FEBRUARY 7-9, 2018

Balboa Bay Resort
 • Newport Beach, California

Find The Next Big Thing

Tired of the same old conference? We are too. We decided that for a conference to be worth your time, we needed to show you the latest trends and insights in the private money lending space that we’re seeing. We need to show you how you can raise and deploy capital more effectively. We need to show you what’s really going on in the owner-occupied space. But more importantly, we needed to provide you more value each and every time. Why Innovate 2018? The bigger question is – why not?

"I come to events like this because like AG 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


Bill Fairman

Marc Heenan

Bob Spier

Sam Kaddah

Dani Evanson

Jeffrey Tesch

Erica LaCentra

Michael Miller

Scott Taylor

Jason Gilbert

A.J. Poulin

Gary Bechtel

Dan Baruch

Dan Leimel

Glenn Tatham

Joshua Savage

Kellen Jones

Romney Navarro

Nathan Whigham

Motasem Benothman

Anthony Geraci, Esq.

Christina Geraci, Esq.

Dennis R. Baranowski, Esq.

Nema Daghbandan, Esq.

Kevin Kim, Esq.

Melissa Martorella

Ruby Keys


Wednesday February 7

4:00-6:00 pm Exhibitor Setup
7:00-9:00 pm Welcome Reception

Thursday February 8

7:30-8:30 am Registration and Welcome Breakfast
8:30-9:00 am Welcome Session with Anthony Geraci
9:00-10:00 am Keynote Speaker: Chad Varga
10:00-11:00 am Speed Networking: hosted by Alicia Carter & Nema Daghbandan
11:00-11:30 am Networking Break in Exhibitor Space Espresso Bar Hosted by Armanino LLP
11:30-12:30 pm The Impact of the Sessions Memorandum on Cannabis Financing Dennis Baranowski, Dan Leimel, Nathan Whigham, Joshua Savage
12:30-1:30 pm Hosted Lunch- Sponsor Lunch Introductions
1:30-2:30 pm How Technology is Transforming the Private Lending Space Marc Heenan, Bob Spier, Sam Kaddah, A.J. Poulin
2:30-3:00 pm Networking Break in Exhibitor Space
3:00-4:00 pm Take Out Lending: Planning the Take Out Now Nema Daghbandan, Dina Kroshkin, Dexter DeMesa, Andrew Kwok
4:00-4:30 pm Networking Break in Exhibitor Space
4:30-5:30 pm Exclusive Fund Manager Breakout Session Kevin Kim, Bill Fairman, Jason Gilbert
5:30-7:00 pm Cocktail Mixer in Exhibitor Space

Friday Febrauary 9

8:00-9:00 am Welcome Breakfast
9:00-10:00 am Hearing from The Heels; Innovative Ways to Make Your Ordinary Business Extraordinary Christina Geraci, Dani Evanson, Marveina Peters
10:00-10:30 am Networking Break in Exhibitor Space
10:30-11:30 am Revolutionize your Business Through Blockchain Kevin Kim & Motasem Benothman
11:30-12:30 pm Marketing to Different Generations Ruby Keys, Erica LaCentra, Michael Miller, Romney Navarro
12:30-1:30 pm Hosted Lunch
1:30-2:30 pm Managing Exponential Growth Nema Daghbandan, Gary Bechtel, Dan Baruch, Glen Tatham
2:30-3:00 pm Networking Break in Exhibitor Space
3:00-4:00 pm Streamline the Process to Close Loans Faster Melissa Martorella, Jeff Tesch, Kellen Jones, Scott Taylor

Registration Pricing

Register Now and Save 20%!

Expires Soon!

Price Qty
Super Early Bird Price $695.00 (USD)  
Early Bird Price $895.00 (USD)   Goes On Sale
March 15, 2018
Regular Price $995.00 (USD)   Goes On Sale
April 15, 2018

Cancellation Policy