May 9-11, 2018

The Sofitel Hotel
 • Beverly Hills, CA


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Grow Your Business


Bringing Application to Innovation


At Innovate, we taught you the latest cutting-edge ideas. We hope you took those ideas home and started brainstorming with your team about how to implement them in your business plan. Now it’s time to take those ideas and apply them. Like a chemist who takes a dormant chemical and activates it, so too will we take Innovate and activate it to help you continue to grow your private lending business to a nationwide level. Activate brings application to innovation. We will teach you how your peers are taking innovation and applying it to their business. Expand your book of business to a nationwide level at Activate.


"I come to events like this because like Anthony said in his keynote this morning, that you can have a conference like this via skype or do a go-to-meeting but this is still a human to human business. And people do business with people they know, like, and trust. And we are in the business of raising capital so getting people to know, like, and trust you means you have to get in front of them and have a conversation with them… I really appreciate that Geraci is putting these together because it creates multiple opportunities throughout the year to get together with people and talk about common interests, build that trust, build that relationship, and grow our businesses."

— Mark Hanf - Pacific Private Money

Speakers

Anthony Geraci

Managing Shareholder, Geraci LLP

Kevin Kim

Partner, Geraci LLP

Nema Daghbandan

Partner, Geraci LLP

Melissa Martorella

Associate, Geraci LLP

Paul Sievers

OF Counsel, Geraci LLP

Dennis Baranowski

Associate, Geraci LLP

Schedule

May 9th, 2018

12:00-4:00pm Certified Fund Manager Training (CFM) – Hosted by AAPL - Register at www.eply.com/CFMLA2018
4:00-6:00pm Exhibitor Setup
7:00-9:00pm Welcome Reception - Cocktails Sponsored by Del Toro Loan Servicing - Riviera 21

May 10th, 2018

7:30-8:30am Registration and Hosted Breakfast
8:00-10:00am Hosted Espresso Break - Armanino LLP
8:30-9:30am Welcome Keynote
9:30- 10:30am Keynote Speaker - Sekou Andrews
10:30- 11:30am Speed Networking - Hosted by AJ Poulin
11:30- 11:45pm Networking Break
11:45- 12:30pm Receivers – Paul Sievers, Esq., Kevin Singer
12:30- 1:30pm Hosted Lunch: Sponsored by CFSI: - Sponsor Lunch Introductions
1:30-2:30pm Alternative Collateral – Understand Membership Pledges, Collateral Security Agreements, and Other Personal Property – Dennis Baranowski, Esq., Paul Sievers, Esq., John Calder,
2:30-3:00pm Networking Break
3:00-4:00pm How to Raise Money From Trust Deed Investors, Nationwide – Kevin Kim, Esq., Nema Daghbandan, Esq., Jeffrey Sweeney
4:00-4:30pm Networking Break
4:30-5:30pm Funds Control - What they Do and What They Don’t – Don’t Get Stuck With a Half Completed Project – Dennis Baranowski, Esq., Brian Mingham, Rob Sechrist
5:30-7:00pm Cocktail Mixer in Exhibitor Space - Hosted by Del Toro Loan Servicing
8:00-10:00pm After Party - Hosted by Geraci Law Firm at Ivory on Sunset

May 11th, 2018

8:00-9:00am Hosted Breakfast
9:00-10:00am Understanding IRA Investments – Accepting IRA Money – Kevin Kim Esq., David Hersch. Harry Barth
10:00-10:15am Networking Break
10:15-11:45am Borrower & Investor Disclosures for Dummies – Nema Daghbandan, Esq., Bob Eakin
11:45-12:15pm Becoming A Leader That Others Love to Follow – Eddie Wilson
12:30-1:30pm Hosted Lunch – Exhibitor Lunch Introductions
1:30-2:30pm The Best & Worst States to Lend In – Melissa Martorella, Esq., Oliver Austria
2:30-3:00pm Networking Break
3:00-4:00pm The Title Company is Giving us a Hard Time, What Do I Do? – Melissa Martorella, Esq. , Kasey Stevens
4:00-4:15pm Closing Remarks

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