April 11-12, 2024
VEA Newport Beach
Newport Beach, CA
VEA Newport Beach
Newport Beach, CA
CONFERENCE AGENDA
2:00 PM - 5:00 PM
The Monaco Room
VEA Newport Beach
VEA Newport Beach
Private Lender Roundtables by AAPL and Geraci
Join us in the Monaco Room for the Private Lender Roundtables. Each roundtable will explore one facet of the business. You’ll talk with lenders of all sizes and experience levels to tackle challenges and help you connect with like-minded peers. Participants are welcome to come and go or stay for all three roundtables.
Only registered Innovate attendees may attend the Roundtables.
Capital Formation Roundtable
2:00 PM – 2:45 PM
Geraci LLP
PrideCo Capital
TaliMar Financial
Sales and Marketing Roundtable
3:00 PM – 3:45 PM
Geraci LLP
Renovo Financial
FUTURES Financial
Compliance and Underwriting Roundtable
4:00 PM – 4:45 PM
Geraci LLP
FUTURES Financial
Rehab Financial Group
5:00 PM - 7:00 PM
Exhibit Set-Up
7:00 PM - 9:00 PM
The Sunset Lawn
VEA Newport Beach
VEA Newport Beach
Welcome Reception - Sponsored by Center Street Lending
Join us for a vibrant evening at the Sunset Soiree, sponsored by Center Street Lending! We suggest wearing “dawn”ing attire as colorful as the hues in a sunset – think pinks, oranges, and whites. Whether you opt for a splash of bold hues or the warmth of sunset tones, the key is to feel comfortable and ready to enjoy an evening of networking and creating memories.
Only registered Innovate attendees may attend the Welcome Reception.
8:00 AM
Registration Opens
8:00 AM - 9:00 AM
Breakfast – Sponsored by Churchill Real Estate
9:00 AM - 9:15 AM
Opening Remarks
9:15 AM - 10:15 AM
Private Lending Perspectives: Market Projections by Industry Leaders
Gain exclusive insights into the future of private lending from the experts themselves. Join us as industry leaders share their forecasts, trends, and strategic outlooks, offering invaluable perspectives on the evolving landscape of private lending. From emerging market opportunities to regulatory shifts and technological innovations, delve into the discussions that will shape the direction of the industry. Don’t miss this opportunity to stay ahead of the curve and position yourself for success in the dynamic world of private lending.
10:15 AM - 10:45 AM
Networking Break
10:45 AM - 11:45 AM
A Deep Dive Into Private Lender Data: Historical and Current
Due to high demand, we bring back this session for Innovate this year. Private lenders are often forced to make assumptions of the private lending market by looking at national consumer mortgage loan data, securitization tapes, and relying on their loan purchasers to determine what is the market rate. This data packed panel will provide unique market intel specific to private lending. Bring your notepads to this panel to get precise, up to date data on the private lending industry in which we will cover geographic trends, volumes, current market rates and macro headwinds and tailwinds.
11:45 AM - 1:00 PM
Lunch - Sponsored by Armanino LLP
1:00 PM - 2:00 PM
Locally Grown Loans: Market Experts Panel
Delve into the heart of regional lending dynamics with our panel of esteemed market experts. From understanding the intricacies of local economies to identifying unique opportunities and challenges, join us as we explore the landscape of locally sourced loans. Hear firsthand accounts, expert analysis, and actionable insights that illuminate the path to success in community-driven lending. Whether you’re a seasoned professional or new to the field, this panel offers essential perspectives for navigating and thriving in the ever-evolving world of locally grown loans.
2:00 PM - 2:30 PM
Networking Break
2:30 PM - 3:30 PM
Capital Markets Experts: A Primer on Rated Securitizations
This panel will bring three capital markets experts in the field of securitizations in private lending. We will discuss basic explanations of what securitizations are, how they work, and who are the players. We’ll also focus on the current landscape of securitization in private lending including the incoming rated securitizations. We’ll discuss the impact of rated securitizations and the changes they will have on the private lending marketplace. This panel will provide immense value for any private lender or broker who sells loans to the secondary market.
Executive Director – Securitized Products & Private Credit
Nomura Securities International, Inc.
3:30 PM - 4:00 PM
Networking Break
4:00 PM - 5:00 PM
Operations Hot Seat: Scaling Small Beginnings to Respected Lending Giants
Embark on an interactive journey with local/regional lenders who’ve transformed their private lending enterprises from solo endeavors into esteemed businesses. Delve into the intricate world of operational decisions, guided by seasoned operators, as they share insights on crucial aspects like vendor selection, personnel management, market expansion, and the implementation of policies and procedures. Join us for a dynamic discussion that unravels the strategic tapestry of turning small ventures into influential players in the lending landscape.
5:00 PM - 6:00 PM
The Marea Terrace
VEA Newport Beach
VEA Newport Beach
Closing Cocktail Reception - Sponsored by Women in Private Lending (Open to All)
Come together to toast to the success of the conference and embrace the opportunities that lie ahead. Don’t miss this final networking opportunity as we bid farewell to Innovate 2024 in style!
Only registered Innovate attendees may attend the Closing Cocktail Reception.
7:00 PM - 9:00 PM
The Bungalow
Huntington Beach
Huntington Beach
Official Afterparty Hosted by Roc Capital
Celebrate with us at the Innovate After Party hosted by Roc Capital! Join us once Innovate has concluded at The Bungalow (21058 Pacific Coast Highway, Suite 240) in Huntington Beach. Get ready to unwind and network as we toast to the success of Innovate.
DAY 1: APRIL 11, 2024
DAY 2: APRIL 12, 2024
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