Archive · Elevate & Activate Miami, September 2026Upcoming: Las Vegas 2027 →
Las Vegas 2027

PRIVATE LENDERS SUMMIT

  • SEPTEMBER 29–30, 2026
  • FONTAINEBLEAU MIAMI

The Private Lending Summit Where Deals, Ideas & Connections Come Together

Activate is Geraci’s Private Lending Summit, built for private lenders who are already in the game—or ready to take their business to the next level. 

What to Expect:

  • Market-shaping panels with leaders in lending, legal, technology, and investing
  • Real conversations about scaling operations, navigating regulation, and growing your business
  • A packed exhibit hall featuring top-tier providers and solutions
  • Strategic networking with the decision-makers who move the industry
  • A high-energy welcome reception to start building relationships early

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: PRIVATE LENDERS SUMMIT

Speaker Anthony Geraci

Anthony Geraci

CEO & Co-Founder
Geraci LLP

Michael Niccolini

Co-FounderTemple View

Joshua K. Nevarez

Joshua K. Nevarez

Partner
Armanino
A.J. Poulin

A.J. Poulin

CEO and Founder
Second Look Advisors

Dana Georgiou

Chief Revenue Officer
Dunmor

John Beacham

CEO and Founder
Toorak Capital Partners

Michael Tedesco

EVP, Private Lending
Appraisal Nation

Sanjay Patel

Sanjay Patel

Managing Director
Edgar Matthews & Co.
Speaker Kaene Soto II

Kaene Soto II

Attorney
Geraci LLP
Chad Mestler

Chad Mestler

President & CEO
Helvetica
Nathan Goodhart

Nathan Goodhart

Chief Revenue Officer
Nexys
Speaker Sean Morgan

Sean Morgan

CEO
Forecasa
Jeffrey Tesch

Jeffrey Tesch

Chief Executive Officer
RCN Capital
Speaker Ricky Shah

Ricky Shah

Geraci LLP
Speaker Richard Katz

Richard Katz

Principal
Rodeo Lending
Chris Fuelling

Chris Fuelling

CEO & Founder
LendingWise
Jasmine Daya

Jasmine Daya

Managing Principal JD&Co.,
Founder of Cross-Border Private Lenders Association (CBPLA)
Founder of Regulate & Mitigate
Michael DeSantis

Michael DeSantis

Founder & CEO | Boston Business Lending Waltham
Massachusetts
Kristine Viera

Kristine Viera

Founder & CEO
ClearCloser
Speaker Valerie J Saunders

Valerie J. Saunders, CRMS

Chief of Staff
NAMB
Mike Forshee

Mike Forshee

Global Head of Originations & Managing Director
Bayview Asset Management
If you are interested in speaking at Activate 2026, please reach out below.

Activate partnered with

Temple View

Sponsors

If you are interested in sponsoring at Activate 2026, please reach out below.
Armanino Logo
TheEliteOffice Logo
Rodeo Lending - Logo
The Smart Money Blueprint Logo
Move Logo
Appraisal Nation
Forecasa
Glassbox Lending
Crazy Loans - Signature Capital
Exeter
LendingWise
Pineapple
Second Look Advisors
Automate Loan Docs
Capital Funding
Geraci LLP Law Firm Logo

AGENDA

Days
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Receptions
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Panels
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Educational Tracks
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Three Days. Two Experiences. One Unforgettable Miami Event.

DAY 1 ACTIVATE

Tuesday, September 29, 2026

Fontainebleau Miami Beach 4441 Collins Avenue, Miami Beach, FL 33140

12:00 PM – 3:30 PM

Exhibitor Setup/Registration

Pearl 3&4: Exhibit Hall

2:00 PM – 3:00 PM
Joint Elevate & Activate

The Crossover Experience in The Capital Lounge

A fast-paced networking experience designed to get you out of your comfort zone, meet new people and make meaningful connections across the industry. Move from conversation to conversation, expand your network and experience Miami along the way.

Pearl 2: Capital Lounge

3:00 PM – 3:15 PM

Opening Remarks

Pearl 1: Main Hall

Anthony Geraci Anthony Geraci CEO & Co-Founder, Geraci LLP
3:15 PM – 4:00 PM

Keynote Speaker

Pearl 1: Main Hall

Michael DeSantis Michael DeSantis Founder & CEO | Boston Business Lending Waltham, Massachusetts Valerie J. Saunders, CRMS Valerie J. Saunders, CRMS Chief of Staff, NAMB Anthony Geraci Anthony Geraci CEO & Co-Founder, Geraci LLP
4:00 PM – 4:45 PM

Highly Effective Fund Managers: Returns, Leverage and Equity Returns Over the Last 10 Years

Pearl 1: Main Hall

Joshua K. Nevarez Joshua K. Nevarez Partner, Armanino Kaene Soto II Kaene Soto II Attorney, Geraci LLP Sanjay Patel Sanjay Patel Managing Director, Edgar Matthews & Co. Richard Katz Richard Katz Principal, Rodeo Lending
4:45 PM – 5:30 PM

Practical Applications of AI – How to Supercharge Your Private Lending Business

Pearl 1: Main Hall

Chad Mestler Chad Mestler President & CEO, Helvetica Nathan Goodhart Nathan Goodhart Chief Revenue Officer, Nexys Kristine Viera Kristine Viera Founder & CEO, ClearCloser Sean Morgan Sean Morgan CEO, Forecasa Chris Fuelling Chris Fuelling CEO & Founder, LendingWise
8:00 PM – 11:00 PM

Miami Vice Night – LIV Takeover

An unforgettable evening of networking, entertainment and Miami energy.

LIV

DAY 2 ACTIVATE

Wednesday, September 30, 2026

Fontainebleau Miami Beach 4441 Collins Avenue, Miami Beach, FL 33140

9:00 AM – 9:30 AM

Breakfast/Registration

Pearl 3&4: Exhibit Hall

9:30 AM – 10:00 AM

Welcome Remarks

Pearl 1: Main Hall

Anthony Geraci Anthony Geraci CEO & Co-Founder, Geraci LLP
10:00 AM – 11:00 AM

Evolution of Private Lending: Past, Present, Future

Pearl 1: Main Hall

Michael Niccolini Michael Niccolini Co-Founder, Temple View Jeffrey Tesch Jeffrey Tesch Chief Executive Officer, RCN Capital John Beacham John Beacham CEO and Founder, Toorak Capital Partners Dana Georgiou Dana Georgiou Chief Revenue Officer, Dunmor Sean Morgan Sean Morgan CEO, Forecasa
11:00 AM – 11:15 AM

Networking

Pearl 3&4: Exhibit Hall

11:15 AM – 12:15 PM

Crossing the Border: DSCR and Private Lending in Canada Enters the US Market – How, Why and What

Pearl 1: Main Hall

Mike Forshee Mike Forshee Global Head of Originations & Managing Director, Bayview Asset Management Jasmine Daya Jasmine Daya Managing Principal JD&Co., Founder of Cross-Border Private Lenders Association (CBPLA), Founder of Regulate & Mitigate
12:15 PM – 1:15 PM

Lunch

Pearl 3&4: Exhibit Hall

1:15 PM – 2:00 PM

Using Litigation to Rewrite Loans Better

Pearl 1: Main Hall

Ricky Shah Ricky Shah Geraci LLP
2:00 PM – 2:15 PM

Mitigate and Regulate

Pearl 1: Main Hall

Jasmine Daya Jasmine Daya Managing Principal JD&Co., Founder of Cross-Border Private Lenders Association (CBPLA), Founder of Regulate & Mitigate
2:15 PM – 2:30 PM

Networking Break

Pearl 3&4: Exhibit Hall

2:30 PM – 3:30 PM

From Start-Up to Scale to Exit: How We Did It

Pearl 1: Main Hall

Michael Tedesco Michael Tedesco EVP, Private Lending, Appraisal Nation Anthony Geraci Anthony Geraci CEO & Co-Founder, Geraci LLP
3:30 PM – 4:30 PM

Ask Me Anything

Pearl 1: Main Hall

Anthony Geraci Anthony Geraci CEO & Co-Founder, Geraci LLP Ricky Shah Ricky Shah Geraci LLP Kaene Soto II Kaene Soto II Attorney, Geraci LLP Jasmine Daya Jasmine Daya Managing Principal JD&Co., Founder of Cross-Border Private Lenders Association (CBPLA), Founder of Regulate & Mitigate
4:30 PM – 5:00 PM

Closing Remarks/Open Q&A

Pearl 1: Main Hall

Anthony Geraci Anthony Geraci CEO & Co-Founder, Geraci LLP