AGENDA
Friday, November 8th
7:30am
Registration Opens
8:30am – 8:45am
Welcome Remarks - Ron Eccles
8:45am – 9:15am
Presentation of the Note Industry Lifetime Achievement Award
9:15am – 10:15am
KEYNOTE – Lessons from the NFL: How Super Bowl-winning teams dominate their competition
10:15am – 11:00am
Morning Coffee Break in the Capital Marketplace
11:40am – 12:00pm
Recap & Intro Lunch Sponsor - Ron Eccles
12:00pm - 1:15pm
Lunch in the Capital Marketplace
Sponsored By Colonial Funding Group
1:15pm – 2:00pm
2:00pm – 2:20pm
NOTE Talks
Unleash the Power of Turnkey Buyers – Dan Zitofsky
2:20pm - 3:05pm
3:05pm – 3:35pm
Afternoon Ice Cream Break in the Capital Marketplace
Sponsored By JB Lloyd & Associates
3:35pm - 4:05pm
Moderator: Eddie Speed
Panelist: Martha Speed, Tracy Z Rewey, Mike Powell, Jeff Watson
4:05pm - 5:25pm
NOTE Talks
Identifying Ideal Buyers for Owner Financing - Homero Carona
Preeminent Paper - Justin Bogard
What Could Possibly Go Wrong?! - Nathan Turner
5:30pm – 5:45pm
Closing Remarks and Intro of Welcome Reception Sponsor
5:45pm – 7:00pm
NoteExpo Welcome Networking Reception
Saturday, November 9th
8:00am – 9:00am
NoteSchool Bonus Session - Max Keller
9:15am – 9:25am
Day 2 Kick-off - Ron Eccles
9:25am – 10:25am
NOTE Talks
RMLO Services - Compliance vs Risk Management - Sadhna Bhardwaj
Zero Risk?!?! Tipping the Scales in Your Favor - Tracy Z Rewey
What the Title Insurance Industry Doesn’t Want You to Know - Stacey Mestayer
10:25am – 11:10am
11:10am – 12:10pm
NOTE Talks
Making Complicated Transactions EZ – David Olds
Selling a Partial, when does it become a Security? – Jeff Watson
12:10pm– 12:20pm
Recap & Intro Lunch Sponsor - Ron Eccles
12:20pm – 1:40pm
Sponsored By Noteschool
1:40pm – 2:30pm
2:30pm – 3:10pm
NOTE Talks
The Power of Self-Directed IRAs in Note Investing - Martha Speed
Wealth Architects: Designing a Legacy for Yourself and Others - Emily Cortright
3:10pm – 3:20pm
Quick Break
3:20pm – 4:40pm
NOTE Talks
The Dangers of Oil and Gas Investing - Michael Bacani
How I Seduced 150K Members to Join My Facebook Group - Mark Monroe
Ann Morton
4:40pm
Testimonial
“You can always get takeaways, learning what other people are doing in their business that can help me out in my business.”
~ Justin Wagner