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 with any questions.


T.J. Coveyou

Co-Founder and CEO at Newport Private Group

Sarper Beyazyurek

Managing Director at Churchill Real Estate

Keith Lind

CEO at Acra Lending

Sabrina Dukhovny

Vice President of Loan Operations at Arixa Capital

Ryan Shanberg

Vice President at Nomura Securities International

Jeff Tesch​

CEO at RCN Capital

Jeff Tennyson

President and CEO at Lima One Capital

Trixy Castro

CEO/Founder at Aureus Finance Group

Ben Fertig

President at Constructive Capital

Beth O’Brien

Founder & Chief Executive Officer at CoreVest Finance

Jennifer McGuinness

President at Invigorate Finance

Eric Abramovich

Co-Founder and Chief Credit Officer at Roc Capital

Jeff Spiegel

Principal at Spiegel Accountancy Corp.

Steve Trowern

Founder and Principal at Temple View Capital

Chuck Hershson

President at Fidelity Mortgage Lenders

Carlos Nodarse

CEO at The Mortgage Office

Bill Tessar

President at Civic Financial Services

Anthony Geraci, Esq.

CEO at Geraci LLP

Steve Ernest, Esq.

Head of Litigation at Geraci LLP

Melissa Martorella, Esq.

Partner at Geraci LLP

Kevin Kim, Esq.

Partner at Geraci LLP


Nema Daghbandan, Esq.

Partner at Geraci LLP


Ruby Keys

Event Lead at Geraci LLP

If you are interested in speaking at Innovate 2022, please email Ruby Keys at


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

8:15am – 9:00am

9:00am – 9:15am

9:15am – 10:00am

Hosted Breakfast – Sponsored by Axylyum

Opening Remarks

Consolidation, Mergers, and Acquisitions — The Truth Behind the Stories

10:00am – 10:30am

10:30am – 11:30am

Networking Break

Mastering Wall Street — Issuing Bridge Residential Mortgage-Backed Securities

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

2:15pm – 2:45pm

2:45pm – 3:45pm

Networking Break

Beyond the Founder — Building a Lasting Legacy

3:45pm – 4:00pm

4:00pm – 5:00pm

Networking Break

Innovation in Risk Mitigation for 2022

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


Platinum Sponsor
The American Association of Private Lenders (AAPL) is the only national organization supporting the private real estate lending industry. Their principles – education, ethics, and advocacy – are the cornerstone for success in private lending.
Roc Capital
Gold Sponsor
Roc Capital is a financier/capital provider to private lenders. We table fund your loans white labeled in your company name.
Aureus Finance Group
Gold Sponsor
Aureus Finance Group is revolutionizing the real estate industry by leading the development of new, innovative, and customized loan products to meet the unique needs of our borrowers. Experts at handling all types of loans.
Superior Loan Servicing
Exhibitor Sponsor
Superior Loan Servicing provides a complete suite of products to service the needs of lending professionals.
Global Integrity Finance
Exhibitor Sponsor
Global Integrity Finance has been helping people realize their dream of being a homeowner and ensuring profitability and success to real estate investors for 25+ years.
Red Oak Financial
Exhibitor Sponsor
Red Oak Financial, part of the Red Oak family of companies, originates short-term commercial loans of $1 million to $15 million on commercial real estate nationwide.
Armanino LLP
Exhibitor Sponsor
Armanino LLP is one of the top 25 largest accounting, consulting and technology firms in the U.S. providing business solutions to organizations across the globe.
Spiegel Accountancy Corp.
Exhibitor Sponsor
Spiegel Accountancy Corp. is a professional accounting firm based in the SF bay area with a national practice specializing in the mortgage banking and small business sectors.
Interfirst Mortgage Company
Exhibitor Sponsor
Providing our customers and business partners with the strongest base possible--like the base of a pyramid--to do business.
Archwest Funding
Exhibitor Sponsor
Lending with speed, certainty of execution and structured solutions. Direct lender focused on providing business purpose financing secured by residential, multifamily, mixed-use and commercial properties.
Archway Capital
Seat Cover Sponsor
Archway Capital is an alternative investment manager that provides capital across the capital stack to real estate sponsors nationwide.
Renovo Financial
Media Sponsor
Renovo Financial is more than a lender, we’re your partner. With local market knowledge and a streamlined process, we work with you through the life of your real estate investment loan.
Lanyard Sponsor
CFSI Loan Management helps lenders reduce construction loan risk on residential, commercial, and multi-family properties for conventional, warehouse, SBA and commercial (fix and flip) lenders nationwide.
ReProp Financial
Gobo Sponsor
ReProp Financial is a leading specialty finance company that offers residential and commercial loans for our clients and has done so for over 43 years.
Center Street Lending
Welcome Reception Sponsor
Private money residential lender that provides business-purpose loans for single-family and multi-family investments.
The Mortgage Office
Gold Sponsor
The Mortgage Office® offers a powerful, flexible and easy to use suite of loan servicing solutions.
Fidelity Mortgage Lenders
Gold Sponsor
The Fidelity Mortgage Lender team is a private lender that bases their loan qualifications on the property value, not on the borrowers’ credit.
Constructive Capital
Gold Sponsor
Constructive Loans is a nationwide wholesale lender with competitive rates and industry leading turn times.
FCI Lender Services
Exhibitor Sponsor
FCI Lender Services, Inc. (FCI) is a leading national Non-QM and Private Money Servicer providing a variety of services for Lenders, and one of the nation's oldest Specialty Loan Servicers.
Exhibitor Sponsor
Leading advisory, assurance, and tax firm helping forward thinking organizations to achieve their vision.
Bridge Loan Network
Exhibitor Sponsor
Bridge Loan Network provides a centralized platform that aggregates loans from borrowers and brokers to direct hard money lenders.
Builders Capital
Exhibitor Sponsor
The #1 Private Lender for Residential Construction, All-In-One, Bridge, and Fix & Flip Loans.
NorthWest Construction Control
Exhibitor Sponsor
Trusted field inspections that enable construction finance professionals to lend with speed, ease, and confidence.
LK Secured Lending
Exhibitor Sponsor
LK Secured Lending specializes in providing you fast and simple access to loans. We lend money when others do not because we are a private lender founded by experienced real estate and finance professionals.
Cardinal Capital
Exhibitor Sponsor
With over 25 years of combined industry experience, Cardinal Capital Group has collectively facilitated over 250 million in funded loans nationwide.
National Lending Experts
Media and Exhibitor Sponsor
National Lending Experts is committed to connecting real estate investors, brokers, lenders and service providers while delivering up-to-date info through their national events.
Fidelis investors
Media Sponsor
Fidelis investors is an alternative asset manager which serves the needs of institutional clients. With a focus on investment performance, strong governance, and transparent practices.
Media Sponsor
Sitewire helps private lenders streamline construction draws and deliver the highest level of borrower service
Breakfast Sponsor
Axylyum Charter is a market creator and a leader in providing portfolio-wide secure engagement options to Retail and Wholesale Lenders.
RCN Capital
Gold Sponsor
RCN Capital is the leading nationwide private lender for short-term fix & flip financing and long-term rental financing for investors.
Churchill Real Estate
Gold Sponsor
Churchill Real Estate was established by professionals with a deep knowledge of the real estate sector including operational expertise in development and property management.
Acra Lending
Gold Sponsor
Industry’s leading private mortgage lender. Optimal mortgage lending solutions built for self-employed, investor, and foreign national borrowers.
Exhibitor Sponsor
BiggerPockets is an online real estate networking and information resource platform that allows individuals to interact and source information.
QuickDraw Fund Control
Exhibitor Sponsor
Quick Draw protects you, the Lender. We are your “Eyes & Ears,” ensuring there are always adequate loan proceeds to complete construction. All “Quick Draws” are processed within five business days.
Private Mortgage Fund
Exhibitor Sponsor
Private Mortgage Fund, LLC provides one to three year bridge and interim financing for non-owner occupied residential and commercial properties in California.
Exhibitor Sponsor
AlphaFlow is a collaborative and reliable partner that provides capital, software, and underwriting insights to help its lenders grow their business.
Exhibitor Sponsor
Our goal is to completely automate the loan closing process. Therefore, we have dedicated resources to advance our proprietary software development.
Quest Trust Company
Exhibitor Sponsor
Quest is the premier Self-Directed IRA custodian that administers IRAs for the purpose of investing in alternative investments, like real estate, notes, oil and gas, private placements, and more.
Rehab Financial Group
Cocktail Sponsor
Rehab Financial Group, LP is a Rehab & Hard Money Lender helping real estate investors purchase and rehab non-owner occupied 1-4 family investment properties. They provide funding for 100% of the purchase and 100% of the rehab costs.
Bayport Funding
Media Sponsor
Bayport Funding LLC is owned and operated by a team of knowledgeable and respected mortgage bankers and real estate developers offering decades of experience.
All Star Group
Media Sponsor
All Star Group has produced hundreds of Commercial Real Estate events since it’s inceptionin 1995.
Name Badge Sponsor
NVMS is the leading provider of national draw inspection services to the private lending industry. Our massive inspector network and proprietary database allow us to provide a two-business day turnaround time for requests within the U.S.
Invigorate Finance
Gobo Sponsor
Invigorate Finance is a closed loan mortgage conduit aggregator that specializes in the creation and aggregation of new and improved lending programs and structured solutions.
Temple View Capital
Gold Sponsor
Temple View Capital is a national private portfolio lender that offers flexible financing for investors in residential real estate.
Gold Sponsor
PeerStreet is an online marketplace that enables you to grow your lending business by connecting you with diverse sources of capital.
Liquid Logics
Wifi and Exhibitor Sponsor
Liquid Logics is a True cloud-based SaaS Full Cycle Lending Software Solution for the residential mortgage banking industry.
Mortgage Automator
Exhibitor Sponsor
Mortgage Automator was started in 2013 as a simple document generating tool for a small private lender in Toronto, Canada. It worked so well that the product was made available to everyone in the industry!
Geraci LLP
Exhibitor Sponsor
Geraci Law Firm is the nation’s largest law firm dedicated almost exclusively to the private/non-conventional lending space and is the leading legal resource for specialty lenders, asset-based lenders, private lenders, and non-bank institutions.
CIVIC Financial Services
Exhibitor Sponsor
CIVIC delivers fast, honest, simple lending for real estate investors. If you’re an experienced investor or a first-time borrower, with CIVIC you can go further.
Revolution Realty Capital
Exhibitor Sponsor
Revolution's mission is to fuel the growth and success of real estate entrepreneurs nationwide.
Hanson Capital
Exhibitor Sponsor
Hanson Capital handles everything for you step by step, making your investment completely passive.
Avatar Financial Group
Exhibitor Sponsor
Avatar Financial Group is the leader in hard money bridge loans, offering flexible solutions for nonconforming, income-producing real estate nationwide.
Media Sponsor
LendCRM is a Cloud Based Loan Origination Software integrated with very Strong CRM features.
Toorak Capital Partners
Networking Sponsor
Toorak Capital Partners is an integrated correspondent lending platform that funds small balance business purpose residential, multifamily and mixed-use loans throughout the U.S. and the United Kingdom.
Streamline Funding
Media Sponsor
Streamline Funding is a Texas Mortgage Broker Firm specializing in originating Private Money loans on real estate investments in select Texas Markets.
PCV Murcor
Lunch Sponsor
PCV Murcor provides appraisal management services to lenders, investment firms, community banks, servicers, and anyone who needs a real estate valuation.
Equity Cap Funds
Gobo Sponsor
A real estate investment company that offers debt & equity investments backed by real estate for all investors.
If you are interested in sponsoring Innovate 2022, please click below to reach out.


Online registration ends Friday, April 8 at 11:59pm PDT.
After this date, you may register in-person at the event itself.

We're sorry, but all tickets sales have ended because the event is expired.

Cancellation Policy

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


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