JOIN US AT THE NEXT MFIN 
AUGUST 5TH | SAN FRANCISCO

August 5th, 2023 | San Francisco 

MULTIFAMILY INVESTOR NETWORK CONFERENCE

FEBRUARY 11TH, 2023 • HOUSTON, TX

THE ULTIMATE CONFERENCE FOR MULTIFAMILY INVESTING AND NETWORKING DESIGNED BY INVESTORS, FOR INVESTORS!

Last Call Sale! Get $125 off until February 6th, 2023. Use coupon code LASTCALL on checkout.
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MULTIFAMILY INVESTOR NETWORK CONFERENCE

FEBRUARY 11TH, 2023 • HOUSTON, TX

THE ULTIMATE CONFERENCE FOR MULTIFAMILY INVESTING AND NETWORKING DESIGNED BY INVESTORS, FOR INVESTORS!

MULTIFAMILY INVESTOR NETWORK CONFERENCE

ATLANTA, GA | NOVEMBER 12, 2022

SELECT YOUR PASS TO THE MFIN CONFERENCE

FEBRUARY 11TH, 2023 • HOUSTON, TX

$400
$300

Original Pricing 
With Coupon Code

  • All-Day Access
  • Lunch and refreshments
  • Participation in in-depth breakout sessions
  • Content to GROW your business
  • Access to Saturday Night Networking Mixer
  • Speaker meet-and-greet lunch
  • Reserved seating at the MFIN Conference
  • Exclusive Gift
  • EXCLUSIVE ACCESS TO THE MFIN PRE-EVENT FRIDAY NIGHT NETWORKING DINNER

-
-

 

VIP SOLD OUT

  • All-Day Access
  • Lunch and refreshments
  • Participation in in-depth breakout sessions
  • Content to GROW your business
  • Access to Saturday Night Networking Mixer
  • Speaker meet-and-greet lunch
  • Reserved seating at the MFIN Conference
  • Exclusive Gift
  • EXCLUSIVE ACCESS TO THE MFIN PRE-EVENT FRIDAY NIGHT NETWORKING DINNER

VIP SOLD OUT

SELECT YOUR PASS TO THE MFIN CONFERENCE

FEBRUARY 11TH, 2023 • HOUSTON, TX

EXECUTIVE PASS

$400
$300

Original Pricing
With Coupon Code

  • All-Day Access
  • Lunch and refreshments
  • Participation in in-depth breakout sessions
  • Content to GROW your business
  • Access to Saturday Night Networking Mixer
  • Speaker meet-and-greet lunch
  • Reserved seating at the MFIN Conference
  • Exclusive Gift
  • EXCLUSIVE ACCESS TO THE MFIN PRE-EVENT FRIDAY NIGHT NETWORKING DINNER

VIP PASS

-
-

 
 

SOLD OUT

  • All-Day Access
  • Lunch and refreshments
  • Participation in in-depth breakout sessions
  • Content to GROW your business
  • Access to Saturday Night Networking Mixer
  • Speaker meet-and-greet lunch
  • Reserved seating at the MFIN Conference
  • Exclusive Gift
  • EXCLUSIVE ACCESS TO THE MFIN PRE-EVENT FRIDAY NIGHT NETWORKING DINNER

SOLD OUT

ABOUT THE MFIN CONFERENCE

FEBRUARY 11TH, 2023 • HOUSTON, TX

ABOUT THE MFIN CONFERENCE

FEBRUARY 11TH, 2023 • HOUSTON, TX

The Multifamily Investor Network Conference (MFIN) is a one-day, no-sales pitch event for multifamily investors, syndicators, and multifamily vendors. The MFIN Conference is packed with high-caliber speakers, workshops, and networking opportunities that will help you succeed as a multifamily investor.
We bring together people who are serious about building wealth through income-producing real estate. At the MFIN Conference, you will network with leading multifamily investors and operators in the industry, build connections, and learn from experts to identify tricks and strategies to take your real estate investments to new heights! You will walk away with strategies for maximizing your return on investment and minimizing risk--all while building strategic relationships with like-minded individuals.

Don't miss the opportunity to connect with high-caliber multifamily investors from around the United States and learn from leading real estate industry experts!

650+
30+
20+

ATTENDEES
SPEAKERS
PARTNERS

The Multifamily Investor Network Conference (MFIN) is a one-day, no-sales pitch event for multifamily investors, syndicators, and multifamily vendors. The MFIN Conference is packed with high-caliber speakers, workshops, and networking opportunities that will help you succeed as a multifamily investor.
We bring together people who are serious about building wealth through income-producing real estate. At the MFIN Conference, you will network with leading multifamily investors and operators in the industry, build connections, and learn from experts to identify tricks and strategies to take your real estate investments to new heights! You will walk away with strategies for maximizing your return on investment and minimizing risk--all while building strategic relationships with like-minded individuals.

Don't miss the opportunity to connect with high-caliber multifamily investors from around the United States and learn from leading real estate industry experts!

450+
30+
20+

ATTENDEES

SPEAKERS

PARTNERS

THE VENUE

OMNI HOUSTON HOTEL

FOUR RIVERWAY, HOUSTON, TEXAS 77056

Located in prestigious Uptown, near the Houston Galleria Mall, and situated in a park-like setting, this luxurious hotel offers all the comforts and amenities of a resort with the convenience of an urban setting.


THE VENUE

OMNI HOUSTON HOTEL

FOUR RIVERWAY, HOUSTON, TEXAS 77056

Located in prestigious Uptown, near the Houston Galleria Mall, and situated in a park-like setting, this luxurious hotel offers all the comforts and amenities of a resort with the convenience of an urban setting.

Get exclusive discounts on accommodations
when you book through the link below!

SPEAKERS

MFIN CONFERENCE • FEBRUARY 11TH, 2023 • HOUSTON, TX

Note: Please keep in mind that the event schedule is subject to change as we work to line up speakers, panels, and breakout sessions that will bring our attendees the most value.

BEN SUTTLES

Principal
Disrupt Equity

FERAS MOUSSA

Principal
Disrupt Equity

KENNY WOLFE

President
Wolfe Investments

ROBERT HELMS

Host and Founder
The Real Estate Guys™ 
Radio Show

HAZEM AHMED

Multifamily Industry Expert

DJ MCCLURE

Director of Sales & 
Business Development
National Flood Experts

DAX FERGUSON

CEO
Heritage Construction 
and Consulting

DAVID DESHOTELS

Executive Vice President
Cost Segregation Services Incorporated

DUGAN KELLEY

Co-Founder
Kelley Clarke PC

GENE TROWBRIDGE

Managing Partner
Trowbridge Nieh LLP

JASON GORMAN

President
Ten31 Texas

KEITH BLACKBORG

Owner
Financial Journey, LLC

MARC ISRAEL, ESQ

President
Newmark Title Services, LLC

BRIAN BIGHAM

VP of Business Operations
Madison Specs

NICOLE ZAITOON

CEO
Allied Property Management

DANIEL REED

National Accounts Manager
SAS Conserve


ANTON MATTLI

CEO
Peak Financing

PATRICK GRIMES

Founder & CEO
Invest on Main Street

BRETT BENTON

Director of Multifamily Capital Markets
Newmark

RYAN GIBSON

President, CIO, and Co-founder
Spartan Investment Group


AMANDA OELRICH

Director of Investor Relations
MAG Capital Partners

DEBORAH PRITCHARD

CFO
Disrupt Equity

CYNTHIA MCMILLION

President
Disrupt Management

M. BILAL KALEEM

Co-founder and Managing Partner
Hoopoe Advisors


DERRECK LONG

Senior IRA Specialist
Quest Trust Company  

SAM MORRIS

Found & CEO
Sunset Capital

DEREK FASULO

LP- Senior VP
CBRE

ROBERT ARZOLA 

Senior Director 
JLL Capital Markets


HACHEM DOMLOJ

President
CIVE

CHIBUZOR NNAJI

Senior Managing Director 
GREA

CLINT DUNCAN

Senior Vice President 
CBRE

TARIQ SIYAM

Managing Partner
Hoopoe Real Estate Investments

DAVID WHITE

Co-Founder
Infinity Investment Strategies 

MANDY MCALLISTER

Principal
Good Fortune Capital

ROBERT MARTINEZ

Founder
Rockstar Capital

JOHN KAPRAL

Regional Business Development Director
Tri-Merit

MATT PICHENY

Founder & CEO
Picheny, LLC

MANDY MCALLISTER

Principal
Good Fortune Capital

ROBERT MARTINEZ

Founder
Rockstar Capital

JOHN KAPRAL

Regional Business Development Director
Tri-Merit

DERRECK LONG

Senior IRA Specialist
Quest Trust Company

SAM MORRIS

Found & CEO
Sunset Capital 

DEREK FASULO

LP- Senior VP
CBRE

TOM WHEELWRIGHT

  • Tom Wheelwright is a CPA, CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor. 
  • ​As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor’s Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media.

NEAL BAWA

  • Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. 
  • ​Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
  • ​Neal treats his $508+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. 
  • ​The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 440+ investors.

ANTON MATTLI

  • Anton Mattli, is the CEO of PEAK Financing a boutique financial intermediary that focuses on financing commercial real estate properties.
  • Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate, including several hundred million dollars in multifamily developments and acquisitions.

ROBERT HELMS

  • Robert Helms is the host and founder of The Real Estate Guys™ Radio Show. Robert has a diverse background in both real estate and media (you can tell because he has a “radio” voice).
  • Robert spent five years as the resident property manager for a multi-unit apartment building in California. During this time, he acquired an enormous amount of practical property management “street smarts”.
  • ​He has personally bought and sold real estate for his own account in eight states and five countries. He has been involved in development projects whose aggregate value exceed $300 million.

DUGAN KELLEY

  • Dugan Kelley chairs the firm’s securities and real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales. 
  • ​Throughout his career, he has assisted clients in structuring real estate transactions in excess of $2 Billion. 
  • ​Dugan provides syndication and securities services for clients throughout the United States, assisting clients in all phases of their acquisition and sale of commercial and residential real estate assets.

LEKA DEVATHA

  • Leka is a real estate developer and broker based in Seattle, WA, Founder and President of Rehabit Homes, Inc. a company focused on residential redevelopment.
  • She has spearheaded hundreds of transactions, developing over $50M in real estate. 
  • ​Leka brings 8 years of experience in construction management and redesign.
  • She is a chapter contributor in the recently published book ‘The Only Woman in The Room’. 

MANDY MCALLISTER

  • Mandy McAllister is a multifamily real estate investor, mindset ninja, eternal learner, coach and connector. 
  • ​Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 205 doors, primarily B- class workforce housing.
  • ​Mandy has found success in college towns with student housing as well as urban centers. 

GENE TROWBRIDGE

  • As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 600 clients in this area of practice. ​The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion, in total. His practice writes offerings under Rule 506b and 506(c) of Regulation D.
  • ​As a long time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how to manual” on real estate syndication.

ED OSBORNE

  • Ed has over 20 years of commercial construction and development experience. 
  • ​His extensive background in business development and ability to work through complicated deals complements Spartan well.

ANA RAMOS

  • Ana Ramos serves as Managing Director and Regional Production Head for Walker & Dunlop’s small balance multifamily lending group.
  • ​Throughout her career, Ms. Ramos has closed more than $3 billion in loan originations.
  • ​In 2020, she was recognized as one of Connect Media’s 2020 Women in Real Estate and she is an active member of CREW Los Angeles. 

DAVID WHITE

  • Former stock broker & derivatives trader who experienced the market’s instability in 2008/2009 & was introduced to Infinite Banking by a prominent business owner client.
  • Has used IBC policies to invest in real estate single family new development and multiple Air BNB’s and is active in multifamily syndications.
  • ​Works with investors and business owners on understanding the structure/design of efficient IBC policies to create maximum “banking arbitrage.”
  • ​Authorized IBC practitioner through the Nelson Nash Institute.

DAX FERGUSON

  • Dax is the CEO of Heritage Construction & Consulting Services a full-service construction, remodel, and restoration contractor. 
  • Dax helps his clients spend their rehab budget the most lucrative way. 

BRIAN SPEAR

  • Brian Spear currently handles investor relations, marketing, and regulatory compliance for SCI. 
  • ​A Co-Manager in multiple mobile home park investment funds, Mr. Spear has an extensive background in market evaluation, property analysis, acquisitions and management. 
  • ​Over time, Brian worked in 49 states and amassed valuable insights into different MSAs around the country. 

ERICA NEAL

  • Worked in the pension fund/retirement planning industry with a large investment firm & realized the lack of cash flow in traditional investment accounts.
  • Has used IBC policies to invest in real estate through long term rentals, single family new development, hard money loans as well as passive & active in multifamily syndications.
  • Works with investors and business owners on understanding efficient cash flow strategies to enhance returns and protect their assets.
  • Authorized IBC practitioner through the Nelson Nash Institute

SPEAKERS

MFIN CONFERENCE • FEBRUARY 11TH, 2023 • HOUSTON, TX

Note: Please keep in mind that the event schedule is subject to change as we work to line up speakers, panels, and breakout sessions that will bring our attendees the most value.

BEN SUTTLES

Principal
Disrupt Equity

FERAS MOUSSA

Principal
Disrupt Equity

KENNY WOLFE

President
Wolfe Investments

ROBERT HELMS

Host and Founder
The Real Estate Guys™ Radio Show

HAZEM AHMED

 

DJ MCCLURE

Director of Sales & 
Business Development
National Flood Experts

DAX FERGUSON

CEO
Heritage Construction and Consulting

DAVID DESHOTELS

Executive Vice President
Cost Segregation Services Inc

DUGAN KELLEY

Co-Founder
Kelley Clarke PC

GENE TROWBRIDGE

Managing Partner
Trowbridge Law Group

JASON GORMAN

President
Ten31 Texas

KEITH BLACKBORG

Owner
Financial Journey, LLC

MARK ISRAEL, ESQ.

President
Newmark Title Services, LLC

BRIAN BIGHAM

VP of Business Operations
Madison Specs

NICOLE ZAITOON

CEO
Allied Property Management

DANIEL REED

National Accounts Manager
SAS Conserve

ANTON MATTLI

CEO
Peak Financing

PATRICK GRIMES

Founder & CEO
Invest on Main Street

BRETT BENTON

Director of Multifamily Capital Markets
Newmark

RYAN GIBSON

President, CIO, and Co-founder
Spartan Investment Group

AMANDA OELRICH

Director of Investor Relations
MAG Capital Partners

DEBORAH PRITCHARD

CFO
Disrupt Equity

CYNTHIA MCMILLION

President
Disrupt Management

M. BILAL KALEEM

Co-founder and Managing Partner
Hoopoe Advisors

DERRECK LONG

Senior IRA Specialist
Quest Trust Company

SAM MORRIS

Founder & CEO
Sunset Capital

DEREK FASULO

LP - Senior VP
CBRE

ROBERT ARZOLA

Senior Director
JLL Capital Markets

HACHEM DOMLOJ

President
CIVE

DAVID WHITE

Co-Founder 
Infinity
 Investment Strategies

MANDY MCALLISTER

Principal 
Good Fortune Capital

ROBERT MARTINEZ

Founder and CEO 
Rockstar Capital

CHIBUZOR NNAJI

Senior Managing Director
GREA

CHIBUZOR NNAJI

Senior Vice President
CBRE

TARIQ SIYAM

Managing Partner
Hoopoe Real Estate Investments 

TOM WHEELWRIGHT

  • Tom Wheelwright is a CPA, CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor. 
  • ​As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor’s Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media.

NEAL BAWA

  • Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. 
  • ​Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
  • ​Neal treats his $508+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. 
  • ​The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 440+ investors.

ANTON MATTLI

  • Anton Mattli, is the CEO of PEAK Financing a boutique financial intermediary that focuses on financing commercial real estate properties.
  • Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate, including several hundred million dollars in multifamily developments and acquisitions.

ROBERT HELMS

  • Robert Helms is the host and founder of The Real Estate Guys™ Radio Show. Robert has a diverse background in both real estate and media (you can tell because he has a “radio” voice).
  • Robert spent five years as the resident property manager for a multi-unit apartment building in California. During this time, he acquired an enormous amount of practical property management “street smarts”.
  • ​He has personally bought and sold real estate for his own account in eight states and five countries. He has been involved in development projects whose aggregate value exceed $300 million.

DUGAN KELLEY

  • Dugan Kelley chairs the firm’s securities and real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales. 
  • ​Throughout his career, he has assisted clients in structuring real estate transactions in excess of $2 Billion. 
  • ​Dugan provides syndication and securities services for clients throughout the United States, assisting clients in all phases of their acquisition and sale of commercial and residential real estate assets.

LEKA DEVATHA

  • Leka is a real estate developer and broker based in Seattle, WA, Founder and President of Rehabit Homes, Inc. a company focused on residential redevelopment.
  • She has spearheaded hundreds of transactions, developing over $50M in real estate. 
  • ​Leka brings 8 years of experience in construction management and redesign.
  • She is a chapter contributor in the recently published book ‘The Only Woman in The Room’. 

MANDY MCALLISTER

  • Mandy McAllister is a multifamily real estate investor, mindset ninja, eternal learner, coach and connector. 
  • ​Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 205 doors, primarily B- class workforce housing.
  • ​Mandy has found success in college towns with student housing as well as urban centers. 

GENE TROWBRIDGE

  • As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 600 clients in this area of practice. ​The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion, in total. His practice writes offerings under Rule 506b and 506(c) of Regulation D.
  • ​As a long time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how to manual” on real estate syndication.

ED OSBORNE

  • Ed has over 20 years of commercial construction and development experience. 
  • ​His extensive background in business development and ability to work through complicated deals complements Spartan well.

ANA RAMOS

  • Ana Ramos serves as Managing Director and Regional Production Head for Walker & Dunlop’s small balance multifamily lending group.
  • ​Throughout her career, Ms. Ramos has closed more than $3 billion in loan originations.
  • ​In 2020, she was recognized as one of Connect Media’s 2020 Women in Real Estate and she is an active member of CREW Los Angeles. 

DAVID WHITE

  • Former stock broker & derivatives trader who experienced the market’s instability in 2008/2009 & was introduced to Infinite Banking by a prominent business owner client.
  • Has used IBC policies to invest in real estate single family new development and multiple Air BNB’s and is active in multifamily syndications.
  • ​Works with investors and business owners on understanding the structure/design of efficient IBC policies to create maximum “banking arbitrage.”
  • ​Authorized IBC practitioner through the Nelson Nash Institute.

DAX FERGUSON

  • Dax is the CEO of Heritage Construction & Consulting Services a full-service construction, remodel, and restoration contractor. 
  • Dax helps his clients spend their rehab budget the most lucrative way. 

BRIAN SPEAR

  • Brian Spear currently handles investor relations, marketing, and regulatory compliance for SCI. 
  • ​A Co-Manager in multiple mobile home park investment funds, Mr. Spear has an extensive background in market evaluation, property analysis, acquisitions and management. 
  • ​Over time, Brian worked in 49 states and amassed valuable insights into different MSAs around the country. 

ERICA NEAL

  • Worked in the pension fund/retirement planning industry with a large investment firm & realized the lack of cash flow in traditional investment accounts.
  • Has used IBC policies to invest in real estate through long term rentals, single family new development, hard money loans as well as passive & active in multifamily syndications.
  • Works with investors and business owners on understanding efficient cash flow strategies to enhance returns and protect their assets.
  • Authorized IBC practitioner through the Nelson Nash Institute

EVENT SCHEDULE

MFIN CONFERENCE • FEBRUARY 11TH, 2023 • HOUSTON, TX

Note: Please keep in mind that the event schedule is subject to change as we work to line up speakers, panels, and breakout sessions that will bring our attendees the most value.

7:30 am - 8:55 am

Check in

8:55 am - 9:15 am

Introductions

9:15 am - 9:55 am

Keynote Session
Featuring Robert Helms

9:55 am - 10:35 am

Syndicator Panel

10:35 am - 10:55 am

Networking

10:55 am - 12:30pm

Ignite Presentations

Art Of Networking And Evaluating Assets
Featuring Feras Moussa

Self Storage Investing: The Recession-Resistant Asset Class
Featuring Ryan Gibson

Why Title Isn't A Commodity 
Featuring Marc Israel, Esq.

The Pros and Cons of Today's Financing Options
Featuring Derek Fasulo

Why You Need A Full Wealth Strategy (And Not Just A Good Investment Opportunity)
Featuring M. Bilal Kaleem

Establish Cash Flow Through Triple Net Leased Industrial Real Estate
Featuring Amanda Oelrich

How To Double Your Retirement Account In 5 Years - A Real Case Study
Featuring Ben Suttles

Approaching New Construction With Innovative Solutions To Contemporary Challenges
Featuring Hachem Domloj

The Journey From DD Through Cap-Ex Execution
Featuring Dax Ferguson

Buck The Bank - Become Your Own: Cash Flow Strategies Utilizing The Infinite Banking Concept
Featuring David White 

Tools to Succeed As A Syndicator
Featuring Kenny Wolfe

The New Fun(d) Way To Energize Your Portfolio Into Boring Wells
Featuring Patrick Grimes

How to Sell Real Estate & Pay 0% Tax
Featuring Keith Blackborg


12:30 pm - 2:00 pm

Lunch and Networking

2:00 pm -2:35 pm

Broker Panel

2:35 pm - 3:00 pm

Networking

MFIN BREAKOUT SESSIONS

Our breakout sessions are curated for you to learn from top multifamily industry experts and gain full exposure into a variety of sectors in the multifamily real estate industry. 

3:00 pm - 3:05 pm

Change Rooms

3:05 pm - 3:35 pm

Breakout Session 1

Breakout Session 1A: Tax Savings Panel
Deborah Pritchard

Breakout Session 1B: Multifamily Legal Horror Stories

3:35 pm - 3:40 pm

Change Rooms

3:40 pm - 4:10 pm

Breakout Session 2

Breakout Session 2A: Red Flags For A Passive Investor 

Breakout Session 2B: How To Strategically Finance Your Multifamily Property
Featuring Anton Mattli and Sam Morris 

4:10 pm - 4:15 pm

Change Rooms

4:15 pm - 4:45 pm

Breakout Session 3

Breakout Session 3A: SDIRA Investing 
Featuring Derreck Long


Breakout Session 3B: Value-Add Strategies For Boosting NOI

4:45 pm - 4:55 pm

Closing Remarks

5:00 pm - 8:00 pm

Post-Conference Networking at The Black Swan (see details below)

POST CONFERENCE NETWORKING

THE BLACK SWAN

FOUR RIVERWAY DR, HOUSTON, TEXAS 77056

Join us for continued networking at the Omni Houston's exclusive on-site lounge, The Black Swan, following the MFIN Houston 2023 Conference. 
The Black Swan's relaxed and upscale atmosphere is the perfect place to unpack and discuss the inspiration, insight, and information you gained from the MFIN Houston Conference. Continue conversations, amplify your network, and add value to your MFIN experience. 

MFIN Houston 2023 Conference badge must be present to attend.

HOSTS

SPONSORS

TOM WHEELWRIGHT

  • Tom Wheelwright is a CPA, CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor. 
  • ​As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor’s Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media.

NEAL BAWA

  • Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. 
  • ​Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
  • ​Neal treats his $508+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. 
  • ​The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 440+ investors.

ANTON MATTLI

  • Anton Mattli, is the CEO of PEAK Financing a boutique financial intermediary that focuses on financing commercial real estate properties.
  • Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate, including several hundred million dollars in multifamily developments and acquisitions.

ROBERT HELMS

  • Robert Helms is the host and founder of The Real Estate Guys™ Radio Show. Robert has a diverse background in both real estate and media (you can tell because he has a “radio” voice).
  • Robert spent five years as the resident property manager for a multi-unit apartment building in California. During this time, he acquired an enormous amount of practical property management “street smarts”.
  • ​He has personally bought and sold real estate for his own account in eight states and five countries. He has been involved in development projects whose aggregate value exceed $300 million.

DUGAN KELLEY

  • Dugan Kelley chairs the firm’s securities and real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales. 
  • ​Throughout his career, he has assisted clients in structuring real estate transactions in excess of $2 Billion. 
  • ​Dugan provides syndication and securities services for clients throughout the United States, assisting clients in all phases of their acquisition and sale of commercial and residential real estate assets.

LEKA DEVATHA

  • Leka is a real estate developer and broker based in Seattle, WA, Founder and President of Rehabit Homes, Inc. a company focused on residential redevelopment.
  • She has spearheaded hundreds of transactions, developing over $50M in real estate. 
  • ​Leka brings 8 years of experience in construction management and redesign.
  • She is a chapter contributor in the recently published book ‘The Only Woman in The Room’. 

MANDY MCALLISTER

  • Mandy McAllister is a multifamily real estate investor, mindset ninja, eternal learner, coach and connector. 
  • ​Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 205 doors, primarily B- class workforce housing.
  • ​Mandy has found success in college towns with student housing as well as urban centers. 

GENE TROWBRIDGE

  • As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 600 clients in this area of practice. ​The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion, in total. His practice writes offerings under Rule 506b and 506(c) of Regulation D.
  • ​As a long time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how to manual” on real estate syndication.

ED OSBORNE

  • Ed has over 20 years of commercial construction and development experience. 
  • ​His extensive background in business development and ability to work through complicated deals complements Spartan well.

ANA RAMOS

  • Ana Ramos serves as Managing Director and Regional Production Head for Walker & Dunlop’s small balance multifamily lending group.
  • ​Throughout her career, Ms. Ramos has closed more than $3 billion in loan originations.
  • ​In 2020, she was recognized as one of Connect Media’s 2020 Women in Real Estate and she is an active member of CREW Los Angeles. 

DAVID WHITE

  • Former stock broker & derivatives trader who experienced the market’s instability in 2008/2009 & was introduced to Infinite Banking by a prominent business owner client.
  • Has used IBC policies to invest in real estate single family new development and multiple Air BNB’s and is active in multifamily syndications.
  • ​Works with investors and business owners on understanding the structure/design of efficient IBC policies to create maximum “banking arbitrage.”
  • ​Authorized IBC practitioner through the Nelson Nash Institute.

DAX FERGUSON

  • Dax is the CEO of Heritage Construction & Consulting Services a full-service construction, remodel, and restoration contractor. 
  • Dax helps his clients spend their rehab budget the most lucrative way. 

BRIAN SPEAR

  • Brian Spear currently handles investor relations, marketing, and regulatory compliance for SCI. 
  • ​A Co-Manager in multiple mobile home park investment funds, Mr. Spear has an extensive background in market evaluation, property analysis, acquisitions and management. 
  • ​Over time, Brian worked in 49 states and amassed valuable insights into different MSAs around the country. 

ERICA NEAL

  • Worked in the pension fund/retirement planning industry with a large investment firm & realized the lack of cash flow in traditional investment accounts.
  • Has used IBC policies to invest in real estate through long term rentals, single family new development, hard money loans as well as passive & active in multifamily syndications.
  • Works with investors and business owners on understanding efficient cash flow strategies to enhance returns and protect their assets.
  • Authorized IBC practitioner through the Nelson Nash Institute

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