NORTHERN CALIFORNIA

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AGENDA TBA – below is a past agenda

8:00 - 8:40 BREAKFAST / NETWORKING

8:45 - 9:30 OPENING SESSION -TBA

Speaker to be announced

9:30 - 10:10 COSTAR ANNUAL COMMERCIAL REAL ESTATE MARKET DATA

TBA

10:15 - 11:00 FOCUS NETWORKING

11:00 - 11:15 BREAK/NETWORKING

11:15 - 12:15 LENDER PRESENTATIONS

Scheduled to Speak:

  • Axos Bank – Fred Ornelas
  • Community Commerce Bank – Victor Jacobs
  • CoreVest – Dennis Spivey
  • Fidelity Mortgage Lenders – Peter Steigleder
  • First Foundation Bank – Michelle Li
  • Forbix Financial – Valerie Hapner
  • Fremont Bank – Jenna Williams
  • Harvest CREF – Dain Court
  • HomeStreet Bank – Marc Lipsett
  • Keypoint Credit Union – Steven Weiler
  • Luther Burbank Savings – Gabe Basso
  • Provident Bank – Catherine Xu
  • Ready Capital – Cliff Taylor
  • Sabal Capital Partners – AJ Bolino
  • Silver Hill Funding – Bob Worthington
  • Spectrum Commercial Lending – Randy Jones

12:15 - 1:00 LUNCH

1:00 - 1:45 LoanMakersTM Forum

1:45 - 2:15 BREAK/NETWORKING

2:15 – 3:15 THE DealSaversTM - What could possibly go wrong?

This Panel of experts will navigate through actual transactions that have problems and will provide solutions to close the deal.

  • TBA – Kidder Mathews (Brokerage) – Moderator
  • Jay Grenfell – Partner Engineering & Science (Environmental)
  • Ryan Huntsman – Chicago Title Company (Title/Escrow)
  • Paul Chandler – Property Sciences (Appraisal)
  • Fred Ornelas – Axos Bank (Lender)
  • TBA – (Attorney) or (Insurance Agent)
  • TBA, CPA –  (Accounting/Tax)

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3:15 - 3:30 CLOSING REMARKS

3:30 - 5:15 NETWORKING HAPPY HOUR

Sponsored by Fidelity Mortgage Lenders

SUBMIT LOAN – to the LoanMakers Forum Soon

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Commercial Real Estate & Lending Conference – No. California 2022