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!

2025 AGENDA COMING SOON

THIS IS AN EXAMPLE OF THE 2024 AGENDA

PAST CONFERENCE AGENDA

1:00 PM - 4:00 PM
Private Lender Roundtables
Located in the Chopin Ballroom
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
Located in the Encore Ballroom
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 in the Mozart Ballroom.
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 RSVP'd to the Welcome Reception.
7:00 PM - 10:00 PM
8:30 AM
Registration Opens
8:30 AM
8:30 AM - 9:30 AM
Hosted Breakfast - Sponsored by Lender Lounge
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 - Sponsored by Lightning Docs
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
Mine Your Own Business: Moving From Your Gut to Data Driven Decisions in Your Business
In the ever-evolving landscape of lending, making decisions based on intuition alone is no longer sufficient. As competition intensifies and market dynamics shift, the ability to leverage data has become a critical differentiator for successful lending businesses. This panel will delve into the transformative power of data-driven decision-making and explore how it can enhance the effectiveness and profitability of lending operations.
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
Keynote Speaker: Economist Todd Buchholz on Behalf of Guimont Capital LLC
Todd has been featured alongside such luminaries as Colin Powell, Michael Porter, and Jeff Bezos. He has been invited to guide corporate and political leaders around the world, from the UK and New Zealand parliaments, to the Mexican and Abu Dhabi stock exchanges, to tech and entertainment firms in Seoul.
As a frequent commentator on the state of the markets, Todd Buchholz brings his experience as a former White House director of economic policy, a managing director of the $15 billion Tiger hedge fund, and a Harvard economics teacher to the cutting edge of economics, fiscal politics, finance, and business strategy. Buchholz is a frequent guest on ABC News, PBS, and CBS, and he recently hosted his own special on CNBC. Before joining Tiger, Buchholz was President of the G7 Group, Inc, an international consulting firm whose clientele included many of the top securities firms, investment banks and money managers in New York, London, and Tokyo, including Goldman Sachs and Morgan Stanley. His commentaries were closely read by officials at the Federal Reserve, Bundesbank and Bank of England. Buchholz won the Allyn Young Teaching Prize at Harvard and holds advanced degrees in economics and law from Cambridge and Harvard. He was a fellow at Cambridge University in 2009, holds several engineering and design patents and is a co-producer of the Broadway smash “Jersey Boys.”
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 - 10:00 PM
Captivate Afterparty - Hosted by Constructive Capital
Celebrate with us at the Captivate After Party hosted by Constructive Capital! Join us at the Eastside Lounge located off the Encore Casino.
8:00 PM - 10:00 PM

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

Innovate 2025 VEA Newport Beach August 21-22, 2025