
PAST EVENT
APRIL 11-12, 2022
Newport Beach, CA
Up & Coming Trends in Private Lending
Innovate 2022 was a huge success!
Innovate 2022 took place in person from April 11-12, 2022, at Balboa Bay Resort in Newport Beach, CA. This industry-leading event will connect you with lenders, brokers, investors, and service providers to network, grow your businesses, and dive into the up & coming trends in the private lending space. You’ll be equipped with firsthand knowledge from industry executives and professionals about relevant industry news and updates. You will also have many opportunities to foster new connections using our smartphone app, Brella, to set meetings as well as participate in guided networking breaks.
With ample opportunities to network, learn, and discover new opportunities, Innovate has become a staple event for many in the private lending industry. We can’t wait to see you there!
Email R.Keys@GeraciLLP.com with any questions.
EVENT SPEAKERS

T.J. Coveyou
SPEAKER
Co-Founder and CEO at Newport Private Group

Sarper Beyazyurek
SPEAKER
Managing Director at Churchill Real Estate

Keith Lind
SPEAKER
CEO at Acra Lending

Sabrina Dukhovny
SPEAKER
Vice President of Loan Operations at Arixa Capital

Ryan Shanberg
SPEAKER
Vice President at Nomura Securities International

Jeff Tesch
SPEAKER
CEO at RCN Capital

Jeff Tennyson
SPEAKER
President and CEO at Lima One Capital

Trixy Castro
SPEAKER
CEO/Founder at Aureus Finance Group

Ben Fertig
SPEAKER
President at Constructive Capital

Beth O’Brien
SPEAKER
Founder & Chief Executive Officer at CoreVest Finance

Jennifer McGuinness
SPEAKER
President at Invigorate Finance

Eric Abramovich
SPEAKER
Co-Founder and Chief Credit Officer at Roc Capital

Jeff Spiegel
SPEAKER
Principal at Spiegel Accountancy Corp.

Steve Trowern
SPEAKER
Founder and Principal at Temple View Capital

Chuck Hershson
SPEAKER
President at Fidelity Mortgage Lenders

Carlos Nodarse
SPEAKER
CEO at The Mortgage Office

Bill Tessar
SPEAKER
President at Civic Financial Services

Anthony Geraci, Esq.
SPEAKER
CEO at Geraci LLP

Steve Ernest, Esq.
MODERATOR
Head of Litigation at Geraci LLP

Melissa Martorella, Esq.
MODERATOR
Partner at Geraci LLP

Kevin Kim, Esq.
MODERATOR
Partner at Geraci LLP

Nema Daghbandan, Esq.
MODERATOR
Partner at Geraci LLP

Ruby Keys
EVENT HOST
Event Lead at Geraci LLP
AGENDA
Monday, April 11, 2022
All times are in PDT
3:00pm – 5:00pm
5:00pm – 7:00pm
7:00pm – 9:00pm
Exhibitor Set-Up
Women in Private Lending Cocktail Party at Bayfront Lawn
An event where women in the lending space can network and grow together.
Welcome Reception – Sponsored by Center Street Lending at Bayfront Lawn
Tuesday, April 12, 2022
9:00am – 9:15am
9:15am – 10:00am
Hosted Breakfast – Sponsored by Axylyum
Opening Remarks
Consolidation, Mergers, and Acquisitions — The Truth Behind the Stories

Partner at Geraci LLP

President and CEO at Lima One Capital

President at Civic Financial Services

CEO/Founder at Aureus Finance Group
10:30am – 11:30am
Networking Break
Mastering Wall Street — Issuing Bridge Residential Mortgage-Backed Securities

Partner at Geraci LLP

Co-Founder and Chief Credit Officer at Roc Capital

Founder & Chief Executive Officer at CoreVest Finance

Vice President at Nomura Securities International

Managing Director at Churchill Real Estate
11:30am – 12:15pm
12:15pm – 1:15pm
1:15pm – 2:15pm
Speed Networking
Hosted Lunch – Sponsored by PCV Murcor
The Titans of DSCR — How to Scale a 30-Year Product in a Bridge World

Partner at Geraci LLP

President at Constructive Capital

CEO at RCN Capital

Founder and Principal at Temple View Capital

CEO at Acra Lending
2:15pm – 2:45pm
2:45pm – 3:45pm
Networking Break
Beyond the Founder — Building a Lasting Legacy

Partner at Geraci LLP

CEO at The Mortgage Office

President at Fidelity Mortgage Lenders

Principal at Spiegel Accountancy Corp.

CEO at Geraci LLP
3:45pm – 4:00pm
4:00pm – 5:00pm
Networking Break
Innovation in Risk Mitigation for 2022

Head of Litigation at Geraci LLP

Co-Founder and CEO at Newport Private Group

Vice President of Loan Operations at Arixa Capital

President at Invigorate Finance
5:00pm – 6:30pm
8:00pm – 11:00pm
Cocktail Reception – Sponsored by Rehab Financial Group
Official After Party at Mesa Lounge – Hosted by Roc Capital
SPONSORS
REGISTRATION
Online registration ends Friday, April 8 at 11:59pm PDT.
After this date, you may register in-person at the event itself.
Cancellation Policy
If you are to cancel 6 weeks in advance of attending a Geracicon event, you will receive a full refund for your ticket purchase. If you cancel any time after the 6 week deadline, you will receive a voucher to attend a future Geracicon event.
Vouchers will ONLY be granted upon giving cancellation notice. If you do not notify Geraci in advance that you will not be attending, no refund or voucher will be granted. For questions, email R.Keys@GeraciLLP.com.









