FUND MANAGER SUMMIT
Location: Hilton Irvine
18800 MacArthur Blvd, Irvine, CA 92612
The Fund Manager Summit is a year-round community where members collaborate, learn from one another, and strengthen California’s private lending industry.
We have planned and designed the event to be an executive roundtable experience, not just another conference. Our goal is to provide a confidential setting for peer collaboration and education.
DESIGNED FOR CONVERSATION
- Executive roundtable configuration
- Direct line of sight among participants
- No classroom seating
- Discussion-focused environment
02. Investor Relations
04. Securities Compliance
05. Liquidity Management
06. Loan Servicing Oversight
07. Fund Accounting
08. Portfolio Risk
09. Technology
10. Operations
Opening Remarks / Introductions
11:00 am – 11:45 am
Operations / Fund Governance
11:45 pm – 1:00 pm
Lunch Break
1:00 pm – 1:45 pm
Capital Raise / Investment Management
2:00 pm – 2:45 pm
Fund Administration / Audit
3:00 pm – 3:45 pm
Technology / Closing Remarks
4:00 pm – 5:00 pm
Cocktail Hour / Networking
- Attendance is limited to individuals who currently manage a Mortgage Fund or are seriously considering launching a fund.
- Non-member fund managers may attend only if space is available.
CMA Member Fund Manager
$245
Non-Member Fund Manager
$345
Vendor
Non-Sponsor
$750
Exclusive Sponsorship
$1,975
- 5 exclusive categories, each owned by a single sponsor
- Sponsors contribute expertise to the forum, rather than sales presentations
1
THANK YOU FORTRA LAW!
2
Capital Raise /
Investor Management
3
4
THANK YOU SERVICING PROS!
5
THANK YOU PLM FAMILY!
6
THANK YOU THE MORTGAGE OFFICE!
- Exclusive category representation
- Lead one moderated discussion
- Recognition in event marketing
- Logo placement
- Two event registrations
- Participation in the reception
- Founding Sponsor recognition for the inaugural event