2019
Keynote
Speaker
Meet Harry S Dent Jr.
Harry S. Dent Jr. studied economics in college in the '70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.
Since then, he's spoken to executives, financial advisors and investors around the world. He's appeared on "Good Morning America," PBS, CNBC and CNN/Fox News. He's been featured in Barron's, Investor's Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business's "America's Nightly Scorecard."
Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. In The Demographic Cliff, he shows why we're facing a "great deflation" after several years of stimulus - and what to do about it now. In 2016 Harry published, The Sale of a Lifetime, where he reveals the secret behind many of the largest (and fastest!) fortunes in history out of great crashes that can create a profits windfall that will last you generations. In his latest book, Zero Hour: Turn the Greatest Political and Financial Upheaval in Modern History to Your Advantage, Harry Dent reveals why the greatest social, economic, and political upheaval since the American Revolution is on our doorstep. Discover how its combined effects could cause stocks to crash as much as 80% beginning just weeks from now…crippling your wealth now and for the rest of your life. Harry arms you with the tools you need to financially prepare and survive as the world we know is turned upside down!
Today, he uses the research he developed from years of hands-on business experience to offer readers a positive, easy-to-understand view of the economic future by heading up Dent Research.
Harry received his MBA from Harvard Business School, where he was a Baker Scholar and was elected to the Century Club for leadership excellence.
Harry S Dent Jr.
New York Times Bestselling Author
RAL NAT CON 2019 SPEAKERS
Click on each speakers photo to read their bio.
Meet Robert Kiyosaki
Best known as the author of Rich Dad Poor Dad¬-the #1 personal finance book of all time-Robert Kiyosaki has challenged and changed the way tens of millions of people around the world think about money. He is an entrepreneur, educator, and investor who believes the world needs more entrepreneurs who will create jobs.
With perspectives on money and investing that often contradict conventional wisdom, Robert has earned an international reputation for straight talk, irreverence, and courage and has become a passionate and outspoken advocate for financial education.
Robert Kiyosaki
Rich Dad Poor Dad
Meet Dr. Bill Thomas
Dr. Bill Thomas is an author, entrepreneur, musician, teacher, farmer and physician whose wide-ranging work explores the terrain of human aging. Best known for his health care system innovations, he is the founder of a global non-profit (The Eden Alternative) which works to improve the care provided to older people. He is the creator of The Green House® which Provider Magazine has called the “pinnacle of culture change.” Dr. Thomas also developed the Senior ER model of care and is now working to transform the acute care services provided to elders.
His synthesis of imagination and action led the Wall Street Journal to highlight Dr. Thomas as one of the nation’s “top 10 innovators” changing the future of retirement in America and US News and World Report to name him as one of “America’s best leaders.” The magazine noted his “startling commonsense ideas and his ability to persuade others to take a risk,” and concluded that “this creative and wildly exuberant country doctor has become something of a culture changer–reimagining how Americans will approach aging in the 21st century.”
Dr. Thomas recently starred in the Sundance award-winning documentary Alive Inside. He has been traveling the country since 2014 starring in what he calls his ChangingAging Tour, a traveling pro-aging festival featuring “nonfiction theater" stage performances, workshops and community expos. “People hear that a doctor is coming to town to talk about aging and they expect me to show up wearing a white coat with PowerPoint slides. I show up with a guitar, a bass player, a theater set, costumes, music, art, mythology, storytelling, biography, and neuroscience all mixed up. It’s kind of like a TED Talk on steroids.” The ChangingAging tour has visited more than 130 communities in the U.S. and Canada.
Dr. Thomas recently starred in the Sundance award-winning documentary Alive Inside. With decades of experience as an innovative entrepreneur and speaker, he has also travelled the country since 2014 starring in what he calls The ChangingAging Tour; a traveling pro-aging festival. This tour featured “nonfiction theater” stage performances, workshops and community expos. “People hear that a doctor is coming to town to talk about aging and they expect me to show up wearing a white coat with PowerPoint slides. I show up with a guitar, a bass player, a theater set, costumes, music, art, mythology, storytelling, biography, and neuroscience all mixed up. It’s kind of like a TED Talk on steroids.” The ChangingAging tour's events and workshops have visited more than 130 communities in the U.S. and Canada.
A firm believer in data, Dr. Thomas made the most of his 130 city tour to ask thousands of elders elders the question, “What is the biggest challenge facing you as you age?” The data pointed overwhelmingly to the lack of housing options that allow people to age in the place and manner of their choosing. This led Dr. Thomas to his newest innovation, Minka Homes and Communities. Minka is an innovative production system to rapidly print compact houses optimized for elder-living and designed around universal accessibility. Dr. Thomas and his team are currently developing a number of pocket Minka neighboorhoods in the United States.
Dr. Thomas’ books include Principia Senescentis, Second Wind: Navigating the Passage to a Slower, Deeper and More Connected Life, Tribes of Eden, What Are Old People For? How Elders Will Save the World. He blogs regularly at ChangingAging.org and lives in Ithaca, New York.
Dr. Bill Thomas
Founder – Changing Aging
Meet Gene Guarino
Gene has over 30 years experience in real estate investing and business and now is focused on just one thing… investing in the mega-trend of senior assisted housing. Having trained tens of thousands of investor/entrepreneurs over the past 25 years, he now specializes in helping others take advantage of this mega-trend opportunity.
Gene Guarino
Convention Host
Founder — Residential Assisted Living Academy
Meet Mark Del Guercio
Mark Del Guercio has been an entrepreneur, business owner, investor, speaker, business coach and tax expert for the past 32 years. His goal is to help people live the life of their dreams and realize their true calling and purpose.
Mark Del Guercio
Non Profit Advisor
Group
Meet Rebecca Rice
Founded in 2001 by Rebecca A. Rice, Rebecca Rice and Associates, LLC, is a financial planning firm based out of Little Rock, Arkansas. She has both a Bachelor Degree of Marketing and a Bachelor Degree of Business Administration. She has over 30 years of experience. Over the last several years, Rebecca Rice and Associates has expanded well beyond the office in Little Rock to include almost 30 agents spread out over the entire United States. Serving a diverse client base, the company helps individuals, families, churches, business owners, medical practices, real estate investors, and anyone who can benefit from financial advice. Rebecca Rice and Associates is one of the leading organizations in the country in educating, practicing, and administrating
"Living Benefits" whole life insurance. The focus is to help clients create wealth, pay down debt, grow their business-including creating an efficient business structure and business succession planning, plan and pay for retirement, and plan their estate and legacy for generations to come.
Rebecca was the first woman to be recognized as the top producer in a 165-year-old top tier financial planning company. She knows how to build a business, invest in real estate, pay off debt, gain retirement income, plan for college, and produce generational wealth because she's done it all. Rebecca's people-oriented, friendly personality and faith based heart help her relate to clients on a personal level, allowing her to build the best financial strategy possible. The concepts she presents are also available through the book she authored, Multiply Your Wealth: Essential Secrets for Financial Freedom, published in 2014. Her goal is to educate her clients on bettering their financial situations and offer them strategies that best fit their needs.
Rebecca Rice
Rebecca Rice
and Associates
Meet Dora Valentin
CEO and co-founder, has extensive experience in managing residential facilities. She gained her experience from California, Arizona, Wisconsin and Nevada. She is passionate about ensuring that her residents feel safe, happy, and healthy. In 2017, she won Best HIRC Home of the Year, from her local association. She is now, along with her business partner, bringing an innovative documentation tool to the long-term care industry, which gathers her direct experience and research into one robust intuitive tool.
Besides creating DocuWhiz, Dora manages the day to day operations of Ace Care Home and serves as a Residential Facility Administrator to a few others. She is an active member of several Nevadan associations and was invited to the board of the Assisted Living Advisory Committee.
Dora is originally from Budapest, Hungary. She earned her BS and her M.Ed. from Arizona State University. She is a mom, a wife, a hiker, essential oil lover and a force for good.
Dora Valentin
CEO & Co-Founder
DocuWhiz
Meet Michael Mundt
CTO and co-founder, leads DocuWhiz’s technology vision and is responsible for application design and development.
Prior to beginning DocuWhiz, he founded and developed multiple SaaS (software-as-a-service) technology companies in the medical, behavioral health and hospitality industries. Michael has created multiple industry leading technical solutions around productivity, collaboration and engagement. Michael started his career with Caesars Entertainment (CZR) developing enterprise solutions which focused on analytics, efficiency and scalability.
Michael is an active board member to a local non-profit, and he holds dual Bachelor of Science degrees from University of Nevada Las Vegas focusing on finance and computer science.
Michael Mundt
CTO DocuWhiz
Meet Scott Wells
Scott R. Wells is a husband, a father and an entrepreneur. He is also on a journey of expansion never settling for the status quo and always looking for an adventure.
He graduated from the University of Notre Dame with a BA degree in Marketing and is a Certified Trainer and Certified Partner with world renown Austin based, DigitalMarketer.
His work as the Visionary & CEO of ConversionFormula is centered around bringing cutting edge digital marketing tactics and strategy to the senior living & care industry.
When he is not working, he can be found hiking mountains around Phoenix with his amazing wife Becky and sons Ryland & Ryder.
Scott Wells
Conversion Formula
Meet John Meaney
John Meaney manages the Key Accounts Team at Intuit. He’s been with the company for 13 years holding a variety of roles always with a focus on empowering Small Businesses for financial success. In 2015 John obtained the Certified Franchise Executive designation from the IFA and has helped some of the nation’s largest Franchise organizations convert and standardize on the QuickBooks Online cloud based product line. John is a graduate of Texas Christian University and currently lives in McKinney Texas with his wife and 2 daughters.
John Meaney
Intuit
Meet Brandon Eriksson
Brandon Eriksson joined Wise Company in January 2011, and currently serves as Vice President of Sales. Prior to working at Wise Company, Brandon worked for the largest Security Integrator in the state of Utah, AlphaCorp Security as a Strategic-National Account Manager for 5 years. Brandon enjoys traveling and spending time with his wife and 3 children. He is very active in his community, serving on the Recreation & Parks Board Committee.
Brandon Eriksson
Wise Company
Meet Tom Olson
Founder & CEO, Good Success & The Olson Group Network.
Tom Olson is the founder and CEO of Good Success and the Olson Group Network. He is the author of multiple popular books for investors, including The 30-Day Good Success Journey, Active Turnkey: The Best Way to Buy Rentals, and Investors vs. Contractors. Tom hosts The Good Success Podcast, a popular podcast for investors and entrepreneurs dedicated to achieving lasting financial success as well as true personal and professional fulfillment, including building lasting legacies for their families and broader communities, through their investing and their businesses.
Since its founding, Good Success has expanded to include the Good Success Mastermind and the Good Success Community Go-Giver event series. Both events focus on entrepreneurial and investor success from every angle, including generating high returns and achieving truly meaningful, lasting, Good Success.
Good Success nurtures every angle of the truly fulfilled investor and entrepreneur by constantly refining and evaluating their vision, holding them accountable for both positive and negative actions, and providing ongoing support and opportunities for growth. Good Success offers mastermind memberships involving higher levels of conversation with a trusted board of advisors to help you “move the needle” on your returns as well as its Community Go-Giver event series, which focuses on helping investors build up communities around them. The focal point of the Community Go-Giver series is Tom’s passion project, Flipping Gary, which revolves around his personal and professional mission to literally fix-and-flip the town of Gary, Indiana. Gary remains full of untapped potential due to its location literally at the transportation and shipping crossroads of the country but has, until recently, languished as the U.S. steel industry struggled to compete with international interests.
Learn more about Tom and Good Success at GoodSuccess.com.
Tom Olson
Good Success
Meet Karen Booze
Karen Booze is the Franchise Director for AnswerConnect Franchising. She has been instrumental in the creation of AnswerConnect Franchise and making it a multi-million dollar department for AnswerConnect. Karen has seen her team grow from a person of one to a team of four women-empowered Franchise specialists. It would not be possible without the Anywhere work model enabling her and her team to work from home and stay connected with businesses across the United States. Karen is passionate about encouraging businesses of all sizes to take the leap into remote work. As a mother and lifelong learner, she cares deeply about the environment and hopes to see more businesses help preserve the Earth by adopting an anywhere work style.
Karen Booze
Answer Connect
Meet Jennifer Schwab
Jennifer Schwab has been with Morris & Garritano since 1989 and has worked exclusively in the Residential Care and Social Services industry for over 19 years. She brings experience in personalized account service and excels in customer relations.
Jennifer Schwab
Residential Care & Social Services Risk Advisor
Morris & Garritano
Meet Jarrod Cordle
With a strong insurance background and desire to help others, Jarrod Cordle dedicates his customer-focused skills and services to facilitate the best options for your Residential Care or Social Services insurance program.
Jarrod Cordle
Residential Care & Social Services Risk Advisor
Morris & Garritano
Meet Diana Moffitt
With a background in medical sales and an unwavering dedication to her clients' evolving business needs, Diana Moffitt understands the value of protecting and providing for a company's greatest assets - it's people.
Diana Moffitt
Employee Benefits Advisor
Morris & Garritano
Meet Max Keller
Max’s relationship with his grandmother inspired his mission, which is to assist as many seniors and their families as possible. Max was able to help his Grandma with her home challenges; however, not everyone has the type of support system in place that he was able to provide.
Max earned his B.B.A. in Finance from The University of Texas at Austin and his M.A. in Teaching from Louisiana College. He has over 15 years of experience in real estate, finance, and teaching. A few of his current roles are consultant, publisher, teacher, author, speaker, and expert panelist.
Max created Savior Home Buyers as a way to serve his community and help seniors with their real estate challenges, whereas Savior Publishing House helps local experts attract seniors to their businesses through authorship and education.
The Savior brand of companies focuses on providing Christian real estate and business solutions to clients. Max enjoys spending time with his wife and children and engaging in family activities, such as being involved at church and going on vacation. He is passionate about investing time in his family.
Max Keller
President – Savior Home Buyers
Meet Jack York
Jack York is co-founder of It’s Never 2 Late (iN2L), a company dedicated to helping older adults realize the full benefits of adaptive technology. Originally, Jack did not envision iN2L as a business; the impetus for what became the company was a philanthropic idea—to donate computers to assisted living communities and nursing homes in Southern California. With a 15-year background in the Silicon Valley, he saw a vast potential in fostering these connections, but also saw that conventional technology was too difficult for virtually all residents to use in a meaningful way. As a result, in 1999, Jack retired as VP of Strategic Sales for Vishay Intertechnology and started what has become a successful gerontechnology company. He is a sought after national and international speaker on technology being used to create personalized experiences that engage and connect residents to their loved ones and the world specifically individuals with dementia.
Jack York
President/Co-Founder
It’s Never 2 Late
Meet Rick Miller
Rick Miller serves as Lead Consultant for Capital Success, a financial resource and business development consulting firm. The related mission of Rick and his company is to simplify sourcing the capital needed to grow an RAL organization. A key objective when working with clients is to increase the finance capacity of their real estate holdings and business operations, utilizing liquidity objectives that are cost-effective and efficient.
Rick represents over 25 years of business experience as a mortgage company principal, property management company owner, and rental real estate investor. He is a national award‐winning corporate marketing and business development professional. His father was a life-long banker and savings and loan branch manager. Rick also serves as a consultant to nonprofits in outreach and fundraising through Paraclete Mission Group.
His career includes orchestrating a D.C.‐based leadership conference that included the President and First Lady as speakers and serving on the board of a de novo bank exploratory team to found a community bank.
Rick Miller
Lead Consultant
& RAL Funding Specialist
Meet John Jamieson
John Jamieson is the owner of Perpetual Wealth Systems, a national wealth strategy company working with people and businesses on a better business model for automatically and systematically creating tax free generational wealth. He is an expert at Wealth Creation/Preservation, Marketing, Sales and Real Estate Investment, and investment grade life insurance.
John bought his first house at the age of 21 and went on to invest in and broker tens of millions of dollars worth of real estate. John and the team work with clients from all over North America to help them grow wealth, protect wealth, and reduce taxes of all kind.
His company specializes in showing people how to create income and wealth without utilizing stocks or mutual funds. He has spoken to hundreds of audiences all over the United States and Canada on the subjects of Business, Real Estate and Wealth Creation. John also is the #1 best-selling author of 2 books “The Perpetual Wealth System” and “Wealth Without Stocks or Mutual Funds.” John has appeared as a featured guest on dozens of radio shows. He has also written for AOL’s Daily Finance, Talk Markets and Florida Realtor® Magazine to name a few. His articles and interviews have appeared in dozens of national outlets from CNBC to AOL.
He will show you how to use secret assets that are right under your nose to greatly increase your net positive cash flow and decrease what he calls your 4 “wealth drains” John has assembled the top talent in the country to help individuals and businesses dramatically improve their financial lives both now and for generations to come.
John Jamieson
Perpetual Wealth Systems
Meet Shep Harris
As a senior loan officer, Shep Harris originates new loans, packages SBA and USDA loans, and evaluates new loan applications for the senior care industry. Before joining Live Oak Bank in 2015, Shep worked for five years at Branch Bank and Trust where he spent time in small business financial analysis and lending. His duties included the initial underwriting of new loan proposals, structuring deals, reviewing corporate tax returns, and other responsibilities. He received his BS from the University of North Carolina at Wilmington in Finance.
Shep Harris
Live Oak Bank
Meet Gary Harper
Gary Harper is the owner of Sharper Business Solutions. Gary spent 16 years as an executive in a Fortune 500 company where he handled the process of evaluating companies operation expenses and helped them to reach new levels of efficiencies. He began investing in real estate in 2004 and has taken his expertise in business systems and process management and developed a program to help real estate investors position themselves to scale their business to new levels.
Gary Harper
Sharper Business
Solutions
Meet Kevin Haught
Kevin joined Family Legacy Homes in February 2019. As Director he is responsible for developing and executing long-term investment strategies to assist entrepreneurs with capital in residential assisted living projects. Before joining FLH, Kevin worked in the financial services industry for over 10 years in various Anti-Money Laundering and Bank Secrecy Act Compliance roles and is a retired Police Officer from the City of Glendale, AZ. Currently, Kevin is a licensed Realtor in Arizona, specifically working with real estate investors and is the Co-Founder and CEO of Bella Villa Residential Assisted Living and Memory Care
Kevin Haught
Director – Family Legacy Homes
Meet Camper Bull
Camper Bull has generated 34 million in online sales for clients in the last nine years. He has built four companies to over six figures and launched six New York Times bestsellers. His greatest joy is leveraging technology to heighten an entrepreneur's vision to greater and greater heights.
Camper Bull
Heightener
Meet Ivan Hilton
Ivan Hilton has more than 40 years of experience in development and implementation of best-practices in acute healthcare settings. He has held a variety of roles including microbiologist, assistant hospital administrator, business developer and consultant. In an acute health care setting, he served as Vice President of ancillary and clinical support services for the John C. Lincoln Health Network located in Phoenix, Arizona. He has also worked in several business development opportunities in the Healthcare construction industry.
Currently, Mr. Hilton is the Director of Business Development and team leader for Comfort Matters®, a dementia care education program, at Beatitudes Campus in Phoenix, Arizona. Beatitudes Campus is a faith-based not-for-profit continuing care retirement community offering a wide spectrum of services for older people including independent living, assisted living, skilled nursing, memory support and home care services. The Comfort Matters® model has been introduced to thousands of long-term care staff, medical providers and students throughout the world and the concepts have been replicated in long-term care organizations in the United States. During his tenure at Beatitudes Campus, he has made a significant contribution to make the Comfort Matters program available to long term care organizations both nationally and internationally.
Mr. Hilton has a Bachelor of Science degree in Medical Technology, from the University of Utah and a Masters degree in Hospital Administration, from Central Michigan University. He is board certified in healthcare management and is a Fellow in the American College of Healthcare Executives.
Ivan Hilton
Comfort Matters
Meet Tena Alonzo
Tena Alonzo is a healthcare provider with expertise in caregiving practices for people with thinking or memory disorders. She has nearly 35 years experience as a long-term care provider and researcher working to enhance the lives of persons with dementia. Her expertise addresses evidence-based practices in dementia care, specifically practices that emphasize a person-first, person-directed approach that improves quality of care and quality of life for persons with dementia. Ms. Alonzo’s research focuses on developing comfort-focused best practice for addressing dementia-related behavior, decreasing antipsychotic, anxiolytic and sedative medications, enhanced pain management, eliminating physical restraints, rejection of care, understanding behavior as a method of communication, dining and nutrition concerns, fall reduction and education of caregiving staff in understanding the progression of dementia.
Currently, Ms. Alonzo is the director of education and research and education director of Comfort Matters®, a dementia care education program, at Beatitudes Campus in Phoenix, Arizona. Beatitudes Campus is a faith-based not-for-profit continuing care retirement community offering a wide spectrum of services for older people including independent living, assisted living, skilled nursing, memory support and home care services. The Comfort Matters® model has been introduced to thousands of long-term care staff, medical providers and students throughout the world and the concepts have been replicated in long-term care communities and assisted living organizations in the United States. Ms. Alonzo is education director for Palliative Care for Advanced Dementia Training and Implementation Project in New York City in conjunction with the Alzheimer’s Association New York City Chapter.
Ms. Alonzo’s work has been published in 30 scholarly journals and books. Journal articles including The Gerontologist, Journal of Hospice and Palliative Nursing, American Journal of Alzheimer’s Disease and Other Dementias, Annals of Long Term Care. Her work has been published in the book, Palliative Care for Advanced Alzheimer’s and Dementia: Guidelines and Standards for Evidence-Based Care, which won the 2010 American Journal of Nursing Book of the Year Award in both Gerontologic Nursing and Hospice and Palliative Care. Ms. Alonzo’s work has also been featured in national media, including The New York Times, Boston Globe, Global Mail and New Yorker Magazine, as well as the Public Broadcasting System and British Broadcasting Corporation. Beatitudes Campus and Comfort Matters® have been honored with the Excellence in Research and Education Award from LeadingAge, the Award of Honor from LeadingAge Arizona, Promising Practices Award from Mather Lifeways Institute of Aging and the Public Trust Award from LeadingAge.
As an educator, Ms. Alonzo speaks nationally and internationally, as a keynote speaker, featured speaker, panel member and facilitator on evidence-based, caregiving practices for people with dementia and currently serves as a technical expert for the Initiative to Improve Dementia Care and Reduce Antipsychotic Medication for the Centers for Medicare and Medicaid. She has introduced and educated long-term care staff, medical providers and students throughout the world to the Comfort Matters™ model. Additionally, Ms. Alonzo has presented information on dementia and caregiving practices to hundreds of public audiences, interest groups, support groups and families to generate public awareness, communicate research outcomes and encourage public engagement on the topic of dementia care.
Ms. Alonzo earned a B.S. in Psychology/Biology (1983) and an M.A. in Theoretical Psychology (1985) from Northern Arizona University.
Tena Alonzo
Comfort Matters
Meet Jim Flint
Jim Flint is a member of the Council of Residential Specialists (CRS), Colorado Real Estate License number EI00142711, and Colorado Mortgage License number 100008771.
Jim obtained his Colorado Real Estate License after he graduated from Denver University with a BSBA and specialized in Real Estate and Building. He started his own real estate company in the 80’s and renamed it A Better Way Realty in 1995. He has worked with homebuyers, sellers, and investors for many years. The company has 21 agents.
Over the years Jim has formed 25 Partnerships. These Partnerships have purchased under-performing mobile home parks and self-storage facilities in Florida, Alabama, New Mexico, Colorado, and Wyoming. Currently he has about 400 Partners in eleven partnerships. Total combined value of the properties his company currently manages is over $45,000,000. Jim’s clients invested about $25,000,000 for the down payment.
Four of the eleven partnerships own self-storage properties with a combined total of 1,500 units, and 50,000 square feet of flex-warehouse space divided into 22 small units used by small businesses.
He formed ABW REO’s, LLC in 2010. This Partnership has 156 partners that have contributed $11,200,000. This Partnership loans money to fix and flippers, owns commercial properties, owns twelve assisted living homes, two group homes, and six acres of industrial land leased to Goodwill Industries for truck storage. It also owns land in Tabernash, CO for development of single family and attached single family homes. There are 75 lots and additional land for other development.
Our program to help operators run a group home and have full control of their future has proved quite popular. It allows experienced operators to rent a facility for 3 to 5 years and have an option to buy at today’s price. It gives them a chance build up the business and perhaps obtain an SBA loan to purchase the property and profit from their labor.
His company has also formed four Tenancy-In-Common Partnerships (TIC’s). Those Partnerships purchased a Family Dollar store for $3,400,000 in Philadelphia, PA, a Dollar General store in Tampa, FL and a NAPA Auto Parts store in St. Paul, MN.
Jim and his partner Geoff Stephen teach Basic and Advanced Real Estate Investing, and Property Management classes. These classes are offered through Arapahoe Community College and 5 other adult educational institutions across the Denver Metro area. He has taught these classes for 15 years.
James Flint
Broker and Owner of Better Way Realty
Meet Michelle Pinkowski
Michelle is an attorney focusing on construction, land use, and matters related to residential assisted living facilities. A former trial lawyer, Michelle brings experience in risk assessment and management, as well as advocacy at the regulatory level for licensing and zoning.
Michelle offers specialized legal assistance and market analyses for assisted living businesses and investors across the nation. Michelle and Brian have been recognized with the Industry Innovators Award by the Residential Assisted Living Academy in 2018.
Michelle has represented developers, owners, and construction managers in matters related to construction defects, the Americans with Disabilities Act, and insurance coverage. On the policy level, Michelle has helped governments develop policy and implement reforms in construction permitting, land use, informal construction, and housing. She is called upon by the United States government as a special
consultant for construction issues.
Michelle has founded and operated legal and consulting businesses, as well as an NGO.
As a RALSTM (Residential Assisted Living Specialist), Michelle has earned the highest level of professional certification in the industry. She is also a Certified Assisted Living Administrator and she is licensed to practice law in Colorado.
Michelle Pinkowski
Pinkowski Law
Meet Brian Pinkowski
Brian J. Pinkowski is the President of the Residential Assisted Living National Association. He is also a commercial law attorney and environmental engineer with experience in the field of public health and the environment. He focuses on handling matters related to business formation and operation and has advised companies internationally at all stages of development.
Brian also offers specialized legal assistance and market analyses for assisted living businesses and investors across the nation. Michelle and Brian have been recognized with the Industry Innovators Award by the Residential Assisted Living Academy in 2018.
Brian is an experienced project manager and has negotiated with over 400 cities across the U.S. and managed projects worth over $800 million. He is the recipient of the Vice President’s Award for Reinventing Government for his ability to bring groups together to accomplish mutually beneficial community solutions. Brian has provided consulting for the U.S., U.K., Australia, Germany and Japan and is skilled in handling legal and regulatory issues.
Brian has served on the board of the Lutheran Medical Center Community Foundation responsible for funding and managing hospice facilities and the Lutheran Medical Center Properties in Wheat Ridge, Colorado. He has also served on the Board of the Colorado Foundation for Public Health and Environment and on the Board of the Rocky Mountain Institute for Health and Environmental Leadership.
As a RALSTM (Residential Assisted Living Specialist), Brian has earned the highest level of professional certification in the industry. He is also a Certified Assisted Living Administrator and he is licensed to practice law in Colorado.
Brian Pinkowski
Pinkowski Law
Meet Vern Harris
Vern Harris
Better Way Realty
Meet Bob Eakin
Bob Eakin is the CEO of JCAP Private Lending. Jcap offers short-term, low loan-to-value real estate loans (including Construction Loans and Stated Income 2nd’s) offering safe, high-yield investments for their investors, while quickly solving a short-term problem for loan clients. They are committed to bringing unparalleled professionalism and service to their community.
Bob Eakin
JCAP Private Lending
Meet Loe Hornbuckle
Loe Hornbuckle, 37 of Dallas Texas, is the CEO and founder of Sage Oak Assisted Living and Memory Care. Founded in 2015, Sage Oak isn’t just another assisted living company, Sage Oak is “the boutique assisted living company” with 5 locations in Dallas and a total of 40 beds.
Sage Oak provides small, intimate, home settings that allow those who need a little extra care to receive the love and dignity that they deserve. More information available at TheSageOak.com
Sage Oak also has two ground up boutique assisted living/memory care developments in Texas and Louisiana totaling just under 300 beds with an estimated dollar value of 45mm dollars
Loe is also active in teaching and educating through his partnership with Residential Assisted Living Academy based in Phoenix, AZ
Loe Hornbuckle
Sage Oak Assisted Living and Memory Care
Meet Jeff Barnes
As a US Navy Submariner, Jeff Barnes traveled the world underwater at extreme depths, running a nuclear power plant and sleeping with torpedoes while learning invaluable skills. His innate leadership ability and understanding of complex systems allowed him to run the largest division on his submarine and take charge of the ship’s quality control program.
After an honorable discharge from the Navy, Jeff took his expertise and experience to Corporate America, helping clients grow their businesses as a risk management consultant and helping entrepreneurs develop strategic partnerships with Fortune 500 companies. Running an international division of a Fortune 100 company, Jeff spearheaded innovation efforts, bringing advanced technologies to the global market.
In 2018 Jeff took over the CEO role at Angel Investors Network to help more entrepreneurs bring their products, services, and technology to the market as an advisor, mentor, coach, and venture fund manager. As an entrepreneur, best-selling author, and CEO, Jeff enjoys helping business owners’ structure, systemize, and optimize their operations allowing them to scale quickly. As the manager of the Angels & Heroes Venture Growth Fund, he finds opportunities for his investors to make great returns by investing in the next generation of private companies.
During his free time, he sits on the board of Lifeschool, a nonprofit helping kids gain life-skills they don’t learn in school. Jeff also spends a great deal of time coaching his two boys’ sports teams, enjoying the outdoors and traveling.
Jeff Barnes
Angel Investors Network
Meet Jamie Robinson
Jamie is a seasoned entrepreneur with an extensive background in financial advising and real estate investments including property acquisition and disposition. Jamie earned his Residential Assisted Living Specialist Certification in 2016 and now mentors and coaches other RALA students.
Jamie Robinson
Lighthouse Personal Care Homes
Meet Dana Robinson, RN
Dana is a Registered Nurse with 18+ years medical experience. Along with medical office management, she has a background in ICU, Critical Care, & Neurology. She is the co-founder and administrator for Lighthouse Personal Care Homes. After earning her Residential Assisted Living Specialist Certification through RAL Academy she has focused her efforts on becoming a memory care and dementia specialist. She is currently a Virtual Dementia Tour facilitator and is in the process of becoming a PAC certified trainer. As an owner operator of a memory care home, she emphasizes education and support for staff, resident families and local communities.
Dana Robinson, RN
Lighthouse Personal Care Homes
Meet Lorn Miller, M.D.
Dr. Lorn Miller is a board certified neurologist with over 35 years experience in the medical field. He is contracted by clinics & universities across the country from Florida to Alaska and has served on numerous boards and has held academic affiliations at multiple colleges & universities. He has been featured on local radio and television programs as well. Dr. Miller joined the Lighthouse Personal Care Home team in 2017.
Lorn Miller, M.D.
Lighthouse Personal Care Homes
INNER CIRCLE ONLY SPEAKERS
Click on each speakers photo to read their bio.
Meet Matt Scott
Matt Scott is CEO/Founder of 7xCapital and the Velocity Brands, seasoned companies specializing in private capital markets with a focus on raising capital from Accredited Investors. They guide companies through the labyrinth of the private capital world by applying proprietary processes and systems to target this elusive but prized segment of investors.
Matt and his clients have raised over $500M. Along with his 14-person team, they provide execution and back-office support to entrepreneurs for managing customized strategic systems for raising private capital. The 7x team currently serves clients in the U.S., Canada, Dubai, Israel, Finland, and Central America.
Matt is a speaker, advisor, and investor. Conferences and industry groups often invite him to speak at their functions to educate and inform their audience on the latest strategies for appealing to the Accredited Investor. Matt has the credentials to back up his processes. He is an active investor in the alternative asset class with 25 years of experience of starting, capitalizing, operating and selling companies in the private sector. Matt has solved many of the issues and challenges in targeting the Accredited Investor and continues to stay on top of trends to develop new and effective strategies for raising capital.
Matt Scott
7X Capital
Meet Michael Marlow
Michael Marlow has been involved in the Senior Living industry for
over 24 years beginning his career with Hillhaven and has served
in various sales training and senior sales management roles with
Vencor, Atria and Brookdale. These roles have ranged from
interim sales manager to Regional Sales and Marketing Director
to Assistant National Director of Sales to National Vice President
of Sales. Mike has also served as President of The Marlow Group,
a consulting company serving Senior Living providers for the past
twelve years. Mike currently serves as the Marketing and Sales
Training Manager at Life Care Services based in Des Moines, IA.
He is also a nationally published author and frequent lecturer in
many areas such as Leading Age sessions, state ALFA affiliates
and at the University of Louisville schools of Nursing and
Dentistry as well as at the school of nursing at Bellarmine
University. Mike is also the author of an ALFA Best of the Best
award winning sales training program in 2012.
Michael is a proud graduate of the University of Kentucky and
lives in Louisville, KY. He is married with two grown children;
Bradley, a Physical Therapy Assistant graduate from the
University of Kentucky and Jill, an Occupational Therapy Doctoral
student at Belmont University in Nashville.
Michael Marlow
The Marlow Group
