JUNE 11-13 2020
TABLE OF CONTENTS
June 11-13, 2020
6.......................................Schedule 14..................................Speaker Bios 42................................Speaker Index If you have any issues during the event please email stacey@multifamilyinvestornation.com or melissa@ passiveinvesting.com for assistance.
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SCHEDULE Thursday June 11
M ORNI N G
8:00-8:15am
Room 1
Day 1 Opening Remarks
8:15-9:15am
Room 1
Keynote - Overcoming Passive Investor Objections While Raising Capital for Apartment Syndications with Dan Handford
9:15-9:30am
All Rooms
Break
9:30-10:30am
Room 1
How to Use Assets You Have to Buy More Assets with MC Laubscher
9:30-10:30am
Room 2
Brand New Laws for SDIRAs and QRPs with Damion Lupo
10:30-10:45am
All Rooms
Break
10:45-11:45am
Room 1
10:45-11:45am
Room 2
11:45-12:00pm
All Rooms
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Hidden Investing - What the Wealthiest 1% Know that We Don't with Holly Williams Comparison of the Most Popular Multifamily Financing Options with Anton Mattli Break
AF T E RNOO N
SCHEDULE Thursday June 11
Mindset Mastery for Real Estate Investors with Trevor McGregor Affordable Housing (LIHTC): Is it Possible for the Average Investor to Navigate the Waters of Tax Credit Projects? with David Peters
12:00-1:00pm
Room 1
12:00-1:00pm
Room 2
1:00-1:15pm
All Rooms
Break
1:15-2:15pm
Room 1
One on One Interview of David Lindahl by Dan Handford
1:15-2:15pm
Room 2
Panel: Leaving Behind the W2 with Wanda Stewart, Charles Seaman, Vanessa Peters, Spencer Hilligoss, Raj Tekchandani and Alpesh Parmar
2:15-2:30pm
All Rooms
Break
2:30-3:30pm
Room 1
2:30-3:30pm
Room 2
3:30-3:45pm
All Rooms
3:45-4:45pm
Room 1
3:45-4:45pm
Room 2
4:45-5:00pm
Room 1
Reversing the Flow: How to Get Investors to Chase You with Hunter Thompson How to Raise Money from Institutional Investors with Rob Beardsley Break Panel: State of the Mid 2020 Multifamily Market with Brandon Abbott, Jeremy Roll, Jonathan Twombly, Omar Khan, and Mark Kenney Discover the Best Place to Stash Cash and Make it Bulletproof! with Tom Laune Day 1 Closing Remarks
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SCHEDULE Friday June 12
M ORNI N G
8:00-8:15am
Room 1
Day 2 Opening Remarks with Dan Handford
8:15-9:15am
Room 1
Keynote - Overcoming Multifamily Challenges for the Past 6 Months with Danny Randazzo
9:15-9:30am
All Rooms
Break
9:30-10:30am
Room 1
How to Syndicate and Include 1031 Funds with Dugan Kelley
9:30-10:30am
Room 2
Understanding UBIT Issues with IRA Investors with Scott Maurer
10:30-10:45am
All Rooms
Break
10:45-11:45am
Room 1
10:45-11:45am
Room 2
11:45-12:00pm
All Rooms
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The Amazing Story of How Our Banking and Financial System Changed Real Estate Forever with Neal Bawa How Replacing Windows & Siding Can Increase Your Cash Flow with John and Paul Grahovac Break
AF T E RNOO N
SCHEDULE Friday June 12
Managing Property Managers and Implementing Systems to Hold them Accountable with Kyle Mitchell Everything You Need to Know about Fannie Mae and Freddie Mac Small Loan Programs with Tony Talamas
12:00-1:00pm
Room 1
12:00-1:00pm
Room 2
1:00-1:15pm
All Rooms
1:15-2:15pm
Room 1
1:15-2:15pm
Room 2
2:15-2:30pm
All Rooms
2:30-3:30pm
Room 1
2:30-3:30pm
Room 2
3:30-3:45pm
All Rooms
Break
3:45-4:45pm
Room 1
Panel: Behind the Scenes of a 506c with Ellis Hammond, Zach Haptonstall, Juan Vargas, John Azar, and Andrew Lanoie
3:45-4:45pm
Room 2
How to Properly Perform Due Diligence with Jorge Abreu
4:45-5:00pm
Room 1
Day 2 Closing Remarks
Break Panel: Raising Capital with Chris Salerno, Ryan Mckenna, Devin Elder, Pancham Gupta, Cherry Chen and Paul Worcester Tax Strategies for Multifamily Investors (Individuals, GPs, and LPs) with Thomas Castelli Break The Investment Optimizer. What Are You Doing with Your Cash Between Deals? with Chris Larsen Delaware Statutory Trust (DST) Sec. 1031 Syndications with Peter Matejcak
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SCHEDULE Saturday June 13
M ORNI N G
8:00-8:15am
Room 1
Day 3 Opening Remarks
8:15-9:15am
Room 1
The Most Important Component of Success in Multifamily with Rod Khleif
9:15-9:30am
Room 2
Break
9:30-10:30am
Room 1
The Fundamentals of Multifamily with Rod Khleif
9:30-10:30am
Room 2
Why We Prefer JVs over Syndications with Jerome Myers
10:30-10:45am
All Rooms
Break
10:45-11:45am
Room 1
Owner Financing for Multifamily with Larry Fiero
10:45-11:45am
Room 2
How to Become a Private Money Lender between Multifamily Deals to Increase Returns with Kelli Garrett and Dan Handford
11:45-12:00pm
All Rooms
Break
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AF T E RNOO N
SCHEDULE Saturday June 13
12:00-1:00pm
Room 1
7 Reasons Why Multifamily Real Estate Market Won't Crash with Charles Dobens
12:00-1:00pm
Room 2
Sponsorship & Partnering with Eric Stewart
1:00-1:15pm
All Rooms
Break
1:15-2:15pm
Room 1
1:15-2:15pm
Room 2
2:15-2:30pm
All Rooms
2:30-3:30pm
Room 1
2:30-3:30pm
Room 2
3:30-3:45pm
All Rooms
3:45-4:45pm
Room 1
3:45-4:45pm
Room 2
4:45-5:00pm
Room 1
Panel: Setting Up and Working with an Open Fund Structure with Chad Sutton, Brian Burke, Paul Moore, Aaron Merriman, and Andrew Lanoie Zero to 4,000 Units: How I Syndicated $400M of Multifamily in 12 Years, Before 40 with Paul Worcester Break Five Things to look for in a Syndication Investment, and One Thing to Avoid with Brian Burke Successfully Setting Up Virtual Tours for Prospective Residents with Robert Martinez Break Panel: Developing an Authority Platform for Multifamily Success with Dion Huey, Corey Peterson, John Casmon, Steven Pesavento, Jamie Gruber, and Ellis Hammond Corrections in Multifamily Investing in 2020 with Vinney Chopra Day 3 Closing Remarks
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Dan Handford
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PassiveInvesting.com
Dan is a managing partner with PassiveInvesting.com, a national passive investing firm based in the Carolinas. His group has acquired 2,000+ units with a portfolio valued over $275M in under 24 months. He is also a passive apartment investor himself in 4,500+ units in 19 different syndication investments located across the Southeast USA and Texas. He is also the Founder of the Multifamily Investor Nation.
Danny Randazzo
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PassiveInvesting.com
Danny is an author, entrepreneur, host of a real estate mastermind, national speaker, and volunteer with The First Tee. He is a managing partner at PassiveInvesting.com and the company controls over $275M in multifamily real estate. He has advised multi-billion dollar companies and helped them achieve results in areas that include improved revenue performance, increased profit margin, and enhanced technology utilization.
Brandon Abbott PassiveInvesting.com
Brandon is a partner at PassiveInvesting.com, focusing on asset procurement and asset management. As a professional in the real estate and construction fields since 2005, he brings specialized knowledge when finding, underwriting, and managing assets. He has been investing in real estate since 2010.
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Jorge Abreu
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JNT Developers
Jorge is an active and passive full time multifamily investor with 1700+ doors as a GP and 1400+ doors as an LP. He owns JNT Developers, a construction company that focuses on helping multifamily investors with their renovations. His goal is to reach 10,000 doors by the end of 2021, by creating strategic partnerships and implementing the proper systems for scalability.
John Azar
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MACC Venture Properties
John is an Executive Vice President and Managing Member of MACC Venture Partners, where he directs acquisitions, strategic development, capital management and growth. He also oversees alternative financing and investor/portfolio development. He codirected the company’s recent growth from a 2500 unit owner/ operator to a current 6500 unit owner/operator by developing a market brand and growing a portfolio of institutional investors.
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Neal Bawa
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Grocapitus and MultifamilyU Neal is a technologist and entrepreneur in love with the power of numbers to create profit for his real estate investors. He acquires commercial properties across the US with a current portfolio valued at over $200M. He is CEO of MultifamilyU, an apartment investing education company. He is a top rated speaker with nearly 10,000 students that attend his seminar and webinar series each year.
Rob Beardsley
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Lone Star Capital
Rob has acquired $50M of value-add multifamily real estate as the founder and principal of Lone Star Capital. He has underwritten more than 1,000 deals and has published over 50 articles about underwriting, capital structure, acquisition strategies, and capital markets. He has a popular monthly newsletter for real estate professionals. He advises sponsors on underwriting and capital markets via his Greenoaks Capital platform.
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Brian Burke
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Praxis Capital, Inc
Brian is President/CEO of Praxis Capital, Inc, a vertically integrated real estate private equity investment firm. He has acquired over half a billion dollars’ worth of real estate over his 30-year career, including 3000+ multifamily units and 700+ single-family homes, using proprietary software he wrote himself. He has subdivided land, built homes, and constructed self-storage, but prefers to reposition multifamily properties.
John Casmon
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Casmon Capital
John is a real estate entrepreneur who controls a portfolio worth over $58M as a general partner. He is the co-creator of the Midwest Real Estate Networking Summit, a no-pitch event to connect like minded investors. He also hosts the weekly real estate podcast “Target Market Insights� where he speaks with specialists to uncover the best emerging markets, marketing tips, and investing insights.
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Thomas Castelli
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TheRealEstateCPA.com
Thomas is a Tax Strategist and real estate investor who helps other real estate investors keep more of their hard-earned collars in their pockets, and out of the government’s. He started his investment career investing in multifamily syndications, and has since been GP on the syndication of an 82-unit apartment community. His real-life real estate investing experience allows him to see eye-to-eye with investors in ways an average CPA can’t.
Cherry Chen
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The Real Estate Physician
Cherry received her MD at Texas A&M College of Medicine with honors and completed her training at Oregon Health & Science University. She is an Internal Medicine physician, and has experience with commercial real estate syndications across multifamily, self-storage, and manufactured home parks as a limited passive investor, as well as raising private equity capital through The Real Estate Physician. Dr. Chen founded The Real Estate Physician to empower her physician colleagues in commercial real estate investments.
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Vinney Chopra
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Moneil Investment Group
Vinney is a sought after multifamily syndication expert that has appeared on numerous podcasts and all social medias to share his experiences and expertise. Over the past 12 years he has done 27 successful syndications, and controls over $300M in assets. He is the international best selling author of “Apartment Syndication Made Easy: A Step by Step Guide� and host of two podcasts: Syndication Made Easy and Mr. Smiles Motivation Talk Show.
Charles Dobens
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Multifamily Investing Academy
Charles is principal at Dobens Law, and is also the founder of the Multifamily Investing Academy. His legal and consulting practice has one specialty - helping new investors overcome any lack of confidence in moving toward their financial objective of owning and operating apartments. His personal portfolio includes apartments valued at over $20M, and on behalf of his clients, he has been involved in over $3B in multifamily transactions.
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Devin Elder
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DJE Texas Management Group Devin is a real estate entrepreneur in San Antonio, TX. After 10 years in the corporate world, he founded DJE Texas Management Group. Today the firm owns nearly 800 units of multifamily, purchases 40+ single family homes annually, and is involved in various real estate development projects in Central Texas.
Larry Fiero
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Real Estate Marathon Podcast Larry purchased his first rental property right out of high school. He has reached financial independence through investing in real estate, and sound financial practices. Larry is co-host of the Real Estate Marathon, a podcast started to help others achieve financial independence and make connections that are so valuable in real estate investing. He’s looking to expand into larger multifamily projects in the Southeast United States.
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Kelli Garrett
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Garrett Ventures Group
Kelli founded Millennium Financial Services, Inc in 2000-2009 after leaving corporate america following her deep interest in Compound Interest. They were a Mortgage Broker operation in Charleston, Greenville, Columbia and Hilton Head and brokered approximately 60-70 loans a month in all location. Since selling Millennium Financial Services, Inc in 2009, Kelli has done 100’s private lending applications to rehabbers in SC.
John Grahovac
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Grahovac Construction, LLC
Bio not available at time of publishing
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Paul Grahovac Build Smart, NA
Paul holds degrees in Economics and Law from the University of Kansas. He has been active in the construction industry for 30 years - first as a construction defects trial lawyer, and later as corporate counsel and an expert in air barrier technology and panelized wall and window assemblies. He also spent ten years in technology development and licensing at a U.S. Department of Energy Research & Development Laboratory. Return to Schedule
Jamie Gruber CF Asset Group
Jamie is an experienced real estate investor and insurance executive. His current portfolio consists of 20 multifamily units with 22 more set to close in early 2020. He is the co-founder of the Multifamily and More networking communities with 11 chapters across the US and over 4000 members. He hosts the Multifamily and More Virtual Mastermind, and considers networking to be essential to success in real estate.
with host
Pancham Gupta
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Pancham Gupta
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Mesos Capital
Pancham is the host of “The Gold Collar Investor” podcast, and the principal of Mesos Capital. He manages and controls over $32M in real estate, and has bought and invested in properties in five different states and internationally. He’s the co-founder of Multifamily Mastermind NYC. He is great at finding value propositions and has successfully built a cash flowing portfolio.
Ellis Hammond
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Kingdom Capitalists
Ellis’ investing journey began when he was still a full time college pastor. With a goal of creating passive cash flow, he realized that investing in real estate could be an incredible resource to help his family and many others achieve financial freedom. He is the founder of Kingdom Capitalists, the #1 mastermind community for Christian real estate entrepreneurs, and he manages his own network of investors seeking passive investment opportunities across the U.S.
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Zach Haptonstall
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ZH Multifamily
Zach is founder and President of ZH Multifamily. He is a lead sponsor, general partner, and equity owner of over $35M worth of commercial real estate apartment buildings in Phoenix and Scottsdale. He sources deals with brokers, conducts market research, analyzes properties, negotiates purchase contracts, manages due diligence, and raises millions of dollars in private investor capital, as well as being involved in ongoing asset management.
Spencer Hilligoss
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Madison Investing
Spencer Hilligoss is a passive real estate investor, multifamily co-sponsor and former technology leader. His company, Madison Investing, has cosponsored deals totaling more than 4000 units for more than $500M. Spencer invests in syndications as an LP and actively leads Madison Investing alongside his Co-founder/Wife - Jennifer Morimoto. In November 2019, Spencer “retired” from his lucrative technology career. Now, he is focused on spending time with loved ones and growing Madison Investing by helping passive investors achieve their goals.
Dion Huey
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Delta Bridge Capital LLC
Dion Huey is co-founder of Delta Bridge Capital LLC, an Ohio-based multifamily real estate investment company, and he is the host of the “Multifamily Situation Room Podcast.” Dion worked as a senior financial analyst and advisor for a real estate private equity group on a $1.5 billion acquisition deal in New York City. He was also a financial analyst for an opportunistic Boston-based private equity search fund involved in business syndications with deal value upward of $30 million.
Dugan Kelley
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Kelley Clarke Law
Dugan co-founded Kelley Clarke, PLLC with the mission to deliver big firm expertise and experience to the local community. He chairs the firm’s real estate practice group, assisting clients in all phases of multifamily, commercial, and residential acquisitions or sales. He routinely advises real estate investors about entity selection, corporate formation, risk assessment, and other related transactional needs.
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Mark Kenney
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Think Multifamily
Mark is a seasoned real estate investor and the founder of Think Multifamily, a leading multifamily acquisition and education company that prides itself on a family-oriented approach to business. He has invested in over 4000 units with a strategy focused on acquiring, owning, and operating apartments. He provides clients with otherwise unobtainable real estate investments at reduced risk.
Omar Khan
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Boardwalk Wealth
Omar is a Chartered Financially Analyst with Boardwalk Wealth, a company that offers expert advice for foreign investment in Southern USA multifamily real estate. He is responsible for capital raising, strategic planning, an investor relations. He has syndicated large multi-million dollar deals across the U.S., and has advised high net worth individuals and entrepreneurs on real estate portfolio transactions.
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Rod Khleif
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RodKhleif.com
Rod is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. He is host of the top-ranked iTunes “The Lifetime Cash Flow Through Real Estate Investing Podcast” and author of “How to Create Lifetime Cash Flow Through Multifamily Properties.” He is one of the country’s top real estate trainers, and has owned/managed over 2,000 properties.
Andrew Lanoie
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Four Peaks Capital Partners
Andrew is the Co-Founder and Managing Member of Four Peaks Capital Partners. He oversees the company’s acquisitions, asset management, and investor relations. He also co-directs the overall investment strategy along with Mike Ayala. He brings to the company over 12 years of experience in general management and new business development .
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Chris Larsen
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Next-Level Income
Chris is the founder and managing partner of Next-Level Income, helping investors become financially independent through education and investment opportunities. He has been investing in and managing real estate for over 20 years. He began syndicating deals in 2016 and has raised more than $12M, and been involved in over $150M in real estate acquisitions.
Tom Laune
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StressFree Planning
Tom solves the problem of low returns and increased taxes when storing money in a traditional bank by helping real estate investors across the country create a line of credit using specially designed life insurance.
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27
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MC Laubscher Producers Wealth
M.C. is an investor, wealth strategist, and educator. He is the President/CEO of Producers Wealth and the creator/host of the popular top-rated business and investing podcast, Cashflow Ninja. His purpose and mission is to help producers and creators to create, protect, and multiply their wealth in ANY economy without getting ripped off by Wall Street & their governments. He challenges existing societal belief systems around money, investing, and wealth. Return to Schedule
David Lindahl Multifamily Millions
Dave is the Founder/CEO of RE Mentor. Starting with very little money and a desire to change his and his family’s lives for the better, Dave began his real estate investing journey. Fast forward 20 years and he has bought/sold over 8,200 real estate units from foreclosures, short sales, wholesale deals, lease options, and rehabs of single family, multifamily, and commercial properties. He created RE Mentor to help others change their lives through real estate.
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• Get $200K from your retirement accounts. • Use your retirement funds to invest in real estate. • Take control and invest in gold.
JUNE 11
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Damion Lupo The eQRP Co.
Damion is President of The eQRP Co. and lead architect of the eQRP® —the Ferrari of 401(k)s®. The eQRP® is a unique and powerful system to put individuals in command of their own investments, tapping into the $25 trillion locked away in Wall Street controlled re-tirement programs! He is Best-Selling author of 9 books on personal finance, investment, and retirement planning, and the host of the Transformation Nation podcast.
Robert Martinez
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Rockstar Capital
After founding Rockstar Capital in 2011, Robert has directed the growth of their managed portfolio to 21 apartment communities with a total of 3,762 units. He has directed the underwriting, acquisition, and management of 30 apartment communities consisting of more than 5,243 units. He holds an engineering degree from Texas A&M, and is the only person to have won the National Apartment Association Independent Rental Owner of the Year twice.
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Pete Matejcak
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Baker & McKenzie LLP
Peter advises on U.S. Federal income tax issues and provides tax structuring advice to U.S. and foreign taxpayers. His practice focuses on a wide variety of tax, general corporate, and securities matters, particularly relating to the structuring of real estate capital market transactions. He has experience in all aspects of tax planning for inbound and outbound real estate projects, including real estate investment funds, joint ventures, TIC, and DST offerings.
Anton Mattli
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Peak Multifamily Funding
Anton is Co-founder/CEO of Peak Multifamily Funding, and has decades of experience in commercial and investment banking, private equity, and commercial real estate. Over the last 15 years, he has been advising family offices, high net worth individuals, and private investment funds, facilitating their direct investments in commercial real estate across Europe and the U.S., including several hundred million dollars in multifamily developments and acquisitions.
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Scott Maurer Advanta IRA
Scott has worked for Advanta IRA since February 2006, and serves as the Director of Business Development, presenting various seminars, webinars, and educating the public on the intricacies of self-directed IRA investing. He has assisted numerous clients with using their SDIRA accounts, and is very familiar with the process involved for all types of investments.
Trevor McGregor
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Trevor McGregor International
Trevor is a Master Platinum Coach with over 20,000 hours of coaching experience, working with Fortune 500 executives, high level real estate investors, entrepreneurs, world-class athletes, and professionals. Prior to launching his own coaching practice, he was a Master Coach with the Anthony Robbins Group. Trevor is an active real estate investor with holdings in his portfolio from Vancouver to Costa Rica.
#MFIN Summit
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Ryan McKenna
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McKenna Capital
Ryan is a full-time real estate investor, syndicator, and founder of McKenna Capital, a private equity firm that provides passive investing opportunities in commercial real estate syndications. Focusing on value-add multifamily, self-storage, and manufactured home parks, McKenna capital has helped investors allocate capital across 8500 units with a combined asset value over $1 billion.
Aaron Merriman
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Lujan-Merriman Development Group
Aaron co-founded Lujan-Merriman Development Group in 2005. He has over 20 years of real estate and financial management experience, as both an operator and investor with early-stage and large companies across multiple industries. His commitment to customer service has allowed him to maintain a 98% investor retention rate over LMDG’s 15 year history.
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Kyle Mitchell
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Limitless Estates
Kyle is a real estate entrepreneur who has a focus on multifamily syndication, and currently has $17M in assets under management. He is the co-founder and managing partner of Limitless Estates, whose vision is to provide A-class living to lower income housing by putting residents first and instilling a sense of community while inspiring others to do the same. He is also the co-host of the Passive Income Through Multifamily Real Estate Podcast.
Paul Moore
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Wellings Capital
Paul is the Managing Director of two commercial real estate funds at Wellings Capital. He has personally completed 85 real estate investments and exits, as well as rehabbed and managed dozens of rental properties. He co-hosts a wealth building podcast called “How to Lose Money” and is a frequent contributor to Bigger Pockets. He is the author of “The Perfect Investment - Create Enduring Wealth from the Historic Shift to Multifamily Housing.”
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Jerome Myers
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The Myers Development Group, LLC
Jerome leads the Myers Development Group, which focuses on buying broken apartment building businesses and using innovative thinking and solid execution strategies to optimize the operational efficiency of the business. Currently, he is asset manager for over 85 units and 85,000 sq ft of workforce housing across VA and NC, on a mission to hold 1000 doors by the end of 2028. He is also the host of the Dream Catchers Podcast.
Alpesh Parmar
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Wealth Matters
Alpesh is an entrepreneur, real estate investor, business owner, mentor, and podcast host who is passionate about wealth, life, and health. He owns over 100 residential rental units, both in the U.S. and international markets. He is the host of the popular real estate investing podcast “Wealth Matters.” He is also the co-author of the Amazon #1 Best Selling Book “Resilience: Turning Your Setback into a Comeback.”
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Steven Pesavento
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TheInvestorMindset.com
Steven is the host of “The Investor Mindset Podcast” and an active investor who’s flipped over 150 homes within his first two years in the business. Though based in Denver, he manages teams out of state and is an expert and finding and funding deals. Through is top rated podcast and private membership community, he brings together real estate investors focused on growing their business and their lives.
David Peters
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AdZervio Capital Partners
David is a managing partner of First Floor Equity, AdZervio Capital Partners, and LCS Residential. He is a life long entrepreneur with over 25 years of business creation and turnaround experience. From Engineer to Entrepreneur, to Business Expert and Thought Leader, he has both deep real estate knowledge and vast business development and management savvy. His current projects include ground up opportunity zone multifamily development.
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Vanessa Peters
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VMD Investing
Vanessa is the founder of VMD Investing and has been investing in real estate for 11 years in single-family homes, commercial retail, apartment communities, self-storage, and manufactured home parks. She has invested in over 2500 units. She is passionate about helping busy professionals build wealth through passive, income producing real estate that provides attractive returns and a proven road map to financial freedom.
Corey Peterson
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Kahuna Investments
As the owner of Kahuna Investments, Corey strives to provide his investors with stable cash flow returns and long-term capital appreciation by buying multifamily properties. Corey has managed and acquired over $95M in real estate across the country. He is the bestselling author of “Copy Your Way to Success - Standing on the Shoulders of Giants” and host of “Multifamily Legacy Podcast.” He speaks around the country and is featured on national TV affiliates.
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Jeremy Roll
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Roll Investment Group
Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. As founder of Roll Investment Group, he manages a group of over 1,000 investors who seek passive/managed cash flowing investments in real estate and businesses. He is also co-founder of For Investors By Investors (FIBI) which facilitates networking and learning among real estate investors.
Chris Salerno
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QC Capital
Chris is principal with QC Capital, and by the age of 24, had sold more than $40M in real estate volume, and helped lead the #1 real estate team in the Carolinas to produce more than $140M in annual sales. He has been named to Charlotte’s 30 under 30, Elite 50 Entrepreneurs, Elite’s 50 Under 30 Entrepreneurs, and has been nominated for Forbes 30 Under 30.
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Charles Seaman
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Three Oaks Management
Charles is Managing Member/Senior Acquisition Manager of Three Oaks Management LLC, where he works to locate high-performing multifamily real estate deals in the Southeast region of the United States. He performs all of the company’s initial underwriting analysis of these deals. He’s involved with contract negotiation and capital raising, remaining involved after closing to manage assets so that they perform to provides investors with exceptional returns.
Eric Stewart
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Atlantic Business Capital
Eric Stewart is the owner of Atlantic Business Capital, Inc. a full service commercial lending advisory & brokerage firm. Eric has been structuring finance solutions for both Commercial real estate investors and business owners since 1996 with products ranging from equipment leases to commercial real estate loans as well as assumption representation & consulting. In addition to providing debt & equity solutions to commercial real estate investors, Eric currently holds partnership interest in multifamily assets throughout the Southeast & Midwest.
Wanda Stewart
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REI Women, LLC
Wanda founded REI Women in 2006, gradually shifting from single family to multifamily with her first multifamily purchase in 2011. Her first multifamily syndication was in 2014. Wanda’s recent nominations to the 2020 CREW Diversity & Inclusion Task Force and the 2020 ABWA Chair for Professional Development will support REI Women’s dual purpose of achieving positive returns and providing mentorship to women seeking to invest.
Chad Sutton
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NextGen Real Capital
Chad’s journey with real estate began with the purchase of his first home and doing a live-in rehab, reaping the rewards of sweat equity. He recognized that he could control forced appreciation in real estate, and generate significantly better returns than traditional investment strategies. Learning that commercial real estate assets are valued on income generated was the thing that hooked him for life.
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#MFIN Summit
Return to Schedule
Tony Talamas Hunt Real Estate Capital
From quote to close, Tony will guide you through the multifamily loan process to successfully finance your multifamily transaction. As a direct multifamily lender trusted by seasoned and sophisticated apartment syndicators, independent owner-operators, and new, aspiring investors, he will work with you to get to the closing table smoothly and efficiently. He advises his clients on how to properly structure a loan to meet their investment objectives.
Raj Tekchandani
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Smart Capital
Raj is the founder and managing principal of Smart Capital, and is a full time real estate investment professional since 2012. With his background in business, tech, and data analytics, he is able to leverage software tools to analyze markets and deals, in order to maximize returns while minimizing risks for his investors. He currently manages over 650 units as GP in syndications, as well as holds 9 units in Orlando and a 15-unit multifamily near Boston.
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Hunter Thompson
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Asym Capital
Hunter is a full-time real estate investor and founder of Asym Capital, a private equity firm based out of Los Angeles, CA. Since starting Asym, he has raised more than $30M in private capital for real estate offerings. He is the author of “Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals.� He is also the host of the Cash Flow Connections Real Estate Podcast.
Jonathan Twombly
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Two Bridges Asset Management, LLC
Jonathan is President and Managing Member of Two Bridges Asset Management, LLC. Before founding Two Bridges, he was a partner in the real estate investment firm TRB Investment Group, LLC. He began his career as a lawyer and spent over a decade practicing in American Lawyer Top 100 firms, where he focused on real estate and hospitality matters.
Juan Vargas
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GenWealth Capital Group
Juan has been actively engaged in all aspects of real estate sales, investment, management, and construction for more than 10 years. His company GenWealth Capital Group has ownership in over 1300 units throughout TX and TN. He is also host of the Commit to Wealth Podcast.
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#MFIN Summit
Holly Williams
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Keepmore.com
Holly is the founder of KeepMore.com, which works with the best syndicators in the business to bring passive real estate investment opportunities to accredited and sophisticated investors. To date, KeepMore.com has co-syndicated over 15 multifamily apartment communities, encompassing over 3500 units and a combined valuation over $350M.
Paul Worcester
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Simplifyy
Paul is a serial real-estate entrepreneur with over a decade of experience. Having syndicated 4,000 apartment units, Paul’s expertise in real-estate investing spans from fundraising to property management. Paul co-founded Simplifyy, a property management alternative, in 2019 to help apartment investors boost their NOI by bundling costs.
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SP EAKER INDEX June 11-13, 2020 Aaron Merriman
Sat 1:15pm
Panel Discussion: Setting Up and Working with an Open Fund Structure
Alpesh Parmar
Thurs 1:15pm
Panel Discussion: Leaving Behind the W2
Andrew Lanoie
Fri 3:45pm
Panel Discussion Behind the Scenes of a 506c
Anton Mattli
Thurs 10:45am
Comparison of the Most Popular Multifamily Financing Options
Brian Burke
Sat 1:15pm & Sat 2:30pm
Panel Discussion: Setting Up and Working with an Open Fund Structure and Five Things to look for in a Syndication Investment, and One Thing to Avoid
Chad Sutton
Sat 1:15pm
Panel Discussion: Setting Up and Working with an Open Fund Structure
Charles Dobens
Sat 12:00pm
7 Reasons Why Multifamily Real Estate Market Won’t Crash
Charles Seaman
Thurs 1:15pm
Panel Discussion: Leaving Behind the W2
Cherry Chen
Fri 1:15pm
Panel Discussion: OPM - Raising Capital
Chris Larsen
Fri 2:30pm
Opportunity Funds Explained
Chris Salerno
Fri 1:15pm
Panel Discussion: OPM - Raising Capital
Corey Peterson
Sat 3:45pm
Panel Discussion: Developing an Authority Platform for Multifamily Success
Damion Lupo
Thurs 9:30am
Brand New Laws for SDIRAs and QRPs
Dan Handford
Thurs 8:15am
Overcoming Passive Investor Objections While Raising Capital for Apartment Syndications
Danny Randazzo
Fri 8:15am
Overcoming Multifamily Challenges for the Past 6 Months
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SPE AKE R IND EX June 11-13, 2020 David Lindahl
Thurs 1:15pm
One on One Interview of David Lindahl by Dan Handford
David Peters
Thurs 12:00pm
Affordable Housing (LIHTC): Is it Possible for the Average Investor to Navigate the Waters of Tax Credit Projects?
Devin Elder
Fri 1:15pm
Panel Discussion: OPM - Raising Capital
Dion Huey
Sat 3:45pm
Panel Discussion: Developing an Authority Platform for Multifamily Success
Dugan Kelley
Fri 9:30am
How to Syndicate and Include 1031 Funds
Ellis Hammond
Fri 3:45pm & Sat 3:45pm
Panel Discussion Behind the Scenes of a 506c and Panel Discussion: Developing an Authority Platform for Multifamily Success
Eric Stewart
Sat 12:00pm
Sponsorship & Partnering
Holly Williams
Thurs 10:45am
Hidden Investing - What the Wealthiest 1% Know that We Don’t
Hunter Thompson
Thurs 2:30pm
Reversing the Flow: How to Get Investors to Chase You
Jamie Gruber
Sat 3:45pm
Panel Discussion: Developing an Authority Platform for Multifamily Success
Jeremy Roll
Thurs 3:45pm
Panel Discussion: State of the Mid 2020 Multifamily Market
Jerome Myers
Sat 9:30am
Why We Prefer JVs over Syndications How to Properly Perform Due Diligence
John Azar
Fri 3:45pm
Panel Discussion Behind the Scenes of a 506c
John Casmon
Sat 3:45pm
Panel Discussion: Developing an Authority Platform for Multifamily Success
John Grahovac
Fri 10:45am
How Replacing Windows & Siding Can Increase Your Cash Flow
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SP EAKER INDEX June 11-13, 2020 Jonathan Twombly
Thurs 3:45pm
Panel Discussion: State of the Mid 2020 Multifamily Market
Jorge Abreu
Fri 3:45pm
How to Properly Perform Due Diligence
Juan Vargas
Fri 3:45pm
Panel Discussion Behind the Scenes of a 506c
Kelli Garrett
Sat 10:45am
How to Become a Private Money Lender between Multifamily Deals to Increase Returns
Kyle Mitchell
Fri 12:00pm
Managing Property Managers and Implementing Systems to Hold them Accountable
Larry Fiero
Sat 10:45am
Owner Financing for Multifamily
Mark Kenney
Thurs 3:45pm
Panel Discussion: State of the Mid 2020 Multifamily Market
MC Laubscher
Thurs 9:30am
How to Use Assets You Have to Buy More Assets
Neal Bawa
Fri 10:45am
The Amazing Story of How Our Banking and Financial System Changed Real Estate Forever
Omar Khan
Thurs 3:45pm
Panel Discussion: State of the Mid 2020 Multifamily Market
Pancham Gupta
Fri 1:15pm
Panel Discussion: OPM - Raising Capital
Paul Grahovac
Fri 10:45am
How Replacing Windows & Siding Can Increase Your Cash Flow
Paul Moore
Sat 1:15pm
Panel Discussion: Setting Up and Working with an Open Fund Structure
Paul Worcester
Fri 1:15pm & Sat 1:15pm
Panel Discussion: OPM - Raising Capital and Zero to 4,000 Units: How I Syndicated $400M of Multifamily in 12 Years, Before 40
Pete Matejcak
Fri 2:30pm
Delaware Statutory Trust (DST) Sec. 1031 Syndications
Raj Tekchandani
Thurs 1:15pm
Panel Discussion: Leaving Behind the W2
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SPE AKE R IND EX June 11-13, 2020 Rob Beardsley
Thurs 2:30pm
How to Raise Money from Institutional Investors
Robert Martinez
Sat 2:30pm
Successfully Setting Up Virtual Tours for Prospective Residents
Rod Khleif
Sat 8:15am
The Most Important Component to Success in Multifamily
Ryan McKenna
Fri 1:15pm
Panel Discussion: OPM - Raising Capital
Scott Maurer
Fri 9:30am
Understanding UBIT Issues with IRA Investors
Spencer Hilligoss
Thurs 1:15pm
Panel Discussion: Leaving Behind the W2
Steven Pesavento
Sat 3:45pm
Panel Discussion: Developing an Authority Platform for Multifamily Success
Thomas Castelli
Fri 1:15pm
Tax Strategies for Multifamily Investors (Individuals, GPs, and LPs)
Tom Laune
Thurs 3:45pm
Discover the Best Place to Stash Cash and Make it Bulletproof!
Tony Talamas
Fri 12:00pm
Everything You Need to Know about Fannie Mae and Freddie Mac Small Loan Programs
Trevor McGregor
Thurs 12:00pm
Mindset Mastery for Real Estate Investors
Vanessa Peters
Thurs 1:15pm
Panel Discussion: Leaving Behind the W2
Vinney Chopra
Sat 3:45pm
Corrections in Multifamily Investing in 2020
Wanda Stewart
Thurs 1:15pm
Panel Discussion: Leaving Behind the W2
Zach Haptonstall
Fri 3:45pm
Panel Discussion Behind the Scenes of a 506c
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