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ndNew York’s 2 Annual DistressedMortgage ExpoJune 20th & 21st, 2015Hotel Pennsylvania, New York, NYProudly Brought to You By:NewYorkREIA.com NewJerseyREIA.com PhiladelphiaREIA.comvia DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 1
Dear Convention Attendees,As a proud host of the 2015 New York’s 2nd Distressed Mortgage Expo, my team and I are delighted towelcome all of you to this momentous event. We have invited some of the most successful and influentialexperts in the creative finance & distressed mortgage industry to share their invaluable expertise with youthis weekend. From former billion dollar hedge fund executives, to top SEC and foreclosure attorneys, topioneers to investing world, the education and networking will be top notch.So why are we throwing these conferences?1. Bringing Wall Street to Main StreetFor decades, the business creative financing and mortgages notes investing has been one of thebest kept secrets. Through education and networking, we aim to make this community theepicenter through which a constant flow of knowledge, connections and transactions. Whetheryou are looking to purchase/sell notes or to immerse yourself in world-class creative financingeducation, you have certainly come to the right place.2. Recruiting the All-Stars of the BusinessWe firmly believe that the whole is greater than the sum of its parts, especially when it comes tobuilding investment funds. An all-star fund consists of capital investors, fund managers, workoutspecialists, attorneys, and advisors. If you are an all-star in the aforementioned categories andwould like to take your business to the next level with us, please reach out to us. Some of you willand have ventured into the business solo, Rambo-style, and some of you will go off to constructyour own teams. Regardless of which route you take, we wish you the utmost success.Lastly, we would like to take a moment to thank all of our speakers, sponsors, colleagues, volunteers andguests. Without you, this convention would not have been made possible. Thank you!Sincerely,Your host Nick TangNick TangNick is an investor and marketing and networking extraordinaire. His investmentexpertise includes residential single and multifamily properties and short sales.His responsibility and focus is in raising capital.He is also the founder/co-founder/fear-less leader of several of the largestnetworking events in the tri-state area including New York REIA, New JerseyREIA, Philadelphia REIA, and New York Entrepreneurs & Startup Network(NYESN).via DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 2
Saturday June 20thMain BallroomStartOpening Remarks for day 19:00 AMState of the Market, Acquisitions & Due Diligence onSenior Mortgages9:20 AMHost: Jack Krupey Panelists: Marc Gold, Donna Bauer, RickyBravaServicing and Workout Trends for Senior Mortgages10:00 AMHost: Phillip Brown Panelists: Wyatt Gilbert, Melissa Bollin,Kevin CordellThe Fastest, Safest, Easiest Way to Make Millions in RealEstate10:40 AMPresenter: Donna Bauer – The Original Note buyerBreakout Room #1Breakout Room #2Notes Evaluating and WritingHow to Navigate throughBankruptcy FilesDr J. Robert EckleyKevin Cordell – Madison ManagementSeller Financing and Real Estate Notesin The Dodd-Frank EraTerry Lewis & Robert EckleyManaging Notes 101Profitable Exit Strategies with NonPerforming & Re-Performings SeniorsUtilizing Tax-Deferred Dollars forNotesHost: Jack Krupey Panelists: Phillip Brown,Rosalie Bucci, Ricky BravaBelinda Savage - IRA Services-- LUNCH BREAK ---- LUNCH BREAK --How to Foreclose on a PropertyAdvanced Title Due Diligence on 1stand 2nd position notes Loan levelExit Strategy Considerations andPerfecting Your 1st Position Lien.Alex Goldovsky – Pro Title USAWyatt Gilbert - Applied BusinessSoftware12:40 PM-- LUNCH BREAK --Buying from the Banks: Commercial REOs, Notes &Other Super Creative Deal Making2:20 PMPresenter: Sue NelsonHost: Dr J. Robert Eckley Panelist: MelissaBolin, Kevin Cordell4:20 PMBuying Commercial PaperAre Junior mortgages for you?Beginner Calculator CourseHost: Marc Gold Panelist: Alex Goldovsky, Sue Nelson, EddieSpeedHost Cathie Jay Panel: Rosalie Bucci,Donna Perno, Deepta HiremathDonna Bauer - The Original Note buyer-- Vendor Networking ---- Vendor Networking --5:00 PM-- Vendor Networking --via DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 3
Sunday June 21stMain BallroomStartOpening Remarks for day 29:00 AMState of the Market, Acquisitions & Due Diligence onJunior Mortgages9:20 AMHost: Fuquan Bilal Panelists: Victoria Varrasse, Rob Hytha,Mike RusiscaServicing and Workout Trends for Juniors10:00 AMHost: Victoria Varrasse Panelists: Joe Roberts, ShermanArnowitz, Fuquan BilalGold in Notes10:40 AMPresenter: Eddie Speed – Note SchoolBreakout Room #1Breakout Room #2Advantages of Self Directed IRAToday’s Top Workout Strategies &Foreclosure TipsJohn Bowen - Equity TrustVictoria Varrasse ESQThinking outside the box with NotesHow to Wholesale NotesSaprina Allen – Main Street CapitalMike Ruscica - Note ConferenceSelf-Directed IRAHow to Analyze 2nd MortgagesCarl Fischer - CamaplanFuquan - National Note Group-- LUNCH BREAK ---- LUNCH BREAK --Full Contact Note Investing in the ShadowsRaising Private MoneyMarc Gold - Note WorexRicky Brava - Mortgage FloatRecapitalize with Partials - Cash onDemand!Master Mind GroupDonna Bauer – The Original Note BuyerFuquan - National Note Group-- Vendor Networking ---- Vendor Networking --12:40 PM-- LUNCH BREAK –Profitable Exit Strategies with Non-Performing & RePerformings Juniors2:20 PMHost: Chris Goodson, Panelists: Sherman Arnowitz, DaveVan Horn3:00 PM1st lien Notes, Are they for you?Host: Donna Perno Panel: Joe Roberts, Rob Hytha, SaprinaAllenStrategies for Raising Private MoneyHost: Ricky Brava Panel: Eddie Speed, Dave Van Horn, ChrisGoodson3:40 PMvia DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 4
Venue LayoutMain Ball RoomBreakout Room 1Breakout Room 2Main Vendor AreaRegistration DeskMain Entrance to EventFeatured Sponsors & VendorsAuction.comFounded in 2007, Auction.com is the nation’s leading online real estate marketplace, having sold more than 26 billion inresidential and commercial assets. Attracting buyers from more than 100 countries worldwide, the company serves awide variety of real estate customers – from major financial institutions and institutional investors to individual consumersand real estate professionals. Auction.com's mission is to provide the most trusted online real estate marketplace,making transactions easier and more transparent.The Next Generation of Self-Directed Retirement PlansNext Generation Trust Services (NGTS) is a third-party administrator of self-directed retirement plans. Our experienced,knowledgeable professionals provide comprehensive administrative support and account maintenance to individualsinterested in self-directing their retirement portfolios with a wide variety of investments that are not typically found in anIRA; these include real estate, precious metals, notes and mortgages, private placements, accounts receivables, limitedpartnerships, hedge funds, and much more. We never endorse, recommend, or sell any products or investments, nor dowe give investment advice; however, we do offer a variety of educational resources and seminars so that you can learnmore about this retirement wealth-building strategy.via DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 5
Featured Speakers & PanelistsAlex Goldovsky, Founder and CEO of protitleusa - a leader in Nationwide TitleSearch Market, servicing Fannie Mae, Bank of America, Wells Fargo, Colony, FDIC,IRS, SBA, First American and many others clients. A mastermind behind a numberof leading products in the title research and due diligence markets. A speaker,presenter in many title industry seminars as well as court expert witness.Alex GoldovskyCEO of ProTitle Usaprotitleusa.comWith more than 30 years’ experience, and upwards of 50,000 accounts and 4.7billion in assets under custody, IRA Services Trust Company enjoys a reputation forexceptional service and reasonable fees. Whether you are an investor choosinghow to invest your retirement funds, or an alternative investment provider marketingto qualified investors, IRA Services Trust Company can provide opportunities for realasset diversification through self-directed retirement accounts.Belinda SavageRetirement Services SpecialistIRA Serviceswww.iraservices.comCarl Fischer is an Ivy League graduate and third generation real estate developer.Carl began his investing career in the 1970’s when he was employed as a rocketscientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently oneof the founders and principals in CAMA Self Directed IRA, LLC (dba camaplan).Camaplan is a national company headquartered in Blue Bell, PA.Carl FischerFounder of CamaplanCamaplan.comCarl has implemented plans and managed over 20 million dollars in real estatetransactions. His real estate investments include commercial and residentialproperties, including real property, notes, and mortgages. He has been able toincrease his personal net worth and control many endeavors with the self-directiontools available. In addition to his hands on experience, he has the opportunity tospeak to many groups including real estate investors and brokers, CPA’s, financialadvisors, and mortgage professionals about the power and possibilities of IRA, 401k,and qualified plan self-direction. He presently has investments in PA, NJ, NY, FL,NC, and WI.via DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 6
Cathy JayCathy and Cathie (aka “the cathy’s”) are, by trade, hris software designers andworked together for over 12 years. Cathy as a director and cathie as a manager,together developed 5 enterprise software systems from conception to annualmaintenance. When the company was purchased in 2009 and they were downsized,they began looking for investments that would provide monthly income as well asfuture security. The original plan was to go into the fix n’ flip business, but inpursuing that, they stumbled upon notes. The distressed mortgage businessseemed to fit into their plans perfectly. They went on a fact finding mission anddiscovered the endless possibilities of borrower solutions and exit strategies. Since2012 they have been involved with 3 business ventures and have personallypurchased over 40 notes.& Cathy Craypartners at Gemini solutionsChristopher J. Goodson is a seasoned real estate investor, real estate mentor, hardmoney lender and the founder of Goodson Law Offices, a five attorney real estatefirm servicing Northern New Jersey/Central New Jersey as well metropolitan NewYork.From Cornell to Boston College Law School which brought me to the Park Avenuelaw firm of Otterbourg Steinder and then the NJ mega-firm, Pitney Hardin (now DayPitney). I am now the sole partner of Goodson Law Office (5 attorney firm out ofMontclair, New Jersey). The firm is in a high growth period but currently focuses onFinancial Services, Sophisticated Real Estate Transactions, Commercial Litigation,Bankruptcy and Trusts and Estates Planning.Chris GoodsonFounder of Goodson LawOffices & NJRECLUB.comDave Van Horn currently serves as President and Manager of PPR, a hedge fundthat buys and manages distressed mortgages. His primary responsibility at PPR israising capital. He also manages and facilitates the PPR Note Academy; whichprovides mentoring and note investment training to investors of all levels.Dave is also a highly sought after speaker and active investor in real estate andmortgage notes. His expertise is derived from over 25 years of residential andcommercial real estate experience as a licensed PA Realtor and insurance agent.Dave Van HornPresident at PPR Note CompanyPartnersforPaymentRelief.comvia DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 7
Deepta Hiremath is a graduate from Villanova University. She has been working inthe real estate world and focuses on various investment strategies in this arena.She has over ten years of diverse entrepreneurial experience.Deepta is well-known for her ability to identify real estate market opportunities. Sheis currently a Founder and Managing Partner of several real estate companies andhedge funds. She purchases and manages several 2nd mortgage notes andproperties in her portfolio. .Deepta HiremathDonna Bauer is the owner of one of the most successful private note investmentbusinesses. She single handedly grew her company, The Note Buyer, Inc, from herkitchen table into a multi-million dollar firm.Donna has been a guest speaker at many seminars and has received highlycomplementary feedback. Her students appreciate her straightforward and step-bystep approach to real estate training.Donna BauerThe Note Buyer, Inc.OwnerTheNoteBuyer.comJim PernoThroughout her 25 years in real estate, Donna Bauer has worked as a residentialand commercial property manager handling, multi-unit apartment buildings, highrises, and an office park. Overall her courses show people how to profit fromdelinquent mortgages and, her specialty, how to buy real estate notes atsubstantially discounted rates. Donna Bauer's experience in the real estate industryis reflected in her products and live training.Serial entrepreneurs, Jim and Donna Perno, have been in the real estate businesssince 1981. Their company, Rehabitats Investments, focuses on rehabbing hardassets and modifying mortgages. With over 7 million in real estate transactions anddozens of successful joint venture partnerships, they dove into the paper side of thebusiness only 2 years ago with a small pool of 2nds. They have since traded over30 loans (both 1sts and 2nds), raised over 1M OPM, and successfully jointventured with dozens of fellow note investors. Through a strategic alliance withsome of the most successful minds in the business, they are now helping others getinto the business through the Shadow Inventory Road Show, a nationwide 3-dayboot camp and bus tour that not only teaches A to Z aspects of the business, butalso collaborates with those who are looking to learn-by-partnership.Donna PernoFounders of ReHabitatsvia DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 8
Eddie Speed is the founder of NoteSchool, an award-winning note coach andauthor. Having over thirty years of experience in the note business, Eddie haspurchased over 30,000 performing and non-performing real estate secured noteswith total dollar value exceeding half a billion dollars, giving him an unparalleled trackrecord in the industry.As one of the most highly sought after note experts, Eddie has given hundreds ofeducational speeches to real estate and note professionals, real estate agents,brokers, mortgage brokers, builders, investing clubs, REIAs, and money managers.Eddie SpeedNoteSchoolFounderNoteSchool.comFuquan Bilal is both president and fund manager for National Note Group LLC.(NNG). Fuquan founded NNG with the principal mission of capitalizing on thegrowing supply of mortgage notes in the interbank marketplace. The primaryobjective was to deliver high yield investment returns to investors while creatingwinning solutions for homeowners in distress. Fuquan utilizes his more than 15 yearsof residential and commercial real estate success to identify real estateopportunities, capitalize on them. His financial acumen and proprietary set ofinvestment criteria enables him to purchase underperforming second lien mortgagesat a deep discount. He effectively hedges investors' risk by spreading theirinvestment across a portfolio of notes that diversify and stabilize the fund's returnand valuation.Fuquan BilalPresident of National NoteGroup LLCNationalNoteGroup.comJack Krupey has worked as both a commercial real estate broker and as a WholeLoan Trader and Asset Manager for a Wall Street Fund over his ten year career. Heis a partner and portfolio manager for Gemini Capital Managers LLC, a multi-milliondollar fund focused on buying non-performing and re-performing residentialmortgages. Previously Jack worked as an asset manager and trader for a WallStreet fund buying large portfolios of distressed debt. Jack's combination oftraditional real estate investment sales and his Wall Streetconnections have allowed him to source numerous deals for clients.Jack KrupeyManaging Director of GeminiCapitalGeminiCapitalManagers.comvia DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 9
Joe Robert is chief executive officer of Silver Bay Capital which buys and sells nonperforming first and second mortgages nationwide. Joe is a successful serialentrepreneur founding and managing multiple companies ranging in the areas ofconstruction, investment properties, and distressed assets. Mr. Robert’s extensivebackground in real estate and investment properties over the past fourteen yearscreated the opportunity for a specialized asset buying and selling operation. Hefounded People's Mortgage Relief in 2011 with Lindsay Gordon which transformedinto Note Alliance and now into Silver Bay Capital.Joe RobertsCEO of Silver Bay CapitalSilverBayCapital.comAs the National Education Specialist with Equity Trust Company, John provideseducational resources to real estate and alternative asset investors. This educationwas developed through years of experience in working with self-directed IRAinvestors and holding roles in contracting, operations and building management witha Northeast Ohio real estate investment company. John, along with the entireBusiness Development Team, has taken the company to just over 12 billion in planassets. Additionally, John has authored columns in Personal Real Estate InvestorMagazine and frequently appears as a guest speaker on radio talk shows and at realestate investing seminars and expos.John BowenNational Education SpecialistEquity Trust CompanyJ.Bowens@TrustETC.comKevin Cordell is the Founder and CEO of Madison Management Services, LLC aspecialty servicer based in Kenvil, New Jersey. Kevin is an experienced noteinvestor and servicer focusing on non-performing mortgages and turning them intore-performing loans. Kevin has gained specialized knowledge in working with juniorliens, seriously defaulted and delinquent loans. Kevin owns and manages severalnote investment funds focusing on residential real estate. Kevin has been afrequent speaker at investor events on the topics of bankruptcy, loan servicing andloss mitigation strategies for investors.Kevin earned his Bachelor of Science in Information Systems from the University ofCincinnati and a Master in Business Administration from the Redlands University.Kevin CordellFounder and CEO ofMadison Management ServicesMadisonManagement.netvia DistressedMortgageExpo.com. Share pictures, videos, and insights using #DistressedMortgageExpoPage 10
Marc Gold is the Managing Director of the American Home Recovery Fund and alsoPresident of NoteWerx, a cloud portfolio management platform specificallydeveloped for the non-performing loan industry. Marc brings over 20 years andseveral billion dollars of transactional experience in the paper business of mortgagebanking and real estate.Marc also serves as President of American Home Veterans, a non-profit organizationformed to convert distressed housing assets into donation homes and providesustainable housing for our nation’s disabled veterans.He is a proud veteran of Americas Navy, an officer in the Veterans of Foreign WarsPost 7142, and goes out of his way to talk about all things military and help supportveterans organizations whenever he can.Marc GoldManaging Dir
Kevin Cordell – Madison Management Servicing and Workout Trends for Senior Mortgages Host: Phillip Brown Panelists: Wyatt Gilbert, Melissa Bollin, Kevin Cordell 10:00 AM Seller Financing and Real Estate Notes in The Dodd-Frank Era Terry Lewis & Robert Eckley Managing Notes 101 Wyatt Gilbert - Applied Business Software
