The Paper Source Note Symposium 2017

Las Vegas NV

Apr 27 - 30, 2017

Learn to create multiple streams of income with real estate notes, network with the best of the best, learn from people who DO what they rarely teach. Open bar receptions, luncheons, even a foreclosure auction, all included!  The Paper Source Note Symposium, Las Vegas, April 27-29, 2017.  For more information and to register:

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Art Davis

Coalition To Save Seller Financing, Alexandria

Bio: Art has represented escrow settlement providers and other clients in Washington DC since 1992. His representation has covered all regulatory, legislative and judicial matters at the federal level that affect, or could affect, these interests. As well Art has worked in collaboration with many lender, title and Realtor organizations located in the Washington DC area to affect and minimize the impact of federal legislation and regulations on small business. He has represented clients before the US Congress and numerous agencies including HUD, CFPB, Treasury, Commerce, State and the FTC. His representation includes the Coalition to Save Seller Financing, with the preparation of a white paper and assistance in drafting recommended regulatory text and legislation. Art began his career at a major international accounting firm. He then spent 5 years at the US Treasury Department working on federal tax regulations and rulings. Since 1991 he has served a wide variety of clients as a private consultant-advisor with his primary work being to represent the American Escrow Association. He has spoken to numerous groups and organizations on a wide variety of federal regulatory and other technical topics. Art is married with 3 children.

Bob Malecki

Resolution Capital Management, Kingston

Bio: Bob Malecki, Managing Director with Resolution Capital Management, has been a professional real estate investor since 2006 and is located in Kingston Washington, 30 miles northwest of Seattle. Bob specializes in the repositioning of distressed mortgage debt for both equity and cash flow has been involved with the acquisition and management of both distressed debt and single family rental properties in key markets in the U.S. Bob has raised over $11M to build a substantial portfolio of residential notes & rental properties in North Carolina, Tennessee, Oklahoma, Texas and the Seattle metro area. He has fund management experience via the creation and management of a prior private equity fund, REI Capital LLC, which invests in distressed real estate assets in western Washington state. As founding member of Resolution Capital Management LLC he works with investors who are looking for a good return on their idle funds or someone who may want the benefits of real estate investing and risk diversity without the time or means to directly manage a property investment. In addition to his real estate background, Bob has a B.F. A. in from Ohio University and has been involved with commercial advertising and marketing since 1980. Bob has owned and operated Interactive Villages LLC, an online application integration and development consulting firm, since 1998. He will be available for complimentary private consultations at the Note Symposium. Just ask him.

Bob Zachmeier

Creator/Owner, NoteCarry

Bio: Bob Zachmeier was raised in Mandan, North Dakota and bought his first rental property in 1982 at the age of 22. He worked in 17 states before settling in Texas and being transferred to Tucson, AZ in 1999. Bob left a 22-year career in Defense Electronics to open a real estate brokerage with his wife, Camille in 2004 and they’ve closed 3,400 real estate transactions in the past 12 years! After decades of owning rental properties, Bob discovered notes in 2002 and realized that “mailbox money” was far superior to the “tenant and toilet” hassles of rental property. He conducts weekly webinars to educate retirees, investors, and real estate agents about the benefits of offering private financing to the “hardest working people in America,” the self-employed business owners that banks turn down. Bob created to quickly structure notes, wraps, rental comparisons, etc. with a multitude of reports for buyers, sellers, and investors that can be created and e-mailed in under a minute! Bob’s creative, out-of-the-box solutions have enabled homeowners across the country to buy and sell their homes without banks. He will be available for complimentary private consultations at the Note Symposium. Just ask him.

Crystal Han

Pipeline Financial Services, Los Angeles

Bio: As a licensed business/commercial finance lender & broker, Crystal Han provides Invoice/Accounts Receivables Financing/Funding to provide working capital to businesses and independent contractors whose customers/account debtors are other businesses/companies or the government to help with cash flow operations, growth & expansion. She is an Entrepreneur, Investor, Lender, & Social Media Networker with > 14,700 LinkedIn Connections, > 15,175 Facebook Friends and recognized as LinkedIn's Top 1% Most View Profile. She will be available for complimentary private consultations at the Note Symposium. Just ask her.

Daniel Malcolm

Acquisitions Manager - Broker Desk, First National Acceptance Company

Bio: For over 35 years, First National has been buying 1st position, performing, real estate notes/contracts, secured by almost any property type, nationwide. Check us out at

Eric Swanson

Investors Financial Corporation, Boise

Bio: I am the Vice President and Contract Purchasing Manager for Investors Financial Corporation, an Idaho based corporation. Our focus is the purchase of performing seller financed real estate contracts secured by residential property nationwide. We are a predictable and reliable purchaser of real estate contracts, offering the most competitive pricing available.

Phil Drew

Coach, Delaware Real Estate Investors Association

Bio: Do you have trouble finding notes to invest in? This presentation will give you some practical advice on creating your own. I am Phil Drew, a retired USAF fighter pilot and Brigadier General. I have been a Real Estate and note Investor since 1961 when I read How I Turned $1,000 into $1,000,000 by William Nickerson, one of few books at that time about Real Estate Investing. After retiring from the USAF in 1988 I became a full time real estate investor and started my own real estate investment company and later my own mortgage company. I have originated hundreds of mortgages, including seller held mortgages, sometimes referred to as Owner Take Back (OTB) mortgages. I have originated, bought and sold many notes, using a variety of methods. I have learned, sometimes the hard way, that there are three keys to successful note and property buying and selling: The first is to spend the time it takes to perform “due diligence” and do my research before investing. The second I learned during my 28 year career in the USAF flying fighters and leading thousands of men and women: There is no substitute for finding experts and using and valuing their knowledge and capabilities. And the third is two sides of the same coin - if the deal seems to good to be true it may be; and if the deal seems to get harder and harder, it may be a sign that you should walk away. The common ring on which these keys fit is the importance of listening and evaluating “the deal.” Now I am ready to share these lessons with you. I will be available for complimentary private consultations at the Note Symposium. Just ask.

Gene Powers

Nationwide Secured Capital, Houston

Bio: Gene Powers has been a real estate investor since 1983. Initially he was investing while pursuing his first career in software systems and high tech venture capital backed start-up companies. He spent 25 years in the computer software and information technology field successfully managing innovative product development, large budgets, project estimates and risk, complex systems, and processes while delivering significant value to company stockholders and venture capital investors. While semi-retired and searching for the ”holy grail” of ongoing ”massive passive” income, Gene heard about and instantly recognized the power and stability of discounted mortgage investing for generating future passive cash flow. Just half way through listening to that first presentation, he said ”That's where I want all my money when I'm done and on the beach!” Gene then jumped back into real estate debt and equity investing in 2006 at full speed just like the start-ups of his first career . In 2007, he completed his completed initial training in seller finance note buying, and founded Nationwide Secured Capital as an investment and brokerage firm specializing in private loan purchases - including seller finance notes. Since founding, Gene has led the company, with growing staff to become a strong and established presence in the note industry. Under Gene’s leadership, the company has seen continuous annual growth, repeatedly delivering strong returns on notes purchased to its private investors, its own private portfolios and those for the SMILE note investment fund that it manages. Gene is a strong analytical and strategic thinker with a depth of startup company and management experience, and excellent negotiation and contract skills which serve the company well. He oversees and manages underwriting, acquisitions and portfolio management services of the company, as well as, operations. Gene holds a Bachelor’s degree in Computer Science and another in Applied Mathematics from University of California, Berkeley. He will be available for complimentary private consultations at the Note Symposium. Just ask him.

Gerald Lemoine

The Lemoine Group, Garden Grove, CA

Bio: As an experienced note investor, Gerald is an expert at acquisition, management and liquidation of performing and non-performing notes nationwide. To date, he has been involved in the acquisition and resolution of over 500 notes with a UPB of $65mm. With an emphasis on Partnering and Joint Ventures he has achieved success in raising capital and producing impressive returns for his partners. Gerald has been involved in real estate since the late 1990’s, first as a developer, then later with rentals and the purchase, rehab and sale of investment properties. Prior to the real estate business, Gerald was a project manager for a global heavy industrial general contractor.

Gordon Moss

Quixote Ventures , Solana Beach

Bio: Gordon began his career in real estate in 1985 as a commercial real estate broker in Orange County California. He has been an avid student of the masters of all facets of the real estate and investing business for over 30 years. He now owns and manages a portfolio of properties and notes full time and today is very passionate and active in what he believes is still the best real estate and note investment opportunity ever. These 30 years of experience and focus give a unique perspective and Gordon takes great pride in the fact that he has a unique ability to make money in any real estate market. He enjoys writing, speaking and mentoring serious investors as a way for him to give back as his mentors did for him. He is a published author in several key industry publications (including THE PAPER SOURCE JOURNAL) and frequent speaker and panelist at real estate, note, and investment clubs and meetings. His book Performance Anxiety – How to Create a Fortune with Non-performing Notes is a current chronicle of today’s non-performing note business and creating a fortune in this unique opportunity. His latest book, "The Greatest Myths of Real Estate and Note Investing," which he plans to publish this year -- is the book that he wished he’d had 30 years ago when he started this amazing investing adventure. The successful investors over the long haul are the ones that learn from the masters -- and avoid the pitfalls and mistakes. Study the greatest myths and you will point yourself in the right direction and know where you are going and what to look out for.

John Schaub

Building Wealth One House At A Time, Sarasota

Bio: John Schaub truly has the heart of a teacher. In his 36 years of investing he has prospered during three recessions, four tax law changes and interest rates ranging from 3 - 16%. His 2005 best-selling book, "Building Wealth One House at a Time," has assisted more than 100,000 people on their way to successful invest­ing. John and his partner the legendary Jack Miller were the first to teach seminars on investing in single family houses. John buys, sells and manages his own properties and notes and enjoys providing quality housing at fair prices for working families in his community who cannot afford to buy a home through conventional sources through his work with Habitat for Humanity and the Fuller Center for Housing. John has served for more than 20 years on the board of Sarasota Habitat, 7 years on Habitat's International Board and currently serves as the chairman of the board of the Fuller Center for Housing. A Florida native, John is a proud graduate of the University of Florida, where he earned his B.A. from the College of Business Administration in 1970. He will be available for complimentary private consultations at the Note Symposium. Just ask him.

Joshua Scheer, J. D.

Principal, Scheer Law Group, LLP

Bio: At THE PAPER SOURCE NOTE SYMPOSIUM, Joshua Scheer will discuss bankruptcy cases, rule changes, and controversies that may affect your investing strategies or at least the way you analyze loans that have been or may be subject to bankruptcy proceedings. He will address recent cases relating to creditor rights in bankruptcy, including the allowance of default interest, proof of claim requirements, lien strips, cram downs, “Chapter 20’s”, repeat filings, bankruptcy “hijackings”, and if/when you can recoup your fees and costs as a creditor in bankruptcy. He is a principal at Scheer Law Group, LLP (SLG), Newport Beach, California. Mr. Scheer graduated from the University of California, Santa Barbara and earned his Juris Doctor Degree from Suffolk University Law School in Boston, MA. While attending law school, Mr. Scheer worked as a legal intern for a certified NFL agent, assisting in the negotiation and preparation of contracts and endorsement/marketing deals for professional athletes and musicians. He deals primarily with real estate and bankruptcy matters and assists lenders and note investors with loss mitigation, transactional, litigation, compliance and regulatory issues. His main focus has been on all aspects of creditor transaction and litigation matters, including: Chapter 13 and 11 plan review and litigation, collection litigation, lender fraud litigation (defense), and real estate transaction work including preparation of loan workout agreements, forbearance and loan modification agreements. Mr. Scheer is admitted to practice in all California state courts and in all Federal District and Bankruptcy Courts in California, including the 9th Circuit Court of Appeals. Mr. Scheer has been a featured speaker at various events including the Sacramento Valley Bankruptcy Forum, the California Credit Union Collectors Council, the Credit Union Compliance Professionals, and the Marin County Bar Association, speaking primarily on creditor’s rights in bankruptcy and significant developments in insolvency law.

Kurt DeMeire

County Records Research, Huntington Beach

Bio: Kurt DeMeire has been a California real estate broker and note and real estate investor for over 30 years, specializing in foreclosures. He has purchased many non-performing notes and made great profits. at the Symposium he will teach you “Buying Non-Performing Notes During The Foreclosure Process.” Kurt started County Records Research 34 years ago as a vehicle for investors to identify and purchase non-performing notes and foreclosure properties far below market value. The website has a data bank of active foreclosures and historical information that serves a variety of functions for investors, lenders, and law firms. They have processed over 10,000 foreclosures for unpaid lenders, and they have taught thousands of investors how to succeed at creative real estate investment. He focuses his efforts on teaching others how to grow their portfolios in notes and real estate, and his stories of success will delight and amaze you. He will be available for complimentary private consultations at the Note Symposium.

Martin Granoff

Granoff Enterprises, Davie

Bio: With nearly 50 years in investments and finance, Granoff Enterprises President Martin S. Granoff has established a long list of loyal clients and referral sources across the country. Today, the firm is highly regarded as "lump sum payout specialists" providing exceptional service, a keen industry knowledge— and offering among the highest lump sum payout amounts you'll find anywhere.

Nathan Turner

Canadian Note Guy, Quebec

Bio: Nathan Turner is known in the note world as The Canadian Note Guy. With a degree in Business Management, Nathan had owned his own businesses and been a franchisee before he discovered that real estate is in his blood. He got a taste for real estate investing in Canada starting in 2006, but shifted to US real estate two years later. He started in the states by creating loans and eventually evolved into buying non performing notes with the intention of taking back the house in order to seller finance. Having had the experience of working in key partnerships, Nathan has now branched out on his own. He started to build a portfolio in the spring of 2015 and since then has done over 80 deals. Nathan is well known in the note community and has spoken at various conferences. He will be available for complimentary private consultations at the Note Symposium.

Sándor Lau

Chief Inspiration Officer, Noted Financial

Bio: Buying nonperforming second mortgages nationwide. recovering landlord, writer, and speaker. Portland, OR.

Tom Chase

Senior Partner, Pinnacle Funding and Investment Group, LLC

Bio: Tom has been an active real estate investor since 1998, investing in Arizona, Florida and Texas. In 2012 he changed his investment focus to performing notes. He has been a member of the Arizona Real Estate Investors Association (AZREIA) since 2005 and is also a member the Arizona Private Lenders Association (APLA). Tom holds a real estate license and a Mortgage Loan Originator license in the state of Arizona. He earned an MBA degree from the Lake Forest Graduate School of Management. He will be available for complimentary private consultations at the Note Symposium.

Tom Henderson

President, H. P. Capital

Bio: Tom Henderson will teach a special 2-hour seminar: “Balloons, Wraps and Partials: Do’s and Don’ts” at NO EXTRA CHARGE. Tom has been called “the best-kept secret in real estate note education.” He earned a BBA Degree in Finance and Economics. Tom entered the field of notes and real estate in 1980 during times of turmoil and crisis, much like we are experiencing today. During these troubled times, Tom mastered the skill of buying and selling notes to achieve astronomical yields, as well as acquiring and disposing of real estate using owner financing and notes. His manual, THE NOTE PROFESSOR NOTEBOOK, as well as his workshops, are popular because of their information-packed content and simplicity. Tom’s “tell it like it is” approach has earned him the respect of his students and peers alike. Tom is a recognized expert in the field of owner financing and income producing property. He is a much sought after speaker, author and instructor for real estate groups and publications nationwide. Tom is president of H&P Capital Investments, LLC, which buys, sells and trades owner financed notes. He can be contacted at, where you can also sign up for his informative monthly newsletters. He will be available for complimentary private consultations at the Note Symposium.

Will Henning

Manager of Private Mortgage Acquisitions, First National Bank of America

Bio: Will Henning manages the note acquisitions team at First National Acceptance Company. First National ( has been a leader in the note buying industry for over 35 years. Will oversees a group of note buyers, in both Texas and Michigan, who purchase private contracts in all 50 states. Last year alone his team purchased over 1,197 contracts with balances exceeding $86,000,000. Before joining the acquisitions team, Will had an extensive history with the company’s REO department. He currently lives in East Lansing, Michigan with his wife Hannah and their four children: Liam, Moira, Ruth, and Ilsa.

Fuquan Bilal

National Note Group, Clifton

Bio: NJ

Joe Dickerson

Financial Forensic Services, Littleton

Bio: CO

Philip Dryden

President, Evergreen Note Servicing

Bio: WA

Bill Mencarow

President & Co-Founder, The Paper Source, Inc.

Alex Nackoul

Brownstone Mortgage Corp., Santa Ana

Bio: CA

Jeffrey Armstrong

David Krunic

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