SAVE THE DATE!

Captivate 2025 Encore at Wynn Las Vegas | May 1-2, 2025

Innovate 2025 VEA Newport Beach | August 21-22, 2025

SAVE THE DATE!

August 19-20, 2024
Encore at Wynn, Las Vegas

"This conference is a must for anyone in the private lending industry."

– Ruzbeh Gonda, Cyrus Lending
Captivate brings together professionals across the private lending industry to create lasting connections and deal flow.
Join us in Las Vegas this August to see what the hype
is about.

Last Chance to Register for Private Lending’s Premier Event

Days
Hours
Minutes
Seconds

What is Captivate?

At Captivate, connect with lenders, high-net-worth investors, brokers, loan purchasers, service providers, and more to gain the tools you need to grow your business.

With two days of networking and learning opportunities, Captivate is THE place to turn prospects into business partners, get insights from top industry leaders, and set yourself and your business up for success. Don’t miss out on this chance to network, learn, and make valuable connections with Las Vegas as your backdrop.

"Captivate has DIRECTLY helped accelerate our Fund's growth. We literally did $40 million more in business between our first Geracicon event and our second."​

– Anonymous Captivate 2022 attendee

"Captivate 2022 was one of the most advanced conferences I have seen in the industry in my 13 years as a private lender."

– Anonymous Captivate 2022 attendee

Curious?

Reach out below. ↓

EVENT SPEAKERS

Economist Keynote Speaker
CEO
RCN Capital
COO
Capital Fund 1, LLC
CEO
American Heritage Lending, LLC.
SVP of Sales
Deephaven Mortgage
CEO
Copa Capital Partners
CEO and President
CV3 Financial Services
Head of Growth
Renovo Financial, LLC
Director of Strategic Lending
Renovo Financial, LLC
CEO
Loan Ranger Capital
Head of Non-Agency Business Development
Bayview Loans
Founder and CEO
Cardinal Capital Group
Co-founder & COO
Backflip
CEO
Merchants Mortgage & Trust Corp.
CEO
RBI Private Lending
Co-Founder
Roc Capital
Partner & CEO
Geraci LLP
Partner & Department Head
Geraci LLP
Attorney
Geraci LLP
VP, Geraci Media
Geraci LLP

If you are interested in speaking at Captivate 2024, please contact us.

Featured Speakers

Ray Mathoda

Ray Mathoda

CEO, Anchor Loans

Eric Abramovich

Eric Abramovich

Co-Founder, Roc Capital

Keith Lind

Keith Lind

CEO, Acra Lending

Hank Donaldson

Hank Donaldson

VP Invest. Banking, Wells Fargo

Noah Brocious

Noah Brocious

President, Capital Fund I, LLC

Jeff Smallowitz

Jeff Smallowitz

Owner, Private Lending Direct

Jeffrey Tesch

Jeffrey Tesch

CEO, RCN Capital

Ben Fertig

Ben Fertig

President, Constructive Capital

Panel Topics

As expected, 2023 has been a bumpy ride. With large regional bank failures, a prime rate hovering around 8.25%, and a challenging loan securitization market, the liquidity crunch can be felt throughout the private lending sector and the mortgage market as a whole. The dramatic rising interest rate environment created shock through the private lending industry leading to significant failures and consolidations. This panel comprised of investment bankers and private lenders who are seizing on what they see as opportunities in times of distress will be able to provide a realistic outlook on what is the current Wall Street appetite for private lending loan products, credit facilities, and M&A activity.
Discover key insights from industry experts as they share their perspectives on the current state of the private lending market and provide valuable forecasts. Gain a comprehensive understanding of emerging trends, potential challenges, and exciting opportunities that lie ahead in this dynamic and ever-evolving sector.
Debt funds are very diverse in structure, incentives, and models. On this panel, some of the most successful debt fund managers in private lending will discuss their structure including pros, cons, and challenges. We’ll also get their take on some of the more commonly raised issues in fund structuring today.
In January of last year, the average interest rate on a DSCR loan was 4.6%. Fast forward a year, and rates have almost doubled. With this rapid rise in rates and the havoc created in the securitization market, many predicted that DSCR lending would come to a screeching halt similar to the conventional mortgage market and NonQM. The critics were wrong. The DSCR market has continued to survive and many, in fact, have thrived. In this panel, market leaders in DSCR lending will provide insight into why this asset class and product continues to be a solid performer despite the challenging interest rate environment.
Over the past 7 years, Private Lending has become much more institutionalized with the introduction of private lender loan securitizations and a significant capital market appetite. However, at its core, private lending still remains largely a local business, serving a regional demographic, often operated by family offices and other high-net-worth individuals. Unlike private lending mortgage funds and other professional private lending businesses, these operators are primarily concerned with wealth preservation and tend to have a slightly different view on the market. Because they require significantly more discretion than a typical private loan, these lenders offer unique loan products not typically found at larger lending businesses.
Are you having trouble selecting the right technology vendors for your private lending business? There’s got to be a better way. Fear not, this panel will be led by a seasoned COO in private lending who will ask the tough questions on how these leading technology vendors in private lending can solve your particular challenges.

CONFERENCE AGENDA

1:00 PM - 4:00 PM
Private Lender Roundtables
1:00 PM: Business Operations
Spanning originations through servicing and beyond, expect conversation to range widely in a free-flow format. Bring your biggest pain point when it comes to the daily ins and outs of running a private lending business.
2:00 PM: Capital
Not all capital is created equal, and needs differ from lender to lender. From balance sheets and wholesale lines of credit to the secondary markets, aggregators, private investors, and more, there are many options to bring more capital to your borrowers. Discuss what's working and not working for your business, what you're looking for, and where to find it.
3:00 PM: Ask An Attorney
Questions on compliance? Documentation? Funding Structures? Licensing? Save your legal questions for this panel. Please keep in mind that some more granular questions may be better suited to a private consult rather than roundtable environment. AAPL will have signup sheets for a free one-hour Geraci consult, which AAPL members receive as an additional benefit of membership. Consults will be scheduled following the Captivate conference, subject to membership confirmation. Not a member? Join now!
1:00 PM - 4:00 PM
2:00 PM - 4:00 PM
Exhibit Set-Up
2:00 PM - 4:00 PM
5:30 PM - 6:30 PM
Women in Private Lending Cocktail Hour
Calling all Women in Private Lending: Join us for a cocktail hour before the Welcome Reception.
Women in Private Lending
5:30 PM - 6:30 PM
7:00 PM - 10:00 PM
Welcome Reception at Encore Beach Club - RSVP Required
Conference Registration Opens
Join us at Encore Beach Club inside the Encore to kick off Captivate.
This event is open to all Captivate attendees who have completed the Welcome Reception RSVP by 8/18.
7:00 PM - 10:00 PM
8:30 AM
Registration Opens
8:30 AM
8:30 AM - 9:30 AM
Hosted Breakfast
8:30 AM - 9:30 AM
9:30 AM - 9:45 AM
Opening Remarks
9:30 AM - 9:45 AM
9:45 AM - 10:45 AM
Local Giants: The Power of Regional Lenders
Discover the secrets behind regional lenders who have chosen to stay local yet dominate their markets with remarkable success. This panel brings together leaders from top-performing regional lending institutions to discuss their strategies, challenges, and unique advantages. Learn how these lenders have cultivated deep community connections, leveraged local knowledge, and maintained agility in an ever-changing financial landscape. Whether you're a financial professional, investor, or curious about the dynamics of regional lending, this session offers valuable insights into how staying local can lead to exceptional market dominance.
9:45 AM - 10:45 AM
10:45 AM - 11:15 AM
Networking Break in Exhibit Hall - Sponsored by Renovo Financial
10:45 AM - 11:15 AM
11:15 AM - 12:15 PM
DSCR Dynamics: Current Trends and Future Outlook
Join us for "DSCR Dynamics: Current Trends and Future Outlook," a deep dive into the state of Debt Service Coverage Ratio (DSCR) lending. This panel features leading experts who will provide a comprehensive analysis of the latest trends, regulatory changes, and market conditions affecting DSCR lending. Explore the strategies and tools lenders use to assess and manage risk, adapt to economic fluctuations, and optimize their portfolios. Whether you're a lender, investor, or simply interested in understanding the intricacies of DSCR lending, this session offers valuable insights and actionable information.
11:15 AM - 12:15 PM
12:15 PM - 1:30 PM
Hosted Lunch
12:15 PM - 1:30 PM
1:30 PM - 2:30 PM
Insights from National Lenders: Navigating the State of the Market
Join us for an insightful discussion on the current state of the lending market from the perspective of national lenders. This panel brings together top executives from leading lending institutions to share their expertise on the evolving landscape of loans and financing. Topics will include the impact of recent economic developments, trends in mortgage rates, shifts in borrower behavior, regulatory changes, and predictions for the future of lending. Whether you're a financial professional, investor, or simply interested in understanding the complexities of the lending market, this panel will provide valuable insights and actionable information to navigate the financial landscape effectively.
1:30 PM - 2:30 PM
2:30 PM - 3:00 PM
Networking Break in Exhibit Hall - Sponsored by Renovo Financial
2:30 PM - 3:00 PM
3:00 PM - 4:00 PM
New Tech Titans: Game-Changers in Private Lending
Get ready to meet the newest and greatest technology providers in private lending space. This session spotlights innovative technology providers who are set to revolutionize the private lending landscape. Join us as we delve into the latest advancements, from AI-driven underwriting and blockchain solutions to digital lending platforms and advanced analytics. Hear from the trailblazers who are developing these cutting-edge tools and learn how their technologies are poised to disrupt and enhance the industry. Whether you're a financial professional, tech enthusiast, or investor, this panel will equip you with the knowledge to identify key players and leverage new technologies for success in private lending. Don’t miss this opportunity to stay ahead of the curve and discover the next big names in private lending technology.
3:00 PM - 4:00 PM
4:00 PM - 4:30 PM
Networking Break in Exhibit Hall - Sponsored by Renovo Financial
4:00 PM - 4:30 PM
4:30 PM - 5:30 PM
Economist Keynote Sponsored by Guimont Capital
4:30 PM - 5:30 PM
5:30 PM - 7:00 PM
Closing Cocktail Reception
5:30 PM - 7:00 PM
8:00 PM
Captivate Afterparty
TBD
8:00 PM

Are you...

A Lender?

At Captivate, you will connect with capital markets providers ranging from high-net-worth individuals with an appetite to invest in debt and equity, every major loan purchaser, investment banks, REITs, and credit facility providers. You will also have the ability to meet with brokers and service providers specifically tailored to grow your business.

A Service Provider?

Captivate is THE place to turn prospects into business partners.

Meet the decision makers and all movers and shakers in the private lending industry. Captivate is where the C-suite of every major private lending organization shows up to do business.

An Investor?

You will have the opportunity to find high-yielding investment options with debt and equity investments available. You will be able to meet directly with the principals of all serious private lending organizations.​

NOTE: If you invest in debt funds, you may qualify for a complimentary ticket. Email R.Boulanger@GeraciLLP.com for more info.

A Broker?

At Captivate, you will have the opportunity to meet every major capital source available in the private lending marketplace.

Many capital sources now offer table funding and correspondent programs, placing YOU in the driver’s seat.​

Common Companies that Attend

1128 Capital LLC

3Strand Investment Decision Science

AAIG

AAPL

ADP Investment Group, LLC

AJX Homes LLC

Alexander Forrest Investments, LLC

Aloha Capital

Alpha Funding Partners

Anchor Loans

Andelsman Law

Appraisal Nation

Archway Capital

Arixa Capital

Armanino LLP

Armitage Street LLC

Artes Capital

Avalon Capital

Avatar Financial Group

Axos Bank

Axylyum

Backflip Capital

Bayport Funding

BCP Services LLC

Bench Equity, LLC

BGI Capital

BiggerPockets

Blair Cliff Financial Services

Boathouse Commercial Funding Group

Boomerang Capital Partners

Boston National Title

Brandau Enterprises

Bridge Loan Network

Brixton Capital

Brooktree Fund

Builders Trust Capital

Bull Funding

Caballero Lender Services, LLC

Capella Mortgage

Capital Funding Financial LLC

Capital Partners Inc.

Carlyle Capital

Cashflow Capital LLC

CFSI Loan Management

Chicago Title National Commercial Services

Churchill Real Estate

Cityscape Finance LLC

Civic Financial Services

Coast 2 Coast Turnkey LLC

Coastal Capital Funding, LLC

Constructive Capital

CoreVest

CoreVest Finance

Corridor Funding

CRE Bridge Capital

Crosby Capital USA

Cross River

Debexpert

Descansando Properties

DO Capital Group, LLC

DoubleLine Capital

Dryden Capital Inc.

E & F Realty

Enact Partners

End 2 End Solutions

Evolved Property Group

Fact Right

FactOne Capital

FastApp

Fay Financial

FCI Lender Services

Fidelis Investors

Fidelity Mortgage Lenders Inc.

Financial Advisors Network

First Capital Trust Deeds

Flatiron Realty Capital

Flip Factory App

Fort Point Capital

Freedom Financial Funding, Inc.

Futures Financial

Gauntlet Funding

Gem Star Capital LLC

Geraci LLP

GF Capital Group

Global Integrity Finance

Hahn Management Services, LLC

Hanson Capital

Haworth Advisory Services

HFT Mortgage

High Gravity Investments LLC

Highland Capital

IceCap Group

Ignite Funding

Indigoblue Group of Companies

Integrity Credit Corporation

International Growth Capital

Investor Group

ISB Capital, LLC

Jcap Private Lending

KA Capital Management LLC

Kastle Mortgage Finance

Kaufman Rossin Wealth, LLC

Key Media

Kim Real Estate

Kirkland Capital Group

L&S Enterprises LLC

Labeda Bros Enterprises

Labrador Consulting Inc.

Lavare Group

Lemon Grove Capital

Li Family Office

Lima One Capital

Liquid Logics

LNG Management Co LLC

LoanMac Inc.

Logical Funding Corp.

Lorenzen Family Revocable Trust

LPRE Capital Inc.

LRES

Lumen & Forge

Macoy Capital

Man GPM

Merit Financial, Inc.

Millennium Trust Company

Morgan Taylor Homes

Mortgage Automator

National Lending Experts

Noble Capital

Northwind Financial Corporation

Novare National Settlement Service

Novello Financial

NV Capital Corporation

Nvestor Funding

NVMS

Olympia Financial

Omnia Real Estate Services

Optimus Capital

Option Funding Inc.

Opus Fund Services

Pacific Equity and Loan

Pacific Premier Bank

Pacific Private Money Inc.

Parsons Villas

PCV Murcor

PeerStreet

Phoenix Real Estate Debt

Planet Home Lending

Podium Mortgage Capital

PrideCo Capital

Private Investor

Private Money Lenders LLC

Private Money Specialists

PrivateLenderLink.com

Project Centerline

Prospera Fund

QuickDraw Fund Control

Ragland Realty and Management LLC

Ranchoted Real Estate Loans and Investments, Inc.

RCN Capital

RD Advisors

Real Property Health Facilities Corp.

Realty Capital Finance LLC

Red Oak Capital Group

Redrock Investments

REI Network, L.P.

Reigo

Renovo Financial

ResiAmerica

Resolute Diligence Solutions, LLC

Retaja Group, Inc.

Roc Capital

Ross Diversified Insurance Services

RW Partners

Salt Funding

Saluda Grade

SDC Capital

Secured Capital Lending

ServiceLink

Sharestates

Sherman Bridge Lending

Silverhawk Financial

Sky Equity LLC

Socotra Capital

Solana / Brixton

Sortis Capital

Source Capital Partners, LLC

Spiegel Accountancy Corp.

Stallion Capital Management

Statebridge Company

Steel Forest Lending, Corp

Stonecrest Financial

SunMeadow Homes, Inc.

Sunset Equity Group

Superior Loan Servicing

TaliMar Financial

Temple View Capital

The Avfund Group

The Bedrock Fund

The Helvetica Group

The Mortgage Office

The REO Group Inc.

TideRock Financial LLC

Titan Bank

Toorak Capital Partners

Total Lender Solutions

Trilion Capital

Trophy Point Investment Group, LLC

Trueline Capital

Venture Science

Verivest

Vision VMC, LLC

Voxtur

Voyager Pacific Capital

Wedgewood, LLC

Western Alliance Bank

Withum

Womble Group

Captivate 2025 Encore at Wynn Las Vegas May 1-2, 2025

Innovate 2025 VEA Newport Beach August 21-22, 2025