ACQUIRE, SCALE AND SELL PROFITABLE BUSINESSES!

ACQUIRE, SCALE AND SELL PROFITABLE BUSINESSES!

OCTOBER 26, 2024 • CHICAGO, IL

OCTOBER 26TH, 2024 CHICAGO, IL

MAY 11TH, 2024 • HOUSTON, TX

This conference is designed to provide you with the knowledge, resources, and connections necessary to successfully acquire, scale, and sell profitable businesses.

CHOOSE YOUR ACCESS TO THE 

M&A LAUNCHPAD CONFERENCE

$350
Regular Price

$150

Discount Code: EARLYBIRD

  • EXCLUSIVE ACCESS TO THE M&A LAUNCHPAD 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 M&A Launchpad Conference

MAY 11TH, 2024 • HOUSTON, TX

This conference is designed to provide you with the knowledge, resources, and connections necessary to successfully acquire, scale, and sell profitable businesses.

$620
Regular Price

$420

Discount Code: EARLYBIRD

  • EXCLUSIVE ACCESS TO THE M&A LAUNCHPAD 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 M&A Launchpad Conference

A CONFERENCE CURATED FOR ENTREPRENEURS, INVESTORS, & BUSINESS OWNERS

ACQUIRE & SCALE

Discover the secrets to successfully acquiring profitable businesses from seasoned experts in the dynamic world of mergers and acquisitions. The M&A Launchpad is your gateway to mastering deal sourcing, structuring, financing, and ultimately closing lucrative business transactions. We also have a variety of content teaching owners how to optimize operations and scale their business. Join us in this unparalleled forum, where renowned entrepreneurs will share their invaluable insights on acquiring wealth through strategic business acquisitions. 

INVEST

Attend the M&A Conference to access in-depth learning pathways tailored to provide you with the vital knowledge and skills required to make strategic investments in profitable M&A opportunities. You'll acquire valuable insights into deal sourcing and underwriting, tax optimization strategies for M&A investors, and a comprehensive understanding of the end-to-end M&A investment process. Additionally, you'll have the opportunity to forge valuable connections with industry professionals offering lucrative passive M&A investment opportunities.

EXIT 

At M&A Launchpad, business owners gain vital resources to navigate a successful exit strategy while safeguarding their legacy. Through educational sessions tailored to optimizing exit paths, attendees will uncover potent strategies for maximizing value and securing the long-term prosperity of their businesses and employees. Additionally, this event provides a unique networking opportunity, connecting business owners with a multitude of contacts actively seeking to acquire and invest in successful enterprises.

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MULTIFAMILY INVESTOR NETWORK CONFERENCE

ATLANTA, GA | NOVEMBER 12, 2022

CHOOSE YOUR ACCESS
TO THE M&A LAUNCHPAD CONFERENCE

OCTOBER 26TH, 2024 • CHICAGO, IL • HYATT REGENCY O'HARE CHICAGO

Questions about this event? Email us at help@malaunchpad.com

$350
$150

$355
$155

$355
$155

Regular Price

Discount Code: EARLYBIRD

  • EXCLUSIVE ACCESS TO THE M&A LAUNCHPAD 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 M&A Launchpad Conference

$620           $420

Regular Price

Discount Code: EARLYBIRD

  • EXCLUSIVE ACCESS TO THE M&A LAUNCHAPD 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 M&A Launchpad Conference

REFUND POLICY 

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 M&A Launchpad conferences, up to 2 weeks before the conference date.

For assistance, please contact help@malaunchpad.com

Book Discounted Accommodations!

HYATT REGENCY O'HARE CHICAGO 
9300 Bryn Mawr Avenue, Rosemont, IL 60018

Join us at the largest hotel outside the city, Hyatt Regency O’Hare Chicago is home to spaces ranging from traditional ballrooms to inspiring networking areas and top-floor reception venues. Located five minutes from O’Hare International Airport, and offering a complimentary airport shuttle, we are a comfortable and convenient location for travelers.

Get exclusive discounts on accommodations when you book through the link below!

THE VENUE

Hyatt Regency O'Hare Chicago
9300 Bryn Mawr Avenue
Rosemont, IL 60018 

Join us at the largest hotel outside the city, Hyatt Regency O’Hare Chicago is home to spaces ranging from traditional ballrooms to inspiring networking areas and top-floor reception venues. Located five minutes from O’Hare International Airport, and offering a complimentary airport shuttle, we are a comfortable and convenient location for travelers.

Get exclusive discounts on accommodations when you book through the link below!

SPEAKERS

M&A LAUNCHPAD CONFERENCE
OCTOBER 26TH, 2024 • CHICAGO, IL

Questions about this event? Email us at help@Malaunchpad.com

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.

ROMAN BASI

Managing Partner 
The Center for Financial,
Legal & Tax Planning

JESS BAILEY

Managing Attorney
Bailey Law Firm

FERAS MOUSSA

Principal
Disrupt Equity

CASEY MINSHEW

Managing Partner 
Equity Launchpad

BEN SUTTLES

Principal
Disrupt Equity

WALKER DEIBEL

Founder, M&A Advisor
Buy Then Build

SHAWN ALLARD

Owner
Veer Group

BEKI DARLIN

Founder
Our WAEE

CHELSEA WOOD

Co-Founder
Acquisition Lab

LISA FORREST

Head of Search Fund Lending
Live Oak Bank

DAN CORREDOR

President
Strategic CFO®

REID PENNEBAKER

Founder and Managing Partner
ETA Circle

JUDD GOODRICH

Go-To-Market Lead & Product
Mainshares

JON DONNEL

Managing Director, 
Valuation Advisory
BizWorth

CARL KLEIMANN

Moffitt Holdings, LLC 
Moffitt Services

MARK WINCHESTER

District Director
SBA Houston District Office

NATHAN STODDARD

VP, Senior Wealth Consultant
US Life Pro

MAX LUMMIS

Founder & Managing Shareholder
LCS Accounting & Advisory

MANDY MCALLISTER

CEO
GoBundance Women

ANDREW DE LUNA

Managing Director
Moon Consulting

MIKE OKHRAVI

Owner/Operator
Your Garage Floor and Premier Towing

CHRIS WILLIAMS

CEO
System Six

JACK FOLEY

Senior Vice President
AssuredPartners

SHELLEY EWART NAGLIERI

Group Manager
Comerica Bank

KEVIN BIBELHAUSEN

General Partner
Fruition Capital

TOMMY FORSYTHE

EVP, SBA Business Line Manager
Independent Bank Group

BRITTANY WINNER

Executive Vice President
J. Galt

ART GOETZE

Founder and CEO
Scoop Health

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

EVENT SCHEDULE

M&A LAUNCHPAD CONFERENCE • OCTOBER 26, 2024 • CHICAGO, IL

Questions about this event? Email us at help@malaunchpad.com

M&A LAUNCHPAD CONFERENCE • OCTOBER 26TH, 2024 • CHICAGO, IL

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.

7:00 am - 9:00 am

Attendee Check in

9:00 am - 9:15 am

Welcome and Introductions

9:15 am - 10:00 am

KEYNOTE

Walker Deibel | Buy Then Build: How Acquisition Entrepreneurs Outsmart the Startup Game

Wall Street Journal and USA Today bestselling author of Buy then Build: How Acquisition Entrepreneurs Outsmart the Startup Game.

His work has been featured in Forbes, Entrepreneur, Inc, Fast Company, and the Harvard Business Review.

He is also the creator of Acquisition Lab, the premier accelerator for acquisition entrepreneurship, focusing on delivering world-class education, tools & resources, group coaching, and a vetted community.

10:00 am - 10:20 am

Networking Sessions

At the M&A Launchpad Conference, we bring together business owners, investors, and acquirers to cultivate enduring and profitable business connections.

10:20 am - 10:55 am

KEYNOTE

10:55 am - 11:35 am

M&A Success Stories Panel

Featuring Shawn Allard

Featuring Shawn Allard

Gain valuable insights into the journeys of successful M&A entrepreneurs who have bought, operated, scaled, and ultimately sold their companies for millions. These individuals have faced significant setbacks, and have learned invaluable lessons along the way. By delving into their experiences, you can gain direct takeaways to apply to your own business journey. 

11:35 am - 12:10 pm

KEYNOTE

12:10 pm - 1:30 pm

Lunch & Networking

1:30 pm - 2:15 pm

Getting Started in M&A: What Every Entrepreneur Needs To Know

Featuring Beki Darlin

M&A Breakout Sessions

Join us at the M&A Launchpad Conference for a series of carefully curated breakout sessions designed to equip you with the knowledge and insights needed to excel in the world of mergers and acquisitions. Our A and B sessions are broken down into two different learning paths tailored to your business goals. 

Breakout A: Tailored for acquirers and business owners
Breakout B: Tailored for investors 


2:15 pm - 2:55 pm

Breakout 1A - M&A Deal Structuring, Due Diligence & Ways To Mitigate Your Risk

Breakout 1B -  The Acquisition Process: Sourcing & Acquiring Deals in 2024

Featuring Judd Goodrich

2:55 pm - 3:35 pm

Breakout 2A - M&A Financing Options and Strategies

Featuring Lisa Forrest

Breakout 2B - The Process and Evaluating your First Investment

3:35 pm - 4:15 pm

Breakout 3A - Successful Integrations and Optimizing Operations To 10x Your Profit 

Featuring Chelsea Wood

Breakout 3B - Navigating the Sale of Your Business

4:15 pm - 4:55 pm

Breakout 4A - OWNER BREAKOUT - The Business Inside The Business

Breakout 4B - Reducing your Tax Liability as an Investor

Featuring Roman Basi

4:55 pm - 5:15 pm

Fireside Chat: Passive Investing in M&A

5:15 pm - 7:00 pm

Post-Event Networking 

Join us for cocktails and networking at the bar of the Hyatt Regency O'Hare.

ABOUT M&A LAUNCHPAD

OCTOBER 26TH, 2024 • CHICAGO, IL

The M&A Launchpad is a one-day Conference for entrepreneurs, investors, and business owners. Whether you're seeking to acquire or invest in profitable businesses, scale your existing venture, or plan for a successful exit strategy, the M&A Launchpad is the event for you. Gain access to a wealth of tools, resources, and opportunities that will propel your business to new heights. Plus, don't miss out on the chance to form incredible connections with like-minded professionals that have the potential to transform your career. 

Don't miss the opportunity to connect with high-caliber entrepreneurs, investors, and business owners from around the United States and learn from leading M&A industry experts!

300+
30+
6

ATTENDEES
SPEAKERS
BREAKOUTS

ABOUT M&A LAUNCHPAD

The M&A Launchpad is a one-day Conference for entrepreneurs, investors, and business owners. Whether you're seeking to acquire or invest in profitable businesses, scale your existing venture, or plan for a successful exit strategy, the M&A Launchpad is the event for you. Gain access to a wealth of tools, resources, and opportunities that will propel your business to new heights. Plus, don't miss out on the chance to form incredible connections with like-minded professionals that have the potential to transform your career. 
Don't miss the opportunity to connect with high-caliber entrepreneurs, investors, and business owners from around the United States and learn from leading M&A industry experts!

300+ Attendees

30+ Speakers

6 Breakouts

HOST

SPECIAL THANKS TO OUR SPONSOR

SPECIAL THANKS TO OUR SPONSORS

SPECIAL THANKS TO OUR SPONSORS

PLATINUM

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

HOST

SPECIAL THANKS TO OUR SPONSORS

SPECIAL THANKS TO OUR SPONSORS

PLATINUM

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

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Event Schedule

Multifamily Investor Network Conference

November 12, 2022 | JW Marriott Atlanta Buckhead

(TBA)