The Paper Source Note Symposium (Click Here To Register For The Symposium April 23-25, 2020, Las Vegas)
What’s The Paper Source Note Symposium like? Ask the people who’ve been there! Watch these short videos:
The experts agree, the cash flow note business is coming back stronger than ever. Are you ready to take advantage of the avalanche? Whether you’re a newbie or pro, investor, broker or both, this symposium will give you great new ideas. The Paper Source has been teaching note investors since 1987.
- LEARN to buy and/or broker cash flows you never knew existed.
- CREATE multiple streams of income and new profit centers.
- CONSULT PRIVATELY with the teachers one-on-one — no extra charge.
- MEET the major investors, servicers, IRA experts, note sellers and more
- NETWORK and create friendships that could prove invaluable. Open bar receptions, white tablecloth luncheons & continental breakfasts INCLUDED.
Register For The 2020 Note Symposium April 23-25, Las Vegas:
If you want to learn more about performing real estate notes before you attend, or want a refresher course, get the Notes 101 video:
https://papersourceseminars.com/sop-101/2019 Speakers (partial list)
Eddie Wilson
Bob Zachmeier
Joe H. Dickerson
Dave Krunic
Michael Taylor
Melissa Bolling
Chris Pefley
Thomas Standen
George Caballero, J.D.
Sean Mills, J.D.
Brian Goldberg, J.D.
Adam Lewis, J.D.
Kevin J. Cordell
Sponsors & Exhibitors 2019
NOTE SYMPOSIUM SCHEDULE (subject to change)
FRIDAY MORNING APRIL 12
(All times Pacific) 7:30 a.m. Continental Breakfast — The Forum Exhibit Hall Courtesy Of Evergreen Note Servicing NoteCollection.com 8:30 General Session — Florentine Ballroom State of the Note and Real Estate Market & Legislative Update Eddie Wilson, CEO of Affinity Worldwide (Think Realty, National Real Estate Insurance Group, American Association Of Private Lenders (AAPL), LoanMLS, and many more) affinityworldwide.com 9:15 How to Ensure You Get The Maximum Recovery From Your Judgment Joe Dickerson, President, Financial Forensic Services FinancialForensicServices.com 10:15 Network In The Forum Exhibit Hall! Coffee Courtesy Of Note Rehabber NoteRehabber.com 11:15 Commission Checks and Telephone Techniques: How to Get Better at Both. Dave Shares His 30-plus Years of Front-line Note Buy and Hold Experience Dave Krunic, Executive Vice President, Reliant Financial ReliantFinancial.com 11:45 Luncheon In The Forum Exhibit Hall Courtesy Of Kirkland Group kirklandgroup.netFRIDAY AFTERNOON APRIL 12
1:00 p.m. General Session — Florentine Ballroom Sándor’s Success Habits for Investing in Real Estate, Notes, and Beyond Sándor Lau, Chief Inspiration Officer, Noted Financial NotedFinancial.com 1:45 Control Your Time, Wealth and Purpose Eddie Wilson, CEO of Affinity Worldwide (Think Realty, National Real Estate Insurance Group, American Association Of Private Lenders (AAPL), LoanMLS, and many more) affinityworldwide.com 2:15 My Favorite Deal! (Part I) Eddie Wilson, CEO, Affinity Worldwide affinityworldwide.com Michael Taylor, Syndicated Financial Columnist, Hearst Newspapers Bankers-Anonymous.com Rich Meyer, Community Outreach Programs, Inc. Email: [email protected] Gordon Moss, Quixote Ventures, LLC RealEstateAndNoteInvesting.com 2:45 Network In The Forum Exhibit Hall! Refreshments Courtesy Of Amerifunds Diversified Funding, LLC AmeriFunds.us 3:15 Did You Look Under the Hood? False Assumptions and Your True Yield Will Henning, Vice President of Loan Acquisitions, First National Bank Of America fnacbrokers.com 3:45 Roundtables In The Forum Exhibit Hall Show Me the Amortization! – Bring Any Deal or Calculation and We Will Produce the Amortization and Your ROI Markus Mollica, Time Value Software TimeValue.com How to Get Access to Over $50 Million in Inventory per Month! The Note Assistance Program (N.A.P.) NoteAssistanceProgram.com Don’t Pay Too Much! Optimize Your Note for the Best Possible Returns Revival Brothers RevivalBros.com 3:40 Maximizing Your IRA With Notes And Real Estate Bob Malecki (Moderator), Resolution Capital Management rcm.company Ingrid Chavez, Quest Trust Co. questtrustcompany.com Jason DeBono, NuView Trust Co. nuviewtrust.com Kent Kinzer, Equity Trust trustetc.com Bill Neville, The Entrust Group theentrustgroup.com Belinda Savage, M2 Trust Services m2trustservices.com Thomas Schmidt, Mainstar Trust MainstarTrust.com Christina Trembly, Preferred Trust Co. PreferredTrustCompany.com 4:30 Due Diligence, Workouts, Bankruptcy & Foreclosure – A Servicing and Legal Perspective on Best Practices and Challenges in Managing Your Portfolio Sean Mills, J.D. (Moderator) O’Kelley & Sorohan, Attorneys at Law, LLC okelleyandsorohan.com Brian Goldberg, J.D. O’Kelley & Sorohan, Attorneys at Law, LLC okelleyandsorohan.com Adam Lewis, J.D. O’Connell, Attmore & Morris, LLC oamlaw.com George Caballero, J.D. Default Legal Network, LLC DefaultLegal.com Daniel Singer, J.D. Singer Law Group, PLLC SingerLawGroup.com Melissa Bolling, Allied Servicing Corp. allservicing.com/Home/Index Kevin Cordell, Madison Mortgage Services, LLC MadisonManagement.net Chris Pefley, Evergreen Note Servicing notecollection.com Thomas Standen, Note Servicing Center, Inc. SellerLoans.com 5:45 – 6:45 Networking Reception – The Forum Exhibit Hall Courtesy Of Madison Mortgage Services, LLC MadisonManagement.netSATURDAY MORNING APRIL 13
(All times Pacific) 7:30 Continental Breakfast — The Forum Exhibit Hall Courtesy Of U. S. Risk Insurance Group, LLC usrisk.com J. B. Lloyd & Associates lloyd-ins.com 8:30 a.m. General Session — Florentine Ballroom The 20/20 Vision: A 10 Year Real Estate and Note Investing Plan Gordon Moss, President, Quixote Ventures, LLC RealEstateAndNoteInvesting.com 9:00 Roundtables In The Forum Exhibit Hall Legal & Regulatory Issues George G. Caballero, J.D., Default Legal Network DefaultLegal.com and Daniel Singer, J.D., Singer Law Group, PLLC SingerLawGroup.com Note Marketing For Results – Statistically Foolproof For 2019 Jeff Armstrong, President, Armstrong Capital ArmstrongCapital.com 9:15 Creating Wealth From Distressed Debt With Your IRA Bob Malecki, Managing Director, Notable Capital Management notablefund.com 10:00 Network In The Forum! Coffee Break Courtesy Of Revival Brothers RevivalBros.com 11:00 How To Succeed As A Note Broker Bill Mencarow, The Paper Source (Moderator) PaperSourceOnline.com Marc Rouda, Executive Vice President Security Financial Services SellBusinessNote.com Daniel Malcolm, Acquisitions Manager — Broker Desk First National Acceptance Company fnacbrokers.com Rob Guyse, Vice President, Mortgage Acquisitions Grand Bank GrandBankfsb.com Dave Krunic, Executive Vice President Reliant Financial ReliantFinancial.com 11:45 Luncheon In The Forum Courtesy Of The Note Assistance Program (N.A.P) NoteAssistanceProgram.comSATURDAY AFTERNOON APRIL 13
1:00 p.m. Opportunities In Business Notes Byron Rouda, Security Financial Services SellBusinessNote.com 1:30 Do the Due – Due Diligence Musts! Paige Panzarello, “The Cashflow Chick” CashflowChick.com and BuildingWealthWithNotes.com 2:00 The No BS Approach To Finding Note Sellers With Google Simon White LocalBlitzMarketing.com 2:30 – 3:00 Networking Break Refreshments Courtesy of AmeriFunds Diversified Funding amerifunds.us 3:00 My Favorite Deal! (Part II) Gerald Lemoine (Moderator), The Lemoine Group TheLemoineGroup.com Ms. Jasmine Willios, The Note Assistance Program (N.A.P) NoteAssistanceProgram.com Travis Tollestrup, Capstone Funding Group CapstoneFundingGroup.com Imran Sohrab, Amar Capital AmarCapital.com 3:30 Your Action Plan For Monday Morning Jeff Armstrong, Armstrong Capital ArmstrongCapital.comTo Sponsor/Exhibit, Call Alison: 800-542-2270
Hotel Information
Tuscany Suites & Casino, 255 E. Flamingo Rd., Las Vegas, NV. To reserve your room, call 877-887-2261and use the discount codeGroup Code: 1578MV
CALL, DO NOT BOOK ONLINE (rooms are available only by calling).If you cannot book a room, contact us.
The hotel is just 2 blocks off the Las Vegas Strip. You get free Internet and free parking! SPECIAL NOTICE: If you book with our discount code above you will NOT be charged the daily resort fee. It is possible you will receive an automatically generated confirmation from the hotel referring to the fee. Ignore it.Phrases that combine the words “cash flow” “cash flows” “cash flow professionals” “notes” “note industry” and/or “note business” with “continuing education” are trademarks of The Paper Source, Inc. and cannot legally be used without permission.