AAPL's 9th Annual Conference Program by American Association of Private Lenders

Inspiration Through Association

2018 ANNUAL CONFERENCE NOVEMBER 4-6, 2018 CAESARS PALACE, LAS VEGAS Presented by

TABLE OF CONTENTS 12 CONFERENCE 19 AGENDA Your snapshot to MAP Your visual guide to navigating Caesars Palace.

13 EXHIBITOR MAP Our exhibitors bring their best to AAPL. See what they’re up to with a visit to their booths.

15 SCHEDULE

conference sessions and activities.

24 AWARDS Our Award Nominees are the Who’s Who of private lending.

35 SPONSORS Our thanks to those who believe strongly in our mission.

A quick reference for when things happen.

17 SPEAKERS These are the people you came to see. You’ll also find more information about them in the Whova App.

THERE’S A REASON AAPL’S ANNUAL CONFERENCE IS KNOWN AS “THE BIG ONE.”

#AAPLANNUAL

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POWER NETWORKING FOR LENDER, INVESTORS & SERVICE PROVIDERS Monday, November 5 | 4:00 p.m. - 5:00 p.m. Caesars Palace, Promenade Level All Conference Attendees Invited!

With energy and enthusiasm, AJ Poulin, VP of Sales for The Mortgage Ofﬁce, will host a new networking activity to help you connect with everyone in the room! Bring your business cards, questions, smile and your elevator pitch. You will meet investors, brokers, lenders, and service providers. This session alone will be worth the trip!  Expand Your Network - FAST!  Maximize Your Time  Accelerate Your Networking

 Meet Face-to-Face with Prospective Clients  Have Fun!

#AAPLAnnual SHARE

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How to create your lead list STEP 1: Access the event main page The app will take you to the event page automatically if you organizers updated the app with your registration information.

STEP 2: Collect lead information After you have reached the Event home page, click on the icon titled “LeadGen” in the topleft corner of the app. Then, either choose to collect leads by scanning an attendee’s QR code or by entering them manually.

STEP 3: Lead Retrieval After scanning name badges or adding lead information, your leads will be shown in your list.

STEP 4: Exporting You can export your lead list into a spreadsheet at any time by clicking on the Export button. You can send the file to your email or share it with your colleague by putting his/her email. 6

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Visit our booth at AAPL Conference & Expo Booth #506

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5 Arch is proud to be a Sponsor again this year at AAPL! We are a borrower-centric private mortgage company for experienced residential investors, mortgage brokers, and private lenders that need working capital to revitalize and rebuildcommunities. Our short-and long-term funding solutions cover a variety of investments,including fix and flip homes, single-family,multifamily properties, and rentals. Call (833) 401-6546 to find out more on how we can save you up to 40 BPS on a published rate.

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LOGISTICS

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Registration Desk

CONSUL BOARDROOM

SENATE BOARDROOM

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Office 1 PROMENADE LEVEL

Freight Elevators

POMPEIAN BALLROOM Office 3

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Elevators

Exhibit Hall

Office 2

Meeting Services

Registration Registration Desk

CAPRI

ROMAN BALLROOM GENOA

Escalators

MESSINA

Promenade

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FLORENTINE BALLROOM

Sessions & Classes

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Obligatory Disclaimer The American Association of Private Lenders (AAPL) and its related affiliates (including but not limited to: Affinity Worldwide, NREIG, Geraci LLP, Caesars Palace) 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.

AAPLare reserves the right to take action to members that fail to comply n on this page not accurate representations of PANTONE, MADEIRA, FUFU, with the AAPL Codeprocess of Ethics. Management reserves the rightyour to make RIS color standards. Whatever or materials you use, please match final interpretation of all rules. NTONE, MADEIRA, FUFU, JUNHUEI or PARIS numbers indicated on this page.

FIND AN EXHIBITOR

5 Arch Funding AlphaFlow AmeriNat Angel Oak Prime Appraisal Nation Black Square Bluestone Capital Bridge Loan Net. Carolina Capital CIVIC CR Lending Evergreen Note FCI Lender Svc Geraci LLP Granite Risk Mgmt Ignite Funding Land Gorilla LHRGB

309 413 102 400 209 104 301 300 106 409 207 403 406 313 303 401 402 306

LendingWise LendTech Liquid Logics LoanMLS Mortgage+Care Mortgage Office NREIG Nations Valuation Note Svc. Center Patch of Land PCV Murcor PeerStreet PMLG Private Mtg Fund PrivateLenderLink RCN Capital REI Loans ROC Holdings SHARE

408 202 311 110 109 310 112 304 113 201 411 212 108 100 211 213 305 206

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Secured Ivestment Sharestates Smith Graham Specialty Lending Spiegel Acctg. Sprout Mortgage Sunset Equity Superior Loan Svc Think Realty Toorak Capital Total Lender Sol. Triumph Capital Velocity Mortgage Verus Mortgage Visio Lending Walnut St. Finance Zinc Financial

204 302 506 203 504 410 307 208 101 508 200 107 103 111 407 308 210

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SCHEDULE SUNDAY, NOVEMBER 4 9:00AM - 5:00PM

Certified Fund Manager

9:00AM - 5:30PM

Certified Private Lender Associate

1:00 - 5:00PM

Exhibitors’ Check-In

7:30 - 10:30PM

VIP Reception (Invitation Only)

MONDAY, NOVEMBER 5 7:30AM - 5:00PM

Registration

7:30AM - 6:30PM

Exhibitors’ Hall Open

8:45AM - 12:30PM Morning Session 12:30 - 1:30PM

Lunch (Not Provided)

1:30 - 3:45PM

Breakout Sessions

4:00 - 5:00PM

Networking Activity

Hosted by The Mortgage Office

5:00 - 7:00PM

Networking Reception Hosted by Appraisal Nation

TUESDAY, NOVEMBER 6 7:30AM - 1:15PM

Exhibitors’ Hall Open

9:00AM - 12:30PM Breakout Sessions 12:45 - 1:15PM

AAPL Excellence Awards

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NOW ACCEPTING

MONEY FROM

REMARKABLE ADVERTISERS to maximize your impact and make your mark in private lending

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in your brand. Donâ&#x20AC;&#x2122;t put it in the back seat, stand out

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Remember that no brand is too small to make a giant, remarkable splash

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SPEAKERS DAN BARUCH

MATTHEW BLACKSTOCK

Center Street Lending

Go Media

GENE CLARK

BRETT CROSBY

5 Arch

PeerStreet

NEMA DAGHBANDAN

BEN DONEL

Geraci, LLP

Sunset Equity

CHRIS FUELLING

ANTHONY GERACI

Center Street Lending

Geraci, LLP

MIKE HANNA

ABHI GOLHAR

Center Street Lending

Summit & Crowne

JACK HELFRICH

JONATHAN HORNIK

Civic Financial Services

LHRG&B

BREW JOHNSON

CRAIG JOHNSON

PeerStreet

Affinity Worldwide

#AAPLANNUAL

SPEAKERS KELLEN JONES Funding Database

Liquid Logics

AMIR KHAN

KEVIN KIM

LendTech

ERICA LACENTRA

Geraci, LLP

JEFF LEVIN

RCN Capital

Specialty Lending Group

MELISSA LUCAR

MELISSA MARTORELLA

Geraci, LLP

BOBBY MONTAGNE

ROBERT MULCAHY

Walnut Street Finance

Angel Oak Prime Bridge

PAUL MONSEN

SUSAN NAFTULIN

Digital Asset Advisors

Rehab Financial Group

CINDY NASSER

ROMNEY NAVARRO

PCV Murcor

SAM KADDAH

Noble Capital

SPEAKERS RANDY NEWMAN

KETAN PAREKH Verus Mortgage Capital

Total Lender Solutions

AJ POULIN

CHRIS RAGLAND Noble Capital

The Mortgage Office

RAY STURM

BRYAN REDINGTON

AlphaFlow

Geraci LLP

ERICA RUZICKA

MICHAEL TEDESCO Appraisal Nation

Private Money Lending Guide

JEFFREY TESCH

EDDIE WILSON Affinity Worldwide

RCN Capital

SHAWN WOEDL National Real Estate Insurance Group

SPEAKERS ROLL UP THEIR SLEEVES TO GET DEEP INTO TACTICS FOR SUCCESS.

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AGENDA DAY 1: MONDAY 8:45-9:15AM

STATE OF THE ASSOCIATION

Florentine I & II

Eddie Wilson, Affinity Worldwide

9:15-10:00AM

UNDERWRITING & DATA ANALYTICS IN THE RESI BRIDGE LOAN MARKET

Florentine I & II

Ray Sturm, AlphaFlow

10:15-11:15AM

BEYOND THE SUGAR RUSH: BUILDING A LONG -TERM CAPITAL SOURCE

Florentine I & II

Brett Crosby & Brew Johnson, PeerStreet

HOW NEW INVESTORS GET REAL ESTATE FINANCING

Florentine III

Bobby Montagne, Walnut Street Financa; Robert Mulcahy, Angel Oak Prime Bridge; Ketan Parekh, Verus Mortgage Capital

PRIVATE MONEY APPRAISALS: DONâ&#x20AC;&#x2122;T LET YOUR FLIPS BECOME FLOPS

Florentine IV

Dan Baruch, Center Street Lending; Cindy Nasser, PCV Murcor; Michael Tedesco, Appraisal Nation; Jeff Tesch, RCN Capital

11:30AM -12:30PM Florentine I & II

BULLETPROOF: HOW TO BEAT YOUR COMPETITION IN 2019 Nema Daghbandan & Kevin Kim, Geraci LLP

AGENDA DAY 1: MONDAY 1:30-2:30PM Florentine I & II

ALTERNATIVE FUNDING FOR FIX & FLIP Ben Donel; Sunset Equity; Gene Clark, 5 Arch Funding; Abhi Golhar, Summit & Crown; Jack Helfrich, Civic Financial Services

Florentine III

SIMPLIFY LOAN ORIGINATION WITH SOFTWARE Chris Fuelling, LendingWise; Sam Kaddah, LiquidLogics; Amir Khan, LendTech; AJ Poulin; The Mortgage Office

Florentine IV

THE CURRENT STATE OF PRIVATE LENDING AAPL’s Education Advisory Committee

2:45-3:45PM Florentine I & II

BEST PRACTICES & MUST KNOW LEGAL TIPS FOR GETTING CHEAPEST FUNDING Jonathan Hornik, LaRocca Hornik Rosen Greenberg & Blaha

Florentine III

HOW THE REPEAL OF DODD - FRANK IMPACTS YOU Clayton Collins, HousingWire; Eddie Wilson, Affinity Worldwide; Jeff Levin, Specialty Lending Group

Florentine IV

FRAUD IN PRIVATE LENDING: PREVENT, DISCOVER, RESOLVE AAPL”s Ethics Advisory Committee SHARE

#AAPLANNUAL

AGENDA DAY 2: TUESDAY 9:00-10:00AM Florentine I & II

USING CHANGE MANAGEMENT TO SUCCESSFULLY IMPLEMENT HMDA Dan Baruch, Center Street Lending; Bryan Redington, Geraci LLP

Florentine III

ALL THINGS INSURANCE Shawn Woedl, NREIG

Florentine IV

STRATEGIES FOR OPTIMIZING A SMALL BUSINESS Matthew Blackstock, Go Media; Erica Ruzicka, Affinity Worldwide

10:15-11:15AM Florentine I & II

DIVING INTO CORPORATE MARKETING STRATEGIES Eddie Wilson, Affinity Worldwide

Florentine III

BLOCKCHAIN FOR REAL ESTATE EXPLAINED Kevin Kim, Geraci LLP; Paul Monsen, Digital Asset Advisors

Florentine IV

SO YOU THINK YOU CAN LEAD Craig Johnson, Affinity Worldwide

AGENDA DAY 2: TUESDAY 11:30AM -12:30PM Florentine I & II

CONNECTING BROKERS, LENDERS & INVESTORS Anthony Geraci, Geraci LLP

Florentine III

PRIVATE LENDER ROUNDTABLE: BRING YOUR QUESTIONS Kellen Jones, FundingDatabase; Susan Naftulin, Rehab Financial Group

Florentine IV

STOP THE SPAM & HUMANIZE YOUR BRAND: DEVELOP A SOCIAL MEDIA STRATEGY THAT WORKS Erica LaCentra, RCN Capital; Romney Navarro, Noble Capital

12:45-1:00PM Florentine I & II

AAPL EXCELLENCE AWARD CEREMONY Linda Hyde, American Association of Private Lenders; Eddie Wilson, Affinity Worldwide

AAPL DOESNâ&#x20AC;&#x2122;T END WITH THE CONFERENCE; BENEFITS ARE YEAR- ROUND.

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THANK YOU,

VETERANS

HONORING ALL WHO SERVED The American Association of Private Lenders expresses our heartfelt gratitude to all who served. We can’t begin to convey our appreciaton to the selfless men and women who dedicated themselves to preserving and defending our nation’s freedom. Please remember to take time to reflect on all the people who served and sacrificed as members of the United States military and thank them. 24

EXCELLENCE AWARD NOMINEES COMMUNITY IMPACT AWARD ANTHONY GERACI

SABIN MARQUEZ JR .

Geraci LLP

Marquis Mortgage

MEMBERS OF THE YEAR AWARD JOHN BEACHAM

BRETT CROSBY

Toorak Capital Partners

PeerStreet

NEMA DAGHBANDAN

BEN DONEL

Geraci, LLP

Sunset Equity

SOHIN SHAH

ALLEN SHAYANFEKR

InstaLend

Sharestates

JEFFREY TESCH RCN Capital

OUR AWARD NOMINEES ARE PEOPLE WHO HAVE SHOWN, WELL - MORE.

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EXCELLENCE AWARD NOMINEES EMERGING LEADER ( RISING STAR ) AWARD COREY DUTTON

GLEN GALLUCI

Private Money Utah

Peak Private Lending

EDDIE GANT

BREW JOHNSON

Jet Lending

PeerStreet

SAM KADDAH

RUBY KEYS

Liquid Logics

Geraci LLP

KEVIN KIM Geraci, LLP

TOBY POTTER

ELIZABETH MORALES Applied Business Software

SOHIN SHAH

Global Integrity Finance

InstaLend

ERICA SIKOSKI

SERENA YANG

RCN Capital

Sunset Equity

Today they see your competitors. Borrowers could be connecting with you instead. We provide the leads. You close the deals.

GREEN vs.

BLUE See the action at booth 108.

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Ignite Funding Land Gorilla Larocca Hornik Rosen Greenberg & Blaha LoanMLS Mortgage+Care National Real Estate Insurance Group Nations Valuations Services Patch of Land Private Mortgage Fund

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