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!

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

CONFERENCE AGENDA

1:30 PM - 4:30 PM
Private Lender Roundtables
1:30 PM - 4:30 PM
2:00 PM - 4:00 PM
Exhibit Set-Up
Located in the Encore Ballroom
2:00 PM - 4:00 PM
5:30 PM - 7:00 PM
Women in Private Lending Cocktail Hour
Calling all Women in Private Lending: Join us as we sip and celebrate Captivate 2025! Come ready to mingle as we engage with other women in the private lending industry with a networking game!
Women in Private Lending
5:30 PM - 7:00 PM
7:00 PM - 10:00 PM
Welcome Reception at Encore Beach Club - RSVP Required
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.
Please note that Encore Beach Club is a 21+ venue. I.D. will be required to enter.
7:00 PM - 10:00 PM
8:30 AM
Registration Opens
8:30 AM
8:30 AM - 9:30 AM
Hosted Breakfast
Fuel up with breakfast before a day full of networking. Thank you to our sponsor, Center Street Lending for hosting 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
Scaling Beyond Fix & Flip: Making the Move to DSCR Loans
The demand for long-term rental financing is growing—are you ready to pivot? This panel explores how lenders can transition from fix-and-flip to DSCR loans. Learn about underwriting, borrower demand, wholesale, table funding and other capital provider options, and the best strategies for entering this lucrative space.
9:45 AM - 10:45 AM
10:45 AM - 11:15 AM
Networking Break in Exhibit Hall
Renovo Financial
10:45 AM - 11:15 AM
11:15 AM - 12:15 PM
The Evolution of Private Lending: Navigating Transitional Phases
Private lending is constantly evolving—how do you adapt? This panel examines key transitions in the industry, from shifting borrower demands to regulatory changes and economic cycles. Learn from seasoned lenders who have navigated major market shifts and positioned themselves for long-term success.
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
Securitization in 2025: Going Direct & Navigating Market Shifts
Securitization continues to evolve—how are private lenders adapting? This session dives into the current state of the securitization market, the rise of direct access, and key strategies for structuring deals in today’s economic climate. Gain insights from industry experts on where the market is headed and how to stay competitive.
1:30 PM - 2:30 PM
2:30 PM - 3:00 PM
Networking Break in Exhibit Hall
Renovo Financial
2:30 PM - 3:00 PM
3:00 PM - 4:00 PM
The Future of Tech in Private Lending: Where Are We Headed?
Technology is revolutionizing private lending, but where will it take us next? This panel brings together industry innovators to discuss emerging tech that will shape lending in 2025 and beyond. Learn how to stay ahead of the curve and leverage new tools for efficiency and growth.
3:00 PM - 4:00 PM
4:00 PM - 4:30 PM
Networking Break in Exhibit Hall
Renovo Financial
4:00 PM - 4:30 PM
4:30 PM - 5:30 PM
Finding Riches in the Niches: Unlocking Market Opportunities
In private lending, the biggest profits are often found in the smallest niches. This discussion highlights emerging lending opportunities, from short-term rentals to specialized commercial projects. Discover how to identify, evaluate, and capitalize on high-growth segments before the mainstream catches on.
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
8:00 PM - 10:00 PM

Innovate 2025 VEA Newport Beach August 21-22, 2025

Innovate 2025 VEA Newport Beach August 21-22, 2025

CONFERENCE AGENDA

1:30 PM - 4:30 PM

The Chopin Room
Encore at Wynn

Private Lender Roundtables by AAPL and Geraci

AAPL

Join us in the Chopin Room for the Private Lender Roundtables. Each roundtable will explore one facet of the business. You’ll talk with lenders of all sizes and experience levels to tackle challenges and help you connect with like-minded peers. Participants are welcome to come and go or stay for all three roundtables.

Only registered Captivate attendees may attend the Roundtables.

Roundtable TBA

1:30 PM – 2:15 PM

Roundtable TBA

2:30 PM – 3:15 PM

Roundtable TBA

3:30 PM – 4:15 PM

2:00 PM - 4:00 PM

Exhibit Set-Up

5:30 PM - 7:00 PM

The Mozart Ballroom & Patio
Encore at Wynn

Women in Private Lending Cocktail Hour

Women in Private Lending

Calling all Women in Private Lending: Join us for a cocktail hour before the Welcome Reception in the Mozart Ballroom.

All registered Captivate attendees are welcome!

7:00 PM - 10:00 PM

Encore Beach Club
Encore by Wynn

Luck be a Lender Tonight: Welcome Reception at Encore Beach Club

Join us at Encore Beach Club inside the Encore to kick off Captivate!

Step into the golden era of Las Vegas with a look that channels classic casino nights, Rat Pack elegance, and vintage showbiz charm. Think glamorous, polished, and a little bit playful—just like Old Vegas itself. Cocktail attire with vintage flair is encouraged—think sleek suits, satin dresses, or tailored separates. Incorporate Old Hollywood-inspired elegance—velvet, sequins, and satin add the perfect touch of glam. Or wear whatever makes you feel confident and fabulous—because that’s the real winning hand!

Venue is 21+ and valid ID is required to enter. 

This event is open to all Captivate attendees who have RSVP’d to the Welcome Reception.

8:30 AM

Registration Opens

8:30 AM - 9:30 AM

Breakfast – Sponsored by Center Street Lending

9:30 AM - 9:45 AM

Opening Remarks

9:45 AM - 10:45 AM

Finding Riches in the Niches: Unlocking Market Opportunities

In private lending, the biggest profits are often found in the smallest niches. This discussion highlights emerging lending opportunities, from short-term rentals to specialized commercial projects. Discover how to identify, evaluate, and capitalize on high-growth segments before the mainstream catches on.

ALTO Capital LLC
Head of Credit and Capital Markets
Sunday Capital
CEO and Co-Founder
Legacy Group Capital
Co-founder and COO
Spectra Capital

10:45 AM - 11:15 AM

Networking Break sponsored by Renovo Financial

Renovo Financial

11:15 AM - 12:15 PM

The Evolution of Private Lending: Navigating Transitional Phases

Private lending is constantly evolving—how do you adapt? This panel examines key transitions in the industry, from shifting borrower demands to regulatory changes and economic cycles. Learn from seasoned lenders who have navigated major market shifts and positioned themselves for long-term success.

President
Diya Finance
Co-Founder & Chief Executive Officer
HouseMax Funding, LLC
Principal
TaliMar Financial
Partner
Geraci LLP

12:15 PM - 1:30 PM

Hosted Lunch

1:30 PM - 2:30 PM

Securitization in 2025: Going Direct & Navigating Market Shifts

Securitization continues to evolve—how are private lenders adapting? This session dives into the current state of the securitization market, the rise of direct access, and key strategies for structuring deals in today’s economic climate. Gain insights from industry experts on where the market is headed and how to stay competitive.

Executive Director
Nomura Securities International, Inc.
President / Founder
Rain City Capital
Co-Founder
Roc Capital
Partner
Geraci LLP

2:30 PM - 3:00 PM

Networking Break sponsored by Renovo Financial

Renovo Financial

3:00 PM - 4:00 PM

The Future of Tech in Private Lending: Where Are We Headed?

Technology is revolutionizing private lending, but where will it take us next? This panel brings together industry innovators to discuss emerging tech that will shape lending in 2025 and beyond. Learn how to stay ahead of the curve and leverage new tools for efficiency and growth.

COO & Co-Founder
TrustPoint.ai
President
The Mortgage Office
President & Chief Executive Officer
Liquid Logics
CEO
Lightning Docs

4:00 PM - 4:30 PM

Networking Break sponsored by Renovo Financial

Renovo Financial

4:30 PM - 5:30 PM

Scaling Beyond Fix & Flip: Making the Move to DSCR Loans

The demand for long-term rental financing is growing—are you ready to pivot? This panel explores how lenders can transition from fix-and-flip to DSCR loans. Learn about underwriting, borrower demand, wholesale, table funding and other capital provider options, and the best strategies for entering this lucrative space.

CEO and Co-Founder
Champions Funding LLC
Head of Capital Markets
A&D Mortgage
CEO
RCN Capital
President
IceCap Group
President
Constructive Capital

5:00 PM - 6:00 PM

The Chopin Ballroom
Encore at Wynn

Closing Cocktail Reception

Come together to toast to the success of the conference and embrace the opportunities that lie ahead. Don’t miss this final networking opportunity as we bid farewell to Captivate 2025!

Only registered Captivate attendees may attend the Closing Cocktail Reception.

9:00 PM - 11:00 PM

TBD

Official Afterparty Hosted by Constructive Capital

Celebrate with us at the Captivate After Party hosted by Constructive Capital! More details to come. 

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

Innovate 2025 VEA Newport Beach August 21-22, 2025