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CapitalFlow Conference July 2016

July 27 – 29, 2016 - Hilton Portland & Executive Tower | Portland, OR

Where the Capital Raising Experts Define Mastery

Learn countless new strategies to raise capital from some of the brightest minds in branding, lead generation, search engine optimization, and small balance real estate (SBRE). Network and trade ideas with other high performing SBRE entrepreneurs. Feast, drink, and party in the city ranked as the best food and beer city in America.

If having ongoing access to capital is a critical component for you to build a more profitable and successful real estate business than this is a can’t miss conference!

It is designed specifically for SBRE entrepreneurs executing the following asset strategies with any sub-institutional real estate asset type…

  • Fix-and-Flip
  • Buy-and-Hold
  • Private Lending
  • Value Add
  • Multi-family
  • Note Investing
  • Discounted Debt and Asset Acquisition
  • Home Building
  • Tax Liens

Missed the event? Pre-order DVD set for $99 through August 21st, 2016 (retail price $399)

Pre-order Commemorative Event DVD Set

Activities of the Masters

Expand your strategic toolkit with insights from the SBRE experts

Feature Description: Matt Burk

Fairway America Founder and CEO Matt Burk

Our handpicked speakers and presenters will spotlight the strategies and techniques to grow a successful Small Balance Real Estate business. Whether it’s increasing leads on qualified investors or positioning your opportunity to successfully attract high net worth individuals, registered investment advisors, and broker dealers, our experts will share the critical information you need to maximize the capital you can raise.

Take your turn in the SBRE Shark Bowl

Now, Mark Cuban can’t have all of the fun! A small number of attendees will have the opportunity to pitch their investment strategy to a panel of high net worth investors including our very own Matt Burk. The winner gets a $100,000 capital commitment from Fairway America Fund VII (contingent on completion of due diligence)!

Participants include…

Have a meeting of the minds with other high performing SBRE entrepreneurs

Photo of two men reviewing documents.

Meet and exchange ideas with other SBRE entrepreneurs who are interested and active in the space. Mingle with other attendees, presenters, sponsors, and exhibitors throughout the conference. Forge new relationships and strengthen the new bonds that will position you for success.

Experience the best food and beer city in America

Photo montage of fine dining food.

Portland was recently named the Best Food City in America by the Washington Post and the Best Beer Town in the USA by CNN.com – and we’ll make sure you don’t miss out on why! You’ll have a reservation at one of a handful of the top restaurants, you’ll visit the Oregon Brewer’s Festival, and if you’re one of our CapitalFlow Charter members, you can join us for a special event out in Oregon’s wine country. Make a trip out of it to enjoy the many great activities, tax-free shopping, and events happening in Portland.

SBRE Awards presented by Spiegel Accountancy Corp

Photo of a medallion with the SBREfunds logo.

Join us for the first annual SBRE Awards! We will recognize the first inductee into the SBRE Hall of Fame during the awards ceremony at lunch on Friday as well as four other categories. Here is the list of finalists…

SBRE Entrepreneur of the Year Finalists

  • John Helmick, Gorilla Capital
  • Stephen Seal, Voyager Pacific Capital
  • Chris Loeffler, Caliber
  • Billy Procida, Procida Advisors
  • Paul and Joel Worcester, Worcester Investments

SBRE Fund Manager of the Year

  • Taylor Derrick Capital (Rocky Derrick)
  • Bay Mountain Capital (Dean Lontos)
  • Grand Coast Capital (Jeff Carter)
  • Pathfinder Partners (Lorne Polger, Mitch Siegler)
  • Caliber (Chris Loeffler)

SBRE Emerging Fund Manager of the Year

  • Alturas Capital (Blake Hansen, Travis Barney)
  • Legacy Group Capital (Brent Eley)
  • Colonial Capital Management (Bob Repass, Ryan Parsons, Eddie Speed)
  • Thrive FP (JP Newman)
  • Voyager Pacific Capital (Stephen Seal)

SBRE Syndicator of the Year

  • Worcester Investments (Paul and Joel Worcester)
  • The Capital 8 Group (Jeff Kissee)
  • RockStep Capital (Andy Weiner)
  • Trion Properties (Max Sharkansky)
  • Apollo Property Management (Paul Kiebler)

Our Expert Keynote Speakers

Judy Robinett
Judy Robinett
Speaker, Author, and Funding Strategist

In her career Judy has led both public and private companies as CEO, and served in management positions at Fortune 500 companies. She now works with companies developing their strategic plans and has an online system called, “Crack the Funding Code™” that helps early-stage companies develop their funding strategy and obtain funding. Judy’s book, How to Be a Power Connector: the 5+50+150 Rule, was named the #1 business book of 2014 by Inc. She has been profiled in Fast Company, Forbes, CBS, Huffington Post, and Bloomberg Businessweek.

Feature Description: John Ruhlin
John Ruhlin
The Ruhlin Group

John Ruhlin is ranked #1 in sales in the 65-year history of Cutco, a cutlery manufacturer and one of the largest direct sales companies in the world. He is regularly sought out to teach executives and sales leaders in the pro sports, business, and nonprofit worlds the strategies and impact intentional appreciation can have on sales and culture. In addition to his speaking and teaching, John is the founder of The Ruhlin Group, a company that specializes in helping companies develop and execute year round strategic gifting and appreciation programs for prospects, employees, clients, investors, and other key stakeholders.

Matt Burk
Founder and CEO, Fairway America and SBREfunds.com

Matt Burk is the Chief Investment Officer of Fairway America’s two proprietary nationwide Small Balance Real Estate (SBRE) asset based pooled investment funds, Fairway America Fund VI, LLC, and Fairway America Fund VII, LP. Matt is a highly regarded advisor, consultant, and mentor to dozens of SBRE fund managers. He writes a bi-weekly blog for serious SBRE entrepreneurs and investors, and he is the nation’s leading authority on SBRE pooled investment funds.


Our Handpicked Presenters


Wednesday, July 27

Time Activity
5:00 – 7:00 PM

Welcome Cocktail Reception

Thursday, July 28

Time Activity
7:00 AM

Registration desk open

7:00 – 8:30 AM


8:30 AM

Opening Remarks (Lance Pederson)

8:40 AM

The SBRE Vision (Matt Burk)

9:00 AM

KEYNOTE: How to Become a Power Connector (Judy Robinett, author and funding strategist)

10:00 AM


10:15 AM

The Desire for Discretion: The Implications of Running Your Own SBRE Fund (Matt Burk)

11:00 AM

PANEL: Managing a Real Estate Fund (Moderator: Matt Burk; Panelists: Jeff Carter, Dean Lontos, Mitch Siegler, Blake Hansen)

11:45 AM


1:00 PM

The Intangibles of Raising Capital (Brad Borkhuis)

1:30 PM

PANEL: Raising Capital for SBRE Ventures (Moderator: Lance Pederson; Panelists: Ryan Parson, Kathy Fettke, Mark Hanf, Stephen Seal)

2:15 PM

Systematize Your Business for Growth (Ted Miller III)

3:00 PM


3:15 PM

The Ins and Outs of Raising Capital from Family Offices (Richard Wilson)

3:45 PM

PANEL: Raising Capital from Wealth Managers and through Broker Dealers (Moderator: Lance Pederson; Panelists: Ryan Lodes, Ben Kelley, Greg Eyerly)

4:40 PM

Daily Wrap-up (Matt Burk)

4:45 PM

Cocktail Reception (two drink tickets / attendee)

7:00 PM

Dine Around Portland (various locations)
* meal included in registration fee

Friday, July 29

Time Activity
7:00 AM


8:45 AM

Opening remarks with Matt Burk of Fairway America

9:00 AM

PANEL: How to Build a Sales and Marketing Machine (Moderator: Lance Pederson; Panelists: Troy O’Bryan, Cameron Madill, Ben Herman, Gog Boonswang)

10:00 AM


10:15 AM

Building a Brand for Your SBRE Business (Charlie Ittner, Darien Group)

11:00 AM

KEYNOTE: How to Leverage a Gifting Strategy to Open Doors (John Ruhlin, Ruhlin Group)

12:00 PM

2016 SBRE Awards / Lunch

1:20 PM

SBRE Shark Bowl (5 presentations, 15 minutes each)

2:40 PM

Closing remarks with Matt Burk of Fairway America

3:00 PM

Private Tent at Oregon Brewer’s Festival (Waterfront Park)

Portland Dine Around Locations

Invitation to Exhibit or Sponsor

Are you interested in exhibiting at or sponsoring the CapitalFlow Conference?

Please contact Lance Pederson at 503.906.9108.

Eventbrite - CapitalFlow Conference 2016

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