SEPTEMBER 21 - OCTOBER 4TH EVENT GUIDE
TABLE OF CONTENTS
6-7
Schedule for Monday September 21 through Sunday September 27
10-19
Speaker Bios
20-21
Schedule for Monday September 28 through Sunday October 4
22-24
Additional Speaker Bios
For all 12 PM & 3 PM PST session please click the zoom link below. https://us02web.zoom.us/j/85613844243 For the VIP 5 PM sessions, all that signed up should have received their exclusive link. Please contact us if you haven’t yet received . Every night of the conference, join Kyle and Gary at 5:45 PM PST for the biggest takeaways of the day and other news for a Facebook Live at the AMSummit2020 FB Group.
If you have any issues during the event please email glipsky@aptcapitalgroup.com for assistance. Page 2
Capital Preservation. Better Communities. Exceptional Operations. Wealth Generation. At APT Capital Group, we seek opportunities to improve inefficient operations, re-brand, renovate and enhance the resident experience which drives up net operating income and value, to build wealth for you. We minimize risk by sourcing opportunities in markets with strong fundamentals and in gentrifying and improving neighborhoods. We strive to improve communities not just for our bottom line but for the residents in which we serve.
Managing Partners
Gary Lipsky
Kyle Mitchell
www.aptcapitalgroup.com | info@aptcapitalgroup.com Page 3
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SCHEDULE Monday, September 21 12:00 - 1:00 PM
James Kandasamy - Building an Efficient MF Business with Vertical Integration
3:00 - 4:00 PM
J Scott - The Economy & Economic Cycles Related to Real Estate
5:00 - 5:30 PM
VIP’s Q&A Tuesday, September 22
12:00 - 1:00 PM
Reed Goossens - Crisis Management
3:00 - 4:00 PM
Eric Upchurch - Rallying the Community Behind Your Property
5:00 - 5:30 PM
VIP’s Q&A Wednesday, September 23
12:00 - 1:00 PM
$4B Panel
3:00 - 4:00 PM
Gene Trowbridge - Cash Distribution Pattern
5:00 - 5:30 PM
VIP’s Q&A
6:30 - 7:30 PM
Platinum Trust Webinar - Protect Your Assets, Mitigate Taxes! Thursday, September 24
12:00 - 1:00 PM
Danny Randazzo - 5 Ways to Reduce Expenses and Add Value
3:00 - 4:00 PM
Yonah Weiss - Why You Need Cost Segregation Now More than Ever
5:00 - 5:30 PM
VIP’s Q&A Friday, September 25
12:00 - 1:00 PM
Hunter Thompson - 7 Steps of Due Diligence
3:00 - 4:00 PM
Drew Kniffin - What to Do When Vacancy Jumps
5:00 - 5:30 PM
VIP’s Q&A
For all 12 PM & 3 PM PST session please click the zoom link below. https://us02web.zoom.us/j/85613844243 Every day at 5:45 PM join Kyle and Gary for a 15 min. wrap up of the day! AMSummit2020 FB Group All times are PST. Page 6
SCHEDULE Saturday, September 26 12:00 - 1:00 PM
Jerome Maldonado - Why Building Slow and Smart is Better than Fast
3:00 - 4:00 PM
Brad Sumrok - Keynote - The Importance of Asset Management
5:00 - 5:30 PM
VIP’s Q&A Sunday, September 27
12:00 - 1:00 PM
David Thompson - Raising Capital
1:30 - 1:45 PM
Syndication Pro - FB Live
3:00 - 4:00 PM
Damian Lupo - Raising Unlimited Money from Retirement Accounts
5:00 - 5:30 PM
VIP’s Q&A For all 12 PM & 3 PM PST session please click the zoom link below. https://us02web.zoom.us/j/85613844243
Every day at 5:45 PM join Kyle and Gary for a 15 min. wrap up of the day! AMSummit2020 FB Group All times are PST.
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SPEAKER BIOS
Gary Lipsky Managing Property Managers & Implementing Systems Gary is a Managing Partner of APT Capital Group, which buys opportunistic value-add B & C class properties. Gary has been a real estate investor since 2002 and has invested in over 1700 units. Gary is Real Estate Financial Modeling Certified and has been a successful business operator for over 30 years. Gary also founded the non-profit CORE Educational Services.
Kyle Mitchell Managing Property Managers & Implementing Systems Kyle is a Managing Partner of APT Capital Group whose passion is helping others reach their goals in all areas of life by doing things the right way and creating long lasting relationships based on trust and clarity. Kyle has been investing in real estate since 2010 and currently manages and operates $17MM in multifamily assets in Arizona. Kyle has been a successful business owner/operator for more than 17 years.
Reed Goossens Crisis Management In 2012, Reed quit his job in Australia and moved to the US to change his life, and to chase a dream. With limited funds, no investing experience, and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm, Wildhorn Capital. Reed now syndicates large multi-million dollar deals across the US. Reed is also the host of the successful podcast, Investing in the U.S., and is a best-selling author.
Eric Upchurch Rallying the Community Behind Your Property Eric is a former Special Operations Aviation Crewmember who has a passion for educating the military community on creating long term wealth through real estate investing. Eric’s life purpose is to educate, empower and to help people grow. He is excited at each opportunity to help both active duty and veterans learn how to start investing in real estate and starting the journey towards financial freedom.
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SPEAKER BIOS James Kandasamy Building a Super Efficient Multifamily Business with Vertical Integration Since establishing Achieve Investment Group, LLC in 2015 James has syndicated 9 large apartment complexes, totaling 1700 units and grown his portfolio to $130M+. His pragmatic skills in solid communication, interpersonal, analytical and organizational leadership skills, as well as his deep-rooted background in real estate investment are what makes him unique. In addition, he holds the prestigious CCIM designation as well. James offers clients vertically integrated services in multifamily investment.
J Scott The Economy & Economic Cycles Related to Real Estate J is an entrepreneur, investor, advisor and the co-host of The Biggerpockets Business Podcast. He has bought, built, rehabbed, sold, lent-on and held over $50M in realestate all around the country. J is the author of four books on real estate investing, with sales of over 150,000 copies! He has completed over 400 deals since 2008, including flipping, buy-and-hold, multifamily, notes, lending, development and new construction.
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SPEAKER BIOS Yonah Weiss Why You Need Cost Segregation Now More Than Ever Yonah is the Business Director at Madison SPECS, a national cost segregation company. He has assisted clients in saving tens of millions of dollars on taxes through cost segregation. Yonah is also the host of the Weiss Advice Podcast, learning from the Best in Real Estate Business and Beyond, where he talks to successful people, and asks them for advice and tips on business and life.
Hunter Thompson 7 Steps of Due Diligence Hunter is a full-time real estate investor and founder of Asym Capital, a private equity firm based out of Los Angeles, CA. He has overseen and directed the purchase of more than $90,000,000 of commercial real estate across a variety of asset classes. He is the author of Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals. Hunter is also the host of the Cash Flow Connections Real Estate Podcast.
Drew Kniffin What to Do When Vacancy Jumps Drew has a corporate finance and real estate investing career that spans a decade. After finishing graduate school (JD/MBA), Drew was an investment banker. From there, Drew worked at a Fortune 500 company, where he negotiated and implemented Joint Ventures in Asia, Central America, and South America. Drew began his full-time real estate career in 2008. Today, Drew controls 1,500 units a collective valuation of $85+ million.
Jerome Maldonado Why Building Slow and Smart is Better Than Fast Since 1993, Jerome has been a self-employed Entrepreneur. Leasing offices for training centers and sub-leasing desks within his offices delivered a simple concept of understanding how to create cash flow through real estate holdings. He founded J. Jacob Enterprises, Inc, in 2000, which is a Real Estate Development and General contracting company doing business throughout the Southwest region. Jerome has current real estate holdings in vacant land, retail strip centers and multi-family apartments.
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SPEAKER BIOS Gene Trowbridge Cash Distribution Pattern Gene has been in the commercial and investment real estate business since 1972 and in the legal profession since 1996. He is a member of the California Bar and the founding partner of Trowbridge Law Group LLP. Because of his handson syndication experience, Gene is able to communicate with his clients, on both the technical and practical aspects of securities laws. Gene has written offerings of more than $5 Billion in monies raised.
Danny Randazzo 5 Ways to Reduce Expenses and Add Value Danny is a Managing Partner of PassiveInvesting.com. He worked with the 2nd largest sovereign wealth fund (Abu Dhabi, UAE). He has traveled to more than 40 countries. Danny controls over $275M in real estate. He is a national speaker and Warren Buffett investment award winner. Danny is also the author of Wealth Lessons for kids and is a volunteer for First Tee.
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SPEAKER BIOS Damion Lupo Raising Unlimited Money from Retirement Accounts Born with an entrepreneurial spirit, Damion started his first business at age 11, has started 30 since and is the published author of 5 books. Damion’s personal philosophy centers on Self Responsibility and a belief that the only path to freedom is through personal ownership and 10X thinking. His philosophy combined with a love of financial markets drove him to found Total Control Financial in 2016. His patented tool is called the eQRP, a retirement vehicle 10 times more powerful than an IRA.
Jason Yarusi Maximizing Additional Revenue Streams Jason is a real estate entrepreneur, mentor and podcaster. He has started a number of successful businesses including restaurants, brewery, and a rehab company. Jason is the host of the Real Estate Investing Foundation Podcast. Yarusi Holdings, a home solutions company, flips homes and operates beach side AirBNBs locally in New Jersey while the multifamily division, Oak Capital Partners, focuses on a large multifamily assets in the Midwest and Southeast currently hovering at 425 Units.
Anna Myers You Can’t Manage What You Can’t Measure Anna serves as Vice President at Grocapitus, a commercial real estate investment company. Anna is a third-generation commercial real estate entrepreneur with 25+ years of experience in technology and business. As the lead underwriter, Anna teaches deal analysis for MultifamilyU. As the asset manager for Grocapitus, Anna brings a data-driven approach to track and insert optimizations to the properties to help drive property performance and investor returns.
Sam Rust How to Build a Strong Relationship with a PM Firm Sam is a managing partner at Life Bridge Capital and full-time investor in commercial real estate. Sam graduated from Thomas Edison State University with a BSBA in Business Management and currently lives in Colorado with his wife and 4 daughters. He has been active in commercial real estate since 2017 and has led the acquisition of a portfolio of properties in Colorado with value in excess of $60 million.
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SPEAKER BIOS Feras Moussa Acquisition and Disposition Feras graduated from the University of Texas with a Computer Science degree and worked at Microsoft straight from college. He later resigned to ‘bring tech to industries that lack it’, where he later found his passion for real estate. Feras quickly built a portfolio of rentals. He later decided to scale up into apartment complexes, where he met Ben and started Disrupt Equity, a company focused on multi-family acquisition and investments for investors.
Brandon Hall How Real Estate Impacts Taxes Brandon is a CPA, national speaker, and is the Founder/CEO of The Real Estate CPA. Brandon works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Brandon invests in multi-family properties personally and through his capital group, Naked Capital.
Neal Bawa LASAL Asset Management System Neal 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 $250+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. Neal serves CEO / Founder at Grocapitus, an iconic, data-driven commercial real estate investment company.
Maureen Miles The Struggles of Self Managing & the Journey from Using Third Party Management Maureen brings 20+ years of real estate experience to the table including that of being a Realtor, the general contractor of her own construction company, having tax and title work background, and managing her own real estate portfolio. She is often asked to speak or coach others. Maureen is active in the investment community and is a member of the Connecticut Real Estate Investors Association, The Apartment Owners Association of CT, The Women’s Real Estate Investors Association.
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SPEAKER BIOS Brad Sumrok Keynote - The Importance of Asset Management Brad Sumrok is the Apartment King. His students have purchased over $2B in apartments buildings and he has invested/owned over 4,200 units himself! Brad has taught thousands the proven, time-tested essentials of how to profitably invest in Apartments. Hundreds have increased their net worth by over $1,000,000, and thousands are consistently earning double-digit returns as a direct result of his training and mentoring programs.
David Thompson Raising Capital David spent over 20 years in high-tech management positions at Dell, AT&T, and Lucent Technologies. At Lucent he managed a $2.5B investment portfolio and raised over $1B in funds. After leaving the corporate world, David started Thompson Investing which provides investors opportunities to invest with experienced operators. His company has raised over $130m in funds since inception and owns interests in over 5,000 apartment units nationwide.
Listen & Learn
Passive Income Through Multifamily Real Estate Sign up for your FREE Passive Investors Guide! www.aptcapitalgroup.com | info@aptcapitalgroup.com
PODCAST
Gary Lipsky
ALIG N MEN T. PR O SPERIT Y. TR ANSPA RENC Y
Kyle Mitchell Page 19
SCHEDULE Monday, September 28 12:00 - 1:00 PM
Jason Yarusi - Maximizing Additional Revenue Streams
1:30 - 2:00 PM
SAS - Conserve Your Way to a Greater NOI
3:00 - 4:00 PM
Anna Myers - You Can’t Manage What You Can’t Measure
5:00 - 5:30 PM
VIP’s Q&A Tuesday, September 29
12:00 - 1:00 PM
Sam Rust - How to Build a Strong Relationship with a PM Firm
1:30 - 2:30 PM
redIQ Webinar - Good Deals Start With Good Underwriting
3:00 - 4:00 PM
Feras Moussa - Acquisition and Disposition
5:00 - 5:30 PM
VIP’s Q&A Wednesday, September 30
12:00 - 1:00 PM
Brandon Hall - How Real Estate Impacts Taxes
3:00 - 4:00 PM
Neal Bawa - LASAL Asset Management System
4:00 - 4:45 PM
Kyle Mitchell/Gary Lipsky - Asset Management Mastery
5:00 - 5:30 PM
VIP’s Q&A Thursday, October 1
12:00 - 1:00 PM
Maureen Miles with 4M Capital REI - The Struggles of Self Managing
1:30 - 2:30 PM
ICW Solutions - The Mystery, Myths and Reality of Infinite Banking for RE
3:00 - 4:00 PM
Spencer Hilligoss - Investor Relations
5:00 - 5:30 PM
VIP’s Q&A Friday, October 2
12:00 - 1:00 PM
Merrill Kaliser - KPI’s
1:30 - 2:30 PM
Homebase FB Live - Multifamily Access and Security in the Age of “Smart”
3:00 - 4:00 PM
Tim Bratz - Building a Team of A-players
5:00 - 5:30 PM
VIP’s Q&A For all 12 PM & 3 PM PST session please click the zoom link below. https://us02web.zoom.us/j/85613844243
Every day at 5:45 PM join Kyle and Gary for a 15 min. wrap up of the day! AMSummit2020 FB Group All times are PST. Page 20
SCHEDULE Saturday, October 3 12:00 - 1:00 PM
Kyle & Gary - Managing Property Managers & Implementing Systems
3:00 - 4:00 PM
Bryan Chavis - Assets/Property Management Fundamentals
5:00 - 5:30 PM
VIP’s Q&A Sunday, October 4
12:00 - 1:00 PM
Justin Fraser - Hardening Your Asset
3:00 - 4:00 PM
Matthew Owens - Exit Strategies
5:00 - 5:30 PM
VIP’s Q&A
For all 12 PM & 3 PM PST session please click the zoom link below. https://us02web.zoom.us/j/85613844243 Every day at 5:45 PM join Kyle and Gary for a 15 min. wrap up of the day! AMSummit2020 FB Group All times are PST.
Real Estate Syndication & Crowdfunding Attorneys We give entrepreneurs the tools to focus on what’s important; raising money for their deals. (949) 570-1507 contact@trowbridgelawgroup.com www.trowbridgelawgroup.com We offer complimentary initial consultations. Call today!
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SPEAKER BIOS Spencer Hilliigoss Investor Relations Spencer is a passive real estate investor, co-sponsor and former technology leader. His company, Madison Investing, has co-sponsored deals totaling more than 5000 units for more than $600M. As a technology leader, Spencer built a 13-year track record of growing high-performing teams across five companies three of them, “unicorns” - valued at more than $1B. In November 2019, Spencer “retired” from his lucrative technology career to focus on real estate.
Merrill Kaliser KPI’s Corporate/Bankruptcy lawyer for 8 years. Real estate and syndication firm for 13 years. Built $50M+ Hard Money Lending Co. and purchased, rehabbed, property managed and sold >9,500 SFRs from 2012 - 2019, collectively valued at $1.4B. His law firm has represented almost $4B in real estate syndications. He has personally created and managed a wide range of funds. Finally, Merrill and his team provide business consulting services on real estate technology, marketing and capital raising.
Tim Bratz Building a Team of A-players Tim is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets for their own portfolio. Tim’s current portfolio exceeds 4,000 units with a valuation of more than $350M. He’s here to educate and empower others to become financially free through commercial real estate.
Bryan Chavis Assets/Property Management Fundamentals Bryan is a bestselling author with one of a handful of books in the US Library of Congress on Real estate. His books, Buy It, Rent It, Profit! and The Landlord Entrepreneur, are considered essential guides for investors looking to build wealth through multi-family real estate and property management. Bryan launched The Multi Family Matrix Academy and Bryan Chavis Coaching and Consulting which are global leaders in consulting, coaching and training.
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SPEAKER BIOS Justin Fraser Hardening Your Asset Justin is an apartment syndicator, asset manager and real estate investor since 2014. In September, 2018 Justin jumped full-time into real estate and currently holds 675 units under management. Justin is also the host of True Multifamily, a podcast about the business of multifamily. His goal is to share insights, tips and best practices through story telling by real asset managers and owners.
Matthew Owens Exit Strategies Mathew is a CPA and owner of OCG Properties LLC. He is a private lender with over $10M lent. He’s raised over $75M in private investors capital. He has bought, renovated and sold or held over 700+ single family homes. He also acquires and operates value add multifamily properties. Mathew has 10+ years of property management experience and 15+ years of taxation, auditing and real estate experience.
Swapnil Agarwal $4B Panel Swapnil is the Founder and Managing Principal of Nitya Capital. He is responsible for strategic planning, investment decisions, and overseeing all aspects of the company’s operations, financing activities, and investor relations. He has over 15 years of financial/investment experience. Swapnil was most recently the Head of Alternative Investments at Virtus Real Estate Capital in Austin, Texas. Swapnil graduated with honors from the University of Texas at Austin with a BBA in Finance.
Jeff Klotz $4B Panel Jeff is the founder and operating manager of The Klotz Group of Companies, a vertically integrated & comprehensive private equity real estate investment platform operating in over 20 States. In 1995, Klotz acquired NPI Services which later became The Klotz Group of Companies, LLC. Klotz’s investments have included 125,000 apartment units, 42 developments, and numerous other real estate projects as well as delving into other sectors. His portfolio is valued at over $1 billion and he has a team of more than 1,000 employees.
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SPEAKER BIOS Joe Fairless $4B Panel Joe Fairless is the Co-founder of Ashcroft Capital with over $900M AUM. Joe also consults with investors and educates the public about real estate investments through his hit podcast Best Real Estate Investing Advice Ever Show, which is one of the longest running daily real estate podcasts. Best Ever Causes, an initiative founded by Joe and his wife, Colleen, he is able to not only donate to, but also highlight different non-profit organizations monthly.
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