APRIL 11-12, 2022
Newport Beach, CA


Up & Coming Trends in Private Lending

Innovate 2022 is on its way!

Innovate 2022 will take 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.


Steve Trowern

Founder and Principal at Temple View Capital

Ben Fertig

President at Constructive Loans

Jeff Spiegel

Principal at Spiegel Accountancy Corp.

Chuck Hershson

President at Fidelity Mortgage Lenders

Carlos Nodarse

CEO at The Mortgage Office

Jeff Tesch​

CEO at RCN Capital


Anthony Geraci, Esq.

CEO at Geraci LLP

Darlene Hernandez, Esq.

Attorney 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
7:00pm – 9:00pm
Exhibitor Set-Up
Welcome Reception – Sponsored by Center Street Lending

Tuesday, April 12, 2022

8:15am – 9:00am
9:00am – 9:15am
9:15am – 10:00am
10:00am – 10:30am
10:30am – 11:30am
11:30am – 12:15pm
12:15pm – 1:15pm
1:15pm – 2:15pm
2:15pm – 2:45pm
2:45pm – 3:45pm
3:45pm – 4:00pm
4:00pm – 5:00pm
5:00pm – 6:30pm
7:00pm – 10:00pm
Hosted Breakfast – Sponsorship Available
Opening Remarks
Panel TBD
Networking Break
Panel TBD
Speed Networking
Hosted Lunch – Sponsored by PCV Murcor
Panel TBD
Networking Break
Panel TBD
Networking Break
Panel TBD
Cocktail Reception – Sponsored by Rehab Financial Group
Official After Party – TBD – Sponsorship Available


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.
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.
Center Street Lending
Welcome Reception Sponsor
Private money residential lender that provides business-purpose loans for single-family and multi-family investments.
Archway Capital
Seat Cover Sponsor
Archway Capital is an alternative investment manager that provides capital across the capital stack to real estate sponsors nationwide.
National Lending Experts
Media 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.
Temple View Capital
Gold Sponsor
Temple View Capital is a national private portfolio lender that offers flexible financing for investors in residential real estate.
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.
Superior Loan Servicing
Exhibitor Sponsor
Superior Loan Servicing provides a complete suite of products to service the needs of lending professionals.
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.
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.
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.
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.
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!
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.
Name Badge Sponsor
As the leading national vendor management company, NVMS offers a full range of inspection and preservation services utilized by industries including Lending, Valuation, Banking, and more.
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.
The Mortgage Office
Gold Sponsor
The Mortgage Office® offers a powerful, flexible and easy to use suite of loan servicing solutions.
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.
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
BiggerPockets is an online real estate networking and information resource platform that allows individuals to interact and source information.
If you are interested in sponsoring Innovate 2022, please click below to reach out.


Details Price Qty
Early Bird Registration $695.00 (USD)  
Standard Registration $795.00 (USD)   Goes On Sale
January 1, 2022
Last Chance Registration $895.00 (USD)   Goes On Sale
March 10, 2022

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