The 2019 Paper Source Note Symposium Archived Page

The Paper Source Note Symposium

April 11-13, 2019, Las Vegas

What’s The Paper Source Note Symposium like? Ask the people who’ve been there!  Watch these short videos:

Discover how to find, buy and broker real estate notes — performing and non-performing — and under the radar cash flows. NO SALES PITCHES!

Network with the best of the best — make friends that could profit you for a lifetime. THERE IS NO SUBSTITUTE FOR PERSONAL NETWORKING!

Learn how to create multiple streams of income.

Trade show: Meet the investors, servicers, IRA experts, note and real estate software companies, specialized law firms, insurers and more.

Complimentary personal consultations with the experts.

Networking opportunities galore: open bar receptions, white tablecloth luncheons, continental breakfasts — all included.

Many people say they meet more successful people at The Paper Source Note Symposium than at any other event!

“‘I speak from experience….This is the most informative conference ON ANY SUBJECT I have ever attended. This is BY FAR the most informative and productive note conference you will EVER attend! I’ll be there for the third time because I simply can’t afford to miss it.”

Edward Berlinski

MBA, Wharton Business School

“Everyone I talk to says this is THE pinnacle of note events in the country. If anyone is considering coming to the Paper Source Note Symposium, I would tell them: This is the one. Don’t miss out on this conference. Make sure you take part.”

Eddie Wilson

CEO, Think Realty (Affinity Worldwide)

What we try to do at the Paper Source Note Symposium is to get people to teach who are actually in the note business, not the seminar business.  Having been in the note business since the 1980’s, we know who the real players are.  I talk them into coming out of their offices to teach for us, and then they go back to their note businesses. They’re not on a seminar circuit 100% of the time for sure. We like to get real people there, people who DO what they rarely teach.”

W. J. Mencarow (President of The Paper Source)

Kerrville, TX

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.

 

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

Eddie Wilson

Keynote Speaker -- CEO, Affinity Worldwide/Think Realty. State of The Note and Real Estate Market & Legislative Update
Tom Henderson

Tom Henderson

2 HOUR BONUS SEMINAR : Creating Wealth Without Banks
Jeff Armstrong

Jeff Armstrong

Note Marketing For Results – Statistically Foolproof For 2019
Gordon Moss

Gordon Moss

The 20/20 Vision: A 10 Year Real Estate and Note Investing Plan
Bob Zachmeier

Bob Zachmeier

SPECIAL SEMINAR -- SEE THE THURSDAY SCHEDULE How to Turn Rentals & Flips into NOTES Disadvantages of NOTE HOARDING 5 Deadly Note Investor MISTAKES
Sándor Lau

Sándor Lau

Sándor's Success Habits for Investing in Real Estate, Notes, and Life
Paige Panzarello

Paige Panzarello

Do the Due--Due Diligence Musts!
Bob Malecki

Bob Malecki

Creating Wealth From Distressed Debt With Your IRA
Ingrid Chavez

Ingrid Chavez

Maximizing Your IRA With Notes And Real Estate (Panelist)
Joe H. Dickerson

Joe H. Dickerson

Diagnostic and Prescriptive Judgment Enforcement—How to Ensure You get the Maximum Recovery From Your Judgment
Dave Krunic

Dave Krunic

Commission Checks and Telephone Techniques: How to Get Better at Both. Dave Shares His 30-plus Years of of Front-line Note Buy and Hold Experience
Chris Trembly

Christina Trembly

Maximizing Your IRA With Notes And Real Estate (Panelist)
Simon White

Simon White

The No BS Approach To Finding Note Sellers With Google
Belinda Savage

Belinda Savage

Maximizing Your IRA With Notes And Real Estate (Panelist)
Thomas Schmidt

Thomas Schmidt

Maximizing Your IRA With Notes And Real Estate (Panelist)
Vanessa Britt

Vanessa Britt

How To Succeed As A Note Broker (Panelist)
Daniel Malcolm

Daniel Malcolm

How To Succeed As A Note Broker (Panelist)
Kent Kinzer

Kent Kinzer

Maximizing Your IRA With Notes And Real Estate (Panelist)
Gerald LeMoine

Gerald LeMoine

My Favorite Deal! (Panel Moderator)
Nathan Turner

Nathan Turner

The 7 Habits of Highly Effective Note Investors
Byron Rouda

Byron Rouda

Opportunities In Business Notes
Michael Taylor

Michael Taylor

On The Problem of Financial Media, a.k.a. The Financial Infotainment Industrial Complex
Bill Neville

Bill Neville

Maximizing Your IRA With Notes And Real Estate (Panelist)
Jason DeBono

Jason DeBono

Maximizing Your IRA With Notes And Real Estate (Panelist)
Melissa Bolling

Melissa Bolling

Due Diligence, Workouts, Bankruptcy & Foreclosure – A Servicing and Legal Perspective on Best Practices and Challenges in Managing Your Portfolio (Panelist)
Jasmine Willios

Jasmine Willios

My Favorite Deal (Panelist)
Chris Pefley

Chris Pefley

Due Diligence, Workouts, Bankruptcy & Foreclosure – A Servicing and Legal Perspective on Best Practices and Challenges in Managing Your Portfolio (Panelist)
Thomas Standen

Thomas Standen

Due Diligence, Workouts, Bankruptcy & Foreclosure – A Servicing and Legal Perspective on Best Practices and Challenges in Managing Your Portfolio (Panelist)
George Caballero

George Caballero, J.D.

Due Diligence, Workouts, Bankruptcy & Foreclosure - A Servicing and Legal Perspective on Best Practices and Challenges in Managing Your Portfolio (Panelist)
Will Henning

Will Henning

Did You Look Under the Hood? False Assumptions and Your True Yield
Sean Mills

Sean Mills, J.D.

Due Diligence, Workouts, Bankruptcy & Foreclosure – A Servicing and Legal Perspective on Best Practices and Challenges in Managing Your Portfolio (Moderator)
Brian Goldberg

Brian Goldberg, J.D.

Due Diligence, Workouts, Bankruptcy & Foreclosure – A Servicing and Legal Perspective on Best Practices and Challenges in Managing Your Portfolio (Panelist)
Rich Meyer

Rich Meyer

My Favorite Deal! (Panelist)
Adam Lewis

Adam Lewis, J.D.

Due Diligence, Workouts, Bankruptcy & Foreclosure – A Servicing and Legal Perspective on Best Practices and Challenges in Managing Your Portfolio (Panelist)
Marc Rouda

Marc Rouda

How To Succeed As A Note Broker (Panelist)
Imran Sohrab

Imran Sohrab

My Favorite Deal! (Panelist)
Kevin Cordell

Kevin J. Cordell

Due Diligence, Workouts, Bankruptcy & Foreclosure – A Servicing and Legal Perspective on Best Practices and Challenges in Managing Your Portfolio (Panelist)
Tom Chase

Tom Chase

Invest in Manufactured Home Notes for Passive Income
Travis Tollestrup

Travis Tollestrup

My Favorite Deal! (Panelist)
Bill Mencarow

W. J. Mencarow

Your Host

Sponsors & Exhibitors 2019

AmeriFunds Diversified Funding

Sponsor of Afternoon Refreshments All 3 Days

Passive Income Network

Sponsor of Tote Bags

SN Servicing Corp.

Sponsor of Note Pads

Allied Servicing Corporation

Sponsor Of Thurs. Open Bar Welcome Reception

Evergreen Note Servicing

Sponsor Of Fri. Breakfast

Kirkland Group

Sponsor Of Fri. Luncheon

Madison Management Services LLC

Sponsor Of Fri. Open Bar Networking Reception

Note Rehabber

Sponsor Of Fri. Mid-morning Coffee

Revival Brothers

Sponsor Of Sat. Mid-morning Coffee

Note Assistance Program

Sponsor Of Wed. Note Social & Sat. Luncheon

U.S. Risk

Sponsor Of Sat. Breakfast

J.B. Lloyd & Associates

Sponsor Of Sat. Breakfast

Think Realty Services

Eddie Wilson, CEO, Keynote Speaker

Nevada Legal News
Note Servicing Center
County Records Research
Local Blitz
Reliant Financial
Quixote Ventures, LLC (Gordon Moss)
Mainstar Trust
First National Acceptance Company
Equity Trust
TimeValue
O’Kelley & Sorohan
O’Connell, Attmore & Morris, LLC Attorneys At Law
Preferred Trust
Mortgage Lender Services
SYNERGY IG, LLC
Grand Bank
Financial Forensic Services LLC
Security Financial Services
NuView Trust Company
Automatic Funds
Entrust
ConnectMe Solutions
Default Legal Network
H&P Capital Investments
Note Carry
Noted Financial

NOTE SYMPOSIUM SCHEDULE (subject to change)

(All times Pacific)

6:30 p.m. – 8:00 p.m. (all times Pacific) Annual Note Social Presented by The Note Assistance Program.  This is a first-class event you won’t want to miss!  It will be held at the Platinum Hotel, next door to the Tuscany Suites (the host hotel for The Paper Source Note Symposium). Click HERE to register for The Note Assistance Program Note Social.

(All times Pacific)

9:30 a.m. SPECIAL SEMINAR — Tuscany Room:  How To Spot The Next Recession Before It Hits You. Presented by Bob Zachmeier.  Learn:
How to Turn Rentals & Flips into NOTES
Disadvantages of NOTE HOARDING
5 Deadly Note Investor MISTAKES
Don’t Let a Downturn BITE You in the Butt!
$25.00 in advance, $100.00 at the door.  Click here to register:  https://tinyurl.com/Bobz-seminar

OR

9:30 a.m. Clark Co. (Las Vegas) Trustees Sale (Foreclosure Auction)
Nevada Legal News Parking Lot
930 So. Fourth St. 
Las Vegas
Briefing by Scott Sibley, Publisher of Nevada Legal News. No charge. Provide Your Own Transportation  NevadaLegalNews.com

11:00 noon  Registration Opens For Paper Source Note Symposium — Outside The Florentine Ballroom of the Tuscany Hotel
Tote Bags Courtesy of Passive Income Network
Note Pads Courtesy Of SN Servicing Corp.

1:00 p.m. Class Session — Florentine Ballroom

Welcome
Bill Mencarow, President, The Paper Source, Inc.
PaperSourceOnline.com

Negotiating – Communication for Note Professionals
Jeff Armstrong, President, Armstrong Capital
ArmstrongCapital.com

1:45 7 Habits Of Highly Effective Note Investors
Nathan Turner
CanadianNoteGuy.com

2:20 The Problem of Financial Media, a.k.a. The Financial Infotainment Industrial Complex
Michael Taylor, Syndicated Financial Columnist, Hearst Newspapers
Bankers-Anonymous.com

2:45 Break – Refreshments All 3 Days Courtesy Of AmeriFunds Diversified Funding
AmeriFunds.us

3:00 SPECIAL SEMINAR Florentine Ballroom: Creating Wealth WITHOUT Banks
Tom Henderson, President, H. P. Capital
hpnotes.com

3:00 Roundtables In The Forum
Invest in Manufactured Home Notes for Passive Income
Tom Chase
PassiveIncomeNetwork.org

Under The Radar Opportunities In Business Notes
Security Financial Services
SellBusinessNote.com

Use Your Self-directed IRA to Invest in Notes, LLCs or Funds
Mainstar Trust
MainStarTrust.com

5:30 – 6:30 Welcome Reception – The Forum Exhibit Hall
Courtesy Of Allied Servicing Corp.
AllServicing.com

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.net


FRIDAY 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.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.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.com


SATURDAY 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.com

(All times Pacific)

8:00 a.m. – 10:30 a.m.  Red Rock Canyon Hike with Sándor Lau from Noted Financial after Paper Source. Advance registration required, limited to 15 people.  Click here for information and registration.

 

To Sponsor/Exhibit, Call Alison: 800-542-2270

Hotel Information

Tuscany Suites & Casino, 255 E. Flamingo Rd., Las Vegas, NV.

Tuscany Hotel

 

To reserve your room, call 877-887-2261and use the discount code

Group 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.

 

 

 

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