What’s The Paper Source Note Symposium like? Ask the people who’ve been there! Watch these short videos:
The Only Continuing Education For Note Professionals ™
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.
2019 Speakers (partial list)
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.com8:30 General Session — Florentine BallroomState 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.com9:15 How to Ensure You Get The Maximum Recovery From Your Judgment Joe Dickerson, President, Financial Forensic Services FinancialForensicServices.com10:15 Network In The Forum Exhibit Hall! Coffee Courtesy Of Note Rehabber NoteRehabber.com11:15 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.com11:45 Luncheon In The Forum Exhibit Hall Courtesy Of Kirkland Group kirklandgroup.net
FRIDAY AFTERNOON APRIL 121:00 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.com1:45 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.com2:15 My Favorite Deal! (Part I) Eddie Wilson, CEO, Affinity Worldwide affinityworldwide.comMichael Taylor, Syndicated Financial Columnist, Hearst Newspapers Bankers-Anonymous.comRich Meyer, Community Outreach Programs, Inc. Email: [email protected]Gordon Moss, Quixote Ventures, LLC RealEstateAndNoteInvesting.com2:45 Network In The Forum Exhibit Hall! Refreshments Courtesy Of Amerifunds Diversified Funding, LLC AmeriFunds.us3:15 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.com3:45 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.comDon’t Pay Too Much! Optimize Your Note for the Best Possible Returns Revival Brothers RevivalBros.com3:40 Maximizing Your IRA With Notes And Real Estate Bob Malecki (Moderator), Resolution Capital Management rcm.companyIngrid Chavez, Quest Trust Co. questtrustcompany.comJason DeBono, NuView Trust Co. nuviewtrust.comKent Kinzer, Equity Trust trustetc.comBill Neville, The Entrust Group theentrustgroup.comBelinda Savage, M2 Trust Services m2trustservices.comThomas Schmidt, Mainstar Trust MainstarTrust.comChristina Trembly, Preferred Trust Co. PreferredTrustCompany.com4:30 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.comBrian Goldberg, J.D. O’Kelley & Sorohan, Attorneys at Law, LLC okelleyandsorohan.comAdam Lewis, J.D. O’Connell, Attmore & Morris, LLC oamlaw.comGeorge Caballero, J.D. Default Legal Network, LLC DefaultLegal.comDaniel Singer, J.D. Singer Law Group, PLLC SingerLawGroup.comMelissa Bolling, Allied Servicing Corp. allservicing.com/Home/IndexKevin Cordell, Madison Mortgage Services, LLC MadisonManagement.netChris Pefley, Evergreen Note Servicing notecollection.comThomas Standen, Note Servicing Center, Inc. SellerLoans.com5:45 – 6:45 Networking Reception – The Forum Exhibit Hall Courtesy Of Madison Mortgage Services, LLC MadisonManagement.net
SATURDAY 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.com8:30 a.m. General Session — Florentine BallroomThe 20/20 Vision: A 10 Year Real Estate and Note Investing Plan Gordon Moss, President, Quixote Ventures, LLC RealEstateAndNoteInvesting.com9:00 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.comNote Marketing For Results – Statistically Foolproof For 2019 Jeff Armstrong, President, Armstrong Capital ArmstrongCapital.com9:15 Creating Wealth From Distressed Debt With Your IRA Bob Malecki, Managing Director, Notable Capital Management notablefund.com10:00 Network In The Forum! Coffee Break Courtesy Of Revival Brothers RevivalBros.com11:00 How To Succeed As A Note Broker Bill Mencarow, The Paper Source (Moderator) PaperSourceOnline.comMarc Rouda, Executive Vice President Security Financial Services SellBusinessNote.comDaniel Malcolm, Acquisitions Manager — Broker Desk First National Acceptance Company fnacbrokers.comRob Guyse, Vice President, Mortgage Acquisitions Grand Bank GrandBankfsb.comDave Krunic, Executive Vice President Reliant Financial ReliantFinancial.com 11:45 Luncheon In The Forum Courtesy Of The Note Assistance Program (N.A.P) NoteAssistanceProgram.com
SATURDAY AFTERNOON APRIL 131:00 p.m. Opportunities In Business Notes Byron Rouda, Security Financial Services SellBusinessNote.com1:30 Do the Due – Due Diligence Musts! Paige Panzarello, “The Cashflow Chick” CashflowChick.com and BuildingWealthWithNotes.com2:00 The No BS Approach To Finding Note Sellers With Google Simon White LocalBlitzMarketing.com2:30 – 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.comMs. Jasmine Willios, The Note Assistance Program (N.A.P) NoteAssistanceProgram.comTravis Tollestrup, Capstone Funding Group CapstoneFundingGroup.com Imran Sohrab, Amar Capital AmarCapital.com3:30 Your Action Plan For Monday Morning Jeff Armstrong, Armstrong Capital ArmstrongCapital.com
To Sponsor/Exhibit, Call Alison: 800-542-2270
Hotel InformationTuscany Suites & Casino, 255 E. Flamingo Rd., Las Vegas, NV. To reserve your room, call 877-887-2261and use the discount code
Group Code: 1578MVCALL, 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.
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