All Forum Posts by: Mathew Owens

TOPIC: Big Profits from Short-Term Rentals

PRICE: $25 at the door, $20 PRE-SALE

CLICK HERE FOR PRE-SALE (Ends at 3pm on 2/13)

LOCATION: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245

AGENDA:
6:30 - Networking - The Point
7:15 - Introductions
7:25 - Panel discussions - Short Term Rentals
9:00 - Networking - The Point

PANELISTS:
Kyle Mealy - Founder, Summit Consulting Group

Kyle Mealey is the founder of Summit Consulting Group, a boutique tax advisory firm that offers tax planning, preparation and financial management services to private companies and high net worth individuals. Summit provides proactive advice and projections and works in conjunction with estate and financial planning firms to maximize financial outcomes. We prepare individual, partnership, S-Corp, C-Corp, Trust, Estate, Gift and Non-Profit tax returns along with day to day CFO services and “in-sourced” accounting teams for our clients.

In addition, Kyle acquires and manages short-term single-family vacation rentals and is expanding into tiny home and airstream villages surrounding National Parks and National Recreation Areas. Kyle holds an EA License, is a graduate of Vanderbilt University and enjoys snowboarding and backpacking in his spare time.

Jeff Pierce - Author, SUPERHOST, MBA, PMP

Over the course of his very ambitious and successful career, Jeff Pierce has worked as a high­ volume real estate broker managing his own profitable office while leading a business that identified under­valued properties to flip them with minimal investment. He holds a PMP (Project Management Professional) designation and is a regular lecturer on that topic. His background also includes serving as a sought after information technology management consultant to top Silicon Valley companies, making him the perfect guide to lead you through the ten steps to master Airbnb. Jeff earned his MBA from Ohio University at the age of 21 and purchased his first property that same year. He has held or currently holds real estate licenses in California, Massachusetts, Florida, and Georgia. As a Superhost with over 250 (and growing) very highly rated Airbnb transactions, his experience has given him a valuable body of knowledge that he shares with ease, perspective, and humor.

Elizabeth Renteria – Airbnb SuperHost, HomeAway Premier Partner, Consultant

Elizabeth knows firsthand the excitement (and anxiety) of beginning a short-term rental business. She started her own recently and happily shares what she's learned with clients interested in beginning their own STR business.

For over 20 years she worked for tech-related companies including Software Development, Internet, and eCommerce. Following, she transitioned to world-wide ad agencies enjoying technology in creative environments. As a Project Manager and Digital Producer, she produced Interactive projects for clients such as Lexus, Ritz-Carlton, Coke, Microsoft and Hyundai.

Being ready for a change, she continued Consulting, traveling around the world, cooking and pondering her next move, Real Estate Investing. In recent years, Elizabeth submerged herself in the study and practice of Real Estate Investing with an emphasis in Short Term Rentals.

Currently Elizabeth is an Airbnb Super Host, a HomeAway (VRBO) Premier Partner and a Consultant to anyone interested in starting an STR business.. She was selected by Airbnb Community Leaders as one of the Super Hosts to speak as an advocate on behalf of Airbnb with various Council Members and before the Mayor.

Elizabeth holds a B.S. in Computer Information Systems, enjoys spending time with loved ones, living at the beach, live bands, and being in the moment when dreams come true. She’s an explorer and life-long learner and enjoys helping people by sharing what she’s learned in life and business to help them navigate their journey.

TOPIC: "Real Estate Experts Panel"

DATE/TIME: Thursday, January 24th at 6:30pm

PRICE: $25 at the door

LOCATION:
Cerritos Library Conference Center
- 18025 Bloomfield Ave., Cerritos, CA 90703
- Parking is free
- Take elevator to the 3rd Floor
- Skyline Room A

AGENDA:
6:30 - Networking
7:15 – RE Experts Panel
9:00 - Networking

SPEAKERS:

Gerald Lemoine - The Lemoine Group, Inc.

As an experienced note investor, Gerald is an expert at acquisition, management and liquidation of performing and non-performing notes nationwide. To date, he has been involved in the acquisition and resolution of over 500 notes with a UPB of $65mm. With an emphasis on Partnering and Joint Ventures he has achieved success in raising capital and producing impressive returns for his partners. Gerald has been involved in real estate since the late 1990's, first as a developer, then later with rentals and the purchase, rehab and sale of investment properties. Prior to the real estate business, Gerald was a project manager for a global heavy industrial general contractor.

Will Barnard - President, Barnard Enterprises, Inc., Investor Experts, Inc.

William Barnard, President of Barnard Enterprises, Inc. and founder of multiple real estate investment companies, has been a real estate investor since 2004 investing in nearly every aspect of real estate. Over the years as the real estate market changed, so did his investing strategies. Currently he buys single family properties in Los Angeles County to redevelop and sell. He is also the CEO of his construction company which builds custom homes as well as commercial projects. Other previous investment strategies include land development, spec building, notes, buy and hold, and much more. He does millions of dollars in real estate transactions each year. As the principle of the transaction, William has sold over $60,000,000 of single family properties in the LA area alone and most of it has been funded by his portfolio of private money investors.

Iris Veneracion - Founder of InvestClub, a dynamic real estate community in SoCal

Iris is a full-time investor specializing in fix-n-flips as well as buy-n-holds. She likes to flip for the lifestyle and hold for the freedom. She is a passionate supporter of the short-term vacation rental platform to double (and sometimes triple) her market rents to supersize cash flows.

Iris believes in the "Power of Partnerships", relies on the resources of great relationships and stands behind the benefits of being part of an active real estate community. She is the creator of “The 60-Day Challenge” - a unique hands-on, butt kicking real estate “extreme” experience available to local CA investors.

InvestClub meets the 3rd Wednesday of the month in Fullerton, Orange County, California. Please check out www.REInvestClub.com or www.60DayChallengeOnline.com for more information.

Contact:
[email protected]
714-265-7676 x3

HOSTS:
Mathew Owens - OCG Properties owner, CPA

Raymond Tsai - Team RT - Team Leader, Keller Williams Signature Realty Broker Associate

We look forward to seeing you in Cerritos!

TOPIC: The Opportunity Zone Opportunity

PRICE: $25 at the door, $20 PRESALE

CLICK HERE FOR PRESALE (Ends at 3pm on 1/9)

LOCATION: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245

AGENDA:

6:30 - Networking - The Point

7:15 - Introductions

7:25 - Panel discussions - Opportunity Zone

9:00 - Networking - The Point

PANELISTS:
Peter McNeil - Owner at Comprehensive Financial Solutions & Tax
Peter McNeil has had over 40 years of tax preparation and tax planning experience. He is the current owner of Comprehensive Financial Solutions and Tax. Mr. McNeil has a Bachelor of Science Degree in accounting from Northeastern University and MBA from Pepperdine University. Previously worked as a tax research specialist for Commerce Clearing House from 1980 to 2000. Currently runs a tax and financial planning firm, Comprehensive Financial Solutions and Tax. Holds stock brokers licenses, Series 7 and 66. Holds a life and health insurance license. Was committee chair for the LAX South Bay discussion group from 2002 through 2017. Mr. McNeil has been a regular speaker at CPA discussion groups on multiple tax related topics
Keith Hall - Partner KBS Capital Advisors
Mr. Hall along with Peter McMillan are co-founders of Pacific Oak Capital. Mr. Hall is also a co-founder of Newport Beach based KBS Capital Advisor and Willowbrook Capital Group, LLC, an asset management company located in Los Angeles. Prior to forming Willowbrook Capital, Mr. Hall was a Managing Director at Credit Suisse First Boston where he managed distribution strategy and business development for the Principal Transaction Group’s real estate securities portfolio. In this capacity, Mr. Hall’s two primary business unit responsibilities were mezzanine lending and commercial real estate development. Prior to joining CS First Boston in 1996, Mr. Hall served as a Director in the Real Estate Products Group at Nomura Securities. He was responsible for the company’s distribution and trading of fixed-income commercial mortgage-backed securities. Mr. Hall spent the 1980s as a Senior Vice President in the High-Yield department of Drexel Burnham Lambert’s Beverly Hills office where he was responsible for the distribution and trading of the group’s high-yield real estate securities.
Catherine Holmes - Chair, Investment Capital Law Group

Catherine DeBono Holmes is the chair of JMBM’s Investment Capital Law Group, and she has practiced law at JMBM for over 35 years. She has also worked as a senior member of the JMBM Global Hospitality Group and JMBM Chinese Investment Group. Within the Investment Capital Law Group, she helps real estate developers and business owners, brokers, investment advisers and investment managers raise and manage investment capital from U.S. and non-U.S. investors. In the last ten years, she has represented over 100 real estate developers obtain financing through the EB-5 immigrant investor visa program for the development of hotels, multi-family and mixed use developments throughout the U.S. She also advises real estate developers on Qualified Opportunity Zone investments. She has also represented private investment fund managers, registered securities broker-dealers and investment advisers on securities offerings, business transactions and regulatory compliance issues. For the last two years, she has been named as one of the top 25 securities lawyers in the country by EB5 Investors magazine. Contact Cathy at [email protected] or 310.201.3553.

2018 FIBI ALL-CHAPTER HOLIDAY NETWORKING EVENT!

Over 300 RSVP’s Expected!

➢ Thursday, December 6, 2018 6:00 PM – 10:00PM
➢ The Grand Long Beach Event Center
➢ 4101 E. Willow Street, Long Beach, CA 90815
➢ $30 Cash Cover Charge (Includes hors d’oeuvres – cash bar)
➢ Parking is free in the event center’s parking structure
➢ Pay online or at the door.

LINK TO PAY ONLINE:
https://www.eventbrite.com/e/fibi-all-chapter-holiday-networking-event-tickets-52562103667

Fellow Investors,

To celebrate the Holidays and to help facilitate networking among our FIBI chapters, the For Investors By Investors (FIBI) Network is hosting the 2018 FIBI All-Chapter Holiday Party Networking Event on December 6th, starting at 6:00 PM. The Holiday Party Networking Event will be an informal event with hors d’oeuvres and a cash bar and is being hosted at The Grand Event Center in Long Beach. In case you weren’t able to join us at our previous semi-annual Networking Events, it’s worth noting that we anticipate that we will have over 300 RSVPs for this event thanks to our growing FIBI Network in SoCal. We sincerely appreciate everyone’s support of and interest in the FIBI and we look forward to seeing you at the event.

This event will be held in the usual FIBI philosophy of providing informal meeting environments without any sales pitch whatsoever with the goal of helping investors to network with and learn from others. Unlike other FIBI meetings and due to the large attendees that we expect, this meeting will not include a speaker or panel discussion but will simply be an informal networking event to help celebrate the holidays. Please note that there will be a $30 cover charge payable in cash at the door or via EventBrite online to help cover the costs of the event center, as our goal is to break-even while providing everyone with a great night of networking.

Come, enjoy the food and drinks, network with like-minded investors and develop all of the resources you need to be a successful real estate investor this year.

We look forward to seeing as many of our FIBI members as possible on December 6th to help celebrate the holidays!

PRICE: $25 at the door, $20 Presale

CLICK HERE FOR PRE-SALE: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=3T49MWES78CHJ

LOCATION: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245

AGENDA:
6:30 - Networking - The Point
7:15 - Introductions
7:25 - Panel discussions - Follow The Money
9:00 - Networking - The Point

PANELISTS:
Andrew Raitt - Founder of Verono, LLC

› 12 years of real-estate development experience with over 60 projects sold since 2012 that include extensive renovations, new ground up construction of multifamily/single family homes and land assemblage through entitlements of Multifamily and Small Lot Subdivisions projects.

› Recently completed the entitlements for 7 separate Small Lot Subdivision projects in the City of Los Angeles totaling 96 Homes.
› Currently in development and construction of 149 apartment units spread across 11 projects.
› Leadership role for development/ entitlement projects at Cenergy Power (A Top 5 US Solar Development Company).
› Responsible for obtaining over $40 million in entitlements for solar utility projects in the Central Valley.
› Sales Manager at IBM. Responsible for more than $17 million in annual sales.

John Keisler - Economic Development Director, City of Long Beach

John Keisler is the Economic Development Director for the City of Long Beach. The mission of department is to increase economic opportunities for workers, investors, and entrepreneurs in Long Beach through workforce, business, and property development programs.

After completing bachelor degrees in Philosophy and Religion at St. Olaf College, he joined Teach For America, teaching middle school literacy and civics in Newark, NJ. To address the chronic community challenges facing his students, he turned to a career in city management, working with the League of California Cities and completing his MPA at the USC Price School of Public Policy.

In 2005, John was hired as a Management Assistant by the City of Long Beach, and rotated through four departments. Over the next decade, he led multiple change-management projects throughout the City, serving as the Animal Care Services Bureau Manager, Business Operations Manager for the Parks, Recreation & Marine Department, CFO for the Police Department, and the City’s first Innovation Team Director.

John lives in Long Beach with his beautiful wife Laura and his two sons Christopher (8) and Benjamin (11), where he serves on a number of civic boards and coaches youth sports.

Ms. Carolyn Petty - Kosmont Companies Chief Operating Officer and Senior Vice President

Carolyn has over 25 years of financial and operational executive experience. She worked for The Coca-Cola Company as a Division Controller and as a Sales Center Branch Manager with P&L responsibility for a $100M+ operation. She was also an Executive Director for CBS Paramount Television Distribution. She has a strong technical background, having worked as a Controller for a CyberSecurity firm who has holds contracts with the State of California, Los Angeles Air Force Base and the Federal Government.

She also served as Council member and Mayor for the City of Hermosa Beach. She led the city through multiple significant policy decisions that involved sophisticated economic analysis, long term financial planning and community engagement. These projects included a controversial oil drilling project, hotel development, an update to the general plan, implementation of a new sewer fee and a year long effort geared towards outsourcing fire services delivery to the County of Los Angeles. She understands first-hand the challenges associated with policy making when community input is needed on complex projects.

Ms. Petty holds a B.S.B.A. in Accounting and Finance from the University of Arizona as well as an M.B.A. from University of Southern California. She is a registered Municipal Advisor with the U.S. Securities and Exchange Commission and achieved a Series 50 professional qualification.

Join For Investors By Investors (FIBI) for another event in Cerritos!

RSVP HERE - https://www.meetup.com/forinvestorsbyinvestors/eve...

TOPIC: "Proper Due Diligence On Your Real Estate Deals"

DATE/TIME: Thursday, October 25th at 6:30pm

PRICE: $25 at the door

LOCATION:
Cerritos Library Conference Center
- 18025 Bloomfield Ave., Cerritos, CA 90703
- Parking is free
- Take elevator to the 3rd Floor
- Skyline Room A

AGENDA:
6:30 - Networking
7:15 – Due Diligence
9:00 - Networking

SPEAKERS/HOSTS:
Mathew Owens - OCG Properties owner, CPA

Mathew is the founder of OCG Properties, LLC, a company that specializes in equity and cash flowing real estate investments. He graduated from UC Santa Barbara with a bachelors degree in economics with an emphasis in accounting, earning his CPA license while performing audit and taxation engagements at various CPA firms, and worked primarily on large real estate clients. He currently specializes in value add cash flowing residential and multifamily real estate investments having purchased and renovated over 500+ properties. Mathew works with investors in multiple ways to acquire real estate in high cash flow markets around the country. He also helps investors develop various cash flow streams through syndications run by professional operators, promissory notes and other real estate related assets. Many of his clients benefit from his knowledge of real estate taxation and due diligence, legal and investment structuring, and long term investment planning and analysis.

Raymond Tsai - Team RT - Team Leader, Keller Williams Signature Realty Broker Associate

Raymond Tsai has been in the real estate industry since 2007. With 10 years of experience focusing in cities in southern California, Raymond has mastered the markets of residential properties including single-family homes, PUDs, condos and townhouses. Over the years, Raymond acquires professionals to his team and ensures his mission statement is well met: complete customer satisfaction. He believes the key to achieve high customer satisfaction is to be thoughtful and truthful at all times. In year 2014, he founded Team RT where he formed a group of professionals including buyer specialist, staging designer, marketing specialist, transaction coordinator and property manager to further assist his clients' needs of selling, buying and investing in real estate.

We look forward to seeing you in Cerritos!

RSVP HERE - https://www.meetup.com/fibisouthbay/events/253788177/

PRICE: $25 at the door, $20 Presale (ENDS at 3pm on 10/10)

CLICK HERE FOR PRESALE: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=2RX475C2PFRQQ

LOCATION: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245

AGENDA:
6:30 - Networking - The Point
7:15 - Introductions
7:25 - Panel discussions - State of the Economy
9:00 - Networking - The Point

PANELISTS:
Jeremy Roll - Founder of Roll Investment Group & FIBI Co-Founder

Jeremy has been a real estate and business investor for over 16 years who left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across over $500 Million worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 25,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails ([email protected]) to network with or help other investors and to discuss real estate or business investments of any size.

Bruce Norris

Bruce Norris is an active investor, hard money lender, and real estate educator with over 35 years of experience. Bruce has been involved in thousands of real estate transactions as a buyer, seller, builder, and money partner. Bruce is best known for his long-term market timing trends including his “California Comeback” report in 1997 predicting California’s real estate boom and his January 2006 release, “The California Crash,” predicting the foreclosure meltdown. You can catch him speaking and debating nationally as well as catching his award-winning real estate radio show where he interviews world-renowned economists, government leaders, association presidents, and local experts. Bruce also hosts the series, I Survived Real Estate, which has raised over $785,000 for charity since the event launched in 2008.

RSVP HERE: Meetup.com/ForInvestorsByInvestors

TOPIC: "How to be the Bank and Invest in Promissory Notes"

DATE/TIME: Thursday, September 27th at 6:30pm

PRICE: $25 at the door

LOCATION:
Cerritos Library Conference Center
- 18025 Bloomfield Ave., Cerritos, CA 90703
- Parking is free
- Take elevator to the 3rd Floor
- Skyline Room A

AGENDA:
6:30 - Networking
7:15 – Promissory Notes
9:00 - Networking

SPEAKERS:
Jasmine Willois

Jasmine has over 15 years of leadership, banking, sales, mortgage and real estate investing experience. She founded the company that pioneered The Note Assistance Program in late 2014. Just prior to that, she founded two real estate investment clubs in Southern California and worked with Morgan Stanley Dean Witter.

Jasmine has been involved in investors of all backgrounds and financial means. After watching her peers struggle to find their footing in the distressed debt world she began the Note Assistance Program (N.A.P.). The Note Assistance Program is headquartered out of Orange County, CA, however, the Clients expand across the country. With options such as one-on-one assistance for the newer note investor, a Trade Desk for the more seasoned investor, a bi-weekly Lunch-n-Lunch for learn, and the two-day Note Lab that spans from coast-to-coast to teach novice Noters the A to Z approach to Notes, The Note Assistance Program aims to be a one-stop investment platform for today’s noting enthusiast. In addition, the N.A.P. is expanding to create an online platform for training those looking to dip their toe in the noting pool, as well as launching a podcast aptly named Naked Notes which gives a real, honest, in-depth look into the Note world.

She leads with a passion for empowering the individual investor by "doing". Her company provides additional security and comfort to note investors looking to flatten their learning curves, protect their IRA or take advantage of returns. Jasmine takes great pride in building a team of people that are self-reliant, educated and love what they do.

Higher education: California State University at Long Beach (The 49’ers)

To learn more about Jasmine and the Note Assistance Program please go to www.noteassistanceprogram.com

Natasha McKinnon

Natosha spent six years in the United States Air Force as both an Enlisted Computer Programmer and as a Contracting Officer. During her time serving our Nation she was able to complete a bachelor’s Degree in Business Administration and a Master’s Degree in Human Resource Management. After being Honorably Discharged from the military she took a job with a large consulting firm as a Contracts Manager where she was responsible for billion-dollar government projects. A large portion of her responsibilities were contract regulation, negotiations, proposal writing and budgeting. In addition, she was the Vice President of Sonoran Technology where she ran the accounting, HR and Contracting departments. She also acted as a program manager for 80% of the company’s projects and assisted with business development.

Natosha fell in love with Real Estate after purchasing her first home at age 23. She rented out the two other rooms and realized her mortgage could be paid for, in addition to some cash flow. From there she purchased another home, opened a Lease Option company, a wholesaling company and, most recently, a non-performing Note company. Currently she is serving as an advisor and trainer to the Note Assistance Program (NAP) where she trains Clients and helps to find, secure, manage and create exit strategies for assets while managing her own portfolio of non-performing notes. She specializes in joint ventures where the exit strategies range from re-performing cash flow to retail profit splits.

Natosha spends her free time volunteering for Big Brothers Big Sisters, a local women’s shelter, a local homeless shelter and a local retirement community.

To learn more about Natosha you can reach her at [email protected] or go to www.noteassistanceprogram.com

RSVP HERE: https://www.meetup.com/fibisouthbay/events/253653755/

PRICE: $25 at the door, $20 Presale

CLICK HERE FOR PRESALE: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=UJ2NCDB259LYJ

LOCATION: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245

AGENDA:
6:30 - Networking - The Point
7:15 - Introductions
7:25 - Panel discussions - Asset Protection
9:00 - Networking - The Point

PANELISTS:
Steven Spierer - Spierer/Woodward/Corbalis/Goldberg Attorneys at Law, A Professional Corporation

Steven F. Spierer graduated from Southwestern University School of Law in Los Angeles, California in 1977. He graduated from California State University at Dominquez Hills, with a B.A. in Political Science in 1975. Steve is one of two founding partners of the law firm of Spierer, Woodward, Corbalis & Goldberg, which began operating in 1978, now located in Redondo Beach, California and Englewood, Colorado.

Steve is one of the partners in charge of the litigation practice for the law firm which employs twelve attorneys, five paralegals, and various support personnel and which focuses on litigation and transactions in Real Estate, Business, and Estate Planning. Steve provides representation to a wide spectrum of real estate brokers and agents, as well as medium to high net worth individuals and small to medium sized businesses.

Steve is a general partner/managing member of several real estate partnerships, ventures, and limited liability companies and currently has ownership interests in and participates in the management leadership of apartment complexes, shopping centers, office, and commercial buildings in California, Arizona, Washington, and Colorado. Information concerning that enterprise can be found at www.woodspearproperties.com.

Robin Reed - CEO of Concept 360 Property Management

Robin Reed is a licensed California real estate broker and CEO of
Concept 360 Property Management. With a background in
commercial real estate finance, investment and development, she is
experienced in all real estate asset classes. Having secured over
$200 million in both debt and equity for her clients.

She opened Concept 360 Property Management to share her true
passion and combined experience as a Broker and Investor with her
clients. By helping them reposition their assets, they maximize their
value by decreasing expenses and increasing income.
A passionate real estate investor herself, she enjoys helping her
clients build wealth through real estate investing.

Robin is actively involved in several real estate trade organizations,
including NARPM (National Association of Residential Property
Managers) and is always aware of the pulse of the current real estate
market. An Orange County native, she holds a B.A. degree in English
and Comparative Literature from Chapman University.

Mel Babtkis - Ross Diversified Insurance Services co-founder

Mel grew up in Los Angeles. He graduated from Santa Monica City College with a degree in Business Real Estate 1977.
Mel graduated from U.C.L.A in 1981 with a degree in Psychology.
After graduating, he spent 5 years working in the automobile industry at Downey Toyota as a finance manager, and Nissan of Downey as the General Sales Manager prior to joining forces with his bother Ed .
Mel is a “retired black belt martial artist” and currently enjoys spending time at the beach, paddle boarding and playing golf in his free time.
RDIS. RDIS, established in 1986, is a nationally licensed insurance agency that began by marketing single premium credit life and disability insurance to both CA automobile dealers and CA mortgage brokers. In 1990 RDIS began changing its focus to the property and casualty market. RDIS no longer works with auto dealers but maintains a strong presence with the mortgage industry providing competitive real estate portfolio insurance solutions. These solutions include lender placed and REO insurance to note investors and Land Contract holders. In addition, Ross has a national program for Rehabbers/Flippers and single family rentals owners.

RSVP HERE: https://www.meetup.com/fibisouthbay/events/253653755/

PRICE: $25 at the door, $20 Presale

CLICK HERE FOR PRESALE: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=UJ2NCDB259LYJ

LOCATION: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245

AGENDA:
6:30 - Networking - The Point
7:15 - Introductions
7:25 - Panel discussions - Asset Protection
9:00 - Networking - The Point

PANELISTS:
Steven Spierer - Spierer/Woodward/Corbalis/Goldberg Attorneys at Law, A Professional Corporation

Steven F. Spierer graduated from Southwestern University School of Law in Los Angeles, California in 1977. He graduated from California State University at Dominquez Hills, with a B.A. in Political Science in 1975. Steve is one of two founding partners of the law firm of Spierer, Woodward, Corbalis & Goldberg, which began operating in 1978, now located in Redondo Beach, California and Englewood, Colorado.

Steve is one of the partners in charge of the litigation practice for the law firm which employs twelve attorneys, five paralegals, and various support personnel and which focuses on litigation and transactions in Real Estate, Business, and Estate Planning. Steve provides representation to a wide spectrum of real estate brokers and agents, as well as medium to high net worth individuals and small to medium sized businesses.

Steve is a general partner/managing member of several real estate partnerships, ventures, and limited liability companies and currently has ownership interests in and participates in the management leadership of apartment complexes, shopping centers, office, and commercial buildings in California, Arizona, Washington, and Colorado. Information concerning that enterprise can be found at www.woodspearproperties.com.

Robin Reed - CEO of Concept 360 Property Management

Robin Reed is a licensed California real estate broker and CEO of
Concept 360 Property Management. With a background in
commercial real estate finance, investment and development, she is
experienced in all real estate asset classes. Having secured over
$200 million in both debt and equity for her clients.

She opened Concept 360 Property Management to share her true
passion and combined experience as a Broker and Investor with her
clients. By helping them reposition their assets, they maximize their
value by decreasing expenses and increasing income.
A passionate real estate investor herself, she enjoys helping her
clients build wealth through real estate investing.

Robin is actively involved in several real estate trade organizations,
including NARPM (National Association of Residential Property
Managers) and is always aware of the pulse of the current real estate
market. An Orange County native, she holds a B.A. degree in English
and Comparative Literature from Chapman University.

Ed Babtkis - Ross Diversified Insurance Services

Ed Babtkis, president of Ross Diversified Insurance Services, graduated with a degree in finance from USC in 1980. Prior to beginning his career as an insurance professional, Ed was a finance manager for a national Thrift and Loan. In 1984 Ed took a position at an insurance agency and in 1986 Ed bought the agency from the principals, hence Ross Diversified was born, (Ross is Ed’s middle name).

In the past thirty plus years, while the agency became national and focused on real estate insurance related products, Ed and his wife raised three beautiful daughters who constantly reminded Ed to “leave the toilet seat down”! Today Ed is a proud grandfather of two and is routinely on planes visiting family in Denver and Michigan.

The passion of real estate investing and insurance keeps Ed focused as he himself has bought and sold income property, actively invests in performing and non performing trust deeds, occasional flips and participates in loan originations. This investment background uniquely qualifies Ed in his capacity to educate investors on the intricacies of insurance while being sensitive to cash flow and rate of return.