Verivest
Investment Summit

November 3 - 5, 2022
Ritz-Carlton Laguna Niguel, CA

At the Verivest Investment Summit you will enjoy…

  • Full access to all live presentations from select Verivest Verified and Gold Managers
  • Full access to all commercial real estate educational sessions
  • All meals and beverages during the event
  • All sessions, meals, and cocktail events fully comped
  • Special dinner guest, Justin Baldwin, Founder of Justin Vineyards & Winery

    Join Justin Baldwin, Founder JUSTIN Vineyards & Winery for an informative, fun and tasty wine experience as he offers a flippant look at the current wine world while sharing current releases, industry statistics and tall tales…

Presenters:

Gain valuable knowledge and tools from top investment managers that will help you achieve success in private real estate investing.

Mike Zlotnik

CEO

TF Management Group LLC

David Hardcastle

CEO

Voyager Pacific Capital

Ryan Gibson

CIO and Co-Founder

Spartan Investment Group

Heather Dreves

Director of Funding

Secured Investment Corp

Rocco Cortese

Managing Director

Intersection

Eric DeWees

Senior Director

Intersection

Jesse Worcester

Co Founder & Partner

Worcester Investments

Joel Worcester

Co Founder & Partner

Worcester Investments

Jerry Zevenbergen

CEO & Co-Founder

Avatar Financial Group

TR Hazelrigg IV

President & Co-Founder

Avatar Financial Group

Larry Heath

Chief Operating Officer

Performance Capital

Sunny Matharoo

CEO

Performance Capital

Agenda Summary:

  • Thursday, November 3rd, 6:00 PM – 8:00 PM:Welcome Cocktail Reception
  • Friday, November 4th, 7:00 AM – 11:00 PM:Eight LIVE Manager Presentations, three Educational Sessions, three delicious meals, with cocktails and dancing to cap the event
    Full list of Events

    Morning Sessions

    7:00 AM:

    Breakfast

    8:45 AM:

    Welcome – Matthew Burk, CEO

    9:05 AM:

    Voyager Pacific Capital

    David Hardcastle
    9:25 AM:

    TF Management Group

    Mike Zlotnik
    9:45 AM:

    Break sponsored by Alturas

    10:10 AM:

    How to Perform Better DD on CRE Managers

    10:50 AM:

    Secured Investment Corp

    Heather Dreves
    11:15 AM:

    Spartan Investment Group

    Ryan Gibson
    11:35 AM:

    Sponsor Message by Sunlight Peaks

    Afternoon Sessions

    11:50 PM:

    Lunch sponsored by Sunlight Peaks

    1:00 PM:

    How to Better Understand CRE Deals

    1:40 PM:

    Intersection

    Rocco Cortese and Eric DeWees
    2:05 PM:

    Worcester Investments

    Jesse and Joel Worcester
    2:25 PM:

    Sponsor Message by Quest Trust

    2:40 PM:

    Break sponsored by Alturas

    3:05 PM:

    Panel: CRE Investing in Changing Market Conditions

    3:45 PM:

    Avatar Financial Group

    TR Hazelrigg IV and Jerry Zevenbergen
    4:05 PM:

    Performance Capital

    Larry Heath and Sunny Matharoo
    4:25 PM:

    Closing Remarks – Matthew Burk, CEO

    4:45 PM:

    Cocktails

    6:15 PM:

    Dinner with special guest Justin Baldwin, Justin Winery

    8:15 PM:

    After-party — Cocktails and Dancing

  • Saturday, November 5th, 7:30 AM – 11:00 AM:Full breakfast and optional one-on-one meetings with attending investment managers