

Gene Guarino

Residential Assisted Living Academy
One-On-One Speaker: Opportunities in the Assisted Living Market

2:35-2:45

Loral Langemeier, LiveOutLoudLoral Langemeier

CEO & Founder, Live Out Loud
One-On-One Speaker: Off Wall Street Assets: Save on Taxes & Increase Your Returns

Loral and her Millionaire Maker team specialize in teaching you high-level strategies on how to diversify your asset allocations while massively increasing returns. Loral will open your eyes to the wealth of investment opportunities off of Wall Street, including the “new kids” on the alternative investment block: cannabis and Bitcoin. Using her proven Millionaire Matrix system, she’ll teach you how to maximize and diversify your portfolio, keep more of your income by reducing your tax burden, and do it all with a team.

2:50-3:50

Jon Hornik, Navesink River CapitalJonathan Hornik

Attorney, LaRocca Hornik Rosen Greenberg & Blaha
Keynote Speaker: Private Lending

Do not miss this presentation by one of the Private Lending industry’s most renown legal authorities. Mr. Hornik will share his sage advice for anyone involved in originating, borrowing or lending private money. Learn from the best how to evaluate prospective loans, identify the “less than honest” borrower and how to create a business model that is profitable, sustainable and legally compliant.

3:50-4:20

open barBreak & Open Bar

You won’t want to go anywhere as the fun is just beginning. Relax and enjoy the remaining presentations with a cocktail in hand.

4:25-4:40

2017 Awards

  • Private Lender of the Year
  • Service Provider of the Year
  • Rehab Lender of the Year
  • Innovator of the Year
  • Presidents Award
4:45-4:55

Paul Rahimian, Parkview Loan

Paul Rahimian

Parkview Financial
One-On-One Speaker

4:55-5:05

Mike Boggiano, Silver Hill Funding

Michael Boggiano

Silver Hill Funding
One-On-One Speaker: What’s Your Next Investment After Fix & Flips?

5:10-5:40

Alternative Investment Opportunities Forum with Q&A

AJ Poulin, The Mortgage Office

A.J. Poulin

The Mortgage Office
Moderator

Loral Langemeier, LiveOutLoud

Loral Langemeier

Live Out Loud
Panelist

Gene Guarino, Residential Assisted Living Academy

Gene Guarino

Residential Assisted Living Academy
Panelist

5:45

open barCocktails & Light Hors d’oeuvres – Poolside

Close out the day with one last opportunity to meet and network with new contacts.

Tiered admission pricing available.

Find one that suits you best.

Wednesday - Thursday Event Overview

Have a question? Call 858-736-7788

Drop us a line anytime, and one of our customer service reps will respond to you as soon as possible.