Workshops & Presentations
Sponsored By Kinetic Spark Consulting / Thrive
7:30 AM | Network
8:00 AM | The Way Real Estate Closings Should Work
Sponsored by Qualia
Investing in technology is one of the most important things that real estate professionals can do for their businesses. Join a conversation about how technology can help real estate professionals win new business, protect their clients’ data, protect themselves from wire fraud, and keep up with the expectations of tech-savvy consumers and a millennial workforce.
Charlette Brown | Qualia
8:45 AM | “Are you protecting your protection? The importance of maintaining entity compliance”
Sponsored by Vcorp Services, LLC
Sarah A. RayBurn | Business Development Manager | Vcorp Services, LLC
9:00 AM | A Chat with Brandon Polakoff “Selling Property in 2019 – Best Practices”
Sponsored by Avison Young
Brandon Polakoff is a Director on the Tri-State Investment Sales group of Avison Young’s New York City office. He has been involved in sales with an aggregate value of over $2 billion. In 2018, Brandon was named one of Commercial Observer’s 30 Under 30 Top Leasing and Sales Professionals and was a recipient of Connect Media’s Next Generation Award. In 2019, he was named one of New York Real Estate Journal’s Ones to Watch and Real Estate Weekly’s Rising Stars.
Brandon will review his experiences on the sell side across multiple asset classes, covering the rise and fall of the investment sales market over the last 5 years. In doing so, he will provide best practices for selling in today’s down market and shed light on the current buyer pool.
Brandon Polakoff | Director of Tri-State Investment Sales | Avison Young
9:15 AM | Landmines in the Commercial Lease
Sponsored by Einbinder & Dunn LLP
A typical commercial lease negotiation results in the basic business terms being memorialized in the contract: rent, CAM, improvements. But how will the lease work down the road if conditions change and the tenant tries to sell the business? Has the lease been examined carefully to see how changes in City or State legal requirements will be complied with or what the effect of changes in the City’s property tax landscape will be? From either a landlord or tenant’s perspective, you need a lease that is prepared to address the unexpected.
Terrence M Dunn, Esq | Einbinder & Dunn LLP
9:30 AM | Local Law 55: What Landlords and Tenants Need To Know
Sponsored By Mold Authority
New York City Mold Law 55. What are my responsibilities and how to avoid litigious outcomes!
Thomas Re l President & Founder l Mold Authority
9:45 AM | A Chat with Peter Von Der Ahe “The New York City Multifamily Market”
Sponsored By Marcus & Millichap / Commercial Observer
The “2019 Rent Reform Act” immediately implemented state-wide rent caps on rent stabilized apartments and more strict landlord control. Today we are looking at the short-term, long-term, and unintended consequences, that rent reform will have on New York. To gain a better understanding of these consequences, we conducted a survey of thousands of NYC property owners asking them how they were internalizing the new laws. What are their plans and new priorities? Today we will share an update on the market post rent reform, how owners are reacting to these laws and the five questions we believe owners should be asking today.
Peter Von Der Ahe | Licensed Real Estate Broker | Marcus & Millicap
Cathy Cunningham | Deputy Editor – Finance | Commercial Observer
10:00 AM | Filling the Capital Stack
Sponsored By Commercial Observer / Scotsman Guide
How Banks and Alternative Lenders are Competing in Today’s Competitive Lending Environment. Since the great recession, we’ve seen many new entrants come into the space. How has your lending evolved to compete in this new landscape. In terms of market conditions, what keeps you up at night, what’s your biggest fear. Many lenders are staying away retail, especially big box. Have any of you tried to compete in this arena lately? How have you gotten comfortable?
Cathy Cunningham | Deputy Editor – Finance | Commercial Observer
Chris Blake | Sr. Loan Officer | Cross River Bank
Allen Shayanfekr | CEO & Co-Founder | Sharestates
Michael Miller | CMO / CPO | 5 Arch Funding Corp.
Charles Ruffin | Sales Manager | Emigrant Mortgage Company
Jeff Seidler | Managing Director | Emerald Creek Capital
Richard Maher | Vice President & Mortgage Officer | Maspeth Federal Savings
John Prins | Vice President | CoreVest Finance
Marc Katz | Senior Vice President | Investors Bank
11:00 AM | How Savvy Agents Sell More Properties with a Real Estate IRA
Sponsored By The Entrust Group
Time is money” says the proverb, but in real estate, it’s a struggle to have enough time in your day to close more sales. Chances are, most of your clients have an IRA for their retirement savings, which can be used to invest in real estate. With the help of a Real Estate IRA, you can sell more investment properties using your existing database, generate more referrals and repeat business. Stand out from the competition by educating yourself about Real Estate IRAs and become a valuable resource for your clients. Attend this session and learn how to tap into the $7+ trillion retirement wealth market by showing your clients how to invest in real estate tax-free.
Tony Unkel | Business Development Manager | The Entrust Group
11:15 AM | Leveraging Self-Directed IRAs to Grow Your Real Estate Business
Sponsored By Next Generation Trust Company, Inc.
Learn more about the growing trend whereby individuals can use a self-directed retirement plan to invest in alternative assets such as real estate, allowing for more diversified, tax-advantaged portfolios than in traditional IRAs or 401(k) plans
Brittany A. Pickell | Director, Marketing and Sales | Next Generation Trust Company, Inc.
11:30 AM | Active and Passive Investing in the Short Term Real Estate Market
Sponsored By Peak Properties, LLC
Short-term real estate investment strategies, both active investing and passive investing can be a great choice for real estate investors who want to make money in real estate and not be tied into long term investments. A short-term real estate investment strategy focuses on profits and returns within a short period of time usually within 6-18 months. The decision between short-term real estate investment strategies and long-term strategies is dependent on multiple factors such as investment goals, investment experience and capital to invest. When the goal for real estate investment is short-term and high returns, there are three common strategies . We will discuss these strategies in this meeting.
Glen Gallucci | CEO & Founder | Peak Properties, LLC
11:45 AM | Changes to the Rent Laws: What NYC Landlords Need to Know
Sponsored by The Habitat Group
Attorney Eileen O’Toole will explain how owners of rent-regulated NYC apartment buildings are affected by recent changes to the NY rent laws, which may include how landlords deal with preferential rents, major capital improvements, and deregulating apartments. Eileen O’Toole, Esq. is the principal at The Law Office of Eileen O’Toole and the author of The 2019 New York Rent Regulation Checklist, published by The Habitat Group. She also writes The Habitat Group’s New York Landlord v. Tenant monthly case digest and the annual NYC Apartment Management Checklist . Ms. O’Toole’s law practice focuses on counseling owners and prospective purchasers of residential properties on rent regulatory issues, as well as appearing in court actions and administrative proceedings to litigate disputes over leasing, rent overcharge, vacancy deregulation, harassment, and other housing issues.
Eileen O’Toole, Esq. | Principal | The Law Office of Eileen O’Toole
12:00 PM | Real Estate Technology: What to expect In 2020
Sponsored By REW / Blau Journal
Come hear from NEW & Seasoned Technology Companies and learn the technology trends that will impact the real estate industry in 2020. Technology is advancing faster than ever before. You’re not going to want to miss this Informative TECH Panel.
Vince Soriero | Business Development Manager | PropertyShark
Shannon McGee |Sales Director | IXACT Contact Solutions Inc.
Brian Corcodilos | CEO | Designblendz
Adam G. Friedberg | Vice President | MDS Property Management Software
Burke Smith | Broker & Owner | Realty One Group (San Diego)
Ali Schwartz | Sr. Local Business Partner, yelp
Aaron Friedman | Vice President of Operations | Fifth Gen Media, Publisher of Connected Real Estate
1:00 PM | The Pareto 80/20 Rule Dissected – Leverage with Outsourcing
Sponsored By Virtudesk
Pavel Stepanov- Serial entrepreneur, real estate broker, blogger, and industry visionary
Pavel is broker owner and serial entrepreneur. He graduated from Seattle University School of Law and was in the legal field for 10 years before making a leap into the real estate. He started his brokerage back in 2015 when he realized that real estate was more in tune with his entrepreneurial mode and DNA. He hired virtual assistants to free up his agents’ schedules, help with prospecting, reduce the paperwork load and to shift the agents’ focus only towards income-producing activities.
Pavel discovered that he can help other companies and agents to delegate tasks to virtual assistants so that agents can focus only on income-producing activities such as serving their clients. This is how Virtudesk was born.
Virtudesk provides highly educated and trained virtual assistants to entrepreneurs, business owners, professionals, investors, brokers, and agents in the real estate industry. The company’s tagline says it the best “We focus on small tasks, so you can focus on what’s most important.”
Pavel G Stepanov | CEO | Virtudesk
1:15 PM | Real Estate Notes & Self Directed IRAs a match made in heaven! M2Trust & The Note Assistance Program
Sponsored By The Note Assistance Program / Jazz Up Indy, Inc / M2 Trust Services
When you think of MATCHES MADE IN HEAVEN, what comes to mind? Peanut butter & Jelly? Hamburger & Fries? Hummus and Celery?
No matter your first thought, when it comes to your financial FREEDOM it should be Real Estate Mortgage Notes and Self Directed IRAs!
NYC Networking Group recognizes the importance of pair work in and outside of the classroom thus we are excited to be participating in the roll-out of the series, “Match made in HEAVEN! – SDIRA and Mortgage Notes!” presented by M2Trust and The Note Assistance Program.
Meet the ladies from M2Trust and the #NAPNATION (The Note Assistance Program) at their side by side booths and then catch their presentation on how to marry your SDIRA with real estate secured mortgage debt! These two women have worked together successfully for over a decade nationwide educating entrepreneurs and accredited investors alike about the tremendous opportunities that lie ahead when introduced to this space. If you have an old 401k or restless SDIRA you cannot afford to miss this presentation.
All the way from New Jersey and San Diego, CA these two leaders of their industry and former Wall Street executives only find themselves at the premier real estate events from coast to coast. Join all of New York’s most sophisticated investors as they partake in a roundtable about how you can find funds to purchase 1st position mortgage notes direct from the banks! These returns are no longer reserved for THE MAN!
Ms. Jasmine R. Willois | Managing Director | The Note Assistance Program | Jazz Up Indy, Inc.
Belinda Savage | M2 Trust Services – Trust Custodial Bank – Denver, CO Alternative Asset & Retirement Services Specialist
1:35 PM | Yes! Knew this was coming for weeks.
Sponsored By South China Morning Post
Citizenship and Immigration Services has finalized new rules for the EB-5 Immigrant Investor Program, which will go into effect on November 21. The amount investors need to invest for an EB-5 Green Card will increase from $500,000 to $900,000 in Targeted Employment Areas (TEA’s). In areas that do not qualify for TEA status, the minimum investment requirements will be increased from $1,000,000 to
$1,800,000. Furthermore, the rules that govern the areas which qualify for TEA status are also changing, which will reduce the amount of projects that qualify for TEA status. These new rules are expected to have a substantial impact on funding for development projects around the country.
This panel will describe the recent regulatory changes in detail, and analyze their potential impact. The panel will also discuss which projects have the best chance of success under the new rules and how to put together a legal and marketing team to access EB-5 capital.
Clem G. Turner, Esq | Member of the Firm | Chiesa, Shahinian & Giantomasi, PC
Jodi Xu Klein | Deputy Bureau Chief , North America | South China Morning Post
2:00 PM | Put a Spark in your Business to scale and Thrive in 2020!
Sponsored By Kinetic Spark Consulting / Thrive
Did you know that by simply listening to Podcasts, you could scale your business, resulting in massive financial growth and still maintain a commanding lifestyle? Learn from two of the Nation’s Top Podcasters exactly how to achieve growth, emotional intelligence and freedom all wrapped up in one easy to implement strategy!
Lou Diamond | Keynote Speaker & CEO | Thrive
Lou Diamond is a dynamic speaker and master connector who will energize and motivate your organization to explode your sales, retain your clients and build a thriving culture…
For over 25 years he has been a top sales performer, keynote speaker and performance mentor.
Lou is a consultant; best-selling author; podcast & TV host; and CEO of Thrive, a company focused on making the most amazing people, businesses, and brands become even more amazing through the power of connecting.
He has consulted and mentored top performers at hundreds of companies the world over. Lou inspires audiences to feel they can conquer the world…. and make tons of great new connections doing it.
Jen Du Plessis | CEO & Founder | Kineticsparkconsulting.com
How aligning your lifestyle and business intentions can scale your emotional intelligence, resulting in massive financial growth.
Jen Du Plessis / Speaker, Top Selling Author, Consultant, Coach, Podcast Host
Jen spent 35 years in mortgage lending and was ranked in the top .003% of Loan Originators in the US and was in the top 1% for many years. She is a self-proclaimed serial entrepreneur with extensive leadership and sales experience.
Jen is the Founder of Jen Du Plessis, LLC, Kinetic Spark Consulting, Black Fox Investments, and Valor Home Solutions. She the Author of LAUNCH! How to Take your Business to New Heights, and host of the top-rated Podcast Stop Talking, Take Action, Get Results! She studied Architectural Design & Construction Engineering at Colorado State University.
Today, she is a highly sought after national and international Speaker, Consultant and Coach who specializes in creating Lifestyle Businesses to help solopreneurs, sales professionals, mortgage loan officers and realtors to multiply their results in record time, while maintaining a commanding and prosperous lifestyle. Aligning a Life with Values to achieve Value in every area of your life (Personal, Relationships, Health, Finance and Business) is our mission. We do this through our Lifestyle Business Mastery Program.
Seen on: Good Morning America / Sirius/XM Radio / Federal News Radio / Mortgage News Network
2:15 PM | Facebook Advertising for Real Estate: How We Generated a 1,492% ROI from one Facebook Ad in Manhattan, and How You Can Do The Same.
Sponsored By Dividend Digital
There’s an art and science to create an ROI-positive Facebook lead generation campaign. Many brokers think that “boosting posts” will lead to more commissions but that is actually one of the least effective ways to generate and convert leads for your real estate business. There is a right way and a wrong way to grow your business using Facebook.
In this session you will discover exactly how to generate and convert your Facebook leads into loyal clients and how to brand yourself as the go-to broker in your local market.
We’re even going to pull back the curtain on a very successful client case study Facebook ad campaign that yielded a 1,492% ROI.
This session is perfect for anyone who wants to start or improve their Facebook marketing with Facebook ads that REALLY work for Real Estate.
Cheryl Pinkard | Founder & Chief Marketing Strategist | Dividend Digital
2:30 PM | BRRRR Strategy (BUY RENOVATE RENT REFI REPEAT) = BRRRR
Sponsored By Temple View Capital
Making money with flipping houses for rentals to create long-term wealth. We’ll be talking about how Temple View can partner with investors to utilize the BRRRR Strategy to generate wealth with little to no out of pocket money. I will talk about the state of the market, why the brrrr strategy is a hedge to a market correction, how temple can fund all of the loans and the strategy behind BRRRR.
Mark Burch | Business Development | Temple View Capital
2:45 PM | FindAMortgageBroker.com – A Realtor and Consumer Solution
Sponsored By FindAMortgageBroker.com
Partnering with independent mortgage brokers gives real estate agents and borrowers valuable options in the pursuit of purchasing or refinancing a home.
Vince Parlove | Team Lead, Director of Wholesale Development | FindAMortgageBroker.com
3:00 PM | Wholesale Lending And The Impact It’s Having On LOs and Real Estate Agents
Sponsored by NMP & Scotsman
Get a wide-ranging overview of the advantages of choosing wholesale vs. retail. Our panel goes in-depth on specific topics including obtaining and retaining purchase business, tips and techniques to stay top of mind with your client and referrals, and the importance of building relationships with real estate agents.
Michael J Romer, Esq | Managing Partner | Romer Debbas LLP
Irene Amato | CEO | A.S.A.P. Mortgage Corp.
Samuel Bjelac III | Senior Vice President | Sprout Mortgage
Ace Watanasuparp | Vice President / Regional Manager | Citizens Bancorp
Allen Beydoun | EVP | UWM Sales
Jeffrey Tesch | Managing Director | RCN Capital
Bill Walker | Chief Revenue Officer | Unison Home Ownership Investors
Steven Schnall | Chairman & CEO | Quontic Bank
Melissa L Cohn | Executive Vice President | Family First Funding LLC
4:00 PM | Creating new sales opportunities with unique portfolio financing products & programs
Sponsored By United Nations Federal Credit Union
INDUSTRY LEADING FOREIGN NATIONAL PROGRAM WITH THE HIGHEST LOAN-TO-VALUES, MOST COMPETITIVE RATES AND EASIEST DOCUMENTATION REQUIREMENTS
FLEXIBLE CONDO AND CO-OP REQUIREMENTS ON NON-WARRANT-ABLE BUILDINGS INCLUDING NO PRE-SALE REQUIREMENTS OR INVESTOR CONCENTRATION LIMITS
PORTFOLIO LENDER WITH EXPANDED DEBT-TO-INCOME LIMITS AND COMMON SENSE UNDERWRITING ALLOWING SUCH THINGS AS INVESTMENT CO-OPS WITH CASH-OUT REFINANCES
Richard Martin | Senior Mortgage Loan Officer | Mortgage Origination | United Nations Federal Credit Union
David Wald | Mortgage Loan Officer | United Nations Federal Credit Union
4:15 PM | The Real Estate and Mortgage Experience versus the Transaction
Sponsored by A.S.A.P. Mortgage Corp.
This session will shift your mindset from Surviving to Thriving in 2020! Irene Amato fills the room with electrifying energy, marketing tips and the tools necessary to expand your business to unthinkable heights. Life is all about the journey and experiences we have along the way. While technology is a blessing in our industry it can never replace the human touch of true Real Estate professionals.
Irene Amato | CEO | A.S.A.P. Mortgage Corp.
4:45 PM | Getting Better Results on the Construction of Residential Developments
Sponsored By Schmidt Construction Consulting
The construction process is fraught with the potential for mistakes, delays and cost overruns. What are the important construction issues that residential developers are going to face in this hot market, and what should they not take for granted?
Barry Schmidt | President | Schmidt Construction Consulting