NTRLX SUMMIT 2018 Program - Charlotte, NC

NEW TRENDS IN REAL ESTATE & LUXURY SUMMIT 2018 WEDNESDAY, DECEMBER 5TH, 2018 • CHARLOTTE, NORTH CAROLINA

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Table of Contents 4 Agenda 6 Moderator / Host Bios

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Rob Boisvert, Spectrum News

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Stacy Kirk, Interluxe

7 Charlotte Future: 2040 Speaker Bios

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Taiwo Jaiyeoba, City of Charlotte

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Dr. Richard Buttimer, UNCC Childress Klein

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Ashley Fahey, Charlotte Business Journal

8 Evolving with Digital #Trends Keynote Presentation

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Tony Giordano

11 Modern Solutions to Accelerate Sold Speaker Bios

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Maren Brisson-Kuester, NC Realtors®

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Scott Kirk, Interluxe

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John Makarewicz, MSRE

12 Being a Fiduciary for Your Clients Speaker Bios

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Steve Thomas, Linden Thomas & Company

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Johnatan Romero, Movement Bank

13 NTRLX SUMMIT Partner Showcase 14 #NTRLXSUMMIT Social Cheat Sheet

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Agenda 3:00PM Registration & Partner Showcase 3:25PM Welcome & Remarks 3:30PM to 3:55PM Charlotte Development & Growth Charlotte Future: 2040 Taiwo Jaiyeoba (Planning Director, City Of Charlotte), Ashley Fahey (Real Estate Reporter, Charlotte Business Journal), Dr. Richard Buttimer (Director, UNCC Childress Klein Center For Real Estate)

4:00PM to 4:45PM Keynote Speaker Evolving With Digital #Trends Tony Giordano

5:00PM to 5:30PM Finance & Wealth Panel Being a Fiduciary for your Clients Steve Thomas (Private Wealth Manager, Linden Thomas & Company), Johnatan Romero (Movement Bank / Movement Mortgage)

5:35PM to 6:00PM Alternative & Non-Traditional RE Modern Solutions to Accelerate Sold Maren Brisson-Kuester (2019 President-Elect, NC REALTORSÂŽ), Scott Kirk (President & Founder, Interluxe.com - Online Luxury Property Marketplace), John Makarewicz (President, MSRE)

6:00PM Closing & Partner Showcase

Lake Lanier Waterfront Estate Magnificent lakefront estate with 5 bedrooms and 5.5 baths. Set upon a 4.72 acre double lot with over 400 feet of shoreline. Outdoor spaces include Infinity edge saltwater heated pool with spa, two docks and four boat slips, oversized sundeck, lighted tennis court, and family playground.

In terlux E Broker: Scott Kirk, GA #33783 1-877-562-8215

Broker: Scott Kirk, GA #33783 1-877-562-8215

- EAST w w w . i n t e r l u SOLD xe.c o mDOVER, VT

SOLD - GREENSBORO, NC

G e n e ra te Awa renes s .

B u i l d I n teres t .

Ce l e b ra te Re s u lt s .

W W W.I N TE RLU XE. CO M | ( 8 8 8 ) 4 15 -LU XE SOLD - VAIL, CO

SOLD - BANNER ELK, NC

SOLD - CHARLOTTE, NC

SOLD - SPICEWOOD, TX

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Moderator

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CLT JUST celebrated A B ig anniversary

Rob Boisvert is the morning weekday anchor for Spectrum News. He joined the station in March 2005, and brings extensive experience covering news in the Carolinas.

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Rob Boisvert

SPECTRUM NEWS

Lead Weekday Anchor/ Managing Editor

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Rob spent five years at WSOC-TV in Charlotte as a weekend anchor. He also covered news in the Winston-Salem, N.C., area at WXLV-TV, where he was a reporter and anchor.

Prior to his broadcasting career, Rob wrote for national business publications including Monthly Market Report and Bank Securities Monthly, and worked as an investment broker for Dean Witter. A Boston native, Rob attended Boston College.

largest city in the US by population 2

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Emcee

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Stacy Kirk is an Executive Vice President of Interluxe and is responsible for spear heading the relationship between listing agents with luxury properties and Interluxe.

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Stacy Kirk INTERLUXE

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1 - Charlotte O bserver 2 - US C ensus 3 - Business Insider 4 - Zillow 5 - Charlotte Business J ournal

EVP, Director of Client Development

She started her career originating mortgage loans and five years later, she and a partner began a company that pioneered the sale of luxury homes using the auction method. With a 20-year career in marketing luxury properties, she has a reputation of commitment, discretion and success that has led her to the most discriminating clientele including household name business leaders, politicians, and athletes.

For her work in auction marketing, she has been an information source to the Wall Street Journal, New York Times, Unique Homes, DuPont Registry, Fox News, CNBC, and NPR. Stacy’s passion for real estate and her ability to help agents and sellers with complex luxury real estate sales grows. She is known by top realtors across the country, and they call upon her as a resource for their listings. Get to know her, she is a professional who genuinely cares for her clients’ best interests.

CLT Development & Growth Panel Charlotte Future: 2040 Taiwo “Tai” Jaiyeoba has more than 25 years of planning industry experience in the public and private sectors. Most recently, Jaiyeoba has been working for HNTB Corporation as associate vice president/regional business development leader for its Southeast Division. Prior to this role, he served as transit principal and market sector lead for HDR, Inc. and AECOM respectively in Charlotte. In addition, Jaiyeoba has served in various roles throughout his career, including executive director of planning and development in Grand Rapids, Michigan, and director of project management and director of planning in Sacramento, California. Jaiyeoba has lived in the Charlotte area since 2015. Jaiyeoba earned a Master of Science degree in Urban and Regional Planning and a Bachelor of Science degree in Geography from Obafemi Awolowo University (Ife University) in Nigeria.

Ashley Fahey

Taiwo Jaiyeoba

CITY OF CHARLOTTE Planning Director

Ashley Fahey covers real estate, land use and growth, economic development, city and county government, and transit/transportation for the Charlotte Business Journal. She is a graduate of Elon University and started her career as a business reporter at two small daily newspapers in South Carolina before joining the CBJ in early 2016. Her interest and coverage area has expanded to examine the intersection of the public and private sectors, and how they impact one another. Business journalism is Ashley’s forte but her diverse portfolio includes features, columns, longform enterprise pieces and government reporting.

CHARLOTTE BUINESS JOURNAL Real Estate Reporter

Dr. Richard Buttimer joined the Belk College faculty in 2002. Prior to coming to UNC Charlotte, he was an associate professor of real estate at the University of Texas at Arlington, where he also held the Gould-Mayfield Professorship of Real Estate. Dr. Buttimer has taught a variety of finance and real estate courses, including real estate finance, financial modeling, financial derivatives, and corporate finance. His primary areas of research are the development of mortgage default models and the application of options theory to problems in real estate development. He has published papers in many academic journals, has served on the Board of Directors for the American Real Estate and Urban Economics Association, and is a member of the editorial board of The Journal of Real Estate Finance and Economics. Dr. Buttimer holds both a Ph.D. and a B.B.A. from the University of Georgia.

Dr. Richard Buttimer

UNCC, CKCRE Director

Keynote Presentation Evolving with Digital #Trends Tony Giordano, Giordano Industries

Giordano Industries is the umbrella company of various businesses ranging from consulting, training, education, marketing, advertising, real estate, finance, construction and development firms, that help many business professionals, companies, non-profits, development projects, and organizations across many industries grow their brands and productivity.

Founder and President Tony Giordano began his career in the real estate industry, first in 1998, developing a vast knowledge in all aspects of the industry, from being a top mortgage broker and executive in real estate finance, to the sales side of the business as a top real estate agent in residential, commercial, investments, and development. Since 2010 he has helped agents and partner associates sell over 1.3 billion in sales volume leading him to become a coach / consultant, and speaking across the nation on the topics of marketing, online media, social media, real estate, development, investments, business building, lead-generation, recruiting, lead conversion and systems implementation which has led him to being a highly recognized consultant and speaker on these topics. His consulting and speaking clients include some of the largest organizations in the world including INMAN News, N.A.R., Allstate Insurance, Farmers Insurance, Aflac, Coldwell Banker, Keller Williams Realty, Sotheby’s, RE/MAX, Century 21, ERA, Douglas Elliman, Compass, Wells Fargo, Prospect Mortgage, CITI, along with universities such as Pepperdine, USC, and UCLA to name a few.

In 2012 he became a national best-selling author with his first book titled, The Social Agent, ‘the new era of social networking’ which teaches clients, and sales professionals the correct ways to integrate online presence and grow their business while revealing the secrets and dispelling the myths of social networking, SEO, and online marketing on various platforms such as Facebook, Instagram, Twitter, Google, YouTube, LinkedIn, SnapChat, Pinterest, etc... In 2017 his first book became an international best-seller with his second and third books releasing January 2018. His key goal is not just helping his clients learn modern day techniques, but also to grow their businesses by integrating and executing the proven strategies he has developed as a business professional within the new world of social and online media. This proven success allows him to coach professionals through exactly what their small business’s need to do in order to build their brands and productivity. With this unique background, he has a passion to lead thousands to greater success and change lives for the better in both his audiences and clients.

With a seasoned background as a top mortgage broker, celebrity real estate agent and guest on multiple seasons of Bravo TV’s ‘Million Dollar Listing’, Tony is also Founder / President of The Opulent Agency, which is a luxury real estate marketing & advertising agency with the honor of marketing some of the most opulent properties for sale in the world. A firm for agents and brands to use, The Opulent Agency has built a network of listings and buyers that span the globe due to a very unique and innovative technique in marketing sellers properties and targeting buyers globally. In recent years fueled primarily by online presence, he has built an international re-location and referral network for real estate professionals and has risen as one of the top luxury real estate online advertising and social media marketing agencies in the industry. With this unique background, he has a passion to lead thousands to greater success and change lives for the better in both his audiences and clients.

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Modern Solutions to Accelerate Sold Alternative & Non-Traditional Real Estate Panel Maren Brisson-Kuester has been a Broker/REALTOR for the past 15 years, maintaining top producer status since 2006. Aside from real estate, her passion has been supporting the local Charlotte philanthropy community where she has served as chair for numerous nonprofit organizations. Maren is a North Carolina native, growing up in Weddington, and now residing in Charlotte with her two sons and is a graduate of the University of South Carolina. Of her success in the real estate market, she attributes that to understanding the culture that is the essence of the state and the pulse that drives her industry to go the extra mile. Her drive has allowed her to excel in her career. Apart from numerous professional distinctions, Maren was President of the Charlotte Regional Realtor® Association in 2015 and 2016 and named the CRRA Realtor of the Year in 2016. Most recently, Maren is the 2019 President-Elect of the North Carolina Realtors® Association and was recently named the Chief Operating Officer of HM Properties.

Scott Kirk INTERLUXE

President & Founder

Maren Brisson-Kuester NC REALTORS

2019 President-Elect

Scott Kirk is president and founder of Interluxe. He spans a 15 year career in luxury real estate auction marketing and has experience virtually in every aspect of the home auction business, from sales, marketing, strategic planning, and technology initiatives, all the way down to the smallest details of the bidding process. Thanks to the depth of his experience Scott offers a unique understanding of the industry and where it could go in the future. Due to this, Scott started Interluxe as a progressive “next step” for the property auction industry: a platform where listing agents and motivated sellers could benefit by taking control of the sales process, receive greater exposure and create competition amongst qualified buyers and savvy agents to result in positive outcome for all. Scott’s goal with Interluxe is to provide the best possible results for his clients. At the end of the day, results are what people care about, and how Interluxe will be judged. Scott wouldn’t have it any other way.

John Makarewicz serves as President of MSRE. He is an Atlanta native and has been a licensed REALTOR® for over 16 years. John entered the real estate industry directly out of college and has focused on residential real estate for his whole career. As Director of Operations and now as President, John has helped MSRE grow into a company with over 200 employees and agents across 8 offices and with sales of over $550 million in 2017. Today, John oversees the operations and sales of MSRE and acts as the Managing Broker for the firm.

John Makarewicz

MSRE

President

Being a Fiduciary for Your Clients Finance & Wealth Panel Discussion Stephen L. Thomas has been working with high-net-worth individuals, families and businesses for more than 25 years. Consistently ranked as a top independent financial advisor by Barron’s, Forbes and Financial Times, Steve is the founder and managing principal of Linden Thomas and Company, an independent financial consulting firm that offers a comprehensive range of wealth management services. The disciplined institutional approach that Linden Thomas has developed is focused on creating efficient portfolios that are designed to be a results-driven program coupled with world-class customer service.

Steve Thomas

LINDEN THOMAS

Managing Partner

Johnatan Romero joined Movement Mortgage in early 2009 in the midst of the mortgage crisis. He has watched the company grow from roughly 50 employees to more than 4500 nationwide. Johnatan manages a branch and is a top producing Loan Officer averaging over $50 Million in production and over 250 units closed per year, since 2013.

Johnatan Romero MOVEMENT BANK Branch Manager / Sr. Loan Officer

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Originally from Colombia, Johnatan studied International Business and Economics at UNCC Belk College of Business. He and his wife Carla have a 2 year old daughter and enjoy living in Charlotte, NC. Johnatan Romero is committed to closing the cancer gap. Professionally, he donates a percentage of his closings to Levine Cancer Institute’s special needs care fund through his organization called Closings4Cancer.

Partner Showcase HOSTED BY:

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R anked Best Places To R etire

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fortune 500 C ompanies H eadquartered IN CLT 2

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PRESENTED BY:

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PRINTING & MATERIALS BY:

FURNISHINGS & STAGING BY:

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SUPPORTING PARNTERS:

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1 - US NEWS 2 - charlotte C hamber 3 - Charlotte US 4 - Zillow 5 - charlotte C hamber 6 - Labor bureau (May 2018)

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Get Social Social Media Tip Sheet

NTRLX

SUMMIT

#NTRLXSUMMIT FB / IG / TW: @NTRLXSUMMIT www.NTRLXSUMMIT.com

PARTNERS: #Interluxe FB: @InterluxeAuctions IG / TW: @InterluxeAuctns www.Interluxe.com

#MovementBank FB / IG / TW: @MovementBank www.MovementBank.com

#Movement Mortage FB: @MovementMortgage IG / TW: @MovementMtg www.MovementMorgage.com

#SirSpeedyLKN FB: @SirSpeedyStatesvilleNC TW: @SirSpeedyCorp www.SirSpeedy.com/MooresvilleNC421/

#FotoSold FB / IG / TW: @FotoSold www.FotoSold.com/Charlotte

#CreativeHomeStagers FB: @CharlotteHomeStager TW: @CLTHomeStager www.CreativeHomeStager.com

SPEAKERS: Rob Boisvert, #RobBoisvert TW: @BoisvertRob

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Maren Brisson-Kuester, #MarenBrissonKuester IG: @MarenBLK

Dr. Richard Buttimer, #RichardButtimer TW: @UNCCRealEstate

Ashley Fahey, #AshleyFahey TW: @CBJFahey

Tony Giordano, #TonyGiordano IG / TW: @Tony_Giordano

Taiwo Jaiyeoba, #TaiwoJaiyeoba FB / IG / TW: @CLTgov

Scott Kirk, #ScottKirk TW: @RealScottKirk

John Makarewicz, #JohnMakarewicz TW: @John_Makarewicz

Johnatan Romero, #TeamRomero FB / IG: @RomeroReview

Steve Thomas, #SteveThomas LindenThomas.com

THE USE OF INTERLUXE ENABLES A LISTING AGENT TO TAKE CONTROL EXPOSURE

URGENCY

CO M P E T I T I V E O F F E R S

SOLD

WHAT IS INTERLUXE? Interluxe is a luxury real estate auction marketplace where listing agents gain more exposure, create urgency, and deliver a quick sale for their listings at a protected price. Quite simply, they take control! We’ve revolutionized the auction process by creating an exciting and compelling bid platform to maximize the value of the local listing agent’s expertise and ongoing marketing program.

MORELAND HILLS, OH SOLD FOR RECORD BREAKING PRICE!

HOW IT WORK S

CRANBROOK, BC SOLD FOR RECORD BREAKING PRICE!

After an initial consultation, a bespoke marketing package is presented to the listing agent and their client. Once approved, the listing goes live at Interluxe. com and over an accelerated marketing period, hundreds of interested buyers are collected, qualified and funneled by Interluxe to the listing agent for further development and showings. The final sale price is set by market demand and approved by the seller. There is no negotiating, no hidden terms, and absolutely no uncertainty.

AGENTS CONTROL THE SELLING PROCESS

KEEP YOUR LISTING

KEEP YOUR COMMISSION

KEEP YOUR BRANDING

GET RESULTS

“From the beginning it was clear Interluxe wanted to support and collaborate with me in order to drive as much interest as possible for the seller from a national and international market of buyers.”

Monica Fabbio Sotheby’s Agent

SELL MORE LUXURY REAL ESTATE

TARGET QUALIFIED BUYERS

CREATE INTEREST

SHORTEN THE SALES CYCLE

TAKE CONTROL

We create a buyer profile to ensure that the marketing campaign reaches the RIGHT audience.

Draw interest from qualified buyers, guaranteed!

A typical Interluxe transaction occurs within 45 days.

Buyer Leads are directed to you for your development.

(888) 415-LUXE | WWW.INTERLUXE.COM | 7504 E INDEPENDENCE BLVD, SUITE 103, CHARLOTTE, NC 28227

NEW TRENDS IN REAL ESTATE & LUXURY SUMMIT 2018 WEDNESDAY, DECEMBER 5TH, 2018 • CHARLOTTE, NORTH CAROLINA

HOSTED BY:

PRESENTED BY:

NEW TRENDS IN REAL ESTATE & LUXURY SUMMIT 2018

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