LEGACY SUMMIT NAPA
Strategic Partnerships Panel
Led by CIO Fadi Boumitri and CHRO Scott Hanis
Jason Seward of 608B Capital Group
Tracy Ades of One Call Close Academy
Callie Loewen of The Marcato Group
Chris Garrison of Blue Collar Millionaire
Keynote: Personal Financial Statement
Speaker: Chris Litzler
Chris is the Managing Director of Capital Markets at Marcus & Millichap Capital Corporation. During his career, Chris has arranged over $1 billion in financing across the country. His historical production includes numerous loans closed in the five major asset types (multifamily, retail, office, industrial and hospitality) and other non-traditional asset classes like luxury condominiums, mixed-use, self-storage, mobile home parks and other special purpose assets.
Keynote: Insurance Strategies
Speaker: Drew Maconachy of Maconachy Stradley Insurance Agency
As the owner of Maconachy Stradley Insurance, Drew Maconachy is dedicated to helping clients across North America build robust risk management programs. The Maconachy Stradley team are real estate insurance specialists, priding themselves on quick, concise responses. Drew has consulted on over $50 million in insurance purchases.
Keynote: One Vision, One Team, One Game Plan
Speaker: Kelli Garrett of Rehab Wallet
Kelli has over 30 years of professional experience in the fields of management, real estate and lending. Kelli is one of the founding partners of Rehab Wallet, a hard money lending company that has funded over $400M in loans & raised over $150M in capital inside a debt fund since its inception in 2020. Kelli is also a 4-time All-American women’s college basketball player at The College of Charleston where her #14 jersey hangs in the rafters of the arena as women’s basketball all-time leading scorer.
Keynote: Profit First for Real Estate
Speaker: David Richter, author of Profit First for Real Estate Investing
David Richter started in real estate investing and completed over 850 deals over the last 10 years. While growing and building a real estate business from 5 to over 25 deals a month, he realized that as much money was coming in, it was all going right out the door. With the unique opportunity of being in every seat as a real estate investor, he found a calling in the company’s finance seat to help businesses see where their money really went. David has helped real estate companies completely turn around from going out of business to building cash reserves by using the Profit First cash flow system. He has been featured on Biggerpockets, Real Estate Disruptors with Steve Trang, and many other podcasts, shows, and stages. To help even more people, he wrote Profit First for Real Estate Investing – a derivative of the original Profit First by Mike Michalowicz that is tailored specifically to Real Estate Investors.
Smart Management Demo
We’re so excited to announce that Smart Management software will be available to the public VERY soon! Tim, Brian, Matt, and the rest of the Smart Management team have been working incredibly hard to get this software to be the absolute best solution for reducing inefficiencies in your real estate operations, so that you can turn every unit into a stronger asset.
Market Update
Dan Rivers of Synergy Stays
Rafa Loza of Knight & Reign Properties
Cole Beaver of Consistent Capital
Drew Maconachy of Maconachy Stradley Insurance Agency
Chris Garrison of Blue Collar Millionaire
Melanie Sikma of One-Stop Tax Strategists
Q Moldrik of Legacy Digital Media
Brian Fast of SmartManagement
Speed Intros
Say hello to new Legacy Family Mastermind Members and first-time Legacy Summit attendees!