Multifamily Investor Network

MULTIFAMILY INVESTOR NETWORK CONFERENCE

FEBRUARY 17, 2024 • HOUSTON, TX

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

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MULTIFAMILY INVESTOR NETWORK CONFERENCE

FEBRUARY 17, 2024 • 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 17, 2024 • HOUSTON, TX

$350
$150

Regular Price

With Discount Code
HTX

  • EXCLUSIVE ACCESS TO THE MFIN PRE-EVENT FRIDAY NIGHT NETWORKING DINNER
  • ​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

$640
$440

Regular Price

With Discount Code
HTX

  •  EXCLUSIVE ACCESS TO THE MFIN PRE-EVENT FRIDAY NIGHT NETWORKING DINNER
  • ​​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

SELECT YOUR PASS TO THE MFIN CONFERENCE

FEBRUARY 17, 2024 • HOUSTON, TX

EXECUTIVE PASS

$350
$150

Regular Price

With Discount Code
HTX

  • EXCLUSIVE ACCESS TO THE MFIN PRE-EVENT FRIDAY NIGHT NETWORKING DINNER
  • 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

VIP PASS

$640
$440

Regular Price

With Discount Code
HTX

  •  EXCLUSIVE ACCESS TO THE MFIN PRE-EVENT FRIDAY NIGHT NETWORKING DINNER
  • ​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

 
 

BUY WITH SECURITY

We understand that circumstances may still change and that you might find yourself unable to attend the conference. In the event that this happens and you need to cancel your ticket, the following policy applies:

Cancellation and Refund:
You may request to cancel your ticket for a full refund up to 90 days before the conference date. Cancellation requests made within 90 days of the event date may not receive a refund but have the option to transfer the ticket to a friend or to a future conference. See Ticket Transfer below.

Ticket Transfer:
You may wish to transfer your ticket to someone else or to a future MFIN conference, up to 2 weeks before the conference date.

For assistance, please contact help@mfinvestornetwork.com.

ABOUT THE MFIN CONFERENCE

FEBRUARY 17, 2024 • 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!

400+
30+
6

ATTENDEES
SPEAKERS
BREAKOUTS

ABOUT THE MFIN CONFERENCE

FEBRUARY 17, 2024 • 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!

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!

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 17, 2024 • 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

DR. MARK DOTZOUR

Real Estate Economist

GARRETT SUTTON

President, Corporate Direct
Author, and Rich Dad Advisor

ANTON MATTLI

CEO
Peak Financing

DUGAN KELLEY

Co-Founder
Kelley | Clarke PC

ROB GALLO

Director of Investor Relations
 Passive Investing.com

CYNTHIA MCMILLON

President
Disrupt Management

GENE TROWBRIDGE

Founding Partner
Trowbridge Nieh LLP

TAREK MOUSSA

Vice President of 
Investor Relations
Disrupt Equity

SAVANNAH ARROYO

Founder and CEO
InvestHealth

CASEY MINSHEW

Managing Partner
Equity Launchpad

ERICA NEAL

Co-Owner & Wealth Strategist
Infinity Investment Strategies

MALISA VINCENTI

Director of Marketing
Disrupt Equity

DEBORAH PRITCHARD

Chief Financial Officer
Disrupt Equity

RUBEN ORTIZ

CEO and Founder
Sayan Construction

MANDY MCALLISTER

Principal
Good Fortune Capital

HAZEM AHMED

Multifamily Industry Expert

DJ MCCLURE

Vice President
Business Development
National Flood Experts

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

FEBRUARY 17, 2024 • 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

MARK DOTZOUR

Real Estate Economist

GARRETT SUTTON

President, Corporate Direct
Author, and Rich Dad Advisor

ANTON MATTLI

CEO
Peak Financing

DUGAN KELLEY

Co-Founder
Kelley | Clarke PC

ROB GALLO

Director of Investor Relations
PassiveInvesting.com 

CYNTHIA MCMILLION

President
Disrupt Management

GENE TROWBRIDGE

Founding Partner
Trowbridge Nieh LLP

TAREK MOUSSA

Vice President of Investor Relations
Disrupt Equity

SAVANNAH ARROYO

Founder & CEO
InvestHealth

CASEY MINSHEW

Managing Partner
Equity Launchpad

ERICA NEAL

Co-Owner & Wealth Strategist
Infinity Investment Strategies

MALISA VINCENTI

Director of Marketing
Disrupt Equity

DEBORAH PRITCHARD

Chief Financial Officer
Disrupt Equity

RUBEN ORTIZ

CEO and Founder
Sayan Construction

MANDY MCALLISTER

Principal
Good Fortune Capital

HAZEM AHMED

Multifamily Industry Expert

DJ MCCLURE

Vice President
Business Development
National Flood Expert

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 PRICHARD

CFO
Disrupt Equity

CYNTHIA MCMILLION

President
Disrupt Management

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

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

FEBRUARY 17, 2024 • 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

9:00 am - 9:15 am

INTRODUCTIONS

9:15 am -9:45 am

KEYNOTE

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).

9:45 am - 10:30 am

NETWORKING

10:30 am - 11:33 am

11:33 am - 12:03 pm

KEYNOTE

is a corporate attorney, asset protection expert and best selling author who has sold more than a million books to guide entrepreneurs and investors.

12:03 pm - 1:50 pm

LUNCH AND NETWORKING

1:50 pm - 2:35 pm

KEYNOTE

delivers 60-100 speeches each year to a wide variety of audiences. His goal for each of his presentations is to synthesize global, social, and economic trends to give his audience a tool kit of factual information to help them make good investment and business decisions.

2:35 pm - 3:10 pm

APARTMENT SYNDICATION PANEL
Featuring Ben Suttles, and Kenny Wolfe

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. 

3:10 pm - 3:15 pm

CHANGE ROOMS

3:15 pm - 3:55 pm

BREAKOUT SESSION 1A | MULTIFAMILY LEGAL HORROR STORIES
Featuring Dugan Kelley and Gene Trowbridge

BREAKOUT SESSION 1B | BUILD YOUR BRAND, ATTRACT INVESTORS, RAISE EQUITY

3:55 pm - 4:35 pm

BREAKOUT SESSION 2A | SDIRA INVESTING FOR MULTIFAMILY

BREAKOUT SESSION 2B | BOOST NOI WITH VALUE ADD AND OPERATIONAL STRATEGIES

4:35 pm - 5:10 pm

BREAKOUT SESSION 3A | TODAY'S DEBT MARKET: FINANCING STRATEGIES FOR YOUR MULTIFAMILY DEALS

BREAKOUT SESSION 3B | TAX BENEFITS: UNLOCK THE FULL POTENTIAL OF RE INVESTING

5:10pm - 5:15 pm

ROOM TRANSITION TO MAIN BALLROOM

5:15 pm - 5:35 pm

FIRESIDE CHAT - THE FUTURE OF MULTIFAMILY INVESTING
Featuring Kenny Wolfe, and Feras Moussa

5:35 pm - 5:45 pm

CLOSING REMARKS

5:45 pm - 8:30 pm

COCKTAIL RECEPTION AND NETWORKING

HOSTS

SPONSORS

PLATINUM

GOLD

SILVER

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

HOSTS

SPONSORS

PLATINUM

GOLD

SILVER

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