12014 Annual Conference | aaplconference.com
5th AnnualConference
LAS VEGASNOVEMBER 9-12, 2014
Learn Today | Bank on Tomorrow
2 The American Association of Private Lenders
Private MoneyLending SoftwarePowerful, Flexible, and Easy to Use
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4 The American Association of Private Lenders
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52014 Annual Conference | aaplconference.com
Gorilla Capital partners with fix & flip operators who require 90% funding for their projects.
Refer clients to us that do not meet your cash requirements for a hard
money loan and we will provide the additional equity to make it work!
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6 The American Association of Private Lenders
The money you need to finance your investment properties and the knowledge to do it right.
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Backed by one of the world’s leading investment
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72014 Annual Conference | aaplconference.com
* Newly Originated Loans * Performing Loans* Non Performing Loans * Loan Pools
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8 The American Association of Private Lenders
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10 The American Association of Private Lenders
Professional Designations + Fred Pryor
The broadest, most comprehensive, ever-growing
training
Categories Number of Items
Communications/Personal Development 150
Computer: Microsoft, Design, and Web 678
Customer Service 44
Finance and Accounting 595
Front Desk and Administrative Training 7
Grammar and Writing Skills 7
HR Training 126
IT Training 191
Marketing: Social Media, Sales, and Design 116
Medical Profession 15
Management, Supervision, and Leadership 195
OSHA and Workplace Safety 108
Project and Time Management 33
Total 2265
Contact Member Services for more information.
(913) 888-1250 ■ www.aaplonline.com
Number of online courses, ebooks, and video courses for each category
Plus Professional Designations
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ember B
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112014 Annual Conference | aaplconference.com
Triple your EarningsEducation Ethics Excellence
November 8-11, 2015Caesars Palace - Las Vegas
Ask us how you can gain exposure for your business at the 2015 American Association of Private Lenders Annual Conference!
Excellent sponsorships
AAPLConference.comAAPLConference.comAAPLConference.com
12 The American Association of Private Lenders
200
100
106 108 110104
203
204
303
302 304 306 308 310
305 307 309
206 208 210
205 207 209
Kansas City Investor Funding Lounge 1American Association of Private Lenders Lounge 2B2R Finance 100Fairway America 200MidAtlantic IRA 222The Mortgage Office 122Pride of Austin Capital Partners 118RCN Capital 116Syndication Lawyers 114Infusionsoft 112Specialty Lending Group 110NoteSchool 108
Bolour Associates 106FCI Lender Services 104IRA Services Trust 203Rich in Five 205Mortgage+Care 207Gorilla Capital 209Altmore Mortgage Investment Corp. 211WDB Funding 213Cogo Capital 215US Mortgage Resolution 217FirstKey Lending 218First Capital/GCA EquityPartners, LLC. 216
Lounge 1
ORGANIZATIONS PARTICIPATING IN THE AAPL 5TH ANNUAL CONFERENCE:
Exhibitors’ Hall
132014 Annual Conference | aaplconference.com
112 114 116 118
314 316 318312
311 313 315 317
212 214 216 218
211 213 215 217
222
122
Colony American Finance 214Appraisal Nation 212Spiegel Accountancy Corp. 210M Property Group 208Helix Money 206Armanino, LLP 204Grand Coast Capital Group 303Rama Capital Partners 305Watermark Capital 307The IRA Club 309Note Servicing 311LoanMLS / Private Money Lending Guide 315
National Real Estate Insurance Group 317Coast to Coast REIA 318Community Investor 316Community Buying Group 314MOR Financial 312Five Mile Capital 310First National Bank of America 308Superior Loan Servicing 306C&G Homebuyers 304Bloomfield Capital Partners, LLC 302
Lounge 2
Put your name, your brand, your services in front of the industry’s biggest gathering of private lending professionals at AAPL’S 2015 Annual Conference. For information on exhibiting and sponsorships, visit the AAPL lounge area now or email [email protected] later. #AAPLAnnual
14 The American Association of Private Lenders
Conference ScheduleDAY 1
Sunday, November 9
Time Event Location
8:00 a.m. - 12:00 p.m. Associate Private Money Broker Salerno
9:30 a.m. - 11:30 a.m. Certified Private Lenders Associate Milano VII
9:30 a.m. - 11:30 a.m. Certified Fund Manager Milano VIII
11:30 a.m. - 12:30 p.m. Lunch Break for Certified Private Lender Associate & Certified Fund Manager (on your own)
12:00 p.m. - 1:00 p.m. Lunch Break for Associate Private Money Broker (on your own)
12:30 p.m.-5:00 p.m. Certified Private Lenders Associate Milano VII
12:30 p.m. - 5:00 p.m. Certified Fund Manager Milano VIII
1:00 p.m. - 5:00 p.m. Associate Private Money Broker Salerno
3:30 p.m. - 7:00 p.m. Conference Registration Open
5:30 p.m. - 7:00 p.m. Welcome Cocktail Reception Exhibitors Hall
*Exhibitors’ Hall is Milano I, II, V & VI
Dismantling of booths and exhibit materials may begin after 3:00 p.m. on Tuesday.
AAPL and its related affiliates (including AEG, PREIMA, NREIG, Caesars Palace or SnapFanatic) and all co-sponsors will not be held liable for any and all manners of action, suits, damages or claims whatsoever arising from any loss, damages, or claims to persons or property during the conference.
AAPL reserves the right to take action to members that fail to comply with the AAPL Code of Ethics. Management reserves the right to make final interpretation of all rules.
WiFi Access
SSID: AAPLConf2014
Password: LearnToday
152014 Annual Conference | aaplconference.com
#AAPLAnnual DAY 2
Monday, November 10Time Event Location
7:30 a.m. - 8:30 a.m. Continental Breakfast Exhibitors’ Hall
8:45 a.m.- 9:00 a.m. Opening Remarks Milano III & IV Pete Asmus, Emcee
9:00 a.m. - 10:15 a.m. Keynote Address: Is the regulated banking system broken? By Dr. Anthony B. Sanders, George Mason University Milano III & IV10:30 a.m. - 11:30 a.m. Crowdfunding: Making it work for you Milano III & IV Kim Lisa Taylor, Syndication Lawyers 10:30 a.m. - 11:30 a.m. Control Freaks and Loan Servicing Geeks Milano VII A.J. Poulin, The Mortgage Office
10:30 a.m. - 11:30 a.m. What you don’t know can hurt you Milano VIII David Owen, Pride of Austin Capital Partners; Jeff Levin, Specialty Lending; Jason Gilbert, Armanino
11:30 a.m. - 1:00 p.m. Luncheon: Lifecycle Marketing. How to automate Octavius VII-XI and dominate your market Thomas Blackwell, Infusionsoft
1:30 p.m. - 2:30 p.m. The hidden investment class: How the changes enacted Milano III & IV due to the JOBS Act are thrusting small balance real estate investment from the shadows into the spotlight Matt Burk and Lance Pederson, Fairway America
1:30 p.m. -2:30 p.m. Evolution of the accredited investor Milano VII PREIMA partner, David Drake
1:30 p.m. - 2:30 p.m. Are you or your investments being hunted? Milano VIII Cyber attack detection, analytics & mitigation JD Sherry, Trend Micro
2:45 p.m. - 3:45 p.m. Fund Structuring: A look at the 10% model of yesterday Milano VIII and the 20% plus model of today Jason Gilbert, Armanino, LLP
2:45 p.m. - 3:45 p.m. The 21 common mistakes investors make with Milano III & IV hard money lenders and how you can have a smoother experience JJ Pawlowski, Kansas City Investor Fund
2:45 p.m. - 3:45 p.m. Leveraging strategies by using self-directed IRAs Milano VII Jack Kiley, MidAtlanticIRA
4:00 p.m. - 5:00 p.m. How to buy a mortgage note Milano VII Joe Downs, US Mortgage Resolution
4:00 p.m. - 5:00 p.m. Permanent financing for your clients Milano III & IV Tim Herriage, B2R Finance
4:00 p.m. - 5:00 p.m. Crowdfunding platforms used today Milano VIII Elizabeth Braman, Realty Mogul; Mark Masterson, Realty Shares; Kim Lisa Taylor, Syndication Lawyers; Heather Schwarz Lopes, Early Shares
5:00 p.m. - 7:00 p.m. Networking Cocktail Reception Exhibitors’ Hall
16 The American Association of Private Lenders
Conference ScheduleDAY 3
Time Event Location
7:30 a.m. - 9:00 a.m. Continental Breakfast Exhibitors’ Hall
9:00 a.m. - 10:00 a.m. Understanding and capitalizing on evolving SFR rentals Milano III & IV Dennis Cisterna, First Key Lending
9:00 a.m. - 10:00 a.m. Women in real estate Milano VII Michelle Patterson, Global Women Foundation; Kim Lisa Taylor, Jillian Sidoti, Syndication Lawyers; Belinda Savage, IRA ServicesTrust; Susan Naftulin, Rehab Financial Group; Eddy Delgado, Applied Business Software; Heather Schwarz Lopes, Early Shares; Martha Marteney, RCN Capital 9:00 a.m. - 11:15 a.m. How to sleep easy at night. Underwriting and Milano VIII documentation you can rely on Anthony Geraci, Geraci Law Firm 10:15 a.m. - 11:15 a.m. How to avoid some of the pitfalls when investing in Milano III & IV a flip Sean Morsi and Ajay Mehra, MOR Financial 10:15 a.m. - 11:15 a.m. Asset Valuation: Making sure you get your fair shake Milano VII Jeff Carter, Grand Coast Capital; Alim Kassam, RAMA Capital; Andy Pollock, WDB Funding; Chris Ganan, Asset Avenue
11:30 a.m. - 12:45 p.m. Lunch (on your own)
1:00 p.m. - 2:00 p.m. The art of Implication & discovering the emotional link Milano VII Brian LaBua, RCN Capital
1:00 p.m. -2:00 p.m. An in-depth introduction to Dodd-Frank Milano VIII Anthony Geraci, Geraci Law Firm
1:00 p.m. - 2:00 p.m. Protect your wealth. Top 10 things EVERY private Lender Milano III & IV needs to know about insurance Ivan Oberon, National Real Estate Insurance Group
2:15 p.m. - 3:15 p.m. Active Markets: The benefits of expanding nationally Milano III & IV Tim Herriage, B2R Finance; David Hansel, Alpha Funding; Jeffrey Tesch, RCN Capital
2:15 p.m. - 3:15 p.m. Notes Panel: Street smarts & life lessons in discounted Milano VIII mortgage notes Eddie Speed, NoteSchool; Jack Krupey, Gemini Capital Partners; Val Sotir, Watermark Capital
3:30 p.m. - 4:30 p.m. Collateral protection coverage, Insurance for your Milano VII notes Ivan Oberon, National Real Estate Insurance Group
3:30 p.m. - 4:30 p.m. Actionable marketing strategies for 2015 and beyond Milano III & IV Josh Nelson, RPI Publishing; Pete Asmus, Coast to Coast REIA Thomas Blackwell, Infusionsoft
4:45 p.m. - 5:00 p.m. Wrap-Up Milano III & IV Mike Wrenn, Affinity Enterprise Group; Matt Benson American Association of Private Lenders
Tuesday, November 11
172014 Annual Conference | aaplconference.com
• How to price distressed loans by using actual case studies
• Why the mortgage meltdown is in your favor
• Discover the profit center everyone is missing: Performing Notes
• How to build your own portfolio starting with only $100
• Technical and legal aspects of distressed debt (due diligence, documentation, etc.)
• Learn, hands-on, by dissecting actual deals in class
These techniques are new and unlike anything that you have ever seen before. By attending this class, you will learn exactly what is working now,
in today’s economy and in today’s real estate market such as…
If you haven’t signed up yet, it’s not too late! Stop by the registration desk to reserve your spot for this special class!
You won’t want to miss this event…see you there!
Attention AAPL Conference attendees, IF YOU WANT AN EDGE, THIS IS IT….
www.NoteSchool.com
Don’t Miss out on our FREE1-Day Live Gold In Notes Class
GOLD IN NOTES
• When: Wednesday, Nov. 12, 2014 • Where: Milano I & II • Time: 9:00 am – 4:00 pm • Lunch: On your own from 12:00 pm – 1:30 pm
AAPLGoldInNotes1pgAd10-14.indd 1 10/17/14 10:42 AM
18 The American Association of Private Lenders
Conference Presenters
KEYNOTE SPEAKER
DR. ANTHONY B. SANDERSPROFESSOR OF REAL ESTATE FINANCE,GEORGE MASON UNIVERSITY
Anthony B. Sanders is Distinguished Professor of Finance in the School of Management at George Mason University. He has previously taught at University of Chicago (Graduate School of Business) and The Ohio State University (Fisher College of Business). He served as Director and Head of Asset-backed and Mortgage-backed Securities Research at Deutsche Bank in New York City.
His research and teaching focuses on investments, financial institutions and real estate finance. He has published articles in Journal of Finance, Journal of Financial and Quantitative Analysis, Journal of Business, Journal of Financial Services Research, Real Estate Economics, Journal of Housing Economics and other journals. Professor Sanders has received 6 teaching awards and 3 research awards. He serves as Associate Editor for several leading journals. He has given presentations to the Federal Reserve of Cleveland, Bank of England, European Central Bank in Frankfurt, Bank of Japan as well as academic and executive education presentations in Australia, Chile, Italy, Germany, UK, Japan, China, Poland, Mexico, South Africa and the USA.
Areas of Expertise and TeachingInvestments, Fixed-income, Mortgages, Housing Economics, Real Estate Finance and Investment
Current Research“CMBS Special Servicers and Adverse Selection in Commercial Mortgage Markets: Theory and Evidence.” with Brent Ambrose and Abdullah Yavas.
@AnthonyBSanders
confoundedinterest.wordpress.com
192014 Annual Conference | aaplconference.com
#AAPLAnnual
Pete AsmusPresident
Coast to Coast REIA
Pete is emcee, too!
Thomas BlackwellInfusionsoft Speaker
Infusionsoft
Robert BuchananManaging Partner
Pride of Austin Capital Partners
Elizabeth BramanChief Production Officer
Realty Mogul
Matt BurkCEO
Fairway America
Jeff CarterCo-Founder & CEO
Grand Coast Capital
Dennis CisternaManaging DirectorFirst Key Holdings
Eddy DelgadoCo-Founder & President
Applied Business Software
Joe DownsCo-Founder & Managing Partner
US Mortgage Resolution
20 The American Association of Private Lenders
Conference Presenters
David DrakeFounder
The Soho Loft & LDJ Capital
Heather DrevesSecured Investment
Corp
Chris GananPresident of Institutional
InvestmentsAsset Avenue
Anthony GeraciPrincipal
Geraci Law Firm
Jason GilbertArmanino, LLP
Tim HerriageManaging Partner
B2R Finance
Dean HutchingsChief Operations Officer
COGO Capital
Alim KassamCEO
RAMA Capital
Jack KileyPartner
MidAtlantic IRA
212014 Annual Conference | aaplconference.com
#AAPLAnnual
Jack KrupeyGemini Capital
Partners
Brian LaBuaChief Loan OfficerRehab Cash Now
Jeff LevinPresident
Specialty Lending Group
Martha MarteneyVP of Operations
RCN Capital
Mark MastersonDirector of Debt
InvestmetnsRealty Shares
Susan NaftulinCo-Founder
Rehab Financial Group
Josh NelsonPublisher & Senior
AdministratorRPI Publishing
Ivan OberonInvestor ConsultantNational Real Estate
Insurance Group
Joshua NevarezPartner
Armanino, LLP
22 The American Association of Private Lenders
Conference Presenters
David OwenManaging Partner
Pride of Austin Capital Partners
Michelle PattersonPresident, Global
Women Foundation
JJ PawlowskiManaging Member
Kansas City Investors Funding, LLC
Lance PedersonCOO
Fairway America
A.J. PoulinVP of Sales
Applied Business Software, Inc
Andy PollockPresident & CEO
WDB Funding, LLC
Belinda SavageBusiness Development & Retirement Services
SpecialistIRA Services Trust
Heather Schwarz LopesCo-Founder & Chief Strategy
OfficerEarlyShares
JD SherryVP of Technology & Solution
Trend Micro
232014 Annual Conference | aaplconference.com
#AAPLAnnual
Jillian SidotiAttorney
Trowbridge, Taylor & Sidoti
Val SotirWatermark Capital
Eddie SpeedFounder
NoteSchool
Kim Lisa TaylorAttorney
Trowbridge, Taylor & Sidoti
Jeff TeschManaging PartnerRehab Cash Now
Jennifer WatkinsRegional Production
ManagerWDB Funding
Mike WrennCEO
Affinity Enterprise Group
Learn more about AAPL conference presenters on www.aaplconference.com
THANK YOU TO THOSE WHO SPONSOR & EXHIBIT
• Pride of Austin Capital• RAMA Capital• NoteSchool• Helix Money• Spiegel Accountancy
Corp• Colony American Finance• NREIG• LoanMLS & Private
Money Lending Guide• Altmore Mortgage
Investment Corp
• Superior Loan Servicing
• Community Buying Group
• IRA Services Trust• Syndication Lawyers• Appraisal Nation• Mortgage + Care• WDB Funding• Specialty Lending
Group• M Property Group
• Community Investor• C & G Homebuyers• Coast to Coast REIA• First Capital/GCA• Bloomfield Capital• Note Servicing
Center• COGO Capital• Five Mile Capital• Rich in Five• First National Bank of
America
• The IRA Club• RCN Capital• Bolour Associates• Watermark Capital• Asset Avenue• RCG, LLC
Talk to an AAPL representative today about sponsoring or exhibiting for the 2015 Annual Conference. November 8-11!