All Star Group Inc: The LoanMakers Forum Luncheon & Expo 2019

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All Star Group Inc: The LoanMakers Forum Luncheon & Expo 2019

Thursday, August 22, 2019 - 9:45am to 2:00pm

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


For 20% off Registration, use Promotional Code: KOSS20


Speakers

Organizer / Producer

Sponsors

Contacts

OrganizerAll Star GroupCall (818) 532-7660

Agenda

Thursday, August 22, 2019

9:30 AM

REGISTRATION/NETWORKING & EXPO


10:20 AM

COSTAR SAN DIEGO MARKET UPDATE


10:45  AM

LENDER PRESENTATIONS


11:45 AM

LUNCH IS SERVED


12:45 AM

LOAN/MAKERS FORUM


1:15 AM

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. Prior to employment with IPL, Arnie was Vice President of Commercial Real Estate Lending for Pacific Thrift and Loan, and he was a principal of United Commercial Credit Industries (UCCI). Previously he held the position of Vice President/Sales Manager and assisted in the training and development of the marketing staff while employed with Foothill Thrift & Loan / Foothill Capital Corporation for 9 years. Mr. Garfinkel has been a featured speaker for various organizations, including - California Association of Mortgage Brokers, National Association of Mortgage Brokers, California Mortgage Bankers Association, Building Industry Association, American Industrial Realtors Association, R.I.A.O.C., and Crittenden to name a few. Arnie produces many events for other organizations including the Soulland Regional Association of Realtors, Long Beach Commercial Real Estate Council and the California Lodging Investment Conference aka [CLIC]. He is past president of the Tarzana Chapter of Toastmasters International and served as a Board of Director and Vice President of the Southern California Chapter of the Florida State University Alumni Association. View Profile
Fred Ornelas Senior Loan Officer BofI Federal Bank
Fred Ornelas is Regional Manager at BofI Federal Bank. With over 30 years of multifamily and commercial lending experience, he has originated more 3,000 multifamily and commercial loans totaling well over $2.0 billion. He has been with BofI Federal Bank for 8 years and remains consistently among the top 3 producers every year. He attributes his success to thinking outside of the box and his hard work ethic. Mr. Ornelas earned his Bachelor of Administration in Business Administration with a concentration in Finance from California State University, Fullerton. He also holds California Real Estate Broker license. 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
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
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
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 has over 30 years of comprehensive commercial lending experience with the past 20+ exclusively in the SBA arena. Prior to joining ReadyCap Lending, LLC, he served with several lenders as a SVP with their nationwide SBA lending divisions. Notably he has worked in business development and sales management roles for Borrego Springs Bank, Temecula Valley Bank, and Truckee River Bank. Cliff has extensive experience and knowledge in lending, notably with complex SBA transactions and special use property. Taylor received a bachelor’s degree from the University of Nevada, Reno. 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
Ryan Russell Vice President Bank of America Merrill Lynch
Ryan Russell is a Vice President and SBA Business Development Officer for Bank of America Merrill Lynch - Bank of American NA, specializing in SBA 7a and SBA 504 lending throughout Arizona & Southern California. As a finance industry veteran, Mr. Russell has established himself as a trusted advisor to business owners and real estate owner-users seeking a tailored approach to their real estate finance requirements. Mr. Russell's market expertise, unwavering client focus and problem solving skills have helped him to successfully fund over $500 Million in SBA financing during his 15 year SBA career.
David Burt Managing Director Basis Investment Group
Nationwide loan origination under the Fannie Mae DUS and Small Loan Programs, Freddie Mac Small Balance Loan Program, FHA/HUD, Bridge and CMBS platforms for RED Capital Group. Mr. Burt brings significant experience financing multifamily and commercial real estate during his 25+ year career. View Profile
Herb Nunez Loan Officer Fidelity Mortgage Lenders
Herb has been involved in the mortgage industry since 1979. He was born in Havana, Cuba and came to the United States in 1968. He has been married for 33 years and is the father of two wonderful children. He is an avid golfer and a private pilot. In 1979 Herb was one of the founders of Applied Business Software and through the 1980s specialized in the sales, installation and support of software and computer systems for the mortgage industry in California. ABS became the leader in automating the tasks of loan servicing and loan documentation for the hard money industry. He also conducted seminars and training classes for new brokers. In 1989, Herb joined Fidelity Mortgage Lenders and originated institutional and hard money loans, and implemented a Spanish marketing campaign. View Profile
Beth Adams Income Property Loan Officer Luther Burbank Savings
Beth Cunningham Adams is an Income Property Loan Officer for Luther Burbank Savings. Leveraging over 15 years of multifamily and commercial lending experience, Ms. Adams offers industry and market expertise as well as a commitment to customer service to clients considering a purchase or refinance. Prior to joining Luther Burbank in 2013, she held positions at Washington Mutual and First Federal Bank of California. Ms. Adams holds a Bachelor’s degree in Business Administration from the University of San Diego. Luther Burbank Savings is an FDIC insured California based commercial bank with over $6.0 billion in assets focused on real estate lending, business banking and retail deposits. For more information, please visit www.lutherburbanksavings.com. Equal Housing Lender. View Profile
Larry Perry Vice President of Loan Originations Parkview Financial LLC
Larry Perry is an accomplished business development leader and figurehead in the private lending industry. As Vice President of Loan Originations at Parkview, he brings to the team over 50 years of experience building and maintaining client relationships across the Western U.S. He meets with current and prospective Parkview clients in person to establish presence and build a positive brand, while fostering continuous client engagement. Prior to his work at Parkview, Larry served as a key member of the executive team in charge of business development and loan origination at another leading private construction lender. Larry received his Juris Doctorate from La Salle University. View Profile
Don Sonsma Vice President Pacific Premier Bank
Don started his career 40 years ago as a loan broker and then to working for local and international Banks as Originating Sales Manager. Expertise in Multifamily , Commercial and Construction loan origination and closing of over $15 Billion of these types of loans. Today Don specializes in value added commercial real estate, bridge lending and spec construction lending. View Profile
Bob Worthington Western Regional Manager Silver Hill Funding, LLC
Mr. Worthington is a sales professional with 19 years of experience, including more than 10 within the small-balance commercial mortgage industry. As the Western Regional Manager for Silver Hill Funding, LLC, he specializes in helping mortgage brokers close more loans and grow their commercial business. Before joining Silver Hill, Mr. Worthington most recently served as Director of Business Development for APEX Mortgage Corp., where he established and managed broker relationships in the Northeast and Mid-Atlantic regions before relocating to Southern California. View Profile
Shawn Denton Team Manager Velocity Mortgage Capital
Shawn Denton is a team manager with Velocity Mortgage Capital in Westlake Village, CA . Shawn grew up in New Orleans, LA and attended college at Baylor University and CSUN where he was All American in Baseball and Track and Field. Shawn has been a Mortgage/Business Finance professional with over 25 years’ experience in the Mortgage Banking/Finance industry with outstanding success as a business owner, top producing sales executive, and senior level manager. Shawn brings highly developed talents in operations management, new business development, negotiations and customer service. As a proven mortgage financing leader Shawn helped build companies such as WMC mortgage, GE Capital, IndyMac Bank, and Velocity Mortgage Capital into cutting edge companies and leaders in the field of financing. View Profile
Andrew Westling Assistant Vice President/Capital Markets Walker & Dunlop
Andrew Westling, assistant vice president, is responsible for new loan originations and closings for multifamily and commercial properties nationwide. Mr. Westling is based out of Walker & Dunlop’s Los Angeles, California office. View Profile
Steve McCarthy CoStar Group Senior Account Executive
Steve McCarthy is a Senior Account Executive Debt & Equity with the Costar Group Inc. His focus is on helping Banking, Lenders, Institutions, and Ownership clients achieve their business goals. In this role, he specializes in helping lenders in the areas of new business development, market and submarket analytics for underwriting, and evaluating individual property level intelligence through Costar. Mr. McCarthy has been with the Costar Group for 16 years and is well versed every aspect of Commercial Real Estate information. View Profile

Sponsor

Organizer / Producer

Venue

 

Westin Carlsbad Resort & Spa
5480 Grand Pacific Drive
Carlsbad, CA 92008
United States
 

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