5th annual conference program

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

800.833.3343 | themortgageoffice.com

Used by most AAPL members

Come see Eddy Delgado, President and Co-Founder of Applied Business Software, in the first ever AAPL Women in Real State Panel.

Come see AJ Poulin,Vice President of Sales at Applied Business Software, speak at the AAPL Loan Servicing session.

,

California BRE and RESPA Compliant

Service multi-lender loans or pools with ease

Automate budget and draw process for rehab loans

Handle ARM, Construction, and Commercial loans

Built-in Trust Accounting

Enhanced reporting and forecasting

Online investor access 24/7

Increase productivity and accuracy

32014 Annual Conference | aaplconference.comc2cINVESTMENTsolutions.com

Our Investors enjoy the Security of Investments Backed by Real Estate.

Professionals don’t have time or energy to Learn, Build and Operate a second business. **Our SYSTEMS **Our SYSTEMS remove the Complication and pitfalls of Real Estate Investing, allowing our Investors and Clients to plug into a proven strategy and lock tight solution

Searching for Answers?

**NOT AN OFFER TO SELL SECURITIES

COAST 2 COAST -INVESTMENT SOLUTIONS


B2R has helped us

grow the rental investment business.

They step up where banks

will not.

Kurt CarltonCEO, Sherman Bridge Lending

Nationwide FinancingUp to 75% LTV

Recourse & Non-RecourseAquisition Line Available

Up to 30-Year Amoritization. . . . . . . . . . . . . . . . . . . . . . . .

PROPERTY TYPESSingle-Family Residences2-4 Family Units • CondosTownhomes • Apartments

Mixed-Use

B2R, America’s Buy to Rent Lender, helps you get your share of America’s 8.9 million residential rental investors by offering loans tailored specifically for the rental market. What makes B2R different? We base our loans on the rental value of the property, rather than on your client’s debt to income ratio. As a result, we’re able to help more landlords free up equity and buy more properties. To find out how you can attract more rental investors, contact B2R and learn more about our lending programs today.

844.435.5622 B2Rfinance.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!

541.393.9042 | [email protected] | gorillacapital.com


The money you need to finance your investment properties and the knowledge to do it right.

GROW YOUR PORTFOLIO MAKE IMPROVEMENTS TAKE CASH OUT

FirstKey Lending, LLC an Equal Housing Lender. 4 International Drive, Rye Brook, NY 10573. Tel: (888) 707-5040. NMLS Unique ID No.1063414 (www.nmlsconsumeraccess.org). FirstKey Lending products and services offered in California are made or arranged by FirstKey Lending CA, LLC pursuant to its California Finance Lender Law License. Arizona Mortgage Banker License No.0925342. FirstKey Lending only makes loans to entities. © 2014 FirstKey Lending, LLC. All rights reserved.

Backed by one of the world’s leading investment

management firms, FirstKey Lending, LLC works

hard to deliver innovative finance options to owners

of 1- to 4-family rental properties throughout the

United States. That’s why investors trust FirstKey

Lending to help them succeed.

1-888-929-8012 www.firstkeylending.com

$2,000,00031 properties located in AZ

$2,400,00015 properties located in NJ

$570,00011 properties located

in GA, IN

$1,700,00019 properties located in AZ

$12,000,000190 properties located

in TN, MS, GA

$870,00010 properties located

in TX, IN

$3,000,00034 properties located

in CA, TX, AZ

$1,300,00030 properties located in GA

THE INDUSTRY LEADER

Armanino is the clear leader in providing accounting and consulting services to mortgage pools and distressed asset acquisition funds.

SERVICES INCLUDE

Experience.

Efficiency.

Expertise.

amllp.com

Put our financial experi-ence, efficiency and expertise to work for you.

Joshua K. NevarezPartner-in-Charge of Mortgage Pool and Dis-tressed Asset Acquisition Fund Practice

925 790 2710 [email protected]

• Offering Circular and PPM Structuring and Review

• Audit/Tax Compliance• Full Back Office

Infrastructure• Software Consulting,

Training and Expertise• Loan Loss Reserve

Analysis• REO Accounting and

Valuation• Cash Flow Analysis• Public Registration


* Newly Originated Loans * Performing Loans* Non Performing Loans * Loan Pools

Call us: (800) 931-2424 x750 www.fciexchange.com

FCI EXCHANGEFCI EXCHANGE

�e Trading Platform for All Typesof Real Estate Secured Loans

CA Broker DRE # 01759687

Local and National Inventory

e a r n 1 0 % o r m o r eLooking for income, Security & Growth?

Call Today: 484-498-8250 [email protected] www.usmresolution.com

Invest in: notes fundperforming notesnon-performing

Monday, April 14, 14


NETW RKINGWant the opportunity to get in front of thousands MORE Real Estate Entrepreneurs?

When you invest in a PREIMA membership, the possibilities are endless. Amongst other benefits are countless opportunities to network and connect with other professionals in the industry.

Join PREIMA today to get connected!

www.REIExpo.com www.ExplorePREIMA.com www.PONO2016.com

Premier GlobalPREIMA Conference

March 2016

A great way to organically grow and strengthen any business

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Use promo code: VEGAS14

PREIMA Networking Resources:

www.ExplorePREIMA.com | [email protected]

Proud Partner of


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

Ask about A

AP

LM

ember B

enefi ts


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


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


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


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


#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


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


• 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


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


#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



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


#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



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


#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!

5th annual conference program

Documents

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