Join us at the beautiful Crowne Plaza Phoenix-Chandler Golf Resort in Chandler, AZ, just 20 minutes from Phoenix Sky Harbor International Airport (PHX).
The Paper Trail Note Conference rate of $198 (inclusive of resort fees) is now available. Our special rate is available to attendees for up to three days before and after the event (September 15 – 23). Reservations accepted through August 18, 2025 or until the room block is full, whichever comes first.
The San Marcos Hotel
One San Marcos Place
Chandler, AZ 85225
1-877-685-5594
William Tingle is a Investor, Coach, Speaker, and Author of “The 12 House Blueprint”, who, in 1999 ordered a Carleton Sheets Nothing Down course off of a late night TV infomercial.
Exactly one year later, he left his job for good and started investing in real estate full time.
Since then, William has bought hundreds of houses all across the US, most of them using the creative method known as Subject To. After achieving massive success, in 2003 he began teaching others his techniques and since that time has trained and coached thousands of students all across the country to become financially successful real estate investors.
William hosts “The Sub2Deals Show” Podcast and WilliamTingle.com.
Blending deep knowledge in construction, affordable housing, and property management with a passion for community impact, DJ has built a reputation as a creative problem solver and strategic thinker. His mission is to help one million homeowners successfully navigate foreclosure while revitalizing neighborhoods—one property at a time. When he’s not closing deals or transforming communities, DJ is a proud husband, girl dad, and bow tie connoisseur!
Larisa began her note investing journey in early 2021, following a decade-long career in the banking software industry. After immersing herself in books, courses, and mentorship, she founded Nomad Note Investments, LLC, and quickly carved out a place for herself in the mortgage note investing space.
She joined 7e Investments in October 2022 and has since become the backbone of our asset management team. To date, Larisa has managed over 155 assets across 33 states, with a total value exceeding $70 million. Her deep understanding of servicing operations, legal strategy, and loan management has made her a key player in 7e Investment’s success.
With unmatched attention to detail and the grit to tackle even the most complex cases, Larisa ensures our borrowers are handled with empathy—and our investors’ capital with precision. Her ability to juggle servicers, attorneys, timelines, and team priorities makes her the kind of asset manager every fund wishes they had.
Outside the office, Larisa enjoys traveling, camping, expanding her own note portfolio, and spending time with friends and family—usually around a crackling outdoor fire.
Tracy specializes in the use of creative partial structures and tax-advantaged retirement funds to purchase notes. She helps landlords wanting to ditch tenants to be the bank by safely creating and holding paper. A well-known educator, she has a passion for sharing her knowledge and guiding others on their note-investing journey.
Kris Fleming is a business strategist, financial expert, and Certified Small Business Coach specializing in helping women entrepreneurs build profitable, scalable businesses. As the founder of The Genius Network, she provides high-impact coaching designed to help clients unlock their “Zone of Genius” and turn their expertise into wealth. With a background in banking, commercial lending, private lending, and real estate investing, Kris equips entrepreneurs with the tools to leverage creative financing, optimize their business models, and achieve sustainable financial growth. Her programs blend practical financial strategies with transformational coaching, allowing her clients to break through limiting beliefs and confidently scale their businesses.
Through one-on-one coaching, group programs, and online content, Kris is committed to guiding women entrepreneurs toward generational wealth. She is known for her ability to simplify complex financial concepts and help clients develop strategic action plans tailored to their unique goals. In addition to her coaching business, she is an in-demand speaker and educator, sharing insights on wealth-building, business growth, and financial independence. Kris lives just outside of Nashville, TN, with her family and is passionate about helping driven Women Entrepreneurs achieve prosperity and fulfillment.
No stranger to the real estate business, in 2018, Brian became Chief Financial Officer for QIP Management, a family owned and operated real estate business which focuses on the acquisition and management of both commercial and multi-family properties. With a portfolio of over 300 doors and $50 million in property value, Brian was instrumental in mitigating financial risk and driving initiatives to decrease costs and increase NOI. Prior to returning to California to become an entrepreneur, Brian spent six years working in various management positions specializing in operations and logistics; most recently at Amazon managing the #1 night operation for last mile delivery in the United States and a staff of up to eighty people. He spent two years in Washington, D.C., as the inaugural Program Coordinator and later Program Manager for the McCain Institute for International Leadership’s, playing an integral role in taking it from an idea to one of the top international leadership development programs in the country. He has experience working with professionals from all over the world and with private sector companies across the United States.
David graduated with a BBA in Finance from the University of Texas at Austin and an MBA in Real Estate from Southern Methodist University.
An award-winning author of It All Adds Up and Real Estate Side Hustle, Devon’s mission is to empower athletes and high-net-worth professionals to build investment portfolios that work for them. Over the past 11 years, he has grown his own portfolio to include 29 properties and more than 40 syndication and fund investments—all while staying focused on his primary career in the NFL.
As the founder of 42 Solutions, a family-owned private lending company, Devon is dedicated to helping busy professionals build wealth through real estate with the right team and processes—so they can keep the main thing the main thing. Through his writing, speaking, and platform, he provides practical strategies for creating passive income and leveraging financial resources to design a life of freedom and opportunity.
Mel’s path took a personal turn when she experienced the sting of fraud as a private lender and observing other private lenders get into unsecured loans and scams. Determined to use the culmination of her skills and experience to help others avoid enduring the same pain, she founded Capital Verified, the first due diligence training service tailored specifically for the real estate industry. At Capital Verified, Mel leads and equips private lenders with the tools and knowledge to make secure, informed investment decisions. Her services include background and credit checks, project feasibility studies, and property analysis, all designed to protect clients from financial loss and chaos with simple systems and processes. Her mission is clear: to empower private lenders to navigate the complexities of real estate with confidence and clarity. Her motto: Don’t Trust, Verify.
When she’s not safeguarding investments, Mel enjoys walking with her rescue pup, volunteering as a Post Traumatic Growth Guide for first responder or searching for bugs with her nephews. Her commitment to service and community reflects her belief in the importance of giving back, further solidifying her role as a trusted ally in both real estate and personal growth.
Kevin is also a nationally recognized expert in mortgage fund formation. Kevin is the lead instructor for the American Association of Private Lender’s Certified Fund Manager courses, where he teaches mortgage fund managers throughout the United States on fund management and securities laws.
Kevin hosts the podcast Lender Lounge with Kevin Kim, where he interviews industry leaders, friends, and colleagues in the private lending space to learn what makes them tick.
Demonstrating that note investors can truly work from anywhere, Marco relocated last year from Los Angeles, California, to Frederick County, Maryland, where he collaborates in life and business with his beautiful partner, Tracy. Marco combines industry expertise with a passion for helping investors grow through strategic, real estate-backed opportunities.
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At the core of 7e Investments, Chris Seveney stands as a beacon of real estate excellence, known for his unwavering commitment to honesty, integrity, and professionalism. His passion and tenacity have distinguished him as a trusted industry leader, earning the trust and respect of partners and colleagues alike. From the beginning of his real estate career, Chris has been driven by his aspiration to set industry standards for excellence and foster innovation. His visionary leadership has steered multiple award-winning teams, celebrated for their exceptional contributions to the field.
Entering his fourth decade in the note industry, Fred started his note business from his kitchen table in a 500-square-foot apartment. Later, joining one of the largest institutional note buyers, Fred helped create buying programs and industry standards for the other side of the table.
In 1998, Fred left corporate life to build Diversified Investment Services along with his business partner and spouse, Tracy Z. Both parlayed that independent mentality to create multiple companies – most note industry-related. Fred will always find time to travel, smoke cigars, enjoy bacon, and work on his golf game.
Beyond the deals and dollars, Beth’s mission is deeply personal: showing others how to break free from the time-for-money trap through strategic private lending. When she’s not mentoring the next generation of lifestyle-focused lenders or overseeing her fund’s operations, you might find her enjoying a morning jog, experimenting with new recipes in the kitchen, belting out tunes at her favorite karaoke spot, betting big at the poker table, or exploring far-flung destinations with her blended family of five—living proof that the freedom she teaches others to achieve is more than just a marketing tagline.