This isn’t another networking mixer. Activate is designed for professionals who are in the business—the people building funds, scaling platforms, raising capital, and closing deals. Whether you’re managing a portfolio, launching a new product, or entering a new market, this is your summit.
Lenders, brokers, fund managers, real estate investors, software providers, attorneys, and service partners all meet here—with one goal: to move the private lending industry forward.
With high-impact speaker panels, expert-led discussions, a curated exhibitor hall, and intentional networking, Activate delivers the insight, access, and connections that power real growth.
If you’re serious about private lending—this is where you need to be.
Activate your network. Activate your growth. Activate your next move.
Activate will feature three targeted educational tracks designed to meet the unique needs of brokers, balance sheet lenders, and securitizers, offering specialized content to help each group grow, adapt, and thrive in today’s private lending environment.
Tailored for originators and intermediaries, this track covers deal structuring, lead generation, compliance, navigating MLPA pitfalls and negotiations, building strong capital provider relationships, and features a lender roundtable on the types of deal flow they're actively seeking.
Designed for lenders deploying their own capital, this track dives into portfolio management and balancing, risk mitigation, new market segments, out of the box deal flow, hybrid strategies.
Built for institutional players and aggregators, this track explores the latest in capital markets, warehouse lines, rating agency criteria, and strategies to scale via securitization, forward flows and more. Also for those who want to be correspondents to these institutional players and aggregators.
CEO & Co-Founder, Geraci LLP
COO & Co-Founder, Geraci LLP
Partner, Armanino
Founder, Adige Advisory
Principal, Rodeo Lending
CRO, Hydrocap LFS
CEO, Pivot Financial
CEO, Lending Luminary
President, Bluestone Commercial Capital LLC
CEO, Lionscove
Founder & CEO, Verivest
Founder & Managing Director, Sage Credit Investment Partners LLC
CEO & Founder, Toorak Capital Partners
Principal/Chief Financial Officer, SDC Capital
Associate Managing Director of Credit Ratings, at Morningstar DBRS
CEO & President, Servicing Pros
CEO RBI Private Lending
Chief Financial Officer at Rehab Financial Group, LP.
Executive Director for Nomura Securities International
Director, Armanino
FOUNDER & CEO – Secured Capital Lending Inc.
Chief Executive Strategist – NAMB
Principal & Co-Owner of Crown Capital Resources
CEO Ragland Capital and Partner at Ragland Navarro Capital LLC
Partner, Ragland Navarro Capital LLC
Partner, MCM Capital Partners, LLC
SVP, Capital Markets at CV3 Financial Services
Attorney, Geraci LLP
Chief Strategy Officer, RiskSpan
Co-Founder and CEO of Sundae and Just Be the Bank
Chief Revenue Officer at Icecap Group
Chair of LHRG’s Private Lender Law Group
Chairman & CEO of FundingShield
Principal and Co-Founder of FUTURES Financial
Principal and Co-Founder of FUTURES Financial
Vice President of Sales at Applied Business Software, Inc
Director of Third Party Originations for Temple View
Director of Sales for Lima One
| Activate | Starting time | Ending time | Activity |
|---|---|---|---|
| Activate Day 1 | |||
| Activate | 3:00 PM | 5:00 PM | Exhibitor Set Up |
| Activate | 6:00 PM | 8:00 PM | Welcome Reception |
| Activate Day 2 — Broker Track | |||
| Activate | 8:30 AM | Registration Opens | |
| Activate | 9:30 AM | 9:45 AM | Opening Remarks |
| Activate | 9:45 AM | 10:45 AM | Panel: Revenue Reloaded: Strategies for Bridge and DSCR Lending |
| Activate | 10:45 AM | 11:15 AM | Networking Break |
| Activate | 11:15 AM | 12:15 PM | Panel: Building Smarter Funds: Structures, Compliance, and the Tech-Enabled Back Office |
| Activate | 12:15 PM | 1:30 PM | Lunch |
| Activate | 1:30 PM | 2:30 PM | Panel: Riches and Niches: Knowing What Can – and Can’t - Be Optimized |
| Activate | 2:30 PM | 3:00 PM | Networking Break |
| Activate | 3:00 PM | 4:00 PM | Panel: Fueling the Balance Sheet: Modern Capital Strategies for Scalable Lending |
| Activate | 4:00 PM | 4:30 PM | Networking Break |
| Activate | 4:30 PM | 5:15 PM | Panel: The Hidden Risks of Servicing: Compliance, Controls, and the Cost of Getting It Wrong |
| Activate | 5:15 PM | 5:30 PM | Closing Remarks |
| Activate | 5:30 PM | 7:00 PM | Closing Reception |
| Activate Day 2 — Balance Sheet Lender Track | |||
| Activate | 8:00 AM | Registration Opens | |
| Activate | 8:00 AM | 9:00 AM | Breakfast |
| Activate | 9:00 AM | 9:20 AM | Opening Remarks in Securitizer Speaking Room |
| Activate | 9:30 AM | 10:30 AM | Panel: Revenue Reloaded: Strategies for Bridge and DSCR Lending |
| Activate | 10:30 AM | 11:00 AM | Networking Break |
| Activate | 11:00 AM | 12:00 PM | Panel: Building Smarter Funds: Structures, Compliance, and the Tech-Enabled Back Office |
| Activate | 12:00 AM | 1:30 PM | Lunch and Learn Ignorance is Bliss...Until It's Not: Why Spending a Few Bucks on Insurance Review Could Save your A** |
| Activate | 1:30 PM | 2:30 PM | Panel: Riches and Niches: Knowing What Can – and Can’t - Be Optimized |
| Activate | 2:30 PM | 3:00 PM | Networking Break |
| Activate | 3:00 PM | 4:00 PM | Panel: Fueling the Balance Sheet: Modern Capital Strategies for Scalable Lending |
| Activate | 4:00 PM | 4:30 PM | Networking Break |
| Activate | 4:30 PM | 5:30 PM | Panel: The Hidden Risks of Servicing: Compliance, Controls, and the Cost of Getting It Wrong |
| Activate | 5:30 PM | 5:45 PM | Closing Remarks-in Securitizer Room |
| Activate | 5:45 PM | Closing Reception-In Exhibit Hall | |
| Activate Day 2 — Securitizer Track | |||
| Activate | 8:00 AM | Registration Opens | |
| Activate | 8:00 AM | 9:00 AM | Breakfast |
| Activate | 9:00 AM | 9:20 AM | Opening Remarks in Securitizer Speaking Room |
| Activate | 9:30 AM | 10:30 AM | Panel: Wholesale vs. Retail: Choosing Your Pipeline Strategy |
| Activate | 10:30 AM | 11:00 AM | Networking Break |
| Activate | 11:00 AM | 12:00 PM | Panel: Fireside Chat with Josh Stech |
| Activate | 12:00 PM | 1:30 PM | Lunch and Learn Ignorance is Bliss...Until It's Not: Why Spending a Few Bucks on Insurance Review Could Save your A** |
| Activate | 1:30 PM | 2:30 PM | Panel: Inside Rated RTL Issuance: Building Blocks of Institutional Capital4:00PM Networking Break |
| Activate | 2:30 PM | 3:00 PM | Networking Break |
| Activate | 3:00 PM | 4:30 PM | Panel: Beyond Securitization: Building Forward Flow Agreements and Strategic Partnerships |
| Activate | 4:30 PM | 5:30 PM | Panel: Regulatory Crosswinds: Shaping the Future of Securitization |
| Activate | 5:30 PM | 5:45 PM | Closing Remarks-in Securitizer Room |
| Activate | 5:45 PM | Closing Reception in Exhibit Hall | |
1. From Broker to Buyout: Positioning Your Shop for Acquisition
The private lending space is consolidating quickly, and brokers are in the spotlight. This panel will dive into what balance sheet lenders and securitizers are really looking for when acquiring broker shops, how to maximize valuation, and the key steps to prepare your business for a successful exit. Hear directly from industry experts on structuring deals, avoiding pitfalls, and ensuring your legacy lives on after the sale.
2. Correspondent or Originator: Defining Your Broker Shop’s Path
Not all broker shops are built the same—your strategy will determine your growth, partnerships, and long-term value. This panel explores the differences between building a specialized correspondent shop versus a more generalized originator model. Learn how to align your team, technology, and operations with your vision and hear from experienced brokers who have successfully navigated both paths.
3. Maximizing Deal Flow: Navigating Balance Sheets and Securitizers
Deal flow is the lifeblood of any broker shop, but not all deals are created equal. This panel will break down the nuances of working with balance sheet lenders versus securitizers and share strategies to optimize your shop for both. Gain insights on positioning, pipeline management, and building relationships that ensure a steady stream of high-quality opportunities.
4. Fraud-Proof Your Deals: Trust, Tech & Transparency for Brokers
Brokers are on the front lines of real estate lending, and protecting your deals from fraud is critical. This panel will highlight practical tools, collaboration strategies, and verification frameworks brokers can use to safeguard transactions and maintain credibility with lenders. Learn how to build trust, enhance transparency, and keep your business—and your clients—secure every step of the way.
5. Bridge vs. DSCR: Choosing the Winning Strategy for Your Clients
In today’s competitive lending market, brokers are the ultimate strategists. This panel breaks down bridge loans and DSCR financing, highlighting demand trends, underwriting insights, and exit strategies. Learn how to guide clients to the right solution, structure deals for approval, and stay ahead in a fast-moving market.
1. CRE Credit Juggernaut: Scaling, Stabilizing & Managing Risk in a $4.8T Market
Balance sheet lenders operate at scale, and the private CRE lending universe presents both massive opportunity and significant risk. This panel will explore strategies for managing large portfolios, maintaining stability, and mitigating risk across diverse property types and borrower profiles. Gain insights on market dynamics, portfolio optimization, and decision-making frameworks that keep your lending business strong and resilient.
2. Revenue Reloaded: Strategies for Bridge and DSCR Lending
Balance sheet lenders are constantly looking for ways to grow revenue and expand deal flow. This panel explores tailored loan structures, agile underwriting techniques, and strategies to meet evolving borrower demand in the bridge and DSCR markets. Learn how to leverage correspondent relationships, optimize your lending playbook, and capture new opportunities in a competitive CRE landscape.
3. Forward Flows: Securing Predictable Deal Pipelines for Balance Sheet Lenders
Forward flow agreements can be a game-changer for balance sheet lenders, providing predictable deal pipelines and consistent revenue. This panel will explore how to structure forward flow deals, manage risk, and optimize relationships with brokers and originators. Gain insights on aligning capital, operations, and underwriting to ensure a steady stream of high-quality loans and sustainable growth.
4. Appraisal 2.0: AI + Regulation for Smarter Property Valuation
Technology is transforming property valuation, and balance sheet lenders need to stay ahead. This panel explores how AI, standardized data, and regulatory frameworks can be integrated to improve appraisal accuracy, reinforce underwriting quality, and reduce risk. Learn how to leverage modern tools to make faster, smarter, and more reliable lending decisions.
5. Riches and Niches: Knowing What Can—and Can’t—Be Optimized
Not every aspect of lending can be engineered for maximum return, and understanding the limits of optimization is critical for balance sheet lenders. This panel explores which deals, markets, and strategies offer the greatest leverage—and which require judgment, experience, and intuition. Learn how to identify high-value opportunities, avoid over-engineering, and balance data-driven decision-making with practical market insight.
1. The Securitization Revolution: Turning Loans into Rated Notes
Securitization is transforming real estate lending, creating new capital opportunities and reshaping deal structures. This panel explores how bridge and transitional loans are packaged into rated notes, strategies to attract investors, and the impact on liquidity and market dynamics. Learn how to navigate this evolving landscape and capitalize on the securitization revolution.
2. Wholesale vs. Retail: Choosing Your Securitization Strategy
Securitizers face a key strategic choice: build a retail lending platform or rely on wholesale channels for deal flow. This panel explores the trade-offs, operational implications, and growth opportunities of each approach. Learn how to align your business model with market demand, maximize efficiency, and optimize returns in an evolving financing landscape.
3. Regulatory Crosswinds: Shaping the Future of Securitization
As securitization grows, so do the regulatory forces guiding its evolution. This panel will explore emerging frameworks, the role and maturity of rating agencies, and the safeguards needed to preserve transparency and market integrity. Gain insights into how shifting regulations may reshape deal structures, investor confidence, and the path forward for securitized lending.
4. Wholesale vs. Retail: Building the Right Model for Growth
For securitizers, the question isn’t just about capital—it’s about where the pipeline comes from. Should you invest in building a retail lending platform, or lean on wholesale channels to scale faster? This panel explores the trade-offs of each path, from cost and control to branding and borrower reach, helping securitizers determine the model that best supports long-term growth.
5. Inside Rated RTL Issuance: Building Blocks of Institutional Capital
Rated residential transition loan (RTL) securitizations are becoming a cornerstone of institutional capital flows. This panel breaks down the structuring process, demand fundamentals, and the market forces driving institutional expansion. Learn how these securitizations are created, what investors are seeking, and the key steps to building a strong, scalable issuance program.
1. Marketing in the Age of AI: Staying Ahead in a Competitive Lending Landscape
No matter your role—broker, balance sheet lender, or securitizer—marketing is no longer optional; it’s strategic. This panel explores how to harness AI-driven tools for smarter targeting, sharper messaging, and measurable results, while balancing innovation with compliance and credibility. Learn how leading firms are differentiating themselves in crowded markets, keeping pace with competitors, and building brands that attract deal flow, capital, and long-term partnerships. Expect practical insights, forward-looking strategies, and a candid discussion on what’s working (and what’s not) in lending marketing today.
Stay Where Growth Happens
We’ve secured an exclusive room block at Wynn Las Vegas, the official hotel partner for Activate – The Private Lending Growth Summit.
Take advantage of special group rates and stay just steps away from the networking, sessions, and opportunities that drive the private lending industry forward.
