How We Make It Work

Because we value helping lenders of all sizes adopt best practices that benefit their business and elevate the private lending industry, this virtual event series is free and open to both members and non-members.

1. Choose Your Stage

Our Education Committee has identified 4 critical thresholds of private lender operations. The participants in your Stage are likely working through similar questions.

2. Choose Your Breakout

Each Stage comes with a different set of pain points; identify the area you most want to explore with other participants. And don’t worry, these breakouts can discuss other topics too.

3. Be Ready to Collaborate

Discussion leaders will help guide conversation in 2-hour breakout roundtables. Come prepared to introduce yourself and speak up in a Zoom meeting format.

How We Make It Work

Because we value helping lenders of all sizes adopt best practices that benefit their business and elevate the private lending industry, this virtual event series is free and open to both members and non-members.

1. Choose Your Stage

Our Education Committee has identified 4 critical thresholds of private lender operations. The participants in your Stage are likely working through similar questions.

2. Choose Your Breakout

Each Stage comes with a different set of pain points; identify the area you most want to explore with other participants. And don’t worry, these breakouts can discuss other topics too.

3. Be Ready to Collaborate

Discussion leaders will help guide conversation in 2-hour breakout roundtables. Come prepared to introduce yourself and speak up in a Zoom meeting format.

About the Stages & Breakouts

Tuesday 9/19 1:30 – 3:30PM CT

For individuals considering becoming a private lender and those already transacting a few loans per month/year, breakouts for this stage are designed to help you answer the initial questions of what your options are, how to get started, and how to reduce risk.

Breakouts:

Business Model & Products: entities, documentation, risk profiles
Discussion Leaders: Arthur Budimir, COGO Capital and Jeff Levin, Specialty Lending Group

Self-Servicing: best practices, compliance, tracking
Discussion Leaders: Michael Fordham, Silverstream Funding

Capital Sources: legal considerations, options
Discussion Leaders: Larry Gilmore, ClearBlu Capital Group Inc. and Kevin Kim, Geraci LLP

Wednesday 9/20 1:30 – 3:30PM CT

For private lenders ready to formalize operations, breakouts for this stage will help you grow market presence, establish systems and processes, and create a balanced sales pipeline.

Not sure “growth vs. scale?” Read this.

Breakouts:

Building Your Critical Staff, Policies, and Procedures: finding a fit, implementation, vendor options
Discussion Leaders: Pam Hoepfl, Precision Capital, Kendra Rommel, FUTURES Financial, and Nema Daghbandan, Geraci LLP

Marketing & Deal Flow: channels, best practices, red flags
Discussion Leaders: Alex Buriak, Jet Lending and Erica LaCentra, RCN Capital

Capital Sources: options, pros and cons
Discussion Leaders: Carrie Cook, Ignite Funding and Kevin Kim, Geraci LLP

Thursday 9/21 1:30 – 3:30PM CT

For stable lending companies, breakouts for this stage will help grow capital, expand to new markets, and scale operations.

Not sure “growth vs. scale?” Read this.

Breakouts:

Distribution Channels: brokers and correspondent lenders, white labeling, and more
Discussion Leaders: John Santilli, Rehab Financial Group and Ben Shaevitz, CV3 Financial Services

Capital Sources & Legal: options, stabilization, diversification
Discussion Leaders: Mike Fallot, MM Lending; Melissa Martorella, Geraci LLP; and Jen Young, Geraci LLP

Friday 9/22 1:30 – 3:30PM CT

For any lender interested in starting and managing a private debt fund, breakouts will dig into strategy, risk factors, and best practices.

Breakouts:

Capital Structures & Legal: prototypical, alternatives
Discussion Leaders: Matt Podesto, Black Label Capital and David Rosenberg, FUTURES Financial; Brock VandenBerg, TaliMar Financial and Jen Young, Geraci LLP

Raising Capital: options, strategy, risks
Discussion Leaders: Bill Fairman, Carolina Capital Management and Alan Rios, Ragland Capital

Registration

Please note: Registration for each Stage closes 2 hours (11:30AM CT) prior to the start of that roundtable. Registration is now closed for all roundtables. Please stay tuned for future virtual roundtable events.

Discussion leaders will build conversation starters based on your registration responses and their own experience with the breakout topic. Be sure to review “About the Stages and Breakouts” above to fine-tune your best fit.

As demand continues, we’ll host additional virtual roundtables several times annually. Want to be in the know? Be sure to subscribe to our newsletter.

About the Stages & Breakouts

Tuesday 9/19 1:30 – 3:30PM CT

For individuals considering becoming a private lender and those already transacting a few loans per month/year, breakouts for this stage are designed to help you answer the initial questions of what your options are, how to get started, and how to reduce risk.

Breakouts:

Business Model & Products: entities, documentation, risk profiles
Discussion Leaders: Arthur Budimir, COGO Capital and Jeff Levin, Specialty Lending Group

Self-Servicing: best practices, compliance, tracking
Discussion Leaders: Michael Fordham, Silverstream Funding

Capital Sources: legal considerations, options
Discussion Leaders: Larry Gilmore, ClearBlu Capital Group Inc. and Kevin Kim, Geraci LLP

Wednesday 9/20 1:30 – 3:30PM CT

For private lenders ready to formalize operations, breakouts for this stage will help you grow market presence, establish systems and processes, and create a balanced sales pipeline.

Not sure “growth vs. scale?” Read this.

Breakouts:

Building Your Critical Staff, Policies, and Procedures: finding a fit, implementation, vendor options
Discussion Leaders: Pam Hoepfl, Precision Capital, Kendra Rommel, FUTURES Financial, and Nema Daghbandan, Geraci LLP

Marketing & Deal Flow: channels, best practices, red flags
Discussion Leaders: Alex Buriak, Jet Lending and Erica LaCentra, RCN Capital

Capital Sources: options, pros and cons
Discussion Leaders: Carrie Cook, Ignite Funding and Kevin Kim, Geraci LLP

Thursday 9/21 1:30 – 3:30PM CT

For stable lending companies, breakouts for this stage will help grow capital, expand to new markets, and scale operations.

Not sure “growth vs. scale?” Read this.

Breakouts:

Distribution Channels: brokers and correspondent lenders, white labeling, and more
Discussion Leaders: John Santilli, Rehab Financial Group and Ben Shaevitz, CV3 Financial Services

Capital Sources & Legal: options, stabilization, diversification
Discussion Leaders: Mike Fallot, MM Lending; Melissa Martorella, Geraci LLP; and Jen Young, Geraci LLP

Friday 9/22 1:30 – 3:30PM CT

For any lender interested in starting and managing a private debt fund, breakouts will dig into strategy, risk factors, and best practices.

Breakouts:

Capital Structures & Legal: prototypical, alternatives
Discussion Leaders: Matt Podesto, Black Label Capital and David Rosenberg, FUTURES Financial; Brock VandenBerg, TaliMar Financial and Jen Young, Geraci LLP

Raising Capital: options, strategy, risks
Discussion Leaders: Bill Fairman, Carolina Capital Management and Alan Rios, Ragland Capital

Registration

Please note: Registration for each Stage closes 2 hours (11:30AM CT) prior to the start of that roundtable. Registration is now closed for all roundtables. Please stay tuned for future virtual roundtable events.

Discussion leaders will build conversation starters based on your registration responses and their own experience with the breakout topic. Be sure to review “About the Stages and Breakouts” above to fine-tune your best fit.

As demand continues, we’ll host additional virtual roundtables several times annually. Want to be in the know? Be sure to subscribe to our newsletter.