Innovate - Geraci Conferences

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

If you are interested in speaking at Innovate 2022, please email Ruby Keys at R.Keys@GeraciLLP.com.

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

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

SPONSORS

AAPL

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.

Global-Integrity-Finance-private-lenders

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.

CFSI

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.

CohnReznick

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.

Sitewire

Media Sponsor

Sitewire helps private lenders streamline construction draws and deliver the highest level of borrower service

Axylyum

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.

BiggerPockets

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.

AlphaFlow

Exhibitor Sponsor

AlphaFlow is a collaborative and reliable partner that provides capital, software, and underwriting insights to help its lenders grow their business.

Aero

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.

NVMS

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.

PeerStreet

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.

LendStacks

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.

REGISTRATION

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

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.

A SPECIAL THANK YOU TO OUR GOLD SPONSORS

I come to Geraci's events because there are people here who could potentially change the game, and I want to get in front of those people so that we’re on the same wavelength. There are changes happening in the business, and I think Geraci is trying to stay ahead of everybody else out there. Coming to these events is a strategic play for me.

Romney NavarroFounder, The Private Lender Network

The networking at Geraci events has allowed us to benefit with new deals and education by being connected to folks in diverse geographical locations. They give us a big picture view we ordinarily wouldn't have. As a smaller fund, the partners that we have gained through the Geraci events have made it possible for us to fund more than a third more loans by enabling us to free up capital. I learn something new every time and have an opportunity to work on what I've learned when I get home.

Bill FairmanPartner, Carolina Hard Money

If you want to be successful, associate with people smarter and more successful than you. The caliber of people at Geraci conferences practically guarantees my success. The attendees and quality of the conferences are unbeatable.

Greg SharpRetaja Group

I have always said, "Geraci has put out the best, most valuable content over the past year, as it pertains to relevant industry news or legislature." The conference was no different. They brought together some of the largest movers in the space. I was excited to not only sponsor but participate in the Innovate conference. Great event & great team of smiling faces!! Love the Geraci crew!

Kendra RommelCivic Financial Services

Geraci knocks it out of the park. The combination of quality learning and networking is unsurpassed.

Randy Newman Total Lender Solutions

I have attended several Geraci conferences over the past few years and loved all of them. They bring in high-quality lenders, service providers, and mortgage investors. Their events offer excellent networking, education, industry insights, and lots of fun.

Rocky ButaniPrivate Lender Link

I had high expectations heading into Innovate, set by colleagues who have attended in the past. This event absolutely blew my lofty expectations away. The connections gained and knowledge I built have been a game-changer for our organization, and I can't wait to be a part of future events, when able!

Ryan JohnstonPacific Equity and Loan

Why do we come to Geraci Conferences? Because they're amazing. They're filled with tons of lenders, brokers, dealers, and investors, and we just get so much value. Great networking, great conferences, thumbs up.

AJ PoulinChief Revenue Officer, The Mortgage Office

Every year we look forward to Geraci events. There's just such great networking, and it's one of those conference lines where people love to connect. It's a lot of new ideas, new lenders, new products. We're just happy to see everybody out and love growing the business.

Huy DoManaging Director, PrideCo Capital

I love coming to these events. I've been to every one of them. The networking is awesome. I just love the serendipitous nature of coming to an event like this and meeting people, especially if you're looking to grow your company, find capital, or find correspondent opportunities to do more loans. If you're not there, you're really missing out.

Mark HanfCEO/President, Pacific Private Money

Up & Coming Trends in Private Lending

Innovate 2022 was a huge success!

EVENT SPEAKERS

T.J. Coveyou

Sarper Beyazyurek

Keith Lind

Sabrina Dukhovny

Ryan Shanberg

Jeff Tesch

Jeff Tennyson

Trixy Castro

Ben Fertig

Beth O’Brien

Jennifer McGuinness

Eric Abramovich

Jeff Spiegel

Steve Trowern

Chuck Hershson

Carlos Nodarse

Bill Tessar

Anthony Geraci, Esq.

Steve Ernest, Esq.

Melissa Martorella, Esq.

Kevin Kim, Esq.

Nema Daghbandan, Esq.

Ruby Keys

AGENDA

Monday, April 11, 2022

All times are in PDT

Tuesday, April 12, 2022

SPONSORS

REGISTRATION

Cancellation Policy

A SPECIAL THANK YOU TO OUR GOLD SPONSORS

CONTACT INFORMATION

CONFERENCE INFORMATION

CONNECT WITH US

Up & Coming Trends in Private Lending

Innovate 2022 was a huge success!

EVENT SPEAKERS

T.J. Coveyou

Sarper Beyazyurek

Keith Lind

Sabrina Dukhovny

Ryan Shanberg

Jeff Tesch​

Jeff Tennyson

Trixy Castro

Ben Fertig

Beth O’Brien

Jennifer McGuinness

Eric Abramovich

Jeff Spiegel

Steve Trowern

Chuck Hershson

Carlos Nodarse

Bill Tessar

Anthony Geraci, Esq.

Steve Ernest, Esq.

Melissa Martorella, Esq.

Kevin Kim, Esq.

Nema Daghbandan, Esq.

Ruby Keys

AGENDA

Monday, April 11, 2022

All times are in PDT

Tuesday, April 12, 2022

SPONSORS

REGISTRATION

Cancellation Policy

A SPECIAL THANK YOU TO OUR GOLD SPONSORS

CONTACT INFORMATION

CONFERENCE INFORMATION

CONNECT WITH US

Review our cookie policy

Jeff Tesch