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SCALING UP WITH SYNDICATION
Saturday, January 11, 2025
9am - 5pm
New York City
Unlock the secrets to expanding your real estate portfolio at this immersive one-day event!
MEET THE SPEAKERS
Matt Picheny
FOUNDER & CEO of Picheny, LLC
Matt Picheny is a real estate investor, coach, Tony award winner, and author of the #1 best-selling book, Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time.
Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 10,000 apartments nationwide.
He has been a licensed real estate agent and earned both Commercial Real Estate & Real Estate Finance certificates from Boston University. Matt has been a member of the Forbes Real Estate Council, Fast Company Executive Board, and was named the "Best Multifamily Investment Coach" by the American Apartment Owners Association.
Dugan Kelly
Managing Partner, Attorney
Dugan P. Kelley co-founded Kelley Clarke, PC which currently serves clients throughout the United States with it's principal offices in Prosper, Texas and Santa Barbara, California.
Mr. Kelley chairs the firms securities and real estate practice groups assisting clients in all phases of multi-family, commercial, and residential acquisition or sales. In the last couple of years he handled combined transactions of over 3+ Billion Dollars.
Throughout Mr. Kelley's 20+ years of experience, he has also tried numerous cases in state and federal courts, administrative courts, and arbitration, With over $70 million in verdicts, settlements, workouts, and millions of settlements prior to trials, Mr. Kelley understands that there isn't a one-solution fits all for every case.
Julie Anne Peterson
Senior Director at Old Capital Lending
Julie Anne Peterson, affectionately known as "The First Lady of Lending" is a Senior Director at Old Capital Lending boasting 33 years in Real Estate transactions.
She's not just a debt provider; she's a strategic consultant, aiding and educating clients.
Her adeptness in banking, capital raising, and asset management shapes her approach to Commercial Real Estate, while family time remains integral in her life.
Jim Ross, CPA
Partner at ProVision
Jim is a partner at Provision PLC, which provides tax education and wealth building strategies.
He has helped many investors to achieve better tax efficiency through entity structuring, maximization of deductions, usage of tax elections and special designations, and various tax advantaged investing strategies.
At ProVision PLC, Jim also prepares taxes for small businesses and their owners, including many multi-family real estate partnerships.
Cody E. Wiseman
CEO Wiseman Capital
Cody is a full-time multifamily real estate investor and developer focusing on the Madison, Wisconsin market.
He is passionate about helping others learn and invest in real estate. In 2022, he founded the Madison Multifamily Meetup, which has since become The Largest Multifamily Investor Meetup in the Midwest.
Jon Sidoti
Principal, Facilitate NE
Jon Sidoti is from Boston and has motivation, love and passion for buildings.
He acquired his first multifamily property in 2013 in the Quincy, MA market.
Jon has expanded his portfolio to own multiple properties in multiple states contracting with Property Managers to care for the properties.
CJ Yamada
CEO and Co-Founder, Yamada Capital
CJ is an entrepreneur from Las Vegas who is passionate about giving back to society through his business.
He specializes in Senior Housing with 179 units of Memory Care projects.
In addition to providing excellent service to tenants, Yamada Capital donates 1% of its profit to local churches and NPOs.
WHY ATTEND?
At Scaling Up With Syndication, you’ll gain insider strategies to find, fund, and profit from multi-million-dollar properties—even if you’re starting with limited capital.
But knowledge alone won’t cut it!
You’ll leave with a network of like-minded investors, direct access to a team of experts, and a 90-Day Action Plan designed to exponentially grow your real estate portfolio.
At this immersive event, you will learn:
THE VENUE
CONVENE
101 Park Avenue
New York, NY 10178
Convene at 101 Park Avenue, located just steps from Grand Central station, is a versatile and technology-friendly corporate space. The easily accessible street-level property receives plenty of natural light from floor-to-ceiling windows, and creates the perfect open atmosphere for corporate-social receptions, trainings, and alumni events.