Seminar Agenda

Morning Session:

Market Analysis

– Mortgage Pool and Real Estate Fund Conversation
– Mortgage Pool and Real Estate Advantages
– Mortgage Pool and Real Estate Similarities and Differences Valuations
– Models for loan servicing Fees
– Business and Legal Architecture
– Investment Banker
– Types of Funds

Legal aspects of a Real Estate or Mortgage Pool Fund – Speaker: Jon Hornik
Raising Capital
Opportunities in a REHAB market – Speaker: Merrill Kaliser/Mike Hoffman
Loan Servicing – Speaker: AJ Poulin
Commercial Loan Workout – Speaker: Phil Jemmett

Lunch Break

Strategic Marketing
Social Media, Website, Website Optimization / S.E.O, Email Marketing

Executive Summary

Round Table Discussion

“Bring Your Deal” Segment

Cocktail party hosted by Leonard Rosen