NEWPORT BEACH, CA
Up & Coming Trends in Private Lending
Innovate 2021 was a SELL OUT!
Innovate 2021 took place in person from April 15-16, 2021, at Balboa Bay Resort in Newport Beach, CA. This industry-leading event connected lenders, brokers, investors, and service providers to network, grow their businesses, and dive into the up & coming trends in the private lending space. They were equipped with firsthand knowledge from industry executives and professionals about relevant industry news and updates. Attendees also had 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 at Innovate 2022!
Event Safety
We are thrilled to announce that Geraci Media went ahead with Innovate 2021 in person. Our top priority was planning the Innovate you know and love while carefully considering the health and safety of all Innovate participants and Balboa Bay Resort staff. Rest assured all social distancing and PPE guidelines are followed at all our events to ensure peace of mind and the safety of everyone involved.
Email R.Keys@Geracillp.com with any questions.
OUR EVENT SPEAKERS
Jeb Mason
FEATURED SPEAKER
PARTNER AT
MINDSET
Ryan Craft
SPEAKER
FOUNDER & CEO AT
SALUDA GRADE
Bobby Khorshidi
SPEAKER
PRESIDENT AT
ARCHWAY CAPITAL LLC
Grace Soueidan
SPEAKER
CHIEF LENDING OFFICER AT
TEMPLE VIEW CAPITAL
TR Hazelrigg IV
SPEAKER
PRESIDENT AT
AVATAR FINANCIAL GROUP
John Beacham
SPEAKER
CEO AT
TOORAK CAPITAL PARTNERS
Mitch Ohlbaum
SPEAKER
PRESIDENT AT
MACOY CAPITAL
Sarper Beyazyurek
SPEAKER
MANAGING DIRECTOR AT
CHURCHILL REAL ESTATE
Curt Altig
SPEAKER
CHAIRMAN & FOUNDER AT
BUILDERS CAPITAL
Kevin S. Kim, Esq.
MODERATOR
PARTNER AT
GERACI LLP
Sam Chivitchian
SPEAKER
CEO AT
SECURED CAPITAL LENDING, INC.
Kendra Rommel
SPEAKER
DIRECTOR, REGIONAL SALES AT
THE ROMMEL TEAM
CIVIC FINANCIAL SERVICES
Greg Hebner
SPEAKER
MANAGING DIRECTOR AT
ARIXA CAPITAL ADVISORS
Emil Khodorkovsky
SPEAKER
CEO AT
FORBIX
David Christensen
SPEAKER
REGIONAL DIRECTOR – NORTHWEST AT
RED OAK CAPITAL GROUP
Peter Steigleder
SPEAKER
COO AT
FIDELITY MORTGAGE LENDERS INC.
Mark Hanf
SPEAKER
PRESIDENT AT
PACIFIC PRIVATE MONEY
Eric Abramovich
SPEAKER
CO-FOUNDER AND CHIEF CREDIT OFFICER AT
ROC CAPITAL
Ruby Keys
EVENT HOST
VICE PRESIDENT AT
GERACI MEDIA
Nema Daghbandan, Esq.
MODERATOR
PARTNER AT
GERACI LLP
Paul Rahimian
SPEAKER
FOUNDER & CEO AT
PARKVIEW FINANCIAL
Noah Brocious
SPEAKER
PRESIDENT AT
CAPITAL FUND I
Zachary Streit
SPEAKER
SVP AT
GEORGE SMITH PARTNERS
Paul Cardon
SPEAKER
PRINCIPAL AT
BENCH EQUITY
Randy Newman
SPEAKER
PRESIDENT AT
TOTAL LENDER SOLUTIONS
David Chen, Esq.
SPEAKER
PARTNER AT
ACTIVIST LEGAL LLP
Scott Rerucha
SPEAKER
CEO AT
LEGACY GROUP CAPITAL LLC
Boris Dorfman
SPEAKER
PRESIDENT & BROKER OF RECORD AT
LBC CAPITAL INCOME FUND
Anthony F. Geraci, Esq.
EVENT HOST
CEO AT
GERACI LLP
Darlene Hernandez, Esq.
SPEAKER
ATTORNEY AT
GERACI LLP
AGENDAS
April 15, 2021 (all times are in PDT)
3:00pm - 5:00pm
7:00pm - 9:00pm
April 16, 2021 (all times are in PDT)
8:00am - 6:00pm
8:00am - 8:45am
8:45am - 9:20am
9:20am - 10:20am
Skilled CRE bridge lenders are adept at figuring out how to navigate transitionary real estate. From major conversion projects to financial bridges between anchor tenants, they have been able to figure out how to understand the story of a successful transition. The pandemic has forced even the best operators to re-evaluate their practices. Unlike residential real estate, commercial real estate remains an increasingly unpredictable asset class. Hear from those who continue to thrive about how they have managed to beat the odds in CRE.
10:20am - 10:45am
Schedule private 1-1 or group meetings with other attendees via Brella
10:45am - 11:30am
2020 brought a new series of challenges for loan defaults. First with a rush of forbearance requests. Then an unprecedented number of workouts to try to avoid foreclosure. Then a litany of state and federal measures aimed at disrupting the foreclosure process. Lenders have often had to become special servicers just as much as they are loan originators. Our panel will provide guidance on how to skillfully navigate borrower defaults and the lessons they have learned along the way. Understand how the best make sure they get their money back.
11:30am - 11:45am
Schedule private 1-1 or group meetings with other attendees via Brella
11:45am - 12:30pm
Mortgage brokers have always been at the forefront of opportunity. They are interfacing in real time with a borrower base who is novel, creative and indicating where the future of mortgage lending is headed. From build-to-rent planned development units, to the re-imagined office. Hear from our all-star panel about where they see the greatest opportunities for growth in 2021 and beyond.
12:30pm - 1:30pm
1:30pm - 2:30pm
2020 provides the greatest market dislocation of capital since the Great Recession. Many Lenders were left at the altar by their capital partners when the pandemic struck. Many of those capital partners have yet to re-enter and appear to have exited the space altogether. Where can lenders go to for reliable capital sources and who are the new players in this game?
2:30pm - 3:30pm
Construction lending has always been about optimism towards the future. In order to be optimistic, lenders must have a level of certainty about what the future brings. 2020 was a year which uncertainty is an understatement. However, those that continue to make big construction loans do so with big opportunities available to them. Hear from some of the best in the industry to understand how they can make large construction loans despite a rapidly changing situation.
3:30pm - 4:00pm
Schedule private 1-1 or group meetings with other attendees via Brella
4:00pm – 5:00pm
SFR has always been favored in the private lending industry. But why has it remained such a strong asset class, even through the COVID19 pandemic? Will it stay that way for 2021? Listen to industry experts and hear their perspectives on market trends and what the future holds for Fix & Flip, DSCR, and non-QM loans.
5:00pm – 6:00pm
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