All Star Group Inc: The LoanMakers Forum Luncheon & Expo 2017 - San Diego

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All Star Group Inc: The LoanMakers Forum Luncheon & Expo 2017 - San Diego

Tuesday, August 29, 2017 - 9:45am to 1:45pm

Overview

The LoanMakers Forum™ is a place where Investors, Real Estate Brokers, Mortgage Bankers, Loan Brokers and other Commercial Real Estate professionals meet Lenders and present loan requests live. This interactive half-day luncheon event will highlight the current programs of active Commercial Real Estate lenders. Attendees will have the opportunity to present actual loan requests to all the lenders and have them compete for the transaction. The event will also feature networking with the lenders and Commercial Real Estate support companies in a trade show format.

For more information: All Star Group Inc: The LoanMakers Forum Luncheon & Expo - San Diego


For 20% off Registration, use Promotional Code: KOSS20


Speakers

Organizer / Producer

Sponsors

Contacts

OrganizerAll Star GroupCall (818) 532-7660

Agenda

Tuesday, August 29, 2017

9:45 AM

Registration/Networking & Expo


10:45 AM 

CoStar San Diego Market Update


11:00 AM 

Lender Presentations


12:00 PM

Lunch is Served


12:45 PM 

LoanMakers Forum


1:30 PM

Networking & Expo


 

Arnie Garfinkel President Income Property Lending
Arnie formed Income Property Lending (IPL) in September, 1995 as a division of the All Star Group, Inc. He serves as President of IPL and is a corporate officer of All Star Group. View Profile
Joshua Ohl Senior Market Analyst CoStar Group
Joshua Ohl is the Senior Market Analyst for the CoStar Market Analytics platform covering multi-family properties in Orange County and San Diego. View Profile
Fred Ornelas Senior Loan Officer BofI Federal Bank
Fred has 25 plus years of experience in financing multi-family properties. View Profile
Chuck Hershson CEO Fidelity Mortgage Lenders
Charles “Chuck” Hershson, president of Fidelity Mortgage Lenders, Inc., founded the company in 1971 after graduating from the University of Southern California (B.S. Real Estate and Finance) and working for several years as a licensed real estate broker. A leading member of the California real estate community, Chuck has served as president of the California Mortgage Association (CMA), president of the Mortgage Association of California (MAC) and president of the California Independent Mortgage Brokers Association (CIMBA). He has also been a member of the Real Estate Finance Advisory Committee appointed by the Commissioner of the California Department of Real Estate. In addition, Chuck is active in many community organizations, including serving on the board of the Cancer Support Community, the Guardians, The Jewish Home for the Aging, and Friends of the Hebrew University. He’s also a supporter of the Real Estate and Construction Division of the Jewish Federation and is a member of the Board of Governors of Cedars-Sinai Hospital. An automobile enthusiast, he enjoys a nice ride, some travel and reading adventure fiction. View Profile
Matthew Savalas Business Development Officer Forbix Financial
Matthew Savalas is the business development officer at Forbix Financial, who provide loans for residential and commercial borrowers. He uses creative thought in funding loans, to work with the most difficult borrowers and perform. View Profile
Gina Koenen Vice President Provident Bank
Gina Koenen is responsible for $20,000,000 in loan goals annually. She specialize in multi-family (5 or more units), self storage, mobile home parks, office, industrial in California market. She has created and conducted training class for bank mortgage account executives and their external brokers to teach commercial lending in detail at a basic level of understanding to increase commercial lending. She has successfully trained over 4500 brokers in person through 2 hour classes as well as further educating through online classes another 2500. She has managed the creative, workflow process and implementation of advertising, marketing and sales development for team of commercial lending team. View Profile
Lisa Cappelletti VP ReadyCap Commercial, LLC
Lisa Cappalletti is the Vice President of Commercial Real Estate Lending at ReadyCap Commercial, LLC. Her previous job include Union Bank and FDIC. View Profile
Randy Jones Senior Vice President Spectrum Commercial Lending
Mr. Jones joined Spectrum Commercial Lending as a Senior Vice President bringing with him over 17 years of commercial lending experience. Prior to joining Spectrum, he worked for Bank of America as a Senior Vice President and Business Development Officer. He first joined Bank of America in 1995 as a Credit Officer for their Special Assets Group in their Pasadena Loan Center later transitioning into sales in 1997 with a focus in the Long Beach and South Bay areas of Los Angeles County. Mr. Jones has a vast amount of commercial lending experience that Spectrum believes is a real strength for the company. View Profile
Stan Salter Loan Officer Velocity Commercial Capital
Stan Salter is a loan officer at Velocity Commercial Capital LLC. View Profile
James Ritter Vice President Premier America Federal Credit Union
James Ritter is the Vice President of Commercial Lending at Premier America Federal Credit Union. If you're in the market for financing on retail, office, apartment or multi-use properties turn to the professionals at Premier America. We offer some of the most attractive fixed-rate and variable-rate options for your California commercial or investment property. Premier America delivers customized solutions for Commercial Real Estate Loans from under $1,000,000 to up to $3.5 million. View Profile
Steven Weiler SVP, Commercial Banking Keypoint Credit Union
Steven Weiler is the Senior Vice President of Commercial Banking for Keypoint Credit Union. View Profile
Roy Chiovari Sr. Commercial Loan Officer Wells Fargo Bank
Roy Chiovari has been a Sr. Commercial Lender at Wells Fargo since 2004. View Profile
Peter Drake Senior Vice President Bank of America
Mr. Drake has worked for Bank of America, California's largest bank for the past 24 years. He has held a variety of assignments including District Marketing Officer where he developed and implemented marketing and sales programs for 24 branches in the Los Angeles Area. In his current position Mr. Drake works as a Senior Vice President/Sales Officer for the Bank's Central Los Angeles Business Banking Sales Group. He acts as a business specialist servicing the credit and banking needs of the small to middle market business community in the Greater Los Angeles Area. Having worked in the business banking sales arena for the past 20 years.Mr. Drake has consistently ranked in the top 3 Sales Officers in the Nation. He has authored several marketing publications, which are used by Sales Officer's Nationwide. He has made Annual Gold Club since this recognition program for top performers was initiated. In addition, he has a track record unmatched by any other Sales Officer in the State of 30 consecutive quarters of Gold Club Production. View Profile
Brian Maddox Director of Nevada Operations/Chief Production Officer Clearinghouse CDFI
Mr. Maddox is the head of lending for Clearinghouse CDFI. He has over 18 years of community development finance and nonprofit management experience and is recognized for his expertise with Low Income Housing Tax Credits (LIHTC) financing. Prior to joining Clearinghouse CDFI, Mr. Maddox worked in senior management for both national and regional banks in Nevada, California and Arizona. He has also worked in the areas finance and policy administration with local, state and nonprofit organizations in Massachusetts and Delaware. Mr. Maddox was a U.S. Department of Housing and Urban Development Fellow at the University of Delaware and received a Masters in Public Administration, with a dual concentration in Community Development and Finance. Mr. Maddox also earned a Bachelor of Science Degree in Accounting from Lincoln University of Pennsylvania. View Profile
Cliff Taylor Senior Vice President - Managing Business Development Officer ReadyCap Lending, LLC
Cliff Taylor is the Senior Vice President - Managing Business Development Officer at ReadyCap Lending, LLC. View Profile
Jeff Hudson Managing Director Walker & Dunlop
Jeffrey Hudson,? managing director, is responsible for new loan originations of multifamily and commercial properties nationwide. Mr. Hudson will be based out of Walker & Dunlos Los Angeles, CA office. View Profile
Samson Lov Co-Founder & CTO Koss RESource
Some facts: As a child, Samson would often disassemble the TV and other electronic appliances after school, and put them back together before anyone else got home. His first computers were the Commodore 64 in 1983, and PC-Junior in1984. A rumor: Several of Samsos friends have been calling him MacGyver since 1984. (Actually, it started in 1985.) Samson started building low-voltage systems for the automotive after-market and first wentonlin in 1988 while studying business administration and automotive technology at Santa Monica College. During the early 199s, before the internet as we know it, and before transferring to California State University Northridge to study Business Administration (with options in Finance and Real Estate), he often spent time online using an old Apple IIGS and a public telephone, but thas another story. In October, 2010 Michael Koss and Samson met to discuss the feasibility of creating a website that would serve the commercial real estate industry by providing resources, networking tools, and business referrals, and that would provide all the basic information at no cost to the end-user. Two days later Michael Koss partnered with Samson to create Koss REsource. Samson oversees all of the operational and technical aspects of our company, and is responsible for carrying out Michaes vision:commercial real estate, real eas. View Profile
Michael Boggiano SVP - National Sales Manager Silver Hill Funding
Mike is head of production for small-balance commercial loan originations at Silver Hill Funding. He has over 25 years of industry experience, including more than a decade at Bayview as a senior executive in various leadership positions. Among Mike’s notable accomplishments is playing a key role in the successful 2003 launch of Silver Hill Financial, followed by growing the sales team and originations. His team closed 35,000 loans with $10 billion in overall principal balance. He has also negotiated and purchased commercial loans from a variety of financial institutions. View Profile
Nathan Villa Senior Vice President, SBA Lending West Valley National Bank
Over a Decade of experience in Banking from C&I and Cash Mangement in Southern California market . I have worked with smaller community based banks and credit unions to larger entities such as Bank of America. Currently I work for a commercial bank that works exclusively with small to medium size businesses in Southern California. I have the ability to interface with all key upper management for decisions and the resources to help virtually any business owner in Orange County. I am extremely Broker-Friendlyand can pay healthy rebates on submissions. Multi-faceted knowledge of Commercial & Investment Banking, Wholesale Lending, SBA, Owner-Occupied Commercial Real Estate, Esrow Trust Account Banking, Deposit Annalysis, and Sales Mentoring. View Profile
CJ Donovan SVP, Director of Loan Production First Foundation Bank Edit this field
CJ Donovan is the Senior Vice President and Director of Loan Production at First Foundation Bank. View Profile
Karina Parada Executive Assistant Parkview Financial
Karina Parada is the Executive Assistant at Parkview Financial. View Profile
Brian Barnard Executive Director Chase - Multifamily
Nicholas Fisher Client Manager Chase Commercial
Nicholas D. Fisher, CFA is a Client Manager at Chase Bank with complex analytical, accounting and financial modeling capabilities. He currently specializes in originating commercial loans for industrial, retail and office properties. He has extensive experience in consultative selling, financial analysis and investment strategies. Mr. Fisher received his Bachelor of Arts in Psychology from the University of California, San Diego, where he completed the UCSD Leadership Program. He holds the Chartered Financial Analyst® designation and is affiliated with the California Mortgage Bankers Association and the Mortgage Bankers Association. View Profile
E.J. Kavounas
Miramac Capital
Los Angeles, CA
Frananda Allen
Redstone Realty Group
Beverly Hills, CA
Peter Steigleder
Fidelity Mortgage Lenders
Los Angeles, CA
Richard Trites
Syncbrokerage, Inc
Woodland Hills, CA
Andrew Howard
Commonwealth Land Title
Newport Beach, CA
David Parry
Building Capital, Inc.
Beverly Hills, CA
DrGeorge Adams
USA Capital Solutions
Tarzana, CA
Ralph Santos
Remax Traditions
Simi Valley, CA
Gene Pak, CCIM
Bank of Hope
Los Angeles, CA
Ken Gaitan
Ladera Ranch, CA
Charles Singleton III
SWC Advisors
Corona, CA
CJ Donovan
First Foundation Bank
San Diego, CA
Kendahl Stein
Fidelity National Title
San Diego, CA
Scott Budzenski
Marcus & Millichap Capital Corp.
Playa Vista, CA
Nirmal Ranu
Fresno Finance Company
Fresno, CA
Morris Vides
Bank of America
Downey, CA
Jeff Glover
Southland EDC
San Diego, CA
Nathan Whigham
CleanFund
Sausalito, CA
Matt Rogers
Ladera Ranch, CA
Patricia King
Bank of America Merrill Lynch
San Diego, CA
Josh Ohl
CoStar Group
San Diego, CA
Gary Bechtel
Ladera Ranch, CA
Mony Men
SWC Advisors
Corona, CA
Luis Barrios
Altura Credit Union
Riverside, CA
Sharie Hendrickson
Keller Williams Realty
Studio City, CA
Glenn Levine
Keller Williams
Calabasas, CA
John Davies
Velocity Commercial Capital
Westlake Village, CA

Gold

Sponsor

Exhibitor

Organizer / Producer

Venue

 

Sheraton Carlsbad Resort & Spa
5480 Grand Pacific Dr
Carlsbad, CA 92008
United States