Speakers

William Tingle

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.

DJ Olojo

DJ Olojo is a seasoned real estate investor, broker, licensed builder, and Managing Director of ASO Custom Homes, LLC—a growing Atlanta residential and multifamily revitalization firm. With over 16 years of experience, DJ is widely regarded as an expert in residential foreclosure and a trusted voice in the mortgage note space. He is the author of The Foreclosure Fix Book and hosts The Foreclosure Fix podcast, where he educates listeners on navigating financial hardship and real estate investing.

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!

Paper Trail Agenda

Larisa Waters

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.

Tracey Rewey, NoteInvestor.com

Tracy Z began investing in notes over thirty-five years ago when she quickly realized that she’d rather be a “lien lord” than a landlord. She has handled millions of dollars in real estate notes since 1988. She first started on the institutional side, heading up the due diligence department as VP for one of the nation’s largest seller-financed note buyers.Loving the business but wanting to work for herself, Tracy co-founded a note-buying company in 1997 with Fred Rewey. This developed into NoteInvestor.com, an online newsletter for private investors, and Cash Flow Expo, a virtual summit.

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

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.

Kris Fleming

Brian is the Fund Manager of NDetail Capital, a boutique mortgage fund located in Newport Beach, CA. Brian’s mission is to add value in order to ensure his clients reach their long-term financial goals by both creating and integrating the highest-level of efficiency possible within the funds investment cycle. This is done by streamlining processes and procedures using automation technologies, utilizing best practices, and seeking guidance from top real estate industry expertise in the areas of brokerage, mortgage, title/insurance, and investment banking.

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 Cook

After thirty years in the commercial finance industry, David started Contessa Capital in 2019. Contessa operates as a balance sheet private lender in Houston, Texas offering short-term financing to real estate investors funding fix/flip, rehab/rent, ground-up construction, commercial cash-out, and raw land projects.In addition to private lending, David owns SFR rental properties in Houston and is actively involved as a builder in ground-up residential construction projects.

David graduated with a BBA in Finance from the University of Texas at Austin and an MBA in Real Estate from Southern Methodist University.

Gerard Figuerelli

Gerard Figurelli began his career at Parametric on the special operations team, focusing on derivative securities in their parametric risk advisory team which traded equity options and commodity futures. From 2013-2018, he worked in various investment and operations positions for Summit Capital Management, spanning from trading of equity and derivative securities to operations and risk management of hedge funds and private equity products, and eventually co-founded Vector Partners, LLC, a hedge fund, and hedge fund consulting business focused on private equity positions and trading strategies that blended qualitative and quantitative based analysis through the firm’s proprietary algorithms. In 2021, Gerard stepped down from active trading to focus on an investment and passion of his in the food and beverage space, which led him to take an active role as he became and maintains the position of CEO of Moto Pizza. Gerard joined Flynn Family Lending in 2023 as the Fund Manager overseeing investor relations and stewardship of the Lend2Live Private Debt Fund.

Devon Kennard

Devon Kennard is a nine-year NFL veteran and six-time team captain who has made a name for himself as a leader both on and off the field. A 2020 Walter Payton Man of the Year finalist, Devon has channeled his drive and discipline into helping others achieve financial freedom and long-term success.

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.

Bryce Matheson

Bryce Matheson is an entrepreneur specializing in private lending, real estate finance, and fintech. After successfully exiting multiple software ventures, he now focuses on scaling his two lending-focused startups: Holbrook Capital, a private lending firm, and Lendr, a fintech platform streamlining loan origination and investor management. Bryce leverages social media—particularly YouTube and Instagram—to generate leads, educate borrowers, and expand his lending network. With expertise in real estate investing, digital marketing, and business growth, he shares practical insights on raising capital, structuring deals, and building long-term wealth through strategic lending. Whether funding real estate deals or optimizing loan processes, Bryce is committed to helping investors and entrepreneurs navigate the private lending space efficiently.

Mel Palmer

Mel’s real estate and private lending journey began in the military as an intel analyst using her VA loan to buy property armed with HGTV dreams. Mel transitioned into law enforcement as an Air Force Special Agent, where she developed skills as a fraud and export enforcement investigator researching front companies. She further refined her research and investigative skills upon her work as a behavioral research scientist, cultivating insights into the intersection of personnel and security issues. In 2019, Mel transitioned away from government work to real estate investing, something that was operating in the background throughout her career. These roles would later come together in an integrated framework—combining research, risk analysis, and threat identification to create a robust approach to due diligence.

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 Kim

Kevin Kim leads Geraci LLP’s corporate & securities practice. His expertise lies in fund formation, private placements, and other securities offerings for private lenders, real estate developers and investors of all sizes. Kevin and his team have advised and prepared hundreds of securities offerings including mortgage funds, structured debt offerings, real estate syndications, crowdfunding offerings, EB-5 projects, and Qualified Opportunity Funds. Kevin passion lies in serving his clients as a pragmatic advisor focusing on real world solutions.

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.

Jay Redding

Based out of Fort Wayne, Indiana, this Father and Son-in-Law due manages a highly successful portfolio of mortgage-backed Notes and Real Estate. They have extensive experience in rentals, tax liens, fix & flips and mortgage-backed notes. After a successful career in pharmaceutical sales and as a Division 1 Track & Field Coach, Jay began his investing career in 2004. Kyle started his investing career in 2014 after leaving the employment services profession. Their expertise as mentors, coaches and speakers has been sought out at local, state and national levels. They buy both performing and non-performing mortgage notes as well as provide affordable home ownership opportunities for families that fall just outside the bank underwriting criteria to provide deserving people with a significant down payment and a predictable income, an opportunity to achieve the American Dream of home ownership one family at a time.

Marco Bario

Marco Bario is a former Hollywood film and television industry professional who transitioned to full-time real estate and real estate note investing.
As the President of Porch Swing Funding, Marco specializes in acquiring seller-financed real estate notes and installment contracts – and offers passive investors the opportunity to earn above-average returns secured by real estate.Areas of Expertise:

Acquiring real estate notes and installment contracts
Direct marketing to individual “mom and pop” seller-financed noteholders
Structuring and creating seller-financed notes
Utilizing self-directed IRAs and solo 401(k)s for real estate investments
Creative investment strategies, including:
- Partials
- Seller financing
- Master leasing
- Options
- Wraparound mortgages
- Subject-to transactions

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.

Event

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Chris Seveney, 7E Investments

Christopher Seveney, CEO & Co-founder of 7e Investments, brings more than 25 years of invaluable real estate experience to the table. His journey with 7e Investments began in 2016 when he ventured into the dynamic world of acquiring and trading mortgage notes. Over the years, Chris has accumulated a portfolio of over 500 notes, with an impressive unpaid balance exceeding $25 million, spanning across a diverse landscape of states. Before delving into the realm of mortgage notes, Chris carved out a remarkable career marked by achievements such as nurturing a multimillion-dollar asset portfolio and managing the construction and rehabilitation of properties worth over $150 million. Over his illustrious 25-year professional journey, Chris managed an impressive $750 million in new construction projects.

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.

Fred Rewey, NoteInvestor.com

Fred Rewey is widely recognized for his negotiation, marketing, and deal structuring skills. Author of three books and inducted into the National Speakers Association, Fred spends much of his time on marketing – understanding human nature and creating automated funnels that turn prospects into raving fans.

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.

Beth Johnson, Flynn Family Trust

From matchmaking private money deals in the Pacific Northwest to helping everyday investors access real estate wealth, Beth Pinkley Johnson has carved out a unique path in the private lending space. As Managing Partner of Flynn Family Lending, she evolved her boutique lending practice into a thriving operation, launching L2L Fund I LLC in 2022. Her breakthrough book “Lend to Live: Earn Hassle-Free Passive Income in Real Estate with Private Money Lending,” published by BiggerPockets, has become a trusted guide for generating true passive income through private lending—making her a sought-after voice for both novice investors and seasoned private lenders looking to scale.

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.

Headline Speakers

Chris Seveney

Beth Johnson

Fred Rewey

Tracy Z Rewey

Guest Speakers

Marco Bario

David Cook

Gerard Figuerelli

Kris Fleming

Brian Gallian

Devon Kennard

Kevin Kim, Esq.

Bryce Matheson

DJ Olojo

Mel Palmer

Jay Redding

William Tingle

Larisa Waters

More Guest Speakers to be Announced Shortly !