The 2023 IIREC/ BEC Speakers

They'll all be at BEC 2023 to share fresh insights and trusted strategies to help you thrive in 2023.. and beyond. Check back often — we're addiing new speakers all the time.

Neal Bawa
CEO/Founder
Grocapitus Investments, LLC

Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that, “We can only manage what we can measure”. His second mantra is that, “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 800+ investors.

Your Show Host: Ben Lapidus
Co-Creator
Best Ever Conference

Ben Lapidus is the Chief Financial Officer for Spartan Investment Group LLC, where he has applied his finance and business development skills to construct from scratch a portfolio of over $100M assets under management, build the corporate finance backbone for the organization, and organize over $20M of debt capital from the firm. In addition to completing over 50 real estate transactions at and prior to Spartan, Ben is also the founder and host of the national Best Ever Real Estate Investing Conference and managing partner of Indigo Ownerships LLC. Before Spartan, Ben founded and sold a multi-million dollar study abroad company and worked with several start-ups through IPO or acquisition. He graduated from Rutgers University with dual degrees in Finance and Economics where he founded the Rutgers Entrepreneurial Society.

John Chang
Senior Vice President, National Director Research and Advisory Services
Marcus & Millichap

John Chang serves as the Senior Vice President, National Director of Research and Advisory Services for Marcus & Millichap. He leads a team of dedicated real estate research professionals who produce the firm’s vast array of market reports, analyses, and presentations providing insights on all major commercial real estate property types. As a seasoned commercial real estate analyst, John frequently presents at leading industry events and is often quoted in both trade and mainstream news media. He is a graduate of Washington State University and an active member of the NMHC Research Foundation Advisory Committee, the ICSC North American Research Task Force, and the NAIOP Research Foundation.

Founder
Left Field Investors

Chad is Co-Founder of Left Field Investors - a community of like-minded individuals interested in creating financial freedom through passively investing in real assets that general real cash flow. He has been investing in syndications since 2019 and made the decision to liquidate his 401k in 2021 to move all of his money into this space. Chad is currently engaging his teenage children in this industry, teaching them how to grow their wealth through the use of a Tribe to group invest along side of them, as they learn.

Matt Aitchison
Chief Experience Officer - Boutique Hotelier
Playpark Hospitality

Matt Aitchison is a hotelier, investment syndicator, and sought after speaker throughout the real estate industry. He began his career as Realtor and built a Top 1000 real estate team in the U.S ranked by Wall St Journal. He’s flipped and wholesaled hundreds of houses, and has scaled his passive income portfolio to comprise of retail strip centers, medical plazas, SFR’s, laundromats, apartment buildings and hotels. He now focuses solely on raising capital for his own syndications and developments across various hospitality assets. Matt is extremely passionate about helping others create more wealth, freedom, and fulfillment through his podcast, Millionaire Mindcast, a Top 100 ranked business podcast in the world. Most importantly, he’s a husband to his amazing wife Marie and two beautiful daughters, Ella and Evelyn.

Letizia Alto
CEO
Semi Retired MD

Letizia Alto is a physician, real estate investor, and blogger at Semi-Retired MD. She and her husband started investing in small multi-family real estate in 2105 and, as a result of a combination of cashflow, forced appreciation, and tax savings, Letizia and her husband were able to achieve financial freedom in a matter of years. She is currently the CEO of Semi-Retired MD and continues to build her personal real estate portfolio (150+ units of long and short-term rentals and counting). Her passion is helping her fellow physicians learn how to buy the cash-flowing rentals that free them to work in clinical medicine on their own terms and build lives they love.

Param Baladandapani
Founder & CEO
GenerationalwealthMD LLC & GW Capital

Param Baladandapani is a Radiologist in Southern California who while working full time and raising two young kids built a multi-million dollar real estate portfolio that helped her become financially independent at 41. She is Founder & CEO of GenerationalWealthMD where she has helped thousands of physicians accelerate towards financial freedom by building a real estate portfolio that works for them. Over the last 9 years, she has invested in long Term and short term rentals, apartments, and development projects in multiple domestic and international markets with over 550 doors and $150 million in assets under management . She brings this expertise to her Immersive small group coaching program- Creating Generational Freedom helping physicians curate the life of their dreams.

Ivan Barratt
CEO/Founder
The BAM Companies

Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, Ivan has raised nearly $250 million in equity, acquired over 5,900 units, and grown the BAM Companies to a best-in-class, four-time Inc5000, private equity, and management firm. Today, he focuses his time on equity finance, acquisitions, and company strategy. Currently, his company manages nearly $700 million in syndicated assets.

Rob Beardsley
Principal
Lone Star Capital

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $350M of multifamily properties. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, "The Definitive Guide to Underwriting Multifamily Acquisitions".

Tom Burns
Founder
Rich Life

Tom Burns is an entrepreneur, retired orthopedic surgeon, and a physician for the United States Ski Team. He has over 25 years of real estate experience and has acquired or developed over $500 million of real estate locally and internationally. Dr. Burns is the author of Why Doctors Don’t Get Rich, a best-selling personal finance book for those who want to live life to the fullest. He is a sought-after speaker and mentor and has been financially independent for over a decade. He is the founder of the Rich Life Mastermind and his mission is to help people create financial independence so they can control their future and travel to exotic places with him!

J.C. Clemens Jr.
Managing Director & Chief Production Officer
Flagship Capital Partners

J.C. Clemens Jr. is Chief Production Officer for Flagship Capital Partners where he manages all production activities through Flagship’s direct lending facilities, and preferred, joint-venture and general partner co-invest equity for the Flagship Equity Opportunity Funds. In addition, he assists in asset and fund management for each of Flagship Capital Partners’ funding facilities. Prior to joining Flagship, Clemens spent over six years at HFF, L.P. (now JLL) in Houston, working in both the capital markets and investment sales divisions. While at HFF, Clemens participated in and closed transactions exceeding $4.85 billion in value. He was directly involved in approximately 40 separate sales transactions across a full range of asset types and quality levels, from mixed-use Class A urban core properties to Class C suburban apartment communities. In addition to multifamily investment sales, Clemens and his team brokered debt and equity placements on nearly 80 separate assets across all product lines and property types, including retail, industrial, office and mixed-use projects across the United States.

VP Capital Markets
Spartan Investment Group

Thomas has 14+ years of prior Banking experience, across home lending, licensed private wealth management and commercial banking. He joined Spartan in Q4 2021 and has financed over $200mm of loans.

Whitney Elkins-Hutten
Director of Investor Education
PassiveInvesting.com

Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and a partner in $800MM+ in real estate — including over 6500+ residential units (MF, MHP, SFR, and assisted living), 7 express car washes, and more than 2000+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate.

James Eng
National Director
Old Capital Lending

James Eng has over 17 years of experience in commercial real estate lending, starting his career as an underwriter at GE Capital Real Estate prior to joining Old Capital in 2015 where he is currently the National Director. He has worked with hundreds of investors to help them acquire over $1.4BN in multifamily properties totaling over 20,000 units nationwide. In addition to financing multifamily, he has invested in over 10,000 units as a limited partner in nearly 40 properties in Texas. James combines his finance, risk, and investor background to find the best loan for clients, and to be an indispensable advisor throughout the life cycle of a deal. Often called “The Professor” of Multifamily Financing, he has produced hundreds of hours of educational multifamily content on YouTube.

Joe Fairless
Co-Founder
Ashcroft Capital

Joe Fairless is the Co-founder of Ashcroft Capital which has over $900,000,000 of assets under management. In addition to his work with Ashcroft Capital, Joe created the podcast, Best Real Estate Investing Advice Ever Show, which is the longest running daily real estate podcast in the world. Joe is also a proud Member of the Texas Tech Alumni Advisor Board for the College of Media and Communication, as well as being recognized as Outstanding Alumni at Texas Tech University, where he is a former Adjunct Professor. Joe is currently a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been recognized by the Junior Achievement’s Free Enterprise Society. Joe volunteers at Crossroads Hospice and in 2018 he was recognized as Multifamily Investor of the Year by Think Realty Magazine.

Ramez Fakhoury
Vice President
IRA Club

Ramez is an entrepreneur with more than 20 years of experience providing service in various settings, including the hospitality industry, financial services, and real estate. As IRA Club's Vice President , his mission is to open doors and opportunities by educating, inspiring, and allowing investors to diversify outside of the norm.

Kathy Fettke
CEO & Co-Founder
RealWealth Inc.

Kathy specializes in teaching people how to build multi-million dollar real estate portfolios through creative finance and planning. She is passionate about researching and then sharing the most important information about real estate, market cycles, and the economy. Author of the #1 best seller, Retire Rich with Rentals, Kathy is a frequent guest expert on such media as CNN, CNBC, Fox News, NPR and CBS MarketWatch. She’s the host of two RealWealth podcasts:The Real Wealth Show and Real Estate News for Investors. She also co-hosts the BiggerPockets “On the Market” podcast. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row. Her company, RealWealth, offers free resources and cutting edge education for beginning and experienced real estate investors. Kathy is passionate about teaching others how to create “real wealth,” which she defines as having both the time and the money to live life on your terms.

Jordan Frey
MD
The Prudent Plastic Surgeon

Jordan Frey MD is a plastic surgeon in Buffalo NY at Erie County Medical Center and the University of Buffalo. His clinical focus is on breast reconstruction and complex microsurgery. He is also the founder of The Prudent Plastic Surgeon, one of the fastest growing finance blogs. There, he shares his journey to financial well-being with a goal of helping all physicians reach financial freedom, practicing on their own terms.

Doug Fullaway
President
FourteenPlus, LLC

Trained as an industrial engineer, US Marine Infantry Officer, Harvard Business School with over 20 years in software for electronic design and now over 20 years in senior living as the CEO of a company with thousands of sites as customers and most recently as the CFO for a substance abuse treatment company. Serves on the boards for the health care administration program at the University of Wisconsin Eau Claire and the Veterans Care Centers of Oregon. Skiing, fly fishing and traveling with friends occupy his spare time.

Ravi Gupta MD
Managing Partner / COO
Viking Capital

Ravi Gupta, MD is COO and Co-founder /Managing partner of Viking Capital Investments, a boutique multifamily investment company, a proud father of two, a physician, a philanthropist and environmentalist. He has helped numerous physicians break free from their "golden handcuffs" by creating passive income streams through multifamily syndication investments so they can enjoy financial freedom by growing their wealth and live a life focused on their passions

Brandon Hall, CPA
Managing Partner
Hall CPA LLC

Brandon is a Certified Public Accountant, national speaker, and is the Founder/Managing Partner of Hall CPA PLLC. He works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gained by working with real estate investors, Brandon has built a real estate portfolio of 25 units consisting of multi-family, single family, and short term rentals.

Bronson Hill
Managing Member
Bronson Equity

As the Managing Member of Bronson Equity (www.BronsonEquity.com), Bronson is a general partner in 2000 multifamily units worth over $200M. Bronson co-leads a large in person multifamily meetup in Pasadena, CA called FIBI Pasadena Multifamily (www.fibipasadena.com). He is also the host of The Mailbox Money Show and he understands the investor mindset, having spoken individually over the phone with over 1300 investors and having raised over $30M for real estate and his ATM Machine Fund deals. Bronson is the author of "How to Use Inflation to Your Advantage" and is a regular contributor to YouTube and his blog. Bronson is also the Capital Raising Coach at Kingdom REI, a faith based group, helping investors find deals and raise funds for large real estate deals.

Spencer Hilligoss
CEO
Madison Investing

Spencer Hilligoss is a former tech leader who walked away from the golden handcuffs of a lucrative, 13-year career to become a full-time real estate investor. As a leader in tech startups, Spencer scaled operations teams spanning 5 high-growth Fintech companies, including Intuit, Gusto, and Xero — companies valued at over $1B. Now, his focus as the CEO of Madison Investing goes to serving his fellow LP investors actively deploying capital with Madison’s vetted sponsors. Spencer co-founded Madison Investing along with his COO (and wife), Jennifer Morimoto. Madison Investing has partnered on real estate transactions totaling more than 10,000 units — spanning 37 deals and 13 full-cycle exits. Spencer and Jennifer invest their personal capital (skin-in-the-game) with each operator as the cornerstone of a 5-part sponsor vetting framework designed to de-risk the toughest question facing every passive investor: “Can I trust this team with my capital?” He is also a registered member of FINRA and the Forbes 2022 Real Estate Council.

Sief Khafagi
Founder & CEO
Techvestor

Sief is the Co-founder and CEO at Techvestor, the leading institutional grade, short term rental platform built for busy professionals and fund managers who want to passively invest in the emerging asset class of "Airbnbs." Techvestor isn't your old school private equity firm. Using proprietary technology, their software analyzes 18m data points per month to identify what, where, how, when and if an investment should occur. Today, they underwrite 100k+ properties a month, have raised $35m+, and have designed, launched, and scaled to 120+ properties in their portfolio.

Mark Khuri
Co-Founder
SMK Capital Management

Mark Khuri is the Co-Founder of SMK Capital Management, a boutique private equity real estate firm. Mr. Khuri has 18 years of real estate investing experience and has been involved in both active and passive investments including residential and commercial real estate throughout the US. Over the last decade, Mr. Khuri and affiliates of SMK have created and managed over 60 real estate partnerships with investors, investing in over 65 residential properties and 45 commercial real estate opportunities. Today SMK and Mark focus on recession resistance and raising private equity by partnering with sponsors across numerous asset classes including mobile home parks, self-storage facilities and multi-family communities.

Peter Kim
CEO
Passive Income M.D.

Peter Kim is an anesthesiologist in California and the founder of Passive Income MD. In 2013, he realized he wanted to start living his ideal life and create more wealth, but he didn’t know where to start. What followed was years of trial/error as he started exploring income opportunities outside of clinical medicine. Peter’s small blog to document his personal journey of financial freedom soon turned into a huge movement of physicians from all across the country looking to take control of their lives by creating multiple streams of income. His mission through Passive Income MD is to help others create their ideal lives both in and out of medicine so they can live life on their own terms.

Scott Lewis
Co-founder and Chief Executive Officer
Spartan Investment Group, LLC

Scott Lewis is the Co-founder and Chief Executive Officer of Spartan Investment Group, LLC. As the CEO, Scott is responsible for the strategic direction of the company and ensuring it aligns with SIG’s mission to Improve Lives Through Real Estate. In addition to Spartan, Scott is also in the US Army Reserves and a combat Vet. Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with a MS in Management, and from Georgetown University with a Certificate in Project Management. In his free time, Scott enjoys spending time with his wife, Lindsay, mountain biking, skiing, and chasing their Jack Russell Terriers around the yard.

Ryan McKenna
CEO and Founder
McKenna Capital

Ryan McKenna, CEO and Founder of McKenna Capital is a real estate syndicator active in the multifamily apartment space and is a current general partner in 70+ real estate syndications, totaling 15,000+ units across the United States, with a portfolio value over $2 billion. Ryan has invested as a limited partner in 100+ syndications as passive investing has always been a passion he's pursued with the ultimate goal of creating long lasting, generational wealth.

Mathew Owens, CPA
Principal
OCG Capital, LLC / OCG Properties, LLC

Mathew is a CPA and full time real estate Investor that has flipped over 1000+ houses, has raised over $150M for real estate and has over $35M lent out on construction loans to flippers in multiple markets around the country. He also operates multifamily value add projects, invests in a diversified syndication portfolio in multiple asset classes, teaches a 6 month masters of real estate course, and is involved in a non-profit that teaches real estate and financial education called FIBI (For Investors By Investors).

Bo Parfet
Managing Principal, Head of Growth
DLP Capital

Bo Parfet is a Managing Principal at DLP Capital and spearheads strategic growth opportunities across DLP Capital and the family of companies. He has a Master's in Applied Economics from the University of Michigan and an MBA from Northwestern University's Kellogg School of Management. In his career, Bo was an investment banker at JP Morgan and a Fellow of the Financial Accounting Standards Board (FASB), and sits on the board of two organizations. He co-founded Denali Venture Philanthropy to fuse his business experience with a desire to support positive global change. Furthermore, Bo is passionate about high-altitude ski mountaineering and is one of the few Americans to climb all Seven Summits, the highest mountain on each continent. Bo is also an author and speaker and a Member of YPO, Tiger 21, and the Explorers Club, and received the Presidential Volunteer Service Award and British American Project Fellow.

Bryce Robertson
Principal / Growth Manager
Cultiv8 Collective

Bryce achieves grace by triumphing over adversity. He turned a negative net worth, $2,000 and unseasoned credit into financial freedom in 2.5 years. During the process he created order, peace and prosperity in his life and in the lives of those around him. Through his respect for the power of money, Bryce leads the Cultiv8 Collective Inner Circle by investing to create FREEDOM! Bryce along with industry leading experts, inspire and empower “Freedom Hackers” to live in true fulfillment, living their soul’s purpose, and expressing their FREEDOM through the videocast and podcast Freedom Hack Radio. Bryce is host to the life-altering 2-day live and virtual Financial Freedom Mastery, where participants create their own fully-customized Financial Freedom action-plan in order to create Financial Freedom in their lives as soon as possible.

Frank Rolfe
Founder
MHU.com

After graduating from Stanford University with a degree in economics, Frank started a billboard company that grew to be the largest privately-owned sign company in Dallas/Ft. Worth, which he then sold to a public company in 1996. Frank hen started buying mobile home parks and over the past 25 years has grown into one of the top ten largest mobile home park ownership groups in the U.S., with nearly 18,000 lots and over 100 linear miles of roads and utility lines. He also serves as an the Board of the Iowa Manufactured Housing Association and write and teach about the industry with my partner, Dave Reynolds, at a website called MHU.com

Jeremy Roll
President
Roll Investment Group

Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.

Josh Satin
Chief Investment Officer
Gelt Ventures

As the Chief Investment Officer, Josh is tasked with sourcing, underwriting and analyzing all multifamily investments. In this role, he has been involved in the acquisition of 5,100 units valued at nearly $1.3 billion. He was also instrumental in helping to start Happy Homes Communities (Gelt’s mobile home park investment arm). Since HHC’s inception in 2017 Josh has been involved in the acquisitions of eight mobile home parks totaling over 1 000 spaces. Josh’s responsibilities also include equity raising for each acquisition. Prior to joining Gelt, Josh was a two-time D1 college All American baseball player who was drafted by the New York Mets after completing his degree in political science from UC Berkeley in 2008. Josh played parts of four MLB seasons before retiring in 2016 and joining the Gelt team.

Jered Sturm
Chief Executive Officer
SNS Capital Group

Since starting in the real estate investment industry in 2007, Jered has used his depth of experience in both construction and property management to co-found and grow SNS Capital Group into one of Cincinnati Ohio's top multifamily real estate investment firms. Jered and the SNS Capital Group team specialize in forcing appreciation into B and C class multifamily assets to produce consistent, predictable cash flow. Through his diligent business acumen, Jered has built a team that has figured out how to merge the benefits of institutional-grade passive investing with local, precise oversight over property operations to produce lasting results that drastically exceed market norms.

Hunter Thompson
Founder / Managing Principal
RaisingCapital.com and Asym Capital

Hunter is a full-time real estate investor and founder of Asym Capital, a private equity firm based out of Los Angeles, CA. Since founding Asym Capital, he has raised more than $35 million and directed the purchase of more than $90 million of commercial real estate across a variety of asset classes. He is the author of Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals. Hunter is also the host of the Cash Flow Connections Real Estate Podcast which is frequently listed in the top 200 Investing podcasts in iTunes.

Ankeet Udani, MD, MSEd
Investor Educator
Viking Capital

Ankeet Udani is an anesthesiologist, educator, and international speaker. He has completed training at Stanford, Johns Hopkins, UPenn, and Duke. As an academic, he has published best practices to educate physicians. He has mentored many doctors to excel in their careers, wealth, and wellbeing. Dr. Udani serves as Viking Capital’s Investor Educator as well as the COO and Integrator at Limitless MD by Vikram Raya. He lives in Raleigh, North Carolina with his wife, Annie and their two kids, Aiden and Asha.

Anthony Vicino
CEO
Invictus Capital

Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their Return on Life. He is the co-founding partner of Invictus Capital, a multifamily acquisition firm based in Minneapolis, MN with $70m in AUM, that provides busy working professionals with the opportunity to Invest Better. As the host of the Multifamily Investing Made Simple podcast and author of the bestselling book, Passive Investing Made Simple, Anthony firmly believes investing shouldn't be complicated, scary, or overwhelming.

Anthony Walker
CEO and Managing Broker
Buckingham Investments

Anthony Walker is the CEO and Managing Broker of Buckingham Investments, a 60 year Southern California investment real estate brokerage. He's presided in over $1 billion in sales during his tenure and has leveraged his brokerage experience to develop an extensive portfolio of multi-family and commercial properties in one of the most challenging markets in the country. He has also been the sponsor and principal in the acquisition and sale of numerous multi-family and ground up construction syndications. He teaches frequent seminars on many aspects of investing. He believes that real estate wealth is not created only at the time of purchase, but well before an investment is ever made through education and planning.

P. Daniel Ward
Facial Plastic Surgeon

Dr. Ward is a facial plastic surgeon, skin care company owner, and founder of a chain of spas. He and his wife, Janie, also love real estate! Dr. Ward likens real estate to his career as a facial plastic surgeon--both require vision to see the end result and a focus to make that vision become reality.

Travis Watts
Director of Investor Education
Ashcroft Capital

Travis Watts is an investor, passive income advocate, public speaker, and the Director of Investor Education at Ashcroft Capital. He dedicates his time to educating investors who are looking to be "hand's off" when it comes to real estate investing.

Scott White
Chairman and CEO
Invesque

Scott White is the Chairman and CEO of Invesque. Invesque (TSX: IVQ.U) is a real estate investment company that specializes in health care and senior living property investments throughout North America. He is also the co-founder and of Spectra, a student housing development company. Scott recently published Life is Too Short Guy: Making Every Day The Best Day Ever. He is now traveling the country and spreading his message about happiness, gratefulness, positivity, and making the most of every day.

Dave Zook
Founder and CEO
The Real Asset Investor

Dave is a successful Business owner, Syndicator and an Investment and Tax Strategist He has acquired more than $350M of Investment Real Estate since 2010 which include multiple large institutional grade Self-storage facilities, Tommy’s Express Carwashes and Energy investments. Dave and his team at The Real Asset Investor are one of the Top 5 ATM Fund Operators in the country, and they provide investment opportunities in their ATM, Self-storage, Carwash and various Funds for Cash Flow, Tax Impact and Equity Growth.