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Joshua Andrews

Managing Partner
Paper Profits LLC

WHAT WE ARE LOOKING FOR We are highly interested in developing solid relationships with sellers, hedge funds and even banks or credit unions, to purchase inventory on a regular, long-term basis.ABOUT US Paper Profits is a small private investment entity consisting of two investment funds. We can spend up to $20MM at a time on the right deal. We are happy to provide counterparty references you can speak with regarding trades we have closed, to get an understanding of our performance.ABOUT THE MANAGING MEMBERS Joshua N. Andrews Manager and Partner ... (view full description)

Kimberly Banks Fawcett

Portfolio Manager
Inspired Capital Group, LLC

Kimberly is a nationally recognized expert in residential mortgage investing. With over 25 years of residential and commercial real estate investing experience, she’s focused almost exclusively on first and second mortgages since 2012. She enjoys sharing her knowledge with other real estate investors so much that she created Note Investing Academy, a video-based training program that focuses on the day-to-day management of note investments. 

Jamie Bateman

Labrador Lending, LLC

Founder Jamie Bateman has been an active real estate investor since 2010. Jamie is an experienced real estate investor and business owner who has been actively buying and selling mortgage notes since early 2018. During this time, he has acquired over 75 mortgage notes with principal balances in excess of $3M with collateral across 20+ states. Jamie manages several small businesses and a multi-state rental portfolio worth over $3M. He has hands-on experience overseeing construction projects and managing properties. Jamie also has work experience in both the title and mortgage industries, having worked for years as a real-estate settlement officer, notary, and mortgage funding manager. Jamie h ... (view full description)

Brett Behrens

SVP Head of Non-Agency Servicing
BSI Financial

Paul Birkett

Managing Member
Automation Finance LLC

Paul launched Automation Finance after an 18-year career at PepsiCo. Automation Finance is a Mortgage Investment Fund and Outsourced Asset Manager based in NYC. It acquires pools of first and second-position Residential Non-Performing Mortgage Loans (NPL's) and manages them through liquidation. The company currently manages ~$200mm of Non-performing loans. AF's preferred exit is to re-perform the borrower where it delivers 4x the industry average modification rate. 

We are seeking sellers of NPL's, Capital Partners, RPL buyers (~$2mm per month), and clients for our outsourced asset management business. We will manage your low-value NPL holdings on a turn-key contingency basis.

Eddie Blanco

Real Estate Broker

Eddie was born and raised in Miami and is a first-generation Cuban immigrant. He’s stayed in the area because he loves the weather, diversity, and excellent fishing opportunities. He is the broker and owner of Stratwell, a real estate brokerage which has offices in Miami and Naples, FL. Eddie and his team have closed more than 3,000 real estate transactions since 2008.  Eddie has been selling REO since 2001 and works with the top loan servicing companies.  He has experience working with the government-sponsored entities Fannie Mae and Freddie Mac. He has also worked with the U.S. Department of Housing and Urban Development (HUD), the U.S. Department of Agriculture (USDA), and the ... (view full description)

Tom Boren

SVP, Acquisitions
Aspen Funds

Bill Bymel

Managing Partner
First Lien Capital LP

Prior to founding First Lien Capital, Bill Bymel served as Managing Director at Spurs Capital LLC where he was responsible for the asset management and disposition of more than $300 million of invested equity capital in the distressed residential mortgage space since 2012.  He currently serves as signatory and advisor on Spurs’ three residential NPL funds, and stepped down from active executive role in 2021 to found First Lien Capital LP, a new platform for investing in and managing distressed assets both in residential and small balance commercial real estate. Bill was the founding member of RSI Asset Management LLC, a third-party loss mitigation advisor and REO brokerage based ... (view full description)

Claudio Chavez

Managing Director
United Asset Management, LLC

Claudio Chavez currently serves as Managing Director for United Asset Management, LLC. At the company, Claudio is responsible for overseeing the company’s management functions and legal aspects of all operations, including, secondary market transactions, asset management, loan servicing, vendor relationships, risk management, and corporate governance matters. Prior to United Asset Management, LLC, Mr. Chavez was CEO of Arch Bay Capital, LLC and prior to Arch Bay he was in private law practice where he was a partner in the Real Estate Groups of DLA Piper US, LLP and Katten, Muchin & Rosenman LLP.    Claudio holds a Juris Doctor degree from the University of California a ... (view full description)

Andre Cuadrado

Xchange.Loans Inc.

Andre Cuadrado is the Founder and CEO of Xchange.Loans (, the online marketplace for non-performing loans. He is also a Founder and Principal of Rhenium Capital, a boutique Loan Sale Advisory firm, founded in 2015. Based on extensive experience selling non-performing loans for community banks, private lenders, regional & large banks and special servicers, Andre and his co-founder Michael Jimenez developed the Xchange.Loans platform specifically to maximize the recoverable value of non-performing loans in a secure open market transaction. Prior to founding both firms, Andre founded and ran the V&A department of Commercial.

Michael Daurio

Managing Director - Head of Capital Markets
AMIP Management

Eric Delgado

MCM Capital

Eric Delgado is an entrepreneur and a recognized leading expert in increasing efficiency and profitability that lead to quicker monetization events. With 20+ years of start-up, fundraising and leadership experience, he has been a part of and currently involved with 8 active businesses. These businesses were either founded, co-founded, or in early stages of growth when Eric joined. These 8 early stage companies ranged from food and beverage in New Orleans to leading a national asset management company that managed over $9 billion in US residential homes, to start-up technology companies. His ability to see an opportunity, help construct the ... (view full description)

Yonel Devico

Crosby Capital

Head of Crosby Capital USA. Private equity fund investing in non performing mortgages. Investment size: 200k to 15m+. Location: Across the country. Asset: Non Performing Notes Type: Commercial and Residential Feel free to let me know if you have any deals.

Shante Duffy

Vice President of Operations
BIFI Loan Servicing, LLC

Shante Duffy started her career in the servicing space nine years ago and through her dedication, tenacity towards customer service, integrity and self motivation, she quickly rose to the top of the organization. In 2021, realizing the servicing space was not meeting the needs of lenders, she along with two other real estate investors established a loan servicing company By Investors for Investors - named BIFI loan Servicing LLC, where she serves as the Vice President of Operations.  Shante established BIFI to address the "pain points" cause by the industry-standard way of servicing loans.  She takes an agile approach to serving her clients while continuously adapting to industry ... (view full description)

John Dunnery

VP- Government Loan Servicing
Community Loan Servicing, LLC

John Dunnery is a Vice President at Community Loan Servicing, LLC, managing its non-performing GSE/Agency residential loan portfolio. Community, headquartered in Coral Gables, Florida with operational sites in Fort Lauderdale, Florida, Horsham, Pennsylvania, Bedford, Texas and Tucson, Arizona, services and subservices 160,000 loans in 50 states and Puerto Rico, totaling over $44bl in loan balances. John is responsible for management and oversight of the government loan portfolio to regulatory and servicing guide requirements, including electronic data reporting, investor reporting and loan accounting, servicing advances and claims. John has been in mortgage banking and financial servic ... (view full description)

Dean Engle

Managing Director
Park Tree Investments, LLC

Michael Figueroa

Managing Director
Intuitive Capital Strategies

I graduated from the University of Arizona in 1973 and attended graduate courses where I began to develop my knowledge of business, finance, tax, real estate, contracts, foreclosure, and bankruptcy law. In 1980 I started a private mortgage brokerage and FHA/VA banking company. In 1998 I created Coronado Ranch Estates, a 250+ home subdivision and in 2002 I started Western Associates Development Company, LLC. This company developed lots, built homes and syndicated properties with a value over $100,000,000. In 2016 I established Intuitive Capital Strategies which funds a fix and flip business that has sold several million in assets to date. Currently I am acting as both a principal and ad ... (view full description)

Brian A. Flaherty

Chief Operating Officer
Global Strategic Business Process Solutions Inc.

Brian A. Flaherty, Chief Operating Officer Mr. Flaherty graduated from Monmouth University in 1998 with a BS in Medical Technology. Est. 2020 Elon University MBA.  Mr. Flaherty has over 20 years of experience in the areas of: Medical Staffing, IT Contractor Placement, Executive Staffing ITO, and BPO.  In 2003 he owned and operated BCF Technology Resources Inc. for over 4 years before taking on the VP of Sales role for Next Generation Technologies an India based ITO/BPO provider.  Mr. Flaherty currently works out of the US Global HQ in NC; he came to Global Strategic as the VP of Sales and transitioned into COO the role he presently holds for Global, and thei Subsidiary ... (view full description)

Steven Franco

The Franco Team / Franco Ventures

Steven Franco has 15 years of experience in real estate with a dynamic portfolio in REO. While Steven has proven to be successful in traditional real estate, he has thrived with investors. He has previously worked as an REO Asset Manager closing over 1500 homes per year (an average of 125 per month). Steven had a portfolio of upwards of 950 properties and has worked for major clients including Fannie Mae, Bank of America, Wells Fargo and more. Most recently acknowledged as a Top Producer at Keller Williams, Steven’s best known for adding value to every venture and working tirelessly through every negotiation and acquistion. By putting your money to the absolute best possible use, Steven live ... (view full description)

Ron Friedman

Managing Director
CAM Ventures Holdings, LLC

Ronald Friedman has been the Managing Member of CAMS Ventures Fund since its inception in 2008. The fund primarily invests in distressed 1st and 2nd mortgages nationwide and has purchased in excess of 2 billion dollars.  Mr. Friedman is a seasoned professional with over 30 years of mortgage banking experience with a concentration in the origination, servicing and selling of mortgages in the secondary market.  In addition, Mr Friedman  manages multiple high end real estate projects in excess of $20 million. He is a licensed real estate sales person and a licensed CPA. Mr. Friedman graduated with a Bachelor’s degree in accounting from George Washin ... (view full description)

Karen Gados

Managing Partner
Pikes Peak Capital

Karen is founder and Managing Partner at Pikes Peak Capital (PPC), a boutique real estate private equity company. Pikes Peak Capital purchases deeply-discounted residential houses from banks and resells them near market value to local investors or families who may not qualify for traditional mortgages by replacing traditional bank mortgages with seller financing. The funds PPC manages buy and sell over 500 properties/year.

Seti Gershberg

Scottsdale REI, LLC

Seti is an economist and has an MBA in international business from the Thunderbird School of Global Management. Prior to becoming a full-time real estate investor Seti traded a billion-dollar pool of global debt secruities for Sjo, Inc., a hedge fund in Chicago and then moved to the equities side of Wall Street to manage a small cap growth stock portfolio at William Blair & Company. Today, Seti focused exclusively on real estate, specifically in building single family rental portfolios. His firm’s experience includes investments in over 450 projects since 2013.               Outside of work Seti is a seeker, who loves learning and experiencing new things. He endeavours to always gr ... (view full description)

Alex Goldovsky

Founder & CEO

Alex Goldovsky, Founder and CEO of ProTitleUSA - a leader in Nationwide Residential and Commercial Title Search, Analysis and Due Diligence Market, Consecutive 4 years INC5000 company. A mastermind behind a number of leading products in the title research industry,  Alex is also a highly sought after speaker on real estate investment and title specific seminars, radio and work groups. Alex has a Master's Degree and holds 9 US Patents.


David Gordon

Managing Director

Mr. Gordon has over 15 year of experience in investment banking. Mr. Gordon was on the Morgan Stanley Mortgage desk for almost 8 years  before joining ARC. With extensive experience in buying and selling mortgage assets. Mr. Gordon has helped with securitizing over 10 billion in loan origination's on a annualized basis. Prior to Morgan Stanley Mr. Gordon worked at Lehman Brothers where he was responsible for analyzing new mortgage opportunities and valuing and selling servicing rights. Mr. Gordon has spent the past 5 years at ARC. Mr. Gordon is responsible for the purchase of all residential and commercial loan opportunities along with all leverage facilities that are in place. ARC purchases ... (view full description)

Chaz Guinn

Chief Executive Officer
Revolve Capital

Chaz Guinn is the Co-Founder and Chief Executive Officer of Revolve Capital Group. Since 2008, Chaz has built and developed multiple real estate investment firms that specialize in purchasing, managing, and selling 1st lien Non-Performing and Re-Performing mortgage debt, backed by single-family homes. Having acquired over $1 billion directly from Tier 1 banks, Investment Banks, Large Real Estate Funds, GSE’s, and Servicers, Chaz is a market-maker in bringing Institutional and Wall Street investments to main street investors. Chaz has structured, negotiated, and raised over $200M from high-net-worth Accredited investors, family offices, and financial institutions. Chaz is educati ... (view full description)

Ivan Halpern

Chief Operating Officer
CAM Ventures Holdings, LLC

Ivan Halpern is a Senior Vice President with CAMG Ventures where he works on buying performing and non-performing 2nd lien loans and non-performing 1st lien loans.   Ivan joined CAMG early 2017 after being on the Investment Management team at Paulson for 9 years.  At Paulson, Ivan worked on consumer credit related investments.  Prior to Paulson, Ivan was a Managing Director at C-BASS from 1997-2007 where he worked on whole loan acquisitions, securitizations and asset management.  

Rafi Hasbani

Attorney - New York Office
Hasbani & Light, P.C

Hasbani & Light is a real estate law firm. It provides full service to Lenders, NPL investors, banks, mortgage loan servicers, real estate investors, and title insurance companies in all aspects of transactions and litigation in both state and federal courts. Our philosophy is to provide advice and representation that allows our clients to achieve their goals of staying within respective timelines and budgets while minimizing legal risk and maximizing client returns on investment. Such successful outcomes are achieved through our creative approach to negotiation, litigation, and transactional practice. I look forward to meeting you at the conference. To schedule a meeting please contact ... (view full description)

Deepta Hiremath

Allied Note Investors LLC

Harris Howard

Managing Attorney
Howard Law Group

Howard Law Group is a full service real estate law firm. Our practice is focused on representing lenders and servicers in mortgage foreclosure litigation, creditor bankruptcy work, evictions and and REO closings. We also represent lenders/buyers and sellers in residential and commercial real estate closings. We pride ourselves on prompt communication with our clients coupled with superior legal work.   I look forward to meeting you at the conference. Please reach out to schedule a meeting. --------- Harris S. Howard, MBA, Esq.   HOWARD LAW GROUP 4755 Technology Way Boca Raton, FL 33431 Office Phone: (954) 893-7874 ... (view full description)

Abbas Jessa

Managing Partner
Wentwood Asset Management

Abbas is the Managing Partner of Wentwood Asset Management, an investment fund focusing on the acquisition of Non-Performing 1st and 2nd Lien Residential Mortgages and the origination of residential and small balance commercial business purpose loans. 

Abbas previously served as Co-Founder and Chief Operating Officer of Automation Finance and has managed over $500M+ of Non-Performing Mortgages. 

Kevin Kanouff

Statebridge Company

Kevin Kanouff has spent over 25 years in the real estate and mortgage industry.  He is a founder of Statebridge and, as its CEO, oversees the day to day operations as well as strategic direction of the company. In addition to his role at Statebridge, Mr. Kanouff is the Manager of Geneva House Funds, a family of hedge funds that invests in small balance commercial and residential mortgage loans. Previously, Mr. Kanouff served as President of Clayton Fixed Income Services (f/k/a The Murrayhill Company). Prior to his tenure at Clayton, Mr. Kanouff was a corporate, securities and real estate attorney for Dorsey & Whitney in its Denver and London offices. Mr. Kanouff h ... (view full description)

Spencer Lee

Managing Member
Redhawk Research LLC

Spencer Lee is co-founder and Managing Member of Redhawk Research LLC, a leading data analytics and technology firm.  Redhawk’s default management platform, Jonah, provides market leading portfolio and asset level analytics, having generated clients an average of 75.1 days of annualized timeline improvement.  Prior to founding Redhawk, Spencer was EVP, Asset Management at Arch Bay Capital LLC, a distressed residential mortgage hedge fund managing $3.5bn in UPB.  Previously, Spencer was VP, Corporate Development for 1st Financial Bank USA and worked in the M&A group at Merrill Lynch.  Spencer has an MBA from Columbia Business School and an AB from Harvard College.

Jason Lewis

President & CEO
AryMing Capital

Aryming Capital L.P is an alternative, boutique investment manager that specializes in distressed debit and the acquisition of small and  large pools of nonperforming seconds and first lien residential mortgage loans. These loans carry a variety of issues including title defects, compliance issues, and other collateral deficiencies. AryMing Capital L.P also purchase pools or single assets of REO's in the New Jersey market. 

Malena Lopez

Managing Member
JMJL Investment Group

Malena Lopez is the Managing Member of JMJL Investment Group. JMJL specializes in acquiring distressed assets, specifically focusing on 1st and 2nd Residential Non-Performing Mortgage Loans.

Bryan Lysikowski

ZVN Properties Inc.

Bryan Lysikowski is the Co-Founder and Chief Executive Officer of ZVN Properties Inc, A nationwide field service company specializing in real estate that offers a suite of services to the SFR community such as inspections, renovations, turns, and tenant-occupied maintenance. As an expert in the Mortgage Field Servicing & SFR industries, Bryan is a proven visionary and strategic leader who effectively translates business strategies for the maximum benefit of customers, employees, and the public. Streamlining efficiency and developing strategic servicing initiatives have been paramount to the steady growth of his business. Bryan’s track record of implementing the necessary controls to ensu ... (view full description)

Jim Maffuccio

Aspen Funds

David Maland

VP Marketing
NPL Manager

A veteran in the real-estate space, Mr. Maland is a major architect in creating the NPL Manager platform technology. Over 20 years of cutting-edge e-commerce and online marketplaces. Mr. Maland is a recognized expert in developing and growing businesses on the internet internationally. Prior to joining NPL Manager, he consulted in the launch and development of e-commerce for customers in over 26 industries and managed sales of over $1 billion in technology products. Mr. Maland joined NPL Manager as VP of Marketing and oversees market expansion and new product development in his current role. Applying his expertise in business strategy, technology, business ... (view full description)

Peter Mallik


Peter is a principal at LienIQ, a distressed consumer credit analytics and investment firm.  Mr. Mallik is a finance investment professional with experience as a quantitative modeler and strategist across the credit, equity, and commodity asset classes. Mr. Mallik held senior roles at two startup structured credit firms - Aspire Fin Tech and PeerIQ - where he spearheaded several initiatives to develop financial products and software, and model consumer credit risk in the Marketplace Lending (MPL) space. Previously, Mr. Mallik served as a credit strategist at Morgan Stanley and a quant at Citadel Investment Group.  Mr. Mallik holds an MS of Computational Finance from Carnegie Mel ... (view full description)

Spencer Mobley

Bradley Arant Boult Cummings LLP

Spencer represents financial services clients throughout the country with a focus on resolving and identifying issues associated with the enforceability of mortgage liens and note obligations. He regularly provides counsel to investors, lenders, mortgage servicers, and banks to help maximize recovery and mitigate mortgage loan losses through recoupment efforts involving title insurance, closing protection letters, mortgage insurance and the exercise of mortgage lien rights.

Jose Morin

VP, Servicing

Jose Morin is the Vice president of Servicing at Brace where he is responsible for supporting the Product team to improve understanding of the mortgage servicing ecosystem, ideate solutions to address pain points in that ecosystem and ensure that delivered features are of high quality and conform to necessary regulations. Prior to joining the company, Jose led numerous mortgage default teams at two of the largest bank/subservicers in the industry through the fallout of the great recession, growth in business, and Covid-19 Pandemic. Jose has extensive professional experience in areas ranging from default call center operations, loss mitigation, default reporting, foreclosure, and bankru ... (view full description)

Fred Moskowitz

Liberties Management Corporation

Fred Moskowitz is founder and principal of Liberties Management Corporation, a fund manager which focuses on acquisition and management of non-performing residential mortgage assets.

Matthew Mustich

Partner, Strategy & Investments
The Palisades Group, LLC

Mr. Mustich is Partner and Head of Asset Management at The Palisades Group, LLC responsible for executing the Firm’s strategy of generating investment returns through application of high-touch credit strategies at the asset level. Prior to Palisades, from May 2013 to December 2013, Mr. Mustich was a Senior Vice President at C&A Consulting. Prior to C&A Consulting, from 2011 until 2013, Mr. Mustich served as Senior Evaluator of Whole Loans and Agency CMOs at Interactive Data Corporation. Mr. Mustich held various positions in Loan Trading, Transaction Management, Asset Management and Business Development. Mr. Mustich was the acting Transaction Manager at Hudson Advisors assistin ... (view full description)

Robert Napolitano

CEO & Founder
Napolitano Family Venture Capital

Since 2001 Robert Napolitano has been an innovative expert in the Mortgage Lending Industry by being involved in originating, underwriting, and working out over $100M in mortgage debt. Since 2006, Mr. Napolitano has been more proactively participating in mitigating and resolving the ongoing financial crisis by sharing his expertise and intimate knowledge about the nuances and technical intricacies of the real estate mortgage financing industry with industry professionals nationwide.  His breadth of experience and knowledge has allowed him to develop a Litigation Support and Advisory Firm along with Continuing Legal Education (CLE) content accredited by multiple state bar a ... (view full description)

Chi Nguyen

Managing Member
Vistara Investments

Chi Nguyen is a real estate investor, a note investor, and the founder of Vistara Investments, a company that invests in non-performing 2nd position notes as well as long-term rentals. She is always happy to discuss real estate and lives in San Diego, CA where she enjoys surfing on an almost daily basis & practicing yoga when the swell is on the smaller side!

Trucle Nguyen

Altada Technology Solutions Ltd.

Trucle Nguyen is Altada’s Chief Commercial Officer.  She is a deeply analytical and data-driven people leader with two decades of increasingly senior go-to-market (GTM) roles leading global teams in enterprise sales, customer success, and product.  Her industry experience ranges from running client-facing teams in pharma (Novartis), to professional services (Axiom & GLG) and asset management (Bridgewater).  She is keen to have discussions on how to leverage AI for NPL investor due diligence with Altada’s document intelligence solution. 

David Pollio

Managing Director, Acquisitions &Trading
SN Trading

David Pollio, Managing Director , Acquisitions:  Mr. Pollio joined SN Servicing Corporation in February 1997, as the Senior Vice President/ Managing Director of Acquisitions.  Mr. Pollio Manages and Operates the SN Servicing Trading Desk. He has more than 26 years of experience in the Analyzing, Negotiating and Acquiring of Performing, Sub-performing, and Non-Performing residential and Commercial assets. Previously he was a key member of the Asset Management Group at RECOLL Management , which was set-up to liquidate the 8 billion “Bad Bank” Portfolio from the failed Bank of  New England in the late 80’s and early 90’s. He holds a Master of Business Management and a Bachelor of Arts Degree in ... (view full description)

Allen Price

Senior Vice President- Sales, Marketing and Client Management
BSI Financial Services

Allen Price, senior vice president of sales, marketing and client success at BSI Financial, is a mortgage industry veteran with more than 30 years of experience in primary and secondary markets. His focus at BSI Financial includes loan subservicing, quality control, mortgage servicing rights (MSR)acquisitions and real estate business lines of operation for title and escrow, real estate and foreclosure and default services through Entra Solutions. Prior to BSI Financial, Price served as senior vice president at RoundPoint Financial Group, where he oversaw the company's sales and strategy. His background also includes SVP and national sales executive for ServiceLink's capital markets group and ... (view full description)

Tracy Z Rewey
Diversified Investment Services, Inc.

Tracy Z Rewey has handled millions of dollars in owner financed real estate notes since 1988.    She headed up the due diligence department for one of the nation’s largest owner finance note buyers as VP of Production for Metropolitan Mortgage & Securities. Loving the note business but wanting to work for herself, Tracy left the institutional investor side in 1997 to start Diversified Investment Services, Inc., a note buying company and, an online newsletter for private investors.   Tracy specializes in the use of tax-advantaged retirement funds to purchase real ... (view full description)

Martin Saenz

Managing Partner
Bequest Funds

Martin Saenz is a successful entrepreneur and real estate investor.  For over 17 years, he has owned and operated multiple successful companies. He is recognized as a thought leader in the mortgage note investment industry and is currently a Managing Partner of Bequest Funds. Through his experiences, Martin has acquired a high level of strategy and expertise that he generously shares with others.  He is genuine, loyal, and passionate about creating a better world through profitable businesses and sharing these successes with investors.  Martin cofounded Bequest Funds with his business partner Shawn Muneio. Their purpose is to help investors grow their wealth through consistent mo ... (view full description)

Christopher Sayler

Managing Partner
Pikes Peak Capital

Christopher is Founder and Managing Partner at Pikes Peak Capital which creates and manages high-return, opportunistic, distressed single-family residential real estate funds.  Pikes Peak Capital's funds purchase deeply-discounted residential houses and resell them to families who may not qualify for traditional mortgages by replacing traditional bank mortgages with seller financing. This process empowers low-and-moderate-income families to own their own homes while providing a diversified, asset-backed opportunity to investors.  Pikes Peak Capital also manages more traditional single-family NPL and distressed REO funds. Feel free to reach me at or t ... (view full description)

Scott Schmitz

Vice President
Northstar Investment Group

Scott Schmitz is President of Northstar Investment Group that is a niche buyer of performing notes secured by real estate.  The reason for the term Niche is Northstar focuses on notes that everyone passes over.  As a result this increases the discount of the asset purchase and increases the yield for Northstar. Scott is also the author of “The Note Book, A Common Mans Guide To Owner Financing”. As the FED and mortgage rates continue to rise, using owner financing will become more commonplace in the real estate market.  Scott has taken some of the mystery out of how to market the property and underwrite these deals to create profitable notes that can be sold on the secondary market. 

Chris Seveney

Founder & President
Seveney Mortgage Note Investments

A real estate professional of over 25 years, Chris has managed over $1B in real estate and is known for honesty, integrity, professionalism, passion, and tenacity in all his dealings. Chris shares his knowledge of first position performing and non-performing notes to his peers. Chris has an intimate understanding of this niche industry from his continued effort for self-improvement. Chris received his bachelor’s degree in Civil Engineering from Worcester Polytechnic Institute and his Masters in Real Estate Finance from Georgetown University. Through this education and experience, Chris has been able to build his Note Investing portfolio to over 500+ deals valued at ov ... (view full description)

Adriana Shannon

Managing Director
CTF Asset Management

Jason Shapiro

LOGS Legal Network

Jason Shapiro is the current President of the LOGS Legal Network, the nations leader in legal representation of creditors rights. Mr. Shapiro is responsible for leading and managing the national sales, marketing and business development efforts for the company's law firms, title companies and affiliated entities. LOGS default legal services include foreclosure, bankruptcy, evictions and real estate title/closings.  Jason is also is the owner of Rising Realty, a real estate company with operations in  FL, NY, CA and IL. Rising Realty is a full service real estate brokerage and property management firm catering to investors, builders and REO asset management companies.  ... (view full description)

Anil Sharma

Whole Loan Trader
Wedgewood Loan Assets

Wedgewood Loan Assets is an investment company that specializes in the evaluation, acquisition, management and sale of distressed debt and real estate.  Actively engaged in the NPL/RPL market, Wedgewood Loan Assets has established itself as one of the market leaders at evaluating, pricing, and managing such inventory.  Anil has been at Wedgewood for more than seven years, and has nearly 20 years of experience in real estate and mortgage.

David Sheeler

Freedom Mortgage

David Sheeler serves as President of Residential Servicing and Senior Executive Vice President of Correspondent Lending at Freedom Mortgage. He oversees nearly 4000 employees and under his leadership grew the whole loan and flow MSR acquisitions groups by over 500%. He has more than 25 years of experience in the financial services industry with exceptional leadership skills. Prior to joining Freedom Mortgage, David held various executive roles at W.J. Bradley Mortgage Capital, JPMorgan Chase, Countrywide Financial, and BNP Paribas. David earned a CPA working at Deloitte & Touche LLP in the financial services group. David earned an undergraduate degree from Georget ... (view full description)

Ryan Smith

Director of REO
Smith REO Group, Re/Max Properties Chicago

From being licensed in 2004, Ryan has been heavily involved in the default real estate industry having sold and been involved in over 7,500 transactions, with consistently being award top 1% of brokers in the country year after year. Smith specializes in the REO foreclosure niche, in which he represents his clients throughout the Chicagoland area focusing on Cook, DuPage, Will, Lake and Kane counties! He has become an expert in market evaluations, Note Diligence, management of the disposition of REO assets and marketing to provide his clients the best exposure. . He really treats each property as it is his own often repairing many bank owned properties with modern finishes seen true to the m ... (view full description)

Michael Soliz Jr

1 Oak Advisory

Michael is a 20-year finance veteran and a devoted residential second lien debt buyer. Currently, his responsibilities are the overall execution of its fund strategy, with a particular emphasis on financing, loss mitigations, and whole loan trading. His vast experience and relationships have provided a rather unique opportunity for 1 Oak Advisory and it's partners.


Natalia Sosnina

VP of Acquisitions
Crosby Capital

Natalia Sosnina is a Vice president at Crosby Capital, focusing on the acquisition of non performing notes. Prior to joining Crosby Capital, Natalia spent over six years on the CMBS New Issuance desk for a leading rating agency. Earlier in her career, Natalia worked for Case Property Services, an advisory firm which focused on distressed debt workouts and restructuring. Her skill set includes deal sourcing, underwriting, financial modeling, and market research that enables her to provide a strong quantitative and qualitative approach in valuation strategies. Natalia also dabbled in real estate investments having been involved in the rehab of five residential properties/investments. Natalia a ... (view full description)

Val Sotir

Managing Director
Watermark Capital & Watermark Exchange

Val Sotir is the founder and CEO of Watermark Capital Funding Partners and Watermark Trading Exchange. Val brings over 25 years of trading experience from Wall Street to mortgage banking and in buying and selling distressed mortgage notes - an essential element to the company´s success. His career started on Wall Street as a stock broker, investment banker and securities sales professional with emphasis in trading, investment planning and research & client portfolio management. Besides the day to day operations at Watermark Capital, Val also serves as the Managing Director at Watermark Trading Exchange  - The Premiere Note Exchange that is creating a bridge between Wall ... (view full description)

Eddie Speed

Colonial Funding Group

Eddie Speed: Author, Teacher, Innovator, Visionary Eddie grew up around horses, but in 1980 he learned there’s more wealth to be built with a pencil than a rope. That’s when his father-in-law, a pioneer of seller financed notes, taught him the ropes of the note business. Eddie has been perfecting his craft ever since, introducing creative innovations that changed the way note investing is done. As the nation’s most experienced note buyer, he has closed over 50,000 note deals. He launched NoteSchool in 2000, where anyone can learn the art of creative financing for performing and non-performing discounted mortgage notes. He is the owner and president of ... (view full description)

Brendan Teeley

Senior Vice President

MIAC is a leading Whole Loan Sale Advisory Firm, with over $2B sold in 2017, a 45% increase over 2016.   When I came on board in 2015, the desk transacted <$10mm per anum.  The growth  has been fueled by strong relationships and optimizing resources.

We transact in all asset classes from Residential to Commercial, NPL, RPL, Performing.  Marquies deals for 2017 included $330mm and $110mm transactions for large international banks. 

Our coutner parties include large Funds, Family Money Managers, Large Banks to Community Banks.  

Jay Tenenbaum

President-Capital Development
Scottsdale REI

Jay Tenenbaum, founder and President, Capital Development of Scottsdale Rei, LLC, a private equity real estate investment firm, specializing in acquiring assets nationwide. He is a certified keynote speaker and speaks nationally on note investing and related real estate topics. In his career, Jay has acquired over 450 distressed mortgage notes and properties in over 35 states. Jay attributes his success and expertise to his ability to effectively integrate his 20 years of experience as a former debt collection professional. Jay’s legal know-how and achievement in resolution in turning non-performing assets into positive cash flow give him an unmatched perspective in the field, as ... (view full description)

Daniel Turner

Kabe Capital

Dan Turner is a real estate investor with a background in finance, where he leveraged his experience as a real estate broker to rehab distressed properties and build a portfolio of rentals. Today, Dan serves as the founder, and managing member of Kabe Capital. Kabe Capital manages mortgage notes and real estate assets nationwide as an alternative investment company, providing consistent income to our investors. Kabe Capital Funding, is currently raising $5M of private capital to connect deserving mortgage borrowers with private lending. Distressed Debt Private Mortgage Lending Development https://www.linke ... (view full description)

Nathan Turner

Earnest Inc

Nathan Turner is known across the US as the “the Canadian Note Guy”. Having run several businesses, including fix and flip real estate, he discovered mortgage notes and the opportunity that they provide in the US in 2009 and has since become a leader in the industry in the private investment sector. He is the President of Earnest Inc, and manager of the US based Earnest Investing LP note fund where he actively manages assets for accredited passive investors with a focus on purchasing performing and non performing 1st lien mortgages in the US with the intention of reworking the non performers to keep or resell as performing loans, or REO properties. He is also the owner and host of ... (view full description)

Henry Vega

Sr. REO Broker/Team Leader
Keller Williams

I am an experienced, bilingual full time Real Estate Broker with over 23 years experience in Real Estate Sales & Mortgage Banking. Specializing in sales of Residential & Commercial Real Estate. I have helped numerous clients including: Standard Homeowners, Financial Institutions, Banks, Investors and Asset Management companies sell fast and for top dollar.  Skills: NLP, Spanish Language Certified, REO & Short Pay, Commercial, Business Opportunity, SFR Rentals, Marketing, HUD Listings & Sales Training , Fannie Mae Homepath, REO Disposition, Property Management and Property Preservation, Advanced BPO & Commercial BOV, Occupancy Checks, Property Management, Aucti ... (view full description)

Jane Wabs

Paper Profits LLC

Jane Wabshas a Master’sdegree in accounting and is a licensed CPA. She hasover twenty years of experience in accounting, tax planning and retirement investment.Jane has a gift for keeping things running smoothly, and regularly interfaces with investors and management to oversee key areas of the operation.Jane is a full time, active note investor.She is aware of the pitfalls as well as profits investing in distressed and performingmortgage notes. Prior to becoming a full-timenoteinvestor, Janeowned an accounting firm and multiple restaurants. Shealso invests in other real estate products. Jane currently resides in Orange County, California, with her husband and her son.

Clint Welser

Vice President, Turnkey & Maintenance
Apex Asset Management

Clint started his career in Commercial and Middle Market lending in the early 2000s and later went on to manage over $1B in work-out assets for the 5th largest bank in the US.  From there Mr. Welser held various senior leadership roles with two of the largest national construction companies in the US working for institutional NPL buyers and publicly traded SFR funds.  Clint currently resides in Atlanta GA with his wife and son where he enjoys travelling, hiking and classic cars. 

Dan Zitofsky

President & CEO
Zitofsky Capital Management

For well over two decades, I’ve specialized in working with clients to build equity in their wealth portfolios through investments, savings, IRA’s, and 401K’s. Here at Zitofsky Capital Management, we perform extensive due diligence to protect every investment for our investors as well as our lenders. I’ve closed over 600 fix-and-flips, 650 rental properties, 800 plus doors in multi family projects and over 1,000 private money and Non Performing Note transactions. I raise money from accredited investors seeking better than average returns backed by real estate portfolios in our group. ’m also a featured speaker at many national gatherings of investors an ... (view full description)
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for The 5th Annual NPLs, Notes & Default Servicing Forum (East)


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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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