CBIZ National Commercial Real Estate Practice

All Star Group Inc: The LoanMakers Forum Luncheon & Expo 2017 - Silicon Valley

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All Star Group Inc: The LoanMakers Forum Luncheon & Expo 2017 - Silicon Valley

Tuesday, June 6, 2017 -
10:00am to 2:00pm

Overview

The LoanMakers Forum is pleased to present its next Luncheon & Expo - Silicon Valley on Tuesday, June 6, 2017

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 complete for 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 2017 - Silicon Valley

Speakers

Sponsors

Agenda

Tuesday, June 6, 2017

10:00 AM

Registration/Networking Expo


10:50 AM

Introductions


11:00 AM

Lender Presentations


12:00 PM

Lunch is served


12:40 PM

Loan Requests/Q&A


1:30 PM

Networking Expo


 

Stan Salter Senior Account Executive Velocity Commercial Capital
Stan Salter is a Sr. Account Executive with Velocity Commercial Capital. Stan has more than 15 years of experience in financial services and real estate finance, with particular expertise in commercial real estate lending. View Profile
Max Strehle Client Manager Chase Commercial Term Lending
Max Strehle is a Client Manager at Chase Commercial Term Lending. View Profile
Cliff Taylor Regional SBA Sales Manager First Community Bank
Cliff Taylor is a Regional SBA Sales Manager at First Community Bank. View Profile
Matthew Savalas Business Development Officer Forbix Financial
Matthew Savalas is a Business Development Officer at Forbix Financial. View Profile
Paul Rahimian Principal Parkview Financial, LLC
Paul Rahimian is a third generation developer and general contractor that has developed numerous residential and commercial properties throughout Southern California, including single family homes, condominium projects, apartment buildings, retail strip centers, and office buildings. Paul has also worked in the capacity of a General Contractor building major governmental projects, including colleges, schools, police departments, jail houses, community centers, and hospitals. As a construction lender, Paul has the vision of a developer and works with the borrower and contractor as a team to help the project to be a success. View Profile
Gina Koenen Vice President, Commercial Loan Officer Provident Bank
Commercial Lending, Business lending, Coaching, Training, and Marketing: Commercial loan officer - responsible for $20,000,000 in loan goals annually. Specialize in multi-family (5 or more units), self storage, mobile home parks, office, industrial in California market 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. Successful trained over 4500 brokers in person through 2 hour classes as well as further educating through online classes another 2500. Managed the creative, workflow process and implementation of advertising, marketing and sales development for team of commercial lending team. View Profile
Lisa Cappelletti VP CRE Lending, So. Cal ReadyCap Commercial, LLC
Lisa Cappelletti is a nonbank CRE nationwide lender. View Profile
Arnie Garfinkel President All Star Group
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
Tina Casoni Vice President Bank of America Merrill Lynch
Tina Casoni is a Vice President at Bank of America Merrill Lynch. View Profile
Michelle Li Loan Production Officer First Foundation Bank
Michelle Li is a Loan Production Officer at First Foundation Bank. View Profile
Steven Weiler Senior VicePresident, Business Banking Keypoint Credit Union
Steven Weiler is the Senior VicePresident of Business Banking at Keypoint Credit Union. View Profile
Randy Jones Senior Vice President spectrum commercial lending
Randy Jones is the Senior Vice President at spectrum commercial lending, View Profile
Roy Chiovari Senior Vice President Wells Fargo Bank
Roy Chiovari is a Senior Vice President at Wells Fargo Bank. View Profile
Robert Rice Business Development Manager BofI Federal Bank
Robert originates both multifamily and commercial real estate loans Nationwide. With a career spanning more than 4 decades, he has funded loans on just about every type of collateral and moreover has the experience to avoid transaction pitfalls that slow down successful closings. 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. 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
Richard Montgomery Vice President - Loan Officer PennyMac
Commercial Real Estate executive specializing in business development, loan structuring, financial and market analysis. Direct experience in sales & account management, building and developing new markets, strategic planning and implementation. Extensive business and commercial property financing knowledge as well as significant sales and marketing skills. Effective communicator, solution provider and problem solver, able to analyze, negotiate, and close complex transactions. View Profile
Sharon Groenendyk Client Manager Chase Multifamily Lending
Sharon Groenendyk is a Client Manager at Chase where she is responsible for originating senior debt for their on book Commercial Term Lending Program. Prior to joining Chase, Sharon, was a Senior Director at Wrightwood Capital where she generated construction, structured, mezzanine and preferred equity loans. Sharon moved to the Bay Area during her 11 year tenure at GE Real Estate where she produced structured loans for GE’s own portfolio and also CMBS loans that were securitized and sold. View Profile
Steven Hinds Senior Vice President Walker & Dunlop
​With more than twenty years of industry experience, Steve Hinds, senior vice president is responsible for nationwide loan origination and will be based out of Walker & Dunlop’s San Francisco, California office. Throughout his career, Mr. Hinds has been involved in placing more than $1 billion in commercial real estate loans. Prior to joining Walker & Dunlop, Mr. Hinds served as principal at George Elkins Mortgage Banking Company, where he began working for his grandfather, the company’s founder, in 1985. During his stewardship at Elkins, the company closed more than $1 billion of commercial real estate loans with a variety of lenders including correspondent life insurance companies, banks, private individuals, and Wall Street conduits. Mr. Hinds graduated from the University of California at Berkeley. Beyond the Company, Mr. Hinds serves on the board of directors of a real estate corporation, and is an active member in several professional associations including California Mortgage Association, Mortgage Banking Association, International Conference of Shopping Centers, and National Association of Industrial and Office Properties. In addition, Mr. Hinds is also the co-founder of Los Angeles Mortgage Association, an association of lenders and mortgage bankers that focuses on the Southern California commercial real estate lending market. View Profile
Herb Nunez Loan Manager - Commercial Loans Fidelity Mortgage Lenders
Herb Nunez, manager of the commercial loan department has been with Fidelity Mortgage Lenders, Inc. for more than 23 years. He joined the firm after 12 years with a company that specialized in computer systems for the mortgage industry. A graduate of Inglewood High School, he attended El Camino College where he studied real estate financing and accounting. Fluent in Spanish, Herb implemented marketing campaigns to the Spanish speaking communities of California. Married with two children, Herb is a licensed pilot and enjoys racquetball and golf in his leisure hours. View Profile
Kristopher Duarte SVP, Senior Client Manager Bank of America
Specialize in Commercial Lending and Portfolio Management of Small Businesses in the $5-$50 Million Annual Revenue Space.
Karina Parada Parkview Financial, LLC
Karina Parada works for Parkview Financial. View Profile
Cameron Jeffs
Avant Real Estate Group
Half Moon Bay, CA
Gene Pak, CCIM
Bank of Hope
Los Angeles, CA
John Ma
GMCC
Cupertino, CA
Steed Ahn
Avant Real Estate Group
San Francisco, CA
Robert S. Rice
Nationwide Lending, CA
Arthur Navarro
Lawyers Title Company
Menlo Park, CA
Ryan Smith
Fidelity National Title Company
San Jose, CA
Donald Ao
Vista Financial Solutions, LLC
Hayward, CA
Sam Vichattu
Union Bank
San Jose, CA
Lionel Selzer
ProMortgage
San Rafael, CA
Eduard Gubarik
Provident Bank
Roseville, CA
Grace Chang
Grand Pacific Financing Corporation
Burlingame, CA
Chris Olofson
First Foundation Bank
Oakland, CA
Boris Fridlib
CoStar Group
San Jose, CA
Fred Cebalo
Provident Bank
Pleasanton, CA
Catherine Xu
Provident Bank
Pleasanton, CA
James Henderson II
Cardinal Realty Finance
Sacramento, CA
Michael Ryan
Michael Ryan & Associates
Santa Clara, CA
Scott Spafford
Wells Fargo Bank
San Jose, CA
Edwin Elliott
BayMark Financial, Inc.
San Mateo, CA
Brian Chung
Bank of Hope
Los Angeles, CA
Felton Jackson, Jr.
Jackson RE Appraisal Service
Newark, CA

Conference Chair

Platinum

Gold

Silver

Sponsor

Organizer / Producer

Venue



For 40% off Registration, use Promotional Code: KOSS40


DoubleTree by Hilton San Jose
2050 Gateway Pl.
San Jose, CA 95110
United States

Hotel Information

Meet us in Silicon Valley!
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