The Paper Source Note Convention 2022

LIVE! May 12-14, 2022


  • 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.
  • 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: receptions, luncheon, refreshments, all included.
  • Many people say they meet more successful people at The Paper Source than at any other event!

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 national convention will give you great new ideas and contacts you’ll meet nowhere else. 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.
  • NETWORK with the most experienced note investors in the world.
  •  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. Receptions, luncheon & refreshments 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:

Tom Henderson

Tom Henderson, “The Note Professor”

Time-Proven, No-Nonsense Note and Real Estate Strategies
Danette Ferguson

Danette Ferguson

Danette Ferguson is Vice President of Reliant Financial
Jeff Armstrong

Jeff Armstrong

My Life, My Job, My Career: How Targeted Marketing Helped Me Succeed in the Note Industry
Gordon Moss

Gordon Moss

The Real Estate and Note Investing Pyramid of Success


All Convention Sessions Are In The Florentine Ballroom

All time Pacific

8:30 a.m. – Noon BONUS SEMINAR —Grow Your Note Business
Presented by First National Acceptance Co.

No charge, but pre-registration is required. If you didn’t register when signing up for the Paper Source Note Convention, email Alison.
A lot of what will be covered could benefit even seasoned note buyers — sales tactics, marketing ideas, good due diligence, etc. There’s probably something here for everyone to one extent or another.

Seminar is free but registration required. It can be done by selecting seminar option when registering for Paper Source Note Convention


Convention Sessions Are In The Florentine Ballroom

Your Tote Bags Are Courtesy of Anderson Advisors

Your Note Pads Are Courtesy of Directed IRA

1:00 p.m. Welcome
1:10 p.m. Keynote: Note Marketing Results In 2022
Jeff Armstrong, Armstrong Capital
1:50 p.m. Did You Look Under the Hood? False Assumptions and
Your True Yield

Will Henning, First National Acceptance Co.
2:25 p.m. Networking Break
Refreshments Courtesy Of Mortgage Lender Services Inc.
2:45 p.m. Lessons Learned
Dean Engle, Park Tree Investments, LLC
3:45 p.m. BONUS SEMINAR—Increasing Yields in Any Market
and Apartment Notes

Tom Henderson, H. P. Capital
5:30 p.m. – 6:30 p.m. Welcome Reception – The Exhibit Hall
Hosted By Allied Servicing Corp.


Florentine Ballroom

All times Pacific

8:30 a.m. Keynote: Do the DUE! Due Diligence Steps To Take To Protect Your Investment
Paige Panzarello, “The Cashflow Chick”
9:10 a.m. Protect Your Paper: Tax & Asset Protection Strategies For Real Estate Note Investors
Toby Mathis, Esq., Anderson Advisors
9:10 a.m. Protect Your Paper: Tax & Asset Protection Strategies For Real Estate Note Investors
Toby Mathis, Esq., Anderson Advisors
  Coffee Courtesy Of Total Lender Solutions
9:45 a.m. – 10:45 a.m. Network In The Exhibit Hall!
10:45 a.m. Safeguarding Your Notes
Melissa Bolling, Allied Servicing
David Roberts, Financial Partners Agency
Randy Newman, Total Lender Solutions
Kevin J. Cordell, Madison Management Services
Toby Mathis, Moderator
11:45 a.m. Luncheon In The Exhibit Hall
Hosted by Financial Partners Agency
1:00 p.m. Maximizing Your IRA With Notes And Real Estate
Belinda Savage, iPlan Group
Mat Sorensen, DirectedIRA
Jason DeBono, NuView Trust
Juan Deshon. Quest Trust Company
Bob Zachmeier, Moderator
2:00 p.m. From $0 To $10MM In 18 Months – How To Rapidly Expand Your Note Portfolio With No Experience
Mark Hegenbart, DO Income Fund
2:45 p.m. – 3:45 p.m. Network In The Exhibit Hall!
Refreshments Courtesy Of Note Unlimited
3:45 p.m. Why You Should SELL Your Best-Performing Notes
Bob Zachmeier, Note Carry
4:30 p.m. 2/10s Of A Second Changed Everything — Judgment Enforcement Opportunities Are Now Significantly Improved
Joe H. Dickerson, Financial Forensic Services
5:30 p.m. – 6:30 p.m. Networking Reception – Exhibit Hall
Hosted by DO Income Fund


All times Pacific

8:30 a.m. Keynote: Secrets, Sources & Investing Updates
Matthew Kelley
9:15 a.m. The 5 Biggest Due Diligence Mistakes To Avoid in 2022
Fred Moskowitz
9:55 a.m. – 10:20 a.m. Networking Break
Beverages Courtesy Of Fusion Notes
10:20 a.m. The Beauty of Brandonland
Gordon Moss, Quixote Investments
11:05 a.m. How I Saved Over $400,000 In Taxes On My 2021 Tax Return
Jack Krupey, JK Asset Management
11:45 a.m. – 12:10 p.m. Networking Break
Beverages Courtesy of
12:10 p.m. Who’s On First — Five Case Studies Ranging From A Strikeout To A Home Run And How To Learn From Them
Nathan Turner, “The Canadian Note Guy”
Dave Putz, JKP Holdings, LLC
12:55 p.m. What Will You Be Doing Monday Morning?
Jeff Armstrong, Armstrong Capital
1:15 p.m. The Paper Source Note Convention 2022 Adjourns


The deadline to get the Paper Source discounted hotel rate is Thursday, April 28.

“‘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, 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, American Association of Private Lenders

“What we try to do at Paper Source events is to get people to teach who are actually in the note business, not the seminar business, and to provide the best networking opportunities in the industry.  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)

To See Why Hundreds Of People Come To Paper Source Events Click Here

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